erl discussion thread

Niggle - for what its worth I dont say much on bb's but this one isnt really populated to any great extent and I cant believe anyone is really going to be arsed to look at it so with luck I wont have to spend all Thursday expanding on any of the below....cos I wont....hope it helps though

"Also where are all the other deals?"

I was in ASOS back when it was single figures.

Under the balanced management of Griffiths and Robertson news always seemed to be issued at a time it could be validated and proven, it wasn't speculative. I know this was something that Griffiths believed was the way to handle news to the market.

Once Griffiths left I believe the balance left and anyone who followed ASOS will remember there were unfortunate promises and dates which ran well over estimate under the guidance of Robertson with some pretty violent ups and downs in the price.

I think when Griffiths issues ERL news it will be genuine, not of a speculative nature.

I also think that the EBTM deal will be bigger than it seemed to the market and a lot of time will have been concentrated on it .

From a speculative point of view the ex members of the ASOS team proved they could do things big style but there will also be the thought that it was just being in the right place at the right time. However if they prove they can do the same again then speculation could surge the price.
These, of course, are my own opinions.

"You seem very pro-eretail, why?"

I was trying to point out how graphs could be read in different lights depending where you start and finish them.

(Mind you if I was anti-eretail I wouldn't invest in them but hey, I also have some SCO !!)