Member Info for steadyaswego

You mean uglier than the situation for you in 2017?

I've noticed that whenever bad news is about to come out a lot of ramping is going on beforehand by BB members who haven't posted on a message board or the French Connection message board before. Similarly prior to good news there is a lot of deramping by people who haven't contributed before. And I think we are witnessing this again here, attempting to scare people into selling. I'd love to know if all thee negative posts are being created by the same person. Personally I think we are about to get some good news.

I retract it.

Chinese will be looking at this company like they did with SMCP. With the weak pound its about 20% cheaper so investors should really look a the price currently being 26-27p if there is currently foreign interest. No rumour just seen what is going on with Chinese retailers snapping up undervalued UK companies. Shandong Ruyi bought SMCP to expand and develop it in the Chinese market. But I tell you a rumour that I heard is that the FCA have been alerted to Dalooks who claims to be very close to French Connection and has in the past claimed to have insider knowledge and therefore attempted to manipulate the share price.

Are you saying the CEO lied in his report?

They make £7.5 million from licensing the brand alone. Get the retail side right and this would be a cash cow. But who do you work for Harry?

"American Apparal close to going bust due to lack of newness, store closures, unfavourable currency rates." Or maybe going bust because of its massive debt mountain and the losses that dwarf those of French Connection. I'm starting to think you work in the city or at a clothing company.

Dalooks Ted Baker has a sale on with the same 50% off. Is £1.3 billion Ted Baker panicking? I hope this hasn't annoyed you me challenging you and that you don't say that I was probably bullied at school and stuff like that which is what you usually do to anyone who has a different opinion

Is a very interesting shareholder. More interesting is their short history in buying shares in British companies. I think we have a bid on the way.

I'm expecting that they will attract a bid at some point. There is no way a company like this with the client list they have and the dominance they have in translation will stay independent for long. The customer experience market is growing at 15% annually and there are big players who will I imagine be looking at SDL very closely. In the past there have been big companies who have acquired to enter this market so I am expecting consolidation or companies that will be new entrants via an acquisition. You can call me mad but I see a takeover price coming in at between £10-13 per share. Potential predators could be :Saleforce, Adobe, Microsoft or OpenText.

are probably Honeywell and Zebra Technologies. I somehow don't think that a company with revenues at £35 million with minimal debt and cutting edge technology is going to remain independent for too long. And lets not forget that they have two big contracts soon to be signed. They have blue chip customers and the application of their services is only going to be adopted by more companies. They believe they have potential to have £100 million revenues alone just from their German car manufacturing customers if they were to adopt their services throughout Germany. Yes profits have not come yet but Ubisense is in a growth phase where R&D and the cost of growing is more imperative than todays profits (I can think of many companies with market caps of about 10 times revenues that are hardly growing revenues yet investors blindly think there is jam tomorrow)Many high tech companies were not profitable for years. I don't think Amazon made profits for years and look at them now. Ubisense is building some very big barriers to entry. Im sure when Honeywell took over Intermec (a company that fits closely with Ubisense) it was loss making. They didn't just buy Intermec for rugged handheld devices (they were simply taking out a direct competitor) they also bought it because of Vocollect like Ubisense a product for now but also with the potential for massive future growth. Honeywell with a market cap of around $77 billion could pay a significant premium for Ubisense and not feel it. Or they could miss out on a company to a rival that would have complemented many of its products and services.

Yeah I remember them tipping Mayflower PLC a few times just before it went under and shareholders lost all their investment. No apology from them though.

MySale has just shut down its American operation. The USA being the biggest consumer economy in the world. What an achievement failing in that part of the world. Flawless kicks where did you get that 330p target from?

I hope you're up very early for your "very large business" rather than MySale on the LSE as I think your "very large business" is your best investment. If you need any tips on how to finance growth in the most efficient way don't hesitate to ask me.

It must have been late all the time because you've always thought Mike Ashley runs JD Sports.

"I had a fashion retail business for 8 years so I know how the industry works." Its amazing you did or else you would know that Mike Ashley is Sports Direct not JD Sports. You keep talking about the Mike Ashley JD Sports link up but he doesn't have anything to do with it. As for me being a shorter I am not a shorter. I just believe when a company has seen its growth fall from 64% to 24% there is something going wrong. Especially when you take into account that in its main market, Australia, its losing customers to competitors. Which suggests to me there are low barriers to entry and that it can become a crowded market very quickly. The founders of this company are clearly trying to prop up there shares which is understandable as they need to protect their 30%+ shareholding. But I am not going to be seduced by this propping up exercise. I may buy in at 10-15p as I feel cash will fall and there are two more profits warnings yet to come. BTW the p/e is not in the teens its in the 30's.

Don't worry if you join the 90% club (and I'm not referring to the discounts MySale is offering) you've always got your "very large business" to fall back on which seems to run itself because you are posting delusional ramps on the LSE every 5 minutes.

"I have to say you are coming across very arrogant. You don't know anything about me or what I do! I actually run a very large business and I would like to think I know a thing or two. You are de ramping the stock and I understand that you probably have a short on or want a lower entry point. Trying to make out that you are somehow doing us all a favor is really not washing with me at all!" How are you running a large business whilst post messages every 5 minutes. And if you really do run a large business you would know full well about ROI, cashflow and fixed and variable costs. You've made up that you run a large business or you would know that companies can fund growth but not always get back what they put into financing that growth. You obviously want to name call suggesting that I am arrogant however I would argue that I am simply outlining rudimentary business theory. BTW please refer to a post where I have claimed that I am doing everyone a favour? However for people who have invested because of your excessive ramping you certainly haven't done them a favour.

"Growth of 25% will not result in dwindling cash." You obviously don't know a thing about business with that statement.

When I sign up for a flash sale site I don't wont TopShop tat or some Sports Direct clobber that even chavs didn't want. These retail tycoons are there to get some money for the tat that they couldn't offload themselves. I want big brands. But no wonder the flash sale market is losing steam as with MySale you have to wait upto 21 days for some out of season products. Customer churn was always going to happen in this fast fashion world we now live in. That £33 million will be being eaten up by the aggressive push to get these new markets going. They are trying too many territories at once. Even Amazon and Ebay in their early days didn't go after so many markets. And they were valued at billions and could have financed such an expansion. But they new that to try to many things at once was a recipe for disaster.You celebrate a $9 million advertising campaign whereas I worry about it. That £33 million in cash will dwindle. The reason those directors were probably propping up the share price (which failed) was that they know that to fully get those new markets going they will one day need to tap the city for cash.