Sosandar Share Discussion Threads

[aleman] 11/11/2022 13:55

Looks like it's going to have another go at the 200-day in the run up to results in 3 weeks or so.

[davidosh] 04/11/2022 13:55

The recording is available to all their Annual pass holders

[raleigh43] 04/11/2022 11:01

What was said?

[davidosh] 25/10/2022 14:57

Sosandar were featured on the Mello Monday show last night

[raleigh43] 25/10/2022 14:06

Ticking upward. I expect it will build some excellent winter sales from here on in.

[aleman] 25/10/2022 12:42

Tipped somewhere?

[nico115] 22/10/2022 02:06

My very best friend Alan likes Sosander

[raleigh43] 21/10/2022 10:23

Wildcard guess - NEXT to take a nibble of SOS.

[raleigh43] 21/10/2022 10:22

Listening to the PI World podcast now. Very good.

[davidosh] 20/10/2022 15:35

Sosandar will be featured in one of the sessions on the show on Monday...

Just to let shareholders and prospective investors know that Galliford Try, Warpaint, Delta Application Services and Quixant will be presenting on the MelloMonday webinar at 5pm on Monday 24th October 2022.

The programme for the evening is as follows:

5.00 pm Welcome and Mello Bliss update from David Stredder
5.10 pm Company presentation by Galliford Try
5.50 pm Alan Charlton & David Stredder discuss ‘Irrational Markets Create Bargains!’
6.10 pm Company presentation by Warpaint
6.50 pm Company presentation by Delta Application Services
7.05 pm Company presentation by Quixant
7.45 pm Karin Schulte presents Investor updates
8.00 pm Mello BASH

There will be over 500 investors attending and these are very popular shows with company presentations, fund manager and investor interviews, and panel sessions.

Tickets are still available and if you would like one at half price then enter the code MMTADVFN50.

[drdre] 19/10/2022 08:08

Given ASOS news today, SOS performance and outlook looks great. However, there could be read across and also sentiment expecting the shoe to drop here. SOS will be on a P/E of 21 this year falling to 14 next according to stocko. For a growth stock displaying such resiliency, I'll continue to hold and add on any dips. However, I do see turbulent times ahead, market wise.

[tomps2] 18/10/2022 19:42

Sosandar #SOS H123 trading update call from 18.10.23

www.piworld.co.uk/company-videos/sosandar-sos-h123-trading-update-call-october-2022/

[dennisbergkamp] 18/10/2022 18:06

Does look interesting, although against a backdrop of belt tightening (pun intended)
D

[dancing piranha] 18/10/2022 16:26

I'm more than happy to continue holding!

[glavey] 18/10/2022 16:21

Good job the recession is forecast to be global then... :-)

[glavey] 18/10/2022 16:15

"pos"?
Piece of sh1t?

[someuwin] 18/10/2022 15:25

Active customers up 33% to 254,601.

Total addressable market in their core demographic = 13 million.

So they've only captured 1.9% of the market so far. And that's just the UK. Their unique formula should work just as well in all developed countries.

[w13ken] 18/10/2022 14:33

aleman, international expansion was played down this time as they feel there is still significant opportunity in the UK that hasn't been fully explored. They haven't ruled it out though, and would most likely sell through an established 3rd party.

[aleman] 18/10/2022 10:54

Consensus PTP estimates (of two analysts) were £2.1m, £3.5m and £5.7m for 2023-2025. Target prices were 25p and 45p. The company has just said they are on track. I await updates.

[aleman] 18/10/2022 10:45

Has there been any more mention of international expansion? There were hints of it in the last presentation. They might be experimenting with stocks abroad to supply Europe, for example. That uses cash but I imagine they would not shout it from the rooftops until trials show some success.

[someuwin] 18/10/2022 10:36

Singer:

"Strong trading in Q2, and continuing momentum into Q3, means SOS is on track. We make no changes to previously upgraded forecasts. Its agile, design-led, data-driven approach continues to deliver strong KPIs and rapid market share gains, and it is now profitable. Confidence in Sosandar’s product proposition, and opportunity to grow share, is therefore undiminished despite the macro uncertainty. The shares can rally from here after an unjustified setback, which have left them at near 2-year lows (when it was a quarter of the size and loss-making). Buy."

[base7] 18/10/2022 10:35

A major positive must be that they have the cash to fund stock accumulation to fuel their rapid revenue growth & assuming they have the right products on their shelves the cashflow & profits will sell -although by Spring they will be building their Spring/Summer collections but the profits fromXmas /Winter should be feeding through .Building relationships with major retail brands is a massive positive but anything consumer related is being understandably hammered but SOS could be a longer term winner -but need to demonstrate that they are now self financing & likely to take a few more reporting periods to convince the market of its potential .Watching with interest .

[eezymunny] 18/10/2022 10:20

I mean all this is fine, and as I said SOS has a chance of being a decent investment. It is however, a very crowded market, and for now they just keep swallowing up the cash. There´s risk. As DrDre says, good to look at all angles and make up your mind.

[thetrotsky] 18/10/2022 10:19

Shouldn't be overlooked that SOS continues to spend on new customer acquisitions. If I recollect correctly from previous webinars, new customer acquistions cost ~£20, so 80,000 first time orders on SOS's website would have cost ~£1.6m. Also, spending that money in H1 makes sense if it generates further orders in H2, particularly in the run up to Xmas. All in all, given the new customer acquisitions and increased stock build I'm comfortable with the current cash position.

It would seem that SOS is currently on course to exceed forecast full year revenues but, given the current economic backdrop, has chosen not to raise its target, which is prudent.