Sosandar Share Discussion Threads

[w13ken] 09/9/2021 00:20

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[someuwin] 08/9/2021 20:31

JD Sports Fashion weighs bid to swallow online retailer Missguided

JD Sports is among a small number of parties in talks with Missguided chief Nitin Passi and his advisers about an investment in the online retailer, Sky News understands.

[teataster] 06/9/2021 08:37

Looking perky this morning.

[glavey] 04/9/2021 01:13

After you tt...

[teataster] 03/9/2021 14:48

BUY and stuff the Pillow!

[pillow] 03/9/2021 13:03

Share price heading south as predicted a long way to go. SELL

[thetrotsky] 31/8/2021 16:30

In your dreams pillow ;-)

[thetrotsky] 27/8/2021 19:05

That's right; M&S always de-lists high selling brands from its website because that makes perfect business sense - NOT. M&S is expanding its online initiative because it has been such a success; analysts are even talking about M&S perhaps having turned the corner (something they haven't said for over 20 years). At some point there may well be a parting of the ways between M&S and SOS (no doubt because M&S will want an even larger slice of the cake), but for the time being M&S and SOS have a mutually benefiical relationship. This may not be the most profitable business for SOS but it's certainly giving SOS invaluable exposure and the possibility of new customers coming to its own website offering in the future.

[thetrotsky] 27/8/2021 18:52

SOS doesn't deliver goods to its customers using HGVs. SOS uses third party delivery firms; anybody can drive a delivery van (you don't need a HGV licence).

[mauricemonkey] 26/8/2021 15:03

Zero evidence for that wild conjecture. Classic deramping.
Go and post on one of the other Sos threads if you’re just going to make stuff up.

[pillow] 26/8/2021 11:18

This is a non profitable company that is overvalued. Significant problems are now occuring with lack of HGV drivers to deliver goods. Many online orders for SOS goods are not reaching customers that are causing refunds and cancellations apparently. Priority will now be given to food shipments which will only make matters worse. Huge market correction on cards will see this move to fair value around 16p. Strong Sell

[xtc23] 26/8/2021 10:15

M&S expansion into other brands will be negative for SOS, may even delist them completely, yet to be convinced and think another fund raise around the corner.

[someuwin] 20/8/2021 11:20

M&S up 11% on profit upgrade. Pivot to online increasing. Guest brands doing well. All good signs for SOS.

"Clothing & Home has seen a good recovery in its performance. Revenue is up 92.2% on last year and down just -2.6% on 2019/20. The change in our approach to trading, including more focussed ranges, fewer promotions and a substantially smaller summer sale, has resulted in full price sales up c.9% on 2019/20. The pivot to online has continued with store sales down -19.8% on 2019/20 as many locations remain in slow recovery from the pandemic, although retail parks have outperformed. MS2 has continued its momentum as the business improves its online and data capability. Clothing & Home online sales are up 61.8% on 2019/20 and comprised c.35% of total Clothing & Home sales, and our guest brands and Sparks programme are performing well."

[boonkoh] 16/8/2021 11:52

Just saw a press release from M&S. They're expanding their Brands at M&S to more brands, as the performance so far has been good. Bodes well for SOS sales.Also... Whilst 'Brands at M&S' is predominantly an online offer, M&Splans to extend an in-store trial to five stores.

[someuwin] 12/8/2021 09:27

Sky News reporting that Boohoo are gioing to spend £500m and create 5,000 new jobs to meet growing deand. I mention this just to show the phenomenal (and unstopple) move to online clothes shopping.

BOO, of course has it's detractors. They sell low grade, cheap 'fast fashion' to young people who by definition don't have much disposable money. And its the 'fast fashion' that saint Greta was complaining about and the climate change lobby have in their sights.

SOS on the other hand have very high ESG credentials. Their clothes are designed to be robust and long lasting. Using sustainable and organic cotton and materials. Green packaging (poly bags made of sugar cane - recyclable. Carbon negative sustainable etc.)Trialing more sustainable yarns and fabrics.

SOS are targeting a more mature market. Women who are higher up the food chain than the BOO demographic. They want better quality clothes, better sustainability and have the money to pay the higher margins.

I can see SOS maintaining very high growth rates for many years to come...

So far SOS has captured just 1.5% (167k) of the potential UK market (11m). So 98.5% still to come!

Then there's the rest of the world to go for!

[montynj] 12/8/2021 08:47

I agree bg23...the tide has finally turned in its favour..I noticed that when they did the last placing which was oversubscribed and stock went up and not down which it had done in the past...I know its in different category to booboo and asos but it could be on a similar share price trajectory to boohoo...Best way to benefit is to have some stock when it's still below the radar.

[bg23] 12/8/2021 08:38

I'm just a holder here, I last added a little after the fundraise at zero discount.

the recent move higher was on genuine buyer interest. once that finished it was easy for the market maker's to offer the stock down in order to try to square their books - I wonder how much equity they were able to pick up?

The fast recovery would indicate buyer interest and reluctant MM offers.

I'm keeping my stock close to my chest.

[montynj] 12/8/2021 08:22

That's a v good sign...this stock is going much higher..Best to call the broker instead

[someuwin] 12/8/2021 08:07

Can't buy many online.

[thetrotsky] 10/8/2021 16:02

What does that prove? They owned 6.49% before 28 May! Don't get me wrong, I'm long on SOS but we have to be even handed here

[montynj] 10/8/2021 10:30

Amati AIM VCT PLC owns 5.5% of the company

[montynj] 10/8/2021 08:51

Back down into buy zone now

[boonkoh] 06/8/2021 14:38

Ahh, on Spectra I think if you investigate global banknote amounts it has been increasing briskly over the last two years, even during covid!Always have to make sure you don't extrapolate your personal situation to represent the entire market.

[w13ken] 06/8/2021 14:30

I did look at Spectra briefly a while back but banknotes haven't exactly been in wide use recently. I've still got some in my wallet from 18 months ago and that's not just because I don't get my round in :-)