Sosandar Share Discussion Threads

[mrx9000] 09/12/2017 12:00

Lol. Just filter him PP.

[paulypilot] 06/12/2017 22:01

blockchain - no you're wrong.

Can't be bothered arguing with a pillock.

DYOR.

PP.

[andysand] 06/12/2017 11:49

You sound a bit desperate blockchain. Have an open spread bet?

[blockchain] 06/12/2017 11:08

Heading back down

Market seems awash with shares

[blockchain] 05/12/2017 14:23

paulypilot3 Dec '17 - 13:29 - 109 of 111 2 0
Blockchain,

Your post is wrong.

SOS has about £7m cash now.




NO loans were repaid. They have £3m cash

BUST in 8 months imho

[dan_the_epic] 03/12/2017 13:35

"As sales grow during that 2 year period, then cash burn should reduce."

Not convinced. Will need to hugely ramp up sales and marketing spend and invest in headcount too. I'm sure they'll need to keep investing in back end tech too.

Mini survey of 3 women I know this mornng, ages 30, 44 and 50. 1 of three thought the brand stood out vs. what they currently buy so obviously cookie can crumble in any direction.

[paulypilot] 03/12/2017 13:32

GErsemi - yes I hold GMD too, bought at 20p (bit of a fluke getting in at that price!) I think it has further upside, due to recent £19m cash raised form disposal, favourable console cycle, and initial success of Belong format. Plus about 80% of shop leases either expire or have break clauses in 2018 - so great opp to re-size, relocate, and lower cost of retail estate.

Sorry for off topic.

Regards, Paul.

P.S. Evidence of my GMD trade is here, in the rather strongly performing "Beam Me Up Scotty" fantasy fund, which mirrors my larger personal real life trades:

[paulypilot] 03/12/2017 13:29

Blockchain,Your post is wrong.SOS has about £7m cash now.Monthly cash burn is c.£250k.So it's funded for over 2 years.As sales grow during that 2 year period, then cash burn should reduce.Should you comment, if you don't know the basic facts?Paul.

[blockchain] 02/12/2017 21:14

Re: SOS

Please provide proforma cash balance now?

Please provide monthly burn rate?


Will go bust in 8 months. Thats it. Sorry Mate.

[gersemi] 02/12/2017 21:14

Paul

GMD is the stock with the greatest potential of any I have seen on the market today A company whose market value is probably 80% cash, zero debt with the rest of the business thrown in for nowt...

[paulypilot] 02/12/2017 20:49

@1savvyinvestorYour daughter is younger than the target Sosandar customer, who is 35-55.As part of my research, before buying 1% of the company, I showed friends & family in their 40s & 50s the Sosandar website, and they all loved the products. The key thing is Sosandar is designing fashionable items for middle aged women who find most other offerings too young (eg Asos, Boohoo), but who find M&S and other High Street offerings too frumpy.I see that there are lots of new lines recently added to Sosandar's website. Also it has moved up again in the Alexa website traffic rankings. We have to be realistic that the company has got to achieve a lot just to get anywhere near breakeven. So it's highly speculative at this stage.Regards Paul

[opodio] 28/11/2017 18:01

Go to my Feed
28/11/2017 16:10 Breakout Sosandar hit a downwards weekly price breakout.

[opodio] 28/11/2017 18:00

yes 10p gets closer

[1savvyinvestor] 28/11/2017 12:06

For what it's worth my pretty fashionable daughter aged 24 was not impressed with website

[kmann] 28/11/2017 09:55

No problem Paul. Non illegitimis carborundum.

[paulypilot] 27/11/2017 22:39

@kMann,

Thanks for your reasonable responses. Am happy to clarify, in response to any reasonable questions.

I've filtered a lot of other people on advfn, so have no idea what rubbish the idiots are spouting! They're just best ignored.

I'm only interested in discussing companies, not getting into inter-personal bickering that seems to dominate these advfn bulletin boards.

Cheers, Paul.

[dan_the_epic] 27/11/2017 22:19

Credit to what Paul does as he provides a very useful service at no charge. I'm sure it's not all fun for him - some days it must be tiresome so good he has GN now

That said, bold statement ;)
"10k readers per day find my stuff useful, and make money from it most of the time."

[kmann] 27/11/2017 22:17

Ok paul, thanks for putting me right, that's clear enough on that point.

[dan_the_epic] 27/11/2017 22:16

As computers and algos take over, the only thing the markets will eventually become is a random walk and a gambling zone. So make money in the pockets of inefficiencies while it lasts

Any IIs who currently gain from hearing whispers and semi MNPI from companies will eventually be run out of town.

Starting next year with eu regs where IIs will push down the scale to small capps making them more efficient and harder to make money in.

[paulypilot] 27/11/2017 21:25

@kmann,

My reports on Stockopedia are a daily OPINION on trading updates & results statements. I NEVER, EVER, give recommendations. That makes my stuff totally different from tipsters, IC, Shares magazine, etc, who all give recommendations to readers. I think that is totally wrong - I'm strongly opposed to the idea of commentators giving buy or sell recommendations, it really should not be allowed.

What we do on Stockopedia is that we provide investors with a toolbox, to help investors become more confident about making their own investment decisions. My editorial on small caps is designed to stimulate debate, and to give my personal opinion, which is later revisited, to see if I was right or wrong, and then to analyse what went right or wrong, and learn from it.

We absolutely do NOT want readers just blindly following me, or any other writer on Stockopedia. That's why we DON'T give recommendations, we just give opinions, and we encourage our readers to challenge, & disagree with writers on Stocko.

I am required to disclose if I hold a position in a company or not, on that day. Most of my positions are long term ones. Readers can follow my main positions in my model portfolio, called Beam Me Up Scotty, which has done very well.

My readers are very, very happy with my articles, and how they have helped educate many people on accounting matters, and improve their lives - by improving their investment performance. Anyway, take it or leave it - 10k readers per day find my stuff useful, and make money from it most of the time.

I've been completely open about my view on Sosandar - it's speculative, and won't appeal to most people.

Regards, Paul.

P.S. Just a small plea - can we actually discuss the company, instead of daft personality attacks on other posters, that advfn posters seem so obsessed with?

[kmann] 27/11/2017 19:23

Ok paul, fair enough, but did you publicize the quiz sell prior to this report?hxxps://www.stockopedia.com/content/small-cap-value-report-wed-11-oct-2017-cct-quiz-vtu-phd-crpr-227338/

You get to publish your comments independently, and via an established financial brand. I think many people buy or sell on fair advicecomment based on your statements, this is your job. But what some are starting to questioning is the relationship between you and TW.

I have to ask these questions, and its good that you take time to answer your critics.

Celebrity bloggers pumping everything now, even paris hilton pushing ICOs. People just want to see an honest opinion in a sea of social media gurus working the system to their own advantage. Your way better than that. You have a hard earned good reputation, but people can soon lose faith.

I noticed the US gov are warning celebs to stop endorsing financial stocks etc.

[larva] 27/11/2017 14:43

PUMPKIN SMASH!!

10p coming