Sosandar Share Discussion Threads

[40plus] 30/4/2022 21:41

New Investors or interested parties might find this 29th April 2022 podcast interesting with the 2 founders being interviewed on the "In The Company Of Mavericks" Podcast along with fund manager Rosemary Banyard.



Click on the "A Conversation with Julie Lavington and Ali Hall of Sosandar" Podcast

[nw99] 07/4/2022 21:25

Took Profits

[greenslug] 07/4/2022 17:38

Thanks 40plus, interesting. Maybe they will mention returns rate in the full year results in July or Annual Report.

[nico115] 07/4/2022 09:28

Anyone got what TW wrote about sos Yday ?

[40plus] 06/4/2022 14:33

Good upgrades by Singer reported in Shares Magazine.

[km18] 06/4/2022 14:07

Sosandar Plc, the online women’s fashion brand, issued a trading update this morning. FY22 is ahead of market expectations, revenue was up 138%. The company delivered its second successive EBITDA positive quarter in Q4 FY22 with very strong trading across all channels. The Board now anticipates reporting revenue and EBITDA for FY22 ahead of market expectations, albeit still a small EBITDA loss for the year. The business is not yet profitable, but it will be soon if current impressive trends persist. The top line has grown robustly 5 years in a row and now the past 6 successive months have been EBITDA positive. The business is debt free, with ample cash, the online business model is scalable. Valuation isn’t particularly helpful with PS ratio at around 1.8 based on today’s update numbers. But this shouldn’t be a problem given how fast the top-line is growing. There is a lot to like here, primarily of course growth potential. BUY....

...from WealthOracleAM

[40plus] 06/4/2022 13:51

Hi greenslug I was on the call and can't recall any mention or question relating to current returns rate. The guidance given in the last full year results report July 2021:-

"The key assumptions in the calculation to access value in use are the future revenues and the ability to generate future cash flows. The most recent financial results and forecast approved by management were for the next 9 years and included terminal value. The projected results were discounted at a rate which is a prudent evaluation of the pre-tax rate that reflects current market assessments of the time value of money and the risks specific to the cash-generating unit.

The key assumptions used for the value in use calculation in 2021 were as follows:

%
Discount rate 8.5
Returns assumption 45
Compound annual revenue growth rate 23"

[greenslug] 06/4/2022 11:56

I missed the conference call. Is that where the returns rate was given?
Thanks for drawing attention to it.

[onjohn] 06/4/2022 10:56

60pc returns is a turn off

[photon] 06/4/2022 08:41

Very impressive from the Sosandar management in challenging times. Going from strength to strength.

[babbler] 06/4/2022 08:32

that short must be hurting today. Ouch.

[dancing piranha] 06/4/2022 08:30

Someone's bitter! lol

[albanyvillas] 06/4/2022 08:29

never will make one
you will be diluted sometime with another placing
most of the orders are from next and mks space rental arrangement not on their own website

[montynj] 06/4/2022 08:27

I'm not too worried about lack of profit because I know that they are reinvesting for growth

[albanyvillas] 06/4/2022 08:26

£63m market cap of puff
never made a profit

[bg23] 06/4/2022 08:23

very pleased with this update. the company goes from strength to strength

[davwal] 06/4/2022 08:22

Impressive set of numbers and an encouraging outlook. Profit has taken a while but it's realistically on track. Worth holding for that.

[montynj] 06/4/2022 08:15

Another set of great results

[drdre] 06/4/2022 08:07

Fantastic results, two new 3rd party deals too, all the KPIs trending up.

[nw99] 06/4/2022 07:17

Results look good ahead of recently upgraded forecasts

[dancing piranha] 01/4/2022 15:53

Added today, still showing as a sell, as below mid!

[nw99] 28/3/2022 15:52

Bought in here might be good time to buy

[dicktrade] 16/3/2022 09:29

A few buys this morning !!
There should be a T/U mid April.

[dancing piranha] 14/3/2022 21:28

Purchased quite a few over the last week, all showing as sells! Update in a few weeks....

[dancing piranha] 07/2/2022 10:46

Someone is sucking up shares @ 27p!