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Thank you tdeck for sharing it with all of us, please keep us posted on IR progress, perhaps on DM
Last post on Istagram today seems to me like a real person modeling as you mentioned a few weeks ago, no face shown lol
Best of luck !!
Thanks for an update,
Based on bears argument and math which don’t make any sense I think, as of 5/3 ( last ER) we had 13 mil in cash and 10 mil in revolver borrowed which remains 25 mil available for borrowing since total line is 35 mil, that means they burned 35-38 mil from 5/3 trough next ER, no sense
The only thing I don’t recall, is 10 mil revolver borrowed is as of 2/2 end of Q4 or as of 5/3 ER date, if as of 2/2 which makes more sense then FRAN may draw addl for inventory purchase, however based on last Q they had enough of inventory on the books
In any case shorts math doesn’t look right to me, well of course it’s in their favor to drive stock lower
Best weekend to all longs here!
SA is completely manipulated and corrupted, agree with you
Some nice buying this morning of a several 5,000 blocks, they sell 100 on the bid
Good job,
I added yesterday 10,000 and 5,000 today, gets shorted on low volume
Good luck to all longs!
RDCM, great pick growth company long term investment
Cash, no debt, low float , unique technology cloud based NFV is industry leader
Current deals with AT&T , Verizon;
Yesterday was announced a new deal with Rakuten Mobile /Japan which could be huge for the company in years to come, 2020-2021
Checking their hiring section on their portal , 20 new openings for 230 employees company, says something
I’m long
Cheers,
Thank you tdeck,
Good developments, I am grabbing a few shares today, already having a decent size position
Cheers everyone!
Hope they will otherwise we’re all toasted here
Cheers,
Target blasted ER today, digital business up 40% , FRAN needs to learn from them
Avon, nice squeeze after takeover confirmation , could happen to US but not at this level for sure
Avon was 1.40 last year today hit 4 almost not bad
I use WhatsApp and Facebook messenger for PMs
I think there is option to create a group on FB ,
SMRT , interesting deal with Amazon , debt 100 m
Thanks Eric,
I thought that update might be very relevant to our investment team!
https://etfdailynews.com/2019/05/20/retailers-send-a-letter-to-president-trump-asking-for-an-end-to-tariffs/
Good night,
That’s great!
Did you know that every boutique has a different selection,well probably not 100% but that’s their niche; I visited 3 boutiques in Seattle area and 3 in LA and I could see various clothes throughout the locations. Online though is a different thing however lots of improvements as I said since watching it since last year.
My daughters are obsessed wit Francesca’s and half of high school is shopping there on regular basis
Peace out!
It’s in accumulation mode I think, it will move when it needs to and when it’s right time; ER should move it if showing a progress, IMAO they will
Best,
We are going to win this fight,just from visiting their website improvements right there vs last year, I’m adding today some
Thanks Eric, great thoughts as usually!
Obviously there’s lots of negativity and all that jazz in the press based solely on the past, we know all that crap, what’s next? And that’s where focus should be for investors /shareholders, does the company have a chance to recover and become better ? Yes absolutely, if things are done differently the perception and image will improve dramatically and abandon funds and customers will return . Btw SA author might suffer from Confirmation Bias, so regardless of all positive developments past memories will persist hard
Great weekend!!and
Pieces come together, 2 more Accounting roles today announced on their career website section, in addition to 2 Accounting roles from last week;
Very good! As an accountant and Controller I know what I’m saying, Mike will do it, house cleaning is #1 task to avoid info leaking and increase efficiency and productivity
Thanks for sharing Eric, I’m sure there are lots of investors reading your writings, pls keep doing it, it helps at least me! And there’s a lot of interest in it from other folks I’m confident
Good work!
It’s time to wake up a little girl, Francesca’s, squeeze them hard please!!
There won’t be enough shares to cover 10m float shorts
Yes, huge blocks coming through, let’s see, maybe covering
Yes, see it
Good ,as they got a free models I guess
Cool, I thought those 100%are models on their website
Might be both customers and professionals.
Like Zulili invites outsiders for photo shoots and then advertising them in exchange for photo printout, it used to be that way a few years ago, not sure now
I’m 90’s school as well!
Very interesting Eric! Thanks,
Beautiful country, model and most important Francesca’s dress
Great find-
We will be fine, I don’t want to see many shorts here though on this board lol!
Erik Lautier, their CMO & CDO has hands of experience in e-commerce and digital advertising, despite things are not rolling fast enough I believe it will see improvement over time; Lawrence unfortunately was busy opening new locations vs. focusing on developing online platform
Talk soon, may add a few more shares later today
Aftepay new feature added today on their website, which allows customer to have 4 equal installments, that’s great I think
On istagram as well can be found today
Adding bunch today
I agree with you,
I expect also BlackRock to add to their current position, they owned 10% but then reduced holdings to 5% in Q1, maybe anticipated the short term decline or hedged.
Once that happens, huge BUY signal ahead
Good night!
Thanks Bud,
Yes sow that, why would existing large shareholders add more assuming shorts expect this to go to “0”, suck them!
FRAN is the most misprized asset I have ever seen, based on fear and gossips; the greatest opportunity of all times IMAO
https://www.prweb.com/releases/francescas_launches_localization_powered_by_radius8_inc/prweb16027095.htm
A few months old article, helps to explain website improvements
https://francescas.wd1.myworkdayjobs.com/Home_Office_Opportunities
Seems like they are doing some house Cleanning, not high level but is positive thing; I’m sure there is info outflows; they already fired bunch. Mike will destroy short funds.tomorrow to watch retail data/reports, M reports
See you later yes!
Raining in Northwest ??
We’re all in the same boat, patience is a key and discipline of course is important as an investor
Okay man, enjoy it,
Thanks for sharing!!
There is another bear on SA ,Alex Hendrix who is short the stock ,
Look into PMD, not sure it’s in your range based on your methodology; I’ve been watching it for a few years and actually traded back in 2018. Wild low float with a little debt, Brazil heavy concentration is weighing on it
Thanks Eric,
Yes him or her on SA ; obviously he got his followers who have no clue in investing/finance world but easy profits hunters.
Who is Thomas Coutte, you? ha-ha
I added a few as well today, ridiculous manipulation with 18 mil market cap, doesn’t make any sense!
I’m owning a lot, amen we make big $$ on it.
Person from SA with regular articles trying to depress sp is all over the places, I’m betting there is some type of relationship between short hedges and her.
Good info,
shorts are working hard to take it down before ER seems like, in absence of any news.
Hm, easy money bastards, it should go all way back to 6-8 with squeeze pretty quick