Member Info for zccax77

Can't win them all, these things happen every now and again.

How much did you lose Nuri?

With Trump destroying the de-minimus route to the US market for Shein, surely Asos and Boo will be able to expand again in the US followed by Europe when the EU follows suit.

Two more business days until the profit warning.

Could potentially be a 10 bagger from year lows, anything is possible.

What happens when he passes 30%

I hope he does, but somehow I don't see it since he has no history of acquiring businesses like that he is more passive. If Polvsen was more active he would have shown Calamonte the door already, just look at how well Bestseller is run.

Good idea, have a better chance of making back some of your losses.

All fine and dandy until revenue declines by 13%. Dont be bamboozled by such marketing, investors care about growth and profit, if next can do it why can't Asos?

Best to have a takeout than relying on the current CEO to manage the decline. A bird in the hand is worth two in the bush.

To think the shorters once took this down to 30p not so long ago, just goes to show how corrupt the uk market is.

I don't expect the SP to do much over the next 12-18 months during which I plan to keep on topping up.

I am still surprised the SP has managed to keep its gains and not fallen back to 120p.

Thomson, RDH could have acquired us for next to nothing when the 150mn bond needed refinancing but instead chose to lend the business £85mn, if he was unscrupulous he could have used the £85mn to buy the entire business.

Https://www.thisismoney.co.uk/money/markets/article-14606623/Esure-set-bought-Belgian-insurance-giant.html

What a bargain, saga is like half the size and they managed to bag our ooperations for significantly less.

I can see the sp ten bag in the next 4-5 years. I would rather not be robbed of that opportunity.

Coz they are cheap, does not mean he will buy the entire lot.

There are so many bargains on the market, why would anyone buy such a debt laden company and with smoke and mirrors hiding the adjusted numbera.

Thomson, I don't think RdH will bid especially after the refinance and the ship debt also has a change in control clause meaning that it will also need to be re-financed at 10%+ rates if he buys this.

Bug good luck, I plan to hold.

Every year they nickle and dime with exceptionals, if they happen every year then sure they are not exceptionals.