Sosandar Share Discussion Threads

[jackson83] 17/4/2023 11:39

ANYONE KNOW how large Paul pilot Scott position is ?

[jackson83] 17/4/2023 11:34

target price for me is 40p within 18 months ... this could be the next ASOS / worldwide given time.
ASOS was 3p in 2003 and in 2014 reached £70 per share from 3p lows



onwards and up SOS

[bg23] 17/4/2023 08:21

just found Paul's podcast. SOS gets a good mention.

[aleman] 17/4/2023 07:34

Quiz and Superdry have now reported sharp slowdowns in sales recently. Quiz's comparatives have gone from +17% last year (UK +23%) to negative in Feb and March. This makes SOS's slight slowdown to +32% in March look very strong in comparison.

[davidosh] 17/4/2023 00:57

Sosandar will be featured in the show tonight



Use code TwitMM50 for half price tickets

[raleigh43] 15/4/2023 21:43

The brilliant Paul Scott from Stockopedia has taken a position. I like his views.

[jackson83] 15/4/2023 14:52

WONDER IF THIS WILL HIT 30p lol



or drift down after this crazy rise /market cap

[raleigh43] 14/4/2023 14:11

Damn it! After the look warm reaction to yesterday’s TU I sold a quarter of my SOS. Still my largest holding. Timing!
Added to my battery play.
Oh well. Onwards and upwards!

[grahamhacker] 14/4/2023 14:00

Financial Year to 31/3/23

[faz] 14/4/2023 13:40

I dont know APAD. However its good enough for this company:
hxxps://www.global-e.com/press-releases/ms-selects-global-e-to-support-international-online-sales-growth/

[jackson83] 14/4/2023 13:32

looks like another pump pump from the usual crews before the dump next week



shame on Paul lol

[apad] 14/4/2023 11:46

Is Global-e any good at what it does, faz?
I'm guessing that SOS doesn't stand to lose much if it doesn't work well.
I'm happier with the notion of them linking up with a foreign shop 😊
I'd appreciate your experienced view on this.
apad

[jackson83] 14/4/2023 11:41

Superdry down 20% on a profits warning



strange SOS is holding up well so far lol


recession looms / costs rise


RED FLAGS for Sosandar


time will tell

[faz] 14/4/2023 11:41

hxxps://www.global-e.com/boost-your-international-online-sales the brands they say uise it inc M&S. Its an online site to aid companies wanting to market abriad. THe biggest issue regarding foreign o9rders is the Returns Policy. I worked for a fashion retailer that allowed returns at no cost- customer orders 6 dresses, three colours, two sizes, keeps one, sends 5 back.. from Australia = no profit. Retailers are alive to that now of course.

[apad] 14/4/2023 11:34

Anybody have an opinion on Global-e? Hadn't heard of it before.

apad

[apad] 14/4/2023 09:13

Down about a third of ASOS & BOO over a year dai. Protection from the worst effects of consumer discretionaries is a pretty good performance.
SOS has a size advantage of course.

They are carefully managed on all fronts and there are no surprises in the numbers, except perhaps that their gross margin is resilient, for the time being.

The three major influences on share price performance probably won't kick in by July:
Trying out in-store at Sainsburys.
Customising promotion to individual consumers (software development).
Starting the international roll-out.

apad

[daijavu] 14/4/2023 08:56

I guess we might not see much movement in the share price before the full year 2023 earnings release due on the 10th July 2023.

I'm not an accountant but I assume 'full year 2023' means the 12 months from April 2022.

[jackson83] 13/4/2023 21:28

PROFITS DECLINE FROM 1.9M TO 1.6M < RED FLAG >

SOS giving a profits warning so unless 20p holds



top up at 18p



opportunity to SELL / SHORT NOW



ONLINE SALES DOWN / RECESSION LOOMS RED FLAGS

[forethought] 13/4/2023 17:15

Increase holding RNS from insti.

[raleigh43] 13/4/2023 15:46

Schroders added to their holding.

[jackson83] 13/4/2023 00:36

buy ASOS its less risky as SOS overvalued / the ramp crew's lead by Paul Scott lol

[jackson83] 13/4/2023 00:32

recession looms



top up at 20p



overvalued now

[daijavu] 12/4/2023 14:07

Paul Scott writes on Stockopedia

[tomps2] 12/4/2023 13:56

Sosandar (SOS) FY23 Trading Update call - April 2023

Sosandar’s joint CEO’s Julie Lavington, Ali Hall and CFO, Steve Dilks outline the FY23 highlights followed by Q&A. A milestone year, delivering revenue up 44% YoY and first full year of profitability.

Watch the video here:

Or listen to the podcast here: