Sosandar Share Discussion Threads

[givmesunshine] 23/11/2021 14:50

Hi SYWYep - I'm looking forwards to them - some key information to go through and analyse.. not much trading since the update - but will be looking for something to work on

[someuwin] 23/11/2021 14:32

Results / Update one week today.

[w13ken] 17/11/2021 13:06

Great work and research APAD and sunshine - thanks!

[apad] 17/11/2021 12:39

The half year update puts a floor on revenue of, say, £24m so your £28m is quite possible.
I think the current FD is a significant improvement on the previous FD so the promotions will come out of revenue and there won't be another fund raise (as Scott speculated earlier in the year).
My main interest is in the recent performance in the run up to Xmas and as there won't be any December news, so it will really be about November's performance. If it has been good they will trumpet it from the rooftops.
I'm not at all sure that good, even brilliant, results will move the share price that much as current opinions are so high.
I have no concerns about customer retention. It's interesting to compare the Sosandar designs with Karen Millen (BOO takeover). I suspect that Oasis is the nearest competitor.
I am puzzled by the 'if they buy it from M&S then they will shift to the SOS website' argument. Maybe the size and variety of offerings on the M&S website makes it dominant and they aren't bothered bout losing a few customers to the brand websites.
I was amused when M&S came out with a statement that they weren't becoming a brands shop - never believe anything until it is officially denied.
My daughters' were horrified at the leopard print frocks, which gave me significant confidence in the SOS designers. 😊
Keep up the market research, sunshine.
apad

[givmesunshine] 17/11/2021 11:17

Hi APAD I think revenue expectations have to be around £28mil + min gross margin @ 58% but certainly have been shelling out on the advertising so numbers could be significantly higher IMO therefore retention figures that appear to have always been good will be key .. I think there are going for growth now over profit that it's clearly reached critical mass

[apad] 17/11/2021 09:47

Good to see the product research on here.
I used to receive daily emails from SOS but they seem to have dumped me 😊 Good to see they are managing their mailing list.
I have bought 75 times since Oct 2018 (average price 19.5p) and been following the designs since then.
I was surprised at. the lack of logistics impact and modified my view of them as a build and test company. More about the market knowledge of the founders - they must have been carrying stock.
They have done well since the IC said 'sell' in January.

These were my and Paul Scott's forecasts back in April 😊.
2022 apad
Revenue 18
Costs 16
EBITDA 2
2022 Scott
Revenue 18
Costs 18
EBITDA 0
I now think the revenue figures will be much higher and so forecasts are now very difficult.

Out of interest, from my notes - M&S resurgence not surprising.

"Coming online through March, April and May, to be sold alongside M&S’s core range and in-house brands Autograph, Goodmove and Per Una, will be:
Hobbs (womenswear)
Jack & Jones (menswear)
Joules (womenswear)
Phase Eight (womenswear)
Seasalt (womenswear)
Selected Femme/Selected Homme (men's and women's wear)
Sloggi (lingerie)
Sosandar (womenswear)
Triumph (lingerie)
White Stuff (womenswear)
In January M&S completed its purchase of Jaeger out of administration.

In October womenswear brand Nobody’s Child launched on M&S’s website, as exclusively revealed by Drapers at the time. In the same month, the retailer also teamed up with Ghost London to create a capsule women’s and children's wear collection for autumn/winter 20.

A branded kidswear offer from Brand Machine Group launched last week with Elle Junior, Russell Athletic, Ben Sherman and Original Penguin. Brands at M&S will also offer exclusive product including from Finery and Ghost."

Thanks again for the research.

apad

[givmesunshine] 17/11/2021 09:07

Approaching all time high - can see this breaking through into new range in pretty quick order .. prime time GMTV advert this morning and looking at the site daily can see how the news in products ( especially boots) are selling out very quickly

[someuwin] 17/11/2021 08:19

Still can't buy many. Will be moving up soon imo.

[givmesunshine] 16/11/2021 13:06

Moving on little volume - we will have 2 months of post results trading in the update - whilst it's only two i think the momentum left from the last update should best clearly visible in current trading -

[someuwin] 16/11/2021 08:41

No online buy quote available.

[someuwin] 16/11/2021 08:18

Results / Update two weeks from today.

[from russia with love] 12/11/2021 16:03

Next news will be a massive positive game changer smart money will start to
Buy this aggressively now.

[someuwin] 12/11/2021 07:33

12 November 2021

Sosandar plc

("Sosandar")

Notice of Results

Sosandar, the online women's fashion brand, will announce its results for the six-month period to 30(th) September 2021 on Tuesday 30(th) November 2021.

Following the results Sosandar will be hosting a webinar for analysts on Tuesday 30(th) November at 11:00am. If you would like to register, please contact [e-mail] .

In addition, management will be hosting a webinar for retail investors on Wednesday 1(st) December at 13:00pm. Investors can register for the webinar via:

[givmesunshine] 11/11/2021 15:00

Sos updated stock now on M+S - which matches to the new SOS monthly book 256 products (Ithink) it was 250'something

[montynj] 11/11/2021 11:30

Thank you so much

[givmesunshine] 10/11/2021 13:27

Also remember we only have 241 products - bigger for us than M+S But they will no doubt be aware of how SOS is performing

[givmesunshine] 10/11/2021 13:26

Read my post below - I don't know but I can summise from the following If you go on M+S - then women's - then New In then say Tops - then sort by "best sellers" and look what's is on the first page - same for boots, trousers , jeans etcIt's only a snap shot - but it's been consistently with many products on the first page and mostly the first item displayed

[someuwin] 10/11/2021 12:06

Top selling tops on M&S website

1 - SOSANDAR
V-Neck Short Sleeve Top

2 - ALBARAY
Floral High Neck Top

3 - M&S COLLECTION
Pure Cotton Animal Print Tops

4 - M&S COLLECTION
Star Print Round Neck Puff Sleeve Top

Top selling dresses on M&S website

1 - SOSANDAR
Animal Print Belted Mini Shirt Dress

2 - NOBODY'S CHILD
Floral V-Neck Button Through Mini Tea Dress

3 - NOBODY'S CHILD
Floral Tie Sleeve Midaxi Tea Dress

4 - NOBODY'S CHILD
Floral Puff Sleeve Midaxi Tea Dress

Top selling boots on M&S website

1 - SOSANDAR
Leather Block Heel Knee High Boots

2 - M&S COLLECTION
Wide Fit Faux Fur Lined Winter Boots

3 - M&S COLLECTION
Wide Fit Faux Fur Lined Winter Boots

4 - M&S COLLECTION
Wide Fit Lace Up Flatform Ankle Boots


Top selling blouses on M&S website

1 - SOSANDAR
Animal Print V-Neck Long Sleeve Blouse

2 - M&S COLLECTION
Foil Print Collared Long Sleeve Blouse

3 - M&S COLLECTION
Geometric Pleat Detail Long Sleeve Blouse

4 - M&S COLLECTION
Floral Tie Neck Long Sleeve Popover

[glavey] 10/11/2021 11:12

Oh look, 125,000 and 61,654 slotted. Baaa...

[montynj] 10/11/2021 11:06

How do u know that we are one of their top sellers ? Sosandar not mentioned in Marks results

[givmesunshine] 10/11/2021 10:43

M+S clothing and household online sales +60% - we appear one of their best sellers of you assume our high placing often top of the selling list reflect in sales

[someuwin] 10/11/2021 08:56

Yes - this is the main take from MKS update..

"BETTER PRODUCT AND OMNI-CHANNEL STRATEGY DELIVER SHARP UPLIFT ONLINE IN CLOTHING & HOME"

[montynj] 10/11/2021 08:23

Totally agree

[drdre] 10/11/2021 08:04

M&S sparkling results bode well for SOS?

[brummy_git] 10/11/2021 06:27

Professional investor Paul Scott of Stockopedia discussed Sosander (starts 20:30) here