Member Info for TheNorthern

Very ethical indeed.

https://uk.finance.yahoo.com/news/inside-sheins-fast-fashion-fight-091831845.html

https://uk.finance.yahoo.com/news/shein-vows-cooperate-france-childlike-090550058.html

Ahh it has begun. The daily delayed results posts showing zero patience.

Speaking of shareholders we could do with another bit of push and shove between Ashley and the BoD. Done properly it's right, I hope he is seeing and hearing the right things but I guess if his sole motivation was to mop up from the grave it could still work out for him, no need for him to pipe up!

As always lengthen your horizons and be patient. I still remember the daily (hourly!) postings about final results and talks of admin. A complete waste of time.

Fooling investors like, a huge shareholder mike ashley? lmao. both our saviour and thick!

Don't think I've ever said it was algo's or otherwise SCB! Nice to see you back on regularly though with your insights. Play the ball not the man!

£300k sell!

Nice rise over the last week or so, the Telegraph will have 4-5 stories ready to go about a disgruntled supplier/employee that got some confectionary stuck on their shoe the last time they stepped foot in the workplace. Point becomes when the shorts feel they've milked enough value out and start reducing. Along with a nice H1 update (improvement expected but not out the woods) we could see some green shoots of recovery.

Wasn't just the predictive text errors was it, a load of partisan headbanging, Stanley.

If we go off the 806k or so completions over the previous 5 years, it's quite clear the government pivoting policy and removing red tape should see an uptick, but lack of skilled labour, cost of raw materials and willingness of housebuilders to chip in with infrastructure or use land banked for much later will exert drag.

How can one be arguing with another over a BUY or a NOT BUY lmao. The great uninvested are the unwashed. Get a life people the show goes on long after you all thought it was a gonner, I'm old enough to remember "admin/private by August" relentless drum banging. Never happened. Got to be better ways to spend time.

I mean we know at these prices its a snip to get a lot of infrastructure, IP and experience, would Shein see this as a strategic buy? Low risk surely.

Haha! Aye remember only a few short weeks ago. Suspension imminent, administration imminent, pre pack imminent, only one reason why results are not out etc etc. in the end a colossal waste of his time writing it and our time reading it. Enjoy your weekend people. Longer time horizons needed but why worry about something that might never happen!

Got a notification for 7% on opening!

Why the rise?

Ahh again, a board that should both resign but also shouldn't be allowed to. This board is where its bad if it goes one way and its bad if it goes the other!

I'd have assumed many jumping for joy at a change at the top.

Some large chunks being bought here, expect reduction in shorts/director RNS soon.

Are you on holiday SCB? Spend some time with the family pal.

Qube reduced short again by 0.21%. Only a matter of time until the rest join in and anymore director buys will be welcome, one large purchase a day. I doubt Carol has taken the plunge without knowing how this one plays out, they can't be only out for themselves when they are ruining us. Nor can we be so desperate for results that when they come out they are not good enough! Things are moving and as I've always said, it will be ten times slower than you think.

Multi-year turn around is how Dan has painted it and that's correct. "Strategic buyer" mentioned for PLT, think we all know. All brands now trading profitably and hopefully readjusting to take Shien on with a inventory light, technology focused with more labels to onboard hopefully because as I said the offering is not big-brand heavy and PLT seen as disposable due to global macro-economic issues (tariffs) - mentions a profitable business.

RCF not fully drawn and headroom to adapt further and move where they want to, the consumer base is there they need to hone it down, no options are off the table in terms of selling other brands. Says a lot at this stage MA wasn't willing to punt a bit of pocket change at this as he was at 31p.

I'd suggest an agreement for easier returns too - MA may let the returns process he has through SD to benefit a business he owns 29% of, unless of course he doesn't really want to make it any easier! Dan has stopped the leaks and reduced headcount, now fine tune what he can and drive for profit. I must say the Debs offering is a bit of a mess at the moment and they would do well to focus on well known brands if possible.

"Doesnt look like the market is falling for this claptrap !"

"Into the 13’s today ?"

Lol.