sage in the hills
25 Apr 2018
Points noticed here ..... Turn over / Revenue at Mysale approx £230million......but must be with next to no margin .... as, there are no profits arising.Overheads and costs soaking it all up.(Are there any marketing / growth / advertising plans ? ..to increase revenue )[Are there any plans to increase margins ? .....]SAGE
sage in the hills
25 Apr 2018
Boohoo results today..... ...as an example of potential ...Financial HighlightsGroup· Revenue £579.8 million, up 97% (92% CER(6))· Strong revenue growth across all geographies with UK up 95% and international up 99%· Strong balance sheet with net cash of £133.0 million (2017: £58.4 million), following £50 million share placing and with robust operating cash flow of £76.2 million (2017: £36.1 million)boohoo· Revenue £374.1 million, up 32% (29% CER)· Gross margin 51.2%, down 330bps, driven by planned investments in the customer proposition (retail gross margin 53.4% (2017: 56.1%))PrettyLittleThing· Revenue £181.3 million (up 228% on 12-month comparative period)· Gross margin 55.2% (retail gross margin 57.2% (2017 12-month comparative: 57.3%))Nasty Gal· Revenue £24.4 million· Revenue and customer growth both strong from start-up on 1 March 2017· Gross margin 59.6%SAGE
Tired and Confused
26 Mar 2018
Re: 10 -15 % drop all of a sudden .... I have to say I am surprised. Guess we may find out sooner rather than later, small companies are often leaky, just not to PI's! RNS tomorrow?AIMHO
sage in the hills
26 Mar 2018
10 -15 % drop all of a sudden .... Whats happening here ? .......SAGE
Tired and Confused
05 Mar 2018
The Motley Fool & Results Checkout the Website for them. It's like a sort of upmarket, online TKMaxx www.mysale.co.ukI can see this flying. www.stockomendation.com/tipsters/rupert-hargreaves has tipped them today.AIMHO and DYOR(I have bought a few)
sage in the hills
27 Jul 2017
Results and report today ...... i thought it sounds quite good, for growth.......but what do i know ....What do we think then ? ....SAGE
II Editor
23 Dec 2016
NEW ARTICLE: Six share tips for 2017 "Despite three crashes, the worst start to a year on record, a Brexit vote and a Donald Trump election win, stocks did brilliantly in 2016. A slump in bond yields and collapse in sterling meant equities were the only show in town, sending ..."[link]
II Editor
28 Sep 2016
NEW ARTICLE: MySale's stunning fightback on track "Online fashion retailers have been popular investment recently. LSE:BOO:Boohoo.com upgraded sales forecasts again yesterday, while UBS has just added another 23% to its price target for LSE:ASC:ASOS. Now, a great 12 months at Australian peer ..."[link]
Courtier1
14 Aug 2015
Stock starting to look interesting again Looks to me likeGood trading statementexcellent addition in non exec chairmannow profitable from Q4£40m (55%) of market cap covered by cash and stocknote the option strike is 53p but they don't vest until 150p, 200p & 250p - new chairman must be fairly confident as his reward structure appears to be entirely dependent on moving the share price 3-5 fold.lots of buying over last few days from what I can make out - meant to buy some myself at 47p but missed the trade and took some at 53p instead.
The Super Hero
11 Jan 2015
Re: This stock is looking too cheap now Didn't the company just say that they were losing customers to rivals in Australia?
AlphaHound
11 Jan 2015
This stock is looking too cheap now This post on the LSE sums it up for me...MYSL is now too cheapResearch done. This company has GBP35m odd in cash on balance sheet and a market cap of around gbp100m, so taking one from the other, the market is valuing at only GBP65m a business with a dominant presence in Australia / Asia, and fast emerging businesses in the UK and the USA . That's ignoring the growth that will come from the Philip Green / Mike Ashley tie ups.With a normalized ebitda of around (AUD6-7m) GBP3.5m this puts the stock on a PE in the mid teens. Compare this to ASOS on a PE of 50-60 !and BooHoo on a PE of around 30 odd !And neither ASOS nor BOO have the growth potential that MYSL does.Very weird what has happened. But take the free kick while it lasts ![link]
TX2
17 Dec 2014
Re: Buy or Sell Not sure that Ashley or Green owning the company makes sense.The problem being if controlled by either party would 3rd party sellers who provide most of the goods wish to use MySale.Whilst I see some potential,my fear from a present investment point of view is that the cash will run out before the company makes a profit.Overheads seem high.How active all these millions of claimed members are is open to doubt.There is also a fair amount of competition for obtaining stock to sell on commission and from other selling outlets,although from a financial point of view acting purely as a sales portal is attractive.
123easyasABC
15 Dec 2014
Buy or Sell do you think we will see a takeover bid by either Mike Ashley or Sir Phillip Green
