Sosandar Share Discussion Threads

[nw99] 03/1/2018 09:07

Agree with you there NYB

[ny boy] 03/1/2018 08:42

Just one to tuck away for a year or two whilst sub 20p, I doubt these will be lower than 50p by year end.

[yump] 03/1/2018 08:27

I'm not sure easy availability of shares is a good investment strategy.

My main point is that this is way, way different from BOO, because its at a start up stage. There are frequent comparisons between shares and most are irrelevant.

The most relevant comparison is that investors will draw comparisons with other shares like BOO and drive the price up here regardless of revenue, profit or any other valuation measure.

Its possible funds might at some later stage, as they are desperate to find growth retailers and rarity is a big driver.

One certainty is that there will be a bullish update on sales, simply because of the Christmas period and that will get quite a few investors going when they think about all the riches they could win.

[nw99] 03/1/2018 08:21

Next Online sales up 16% shows the way forward

[mauricemonkey] 02/1/2018 17:27

Sure, if you can find a start up you can invest in, that has credible management who are well connected, getting the brand on tv, for free, that aren't forcing you too sink more money in than you feel comfortable with, go for it. I'm sure we'd all love to find these unicorns.

Back in the real world, we are where we are and take the opportunities presented to us.

[yump] 02/1/2018 17:04

There is a massive difference between the float of BOO and SOS.

Here's the trading update on BOO from 2014 just after float. It was a sizeable business already, proving that the business model worked.

Therefore the risks are vastly different with SOS, which is effectively a startup.

"The Board is pleased to confirm that the year to 28 February 2014 finished in line with market expectations with unaudited net revenues in excess of GBP109 million, being a year on year increase of 62%"

Subsequently in 2015 there was a 27% jump in full year revenue to around 130mln, which was of a size where funds would get interested and where a p/e of 30+ was quite likely, once they did.

I may buy some shares in SOS, but if I'm going to start investing in start ups, the rewards would be better if I found some with the same turnover as SOS, before they float.

[mauricemonkey] 02/1/2018 15:15

Well...

5% position in portfolio - downside risk limited by small exposure.
Looking at other companies in the industry, several have gone on to 10 bag from listing.

How do you pick the right start up?
Well, seems to me, following Paul Scott, who has been a successful fashion retail Finance Director, called BooHoo as a screaming buy when they were sub 30p and has faith in the "credible" management of SOS seems as good a way as any.

Also seems to me that knowing people in the target market who've bought from the website and are happy with the product and service seems good.

Lastly, the fact the CEOs can get virtually free exposure for SOS on daytime tv (free marketing) by leveraging their extensive range of contacts after years in the fashion industry seems like a major plus point.

Do they have the retail experience? Can they get this company to remain on track, keep costs under control and keep the offer fresh and relevant? Time will tell.

Complete punt but one I'm comfortable with.

[yump] 02/1/2018 14:34

The levels of in depth analysis on ADVFN never fail to amaze me.

[rathean] 02/1/2018 14:31

Upgrade by Deutsche Bank for ASOS. BOO up 5% today. If you're not in SOS at these prices and online fashion retail, you don't understand retail.

[nw99] 02/1/2018 11:44

Very impressed with the website and the range of clothes on offer . The girls are loving it .

[montynj] 02/1/2018 09:19

A 48500 shs buy trade not printed yet

[ohmymel] 01/1/2018 16:58

Didn’t Paul Scott lose his shirt on his tip of that Cctv business indigo

[rathean] 01/1/2018 16:02

Lol cut n paste from the QUIZ board. Lucky us you're willing to share your in-depth analysis :)

[albanyvillas] 01/1/2018 12:27

will be the new KOOV and slow puncture to 0p

[nw99] 30/12/2017 19:44

Not sure where you are getting your thoughts from but hope you are not short otherwise you will get hurt here . Repeat customers is the operative game changer and I hear 3 or 4 repeat orders per customer .

[opodio] 30/12/2017 19:30

I wouldn’t want to hold when the figures come out

Forget the words watch the numbers

[mauricemonkey] 30/12/2017 00:19

There's a few here desperate for this to fail - hope they're not short as the last couple of days would've been pretty painful.....

[nw99] 29/12/2017 15:14

As Paul Scott said it's the right thing to do , once this was announced the stock rallied tells you something . It's bullish

[opodio] 29/12/2017 14:48

Sosandar plc (AIM: SOS.L), the online women's fashion retailer, announces that, following the acquisition of Thread 35 Limited ("Thread") on 2 November 2017, the Company has decided to change its accounting reference date and financial year end from 31 December to 31 Marc


Will take longer for bad news to come out this way

`maybe they dont want the auditors qualifying the accounts for example

[fillipe] 28/12/2017 17:38

SOS + 10.14% today....am happy with that and more to come.

f

[nw99] 28/12/2017 15:46

Paul Scott recommendation looks good on good volume

[nw99] 28/12/2017 15:40

I do like Paul Scott's in-depth analysis

[rathean] 28/12/2017 15:08

Solid 7% gain on the day, very few sellers.

[dan_the_epic] 28/12/2017 12:25

I'd rather back management who have a more serious stake in their very early stage business (and who haven't watered it down).