Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Agree but also he does have a couple of stinkers on his CV alongside Sainos and Amazon. Farfetch and Matches aren’t great endorsement
This is the one thing that is a surprise and will go down very well. Every negative article in the lead up mentioned stock reduction being ‘to plan’. It’s well head of it and will enable the rest of the more dynamic business plan to be delivered. Great great update
5.6%
Do they expire tomorrow?
Doesn’t ever breakout first thing. Something to be announce perhaps?
Nice movements last week and this week that have been held….charts looking positive. Perhaps we’re seeing some positivity from the turnaround. Maybe sales looking good?
This has the potential of a great business. It’s a hard time for the sector but this is plainly being mismanaged. Fast paced and maybe wreckless acquisitions during a period of high stock price has damaged the internal workings. I think they haven’t integrated them properly and this is why we have terrible forecasting. I used to think workout SMS we’d be stuffed. I now think maybe a less maverick CEO could stabilise this and turn it around over 5-10 years. WPP had growing pains during its acquisition phases and I think this is similar but I do think it needs new life. I have also worked with SMS at WPP and the culture he creates is horrific- run through fear and Intimidation and I do wonder if this is why the numbers keep missing. He keeps pushing for more and it isn’t working
I think the market will react well today on this news, however at what point do they have to disclose it? And what does formally registering interest mean?
I’m but actually convinced selling topshop is a great idea..I think a strategic partnership to expand it even further could be more beneficial. Joint venture with Frasers or something
Blue by EOD
They forecasts no more than -31MM EBITDA and it’s landed at -29MM EBITDA. That will be the measure that is a positive
I bought £500 of this from Primary Bid when they IPO’d. it’s been a disaster share with terrible management and poor products. I’m still in as it’s literally worth less than a few pints now but I guarantee this will be pumped, dumped then delisted or RTO
I get your view on the delay and it isn’t good. But uk hard fundamentally incorrect in quoting ‘now a loss rather than a 40m profit’. The loss has been built in for months. The positive is the size of the loss is vastly reduced (by 80+%) because the company instigated a turnaround plan and it’s working. I stand by the fact you are an idiot
You need to learn to read a balance sheet and not just the headline update. Go back and read the May update. Then you will learn the actual situation. The ship has turned.
No a loss and not 40m profit? You’re actually an idiot. The loss of FY loss which was always built In and is 31 million reduced from 290 million reported in May. Asos is back making profit in each quarter
Remember £290 million loss reported in May, change of strategy and we are now facing £31 million loss annually to be reported next week. THE PLAN IS WORKING
No shocks next week now. The stock has been de risked. Shorts will begin to drop between now and next week.
Wouldn’t be a spike to MA can exit his put options would it?
Didn’t say that did I muppet and you know it. I said the RNS was cancelled because of the trading halt. No wonder your wife is cheating on you bro
Was cancelled because of the trading halt. Arriving tomorrow
He mentioned it was £12 per share and 3 goes on your mum clam for all the directors. Seems a fair offer? The £12 but not her manky old clam