Sosandar Share Discussion Threads

[yump] 26/11/2018 14:46

Someone's moved from IQE a while ago, to ramping SOS.

Serious stuff imo, judging by past record. Not just another pi.

[someuwin] 26/11/2018 14:04

Lorraine wears stunning Sosandar dress available for under £70

26 November 2018 12:10 pm

Lorraine Kelly is one of TV's most stylish stars, and last week the presenter pulled off one of her most fashion-forward looks yet.

The 58-year-old wore a gorgeous little black dress for her Friday morning show, with a super stylish twist.

Lorraine decided on a black leather look outfit for her morning show, without doubt one of the more edgier dresses she’s wore on the programme.

But the presenter pulled it off brilliantly, pairing the dress with some black tights, and matching black boots from the ever-affordable Primark.

So where is the edgy leather-look outfit from them? Well, Lorraine Kelly’s dress is actually from one of our favourite retailers – and a brand that’s much loved amongst her fellow TV presenters.

The dress is from Sosandar, which is a brand regularly worn by the likes of Christine Lampard, Andrea McLean and Kaye Adams. So might Lorraine have got some inspiration from her ITV colleagues?

Lorraine’s viewers loved the look on her, commenting to share how smart she looked. One said, ‘Best thing I’ve seen Lorraine wear in a long long time 🖤’.

While another agreed, saying, ‘Very smart x’.

It’s certainly a flattering option, tucking in at the waist to create an elegant hourglass silhouette. And Sosander have assured that the dress is as comfortable as it is stylish.

Buy Sosander Black Leather-look dress here

A big concern when it comes to wearing leather is that it won’t stretch, or might be too tight to feel comfy. However, the dress is made using thick stretch ponte fabric, ensuring you’re actually able to move about!

And if that weren’t enough to convince you, it’s pretty affordable too. It’s on sale for just £69, a steal for what would be a brilliant staple piece in your winter wardrobe.

At the moment, the dress is still available in all sizes, from a 6 to a 20. However we predict that it won’t hang around for long now that Lorraine’s worn it – so if you fancy treating yourself, get shopping now!

[rackerrs1] 26/11/2018 08:46

hey - its my troll following me everywhere

[elcapital2018] 26/11/2018 08:45

rackers = rees4

[rackerrs1] 26/11/2018 08:43

picked up a few of these last week

[bbmsionlypostafter] 25/11/2018 10:17

Sosandar – bonkers valuation of the week….again!

[someuwin] 23/11/2018 15:26

Cheers Paul - it all sounds extremely positive.

[paulypilot] 23/11/2018 15:16

Hi someuwin,

How did the meeting go yesterday Paul - any feedback?

It went very well indeed. I met with one of the Joint CEOs, and the CFO, yesterday afternoon. They gave a presentation of the interim results, which was a summary with some info presented graphically, which aids understanding.

Then Q&A.

Mgt come across very well indeed. They seem to be on top of every aspect of the business, and everything is going well.

The £50m market cap may indeed appear "bonkers", but I think that's because Sosandar is out-performing the ambitious targets set at IPO. There are so many positives about this business. I suggest that people get wives/girlfriends to look at the website, and order some product. The penny should then drop, that this is a business with great management, and tremendous potential - which is actually becoming reality as we speak, unlike most AIM shares!

Hence why the valuation is high. DYOR as usual.

Regards, Paul.

[someuwin] 23/11/2018 13:57

"paulypilot 21 Nov '18 - 13:19 - 1141 of 1152

...Management is doing investor roadshow this week in London. I'm seeing them tomorrow. There's good interest from Instis who want to see them apparently."

How did the meeting go yesterday Paul - any feedback?

[someuwin] 23/11/2018 12:25

No online buy quote available now - should move up soon.

[meijiman] 23/11/2018 11:28

Yes that did spring to mind. I mean to say if the average punter buying this gear looked like the models then er..........Shares having another good day i see.

[johnyee 7] 23/11/2018 10:09

mutton and lamb

[meijiman] 23/11/2018 09:10

What she means is that the mutts buying this gear think they look like the models they see in the advertising!

[someuwin] 23/11/2018 08:47

Sosandar CEO: Emotional engagement key to sales growth

22 November 2018

By Grace Whelan

Julie Lavington, the co-chief executive of womenswear etailer Sosandar, has told Drapers the emotional engagement of customers has driven a spike in its sales...

[yump] 21/11/2018 16:44

I can stick figures into spreadsheets all day long, but its not projections that will determine the longer-term success or not of SOS, is it ?

I just don't agree that the bulls have recognised something, because its too early to conclude anything about 3+ years time. That makes a lot of assumptions.

Obviously they've got a lot of things right, otherwise the money raised would have just disappeared with little to show in revenue terms.

Clearly, the float made an assumption that it would be successful based on ASOS and BOO and I can't say I blame them. If you can raise money for your dream without proving its anywhere near profitable or viable, good for you.

But I seriously doubt if this will end up as another ASOS, despite many folk hoping it will. That hope is why the share price is priced well ahead, compared to the ratings that ASOS had in the early days, which were perhaps a year ahead.

Time will tell I guess, whether they will end up like FootAsylum, JD etc.

The thing they have got going for them I think is that given a dodgy economy and markets because of Brexit etc., its unlikely any direct competitor can launch into their market segment successfully with a float. So it will be existing retailers that can dent their market.

Perhaps it just boils down to how loyal their customers will be to the brand and whether this market segment really was latent and undiscovered and will be eternally grateful for being served better.

[ccraig69] 21/11/2018 16:11

would it be worth asking if they are thinking of pop up shops in the likes of Trafford centre over xmas

[whiteslice] 21/11/2018 15:25

Yes thanks Paul - you need to give Stocko-Graham a nudge ;-)

[hastings] 21/11/2018 14:49

Great comments Paul, so keep them coming. Taken a look at the latest Shore note and the forecast numbers look impressive.

[apad] 21/11/2018 13:23

Hi Paul,
FWIW
I spent half a day with a friend and target customer of SOS, who she wasn't aware of. We looked through their catalogue and compared SOS with five competitors.
She was impressed and her main queries were about quality - she is a big spender.

To me the smaller outfits (should've made notes!) didn't look in any position to compete.

We also looked in some detail at the social media sites, and again SOS was very impressive.

I also found, on a social media site, the view (from a customer) that SOS had moved upmarket in the last year.

I also note that with SOS a customer 'enters' a brand - not a shop where one chooses between brands.

This powerful point seemed to have evaded the tintin,s until Carol Kane confirmed it at a recent BOO presentation.

Thanks for your analysis.

apad

[paulypilot] 21/11/2018 13:19

Forgot to add, house broker Shore Capital has just put out an update, raising revenue forecast for this year by 6% to £4.15m - still looks light to me.

Shore has also increased forecast admin costs for this year from £5.6m to £5.8m, which looks sensible. Therefore overall PBT forecast unchanged at -£3.5m

Hopefully they're setting up things for a beat against forecast.

Management is doing investor roadshow this week in London. I'm seeing them tomorrow. There's good interest from Instis who want to see them apparently.