Boohoo Share Discussion Threads

[bamboo2] 11/8/2017 08:08

Sold remainder.

[fuji99] 11/8/2017 07:47

Fundamentals are still sound and a share price does not depend on one analyst opinion. It only depends on the actual performance of the company over time. We are now confronted by market turbulence due to geopolitical issues and possible market correction. The long termers have nothing to fear. Just relax.

[toffeeman] 10/8/2017 12:34

That's fine if it does get to 200p that would present an opportunity

1. if the execution risks are mitigated what would that imply for the valuation?

2. the churn is related to time period as well as size and growth rate of the customer base. A churn rate of 40% is meaningless. A rapidly growing customer base (which is what BOO has) will result in increasing churn in any case (more once only buyers).

3. Boo's offering should NOT be "genuinely and widely compelling" - that is the antithesis of fast disposable fashion. As long as the core demographic of 12-21 year-old females is growing (from the company's perspective) then that's fine. If they want to become "genuinely and widely compelling" they will do so by launching new brands which make appropriate garments rather than the wonderful tat worth £2.75bn!

I haven't been able to access the Redburn report in full - but if those are the top line takeaways I think they are 'not very bright analysts'

[albert3591] 10/8/2017 12:30

FT always right.....not.

[branboyd1] 10/8/2017 12:18

FT article yesterday explains the fall in share price - anyone heard of Redburn?

---- "Boohoo.com, the online clothes retailer, faded 2.3 per cent to 241p after Redburn started coverage with a “sell” rating and 200p target.
Moving from one brand to four, expanding globally and tripling distribution capacity by 2021 all present execution risks that were not reflected in Boohoo’s “punchy” valuation, said Redburn. Its research also highlighted Boohoo’s 40 per cent customer churn rate, versus 25 per cent at closest peer Asos, which it said “is not consistent with the proposition being genuinely and widely compelling” -------

[au24] 10/8/2017 11:42

BoohooMAN.com

Free advertising on the side of the crashed bus into bridge(BoohooMAN.com)

in all the news pictures of this incident.

Now together getting fab write ups for USA spread of business can't be bad.
Holding and adding here:)

[toffeeman] 10/8/2017 09:07

Yep they do - 15p for a pair of scissors - next day delivery and free return is not satisfied.

[panic investor] 09/8/2017 18:17

Didn't know BOO did haircuts :-)

[rickyvee] 09/8/2017 18:08

haha toffeeman thanks for the laugh!

[au24] 09/8/2017 18:02

Asos mentioned in the same article with Boo in Daily Mail or The i today can't remember which one. Saying about breaking into the USA with large warehouse in Ohio. Both will do very well and could well become a gusher from there. Sp not to demanding with this potential.

[toffeeman] 09/8/2017 18:01

It comes before the day after

[rickyvee] 09/8/2017 17:54

Not sure where this is going in the short-term but as I said yesterday, expect a rollercoaster ride! Any thoughts on tomorrow?

[clippyclive] 09/8/2017 12:40

Strange all those sells after the close yesterday, did someone know something we didn't???

[toffeeman] 09/8/2017 11:24

Yeah - N.Korea is a big market for Boo :)

[albert3591] 09/8/2017 11:12

N.Korea/USA will no doubt play a part with stocks for a few days.

[grahamburn] 09/8/2017 09:52

Trading (quarterly) updates are no longer a stock exchange requirement. Many larger companies are not issuing them now as it encourages short term-ism - which is exactly what many posters here seem to be wedded to.

[colinzeal] 09/8/2017 09:06

People forget that a trading update doesn't have to be released on the same day every single year - they can release one at any time, even tomorrow.

[qruz] 09/8/2017 09:05

Calm down guys, just sit on your hands until the update in September. Fundamentals haven't changed here, as someone else said, no news is good news.

It generally pays to not check shares every day, yes they go down and up. Though the major movements always happen at earnings releases, which is when you should!

[albert3591] 09/8/2017 09:02

Blue finish today i feel.

[rickyvee] 09/8/2017 08:46

The warehouse in Leicester supplies clothing to BOO and many other brands and has been operating for a while now. I'm afraid it's not a new warehouse for BOO.

[fuji99] 09/8/2017 08:38

Not worried about Boo fundamentals at all. Only market correction is impredictible as all indices went wild for a pretty long time. I hold Boo and keep cool as my aim is for a minimum of at least 5 years. The spikes and dips are only the heartbeat of the market.

[1andonly] 09/8/2017 08:32

Perfect time to top up;-)

[steptoes yard] 09/8/2017 08:31

If you don't like companies growing at this rate on these margins then invest somewhere else.

[rickyvee] 09/8/2017 08:26

Market is punishing the share price because 60% growth forecast is not enough?! What an overaction and I'm very surprised it has dropped to mid 30s again.