Boohoo Share Discussion Threads

[algorithmicx] 06/9/2017 11:14

In a note to clients, the BarCap analysts said: “Since initiating in March, it has been clear to us that Boohoo has a competitive advantage in its supply chain and ecommerce only model that will yield share gains for many years to come, but we haven’t been able to get comfortable enough on forecasts to find the valuation appealing.”

But the analysts added that this has now changed.

They said: “Our differentiated work tracking ¢omscore and Google trends data suggests that prettylittlething continues to accelerate sequentially, is reaching material scale in the UK, and will drive upgrades at the results.”

The analysts concluded: “There are still question marks about long term margins beyond full-year 2018 with a new warehouse coming and limited tech spend today. But upgrades trump these concerns in our assessment of the share price performance nearer term.”

[...]

[cinoib] 06/9/2017 09:57

Told you all Time was on my side.

[steptoes yard] 06/9/2017 09:55

in other funds yes, I was citing the concentration in one particular fund run by one of the most successful FMs in the business

[algorithmicx] 06/9/2017 09:51

Old Mutual actually own 15% of BooHoo:

[sogoesit] 06/9/2017 09:44

that's a big number but from what I recall of other Old Mutual funds they tend to back "risky" plays in a big way, like PRSM as well for example; maybe FEVR, I can't remember. Concentrated risk rather than portfolio spreading.
It seems to work too.
Some other folks on here follow them, as I guess you do... a good source of ideas.

[steptoes yard] 06/9/2017 09:12

Old Mutual UK MId Cap fund (Robert Watts) is now 8.7% Boohoo, the funds largest holding previously PAYS. No topslicing from this fella.

[gswredland] 06/9/2017 09:06

Good stuff

[babazurie] 06/9/2017 08:33

Indeed, Boohoo gets a nice boost

[sogoesit] 06/9/2017 08:15

Okidoke, thanks. I took the 01/08 data from notes I had.
Some good news at last!

[broadwood] 06/9/2017 08:08

Sogo - BOO upgraded today from Equal Weight to Overweight. New TP - 265. Present Price 229.50.

No previous TP shown.

[sogoesit] 06/9/2017 08:02

The copy has confused me broadwood (well, I'm easily confused!)...
06/09 Barclays upgrades BOO to Overweight with TP 265 ... from
01/08 Equal Weight with TP 220
?
Anyway, it looks like we're travelling back in time to 234 level.
Hope something better holds here.

[broadwood] 06/9/2017 07:03

Barclays Capital
Boohoo.com Plc
06/09/2017
Upgrades
Equal weight
Overweight
2

265.00
229.50
265
2

[albert3591] 05/9/2017 07:48

Some people will be making good money on these daily flutuations.

[rickyvee] 04/9/2017 15:34

In the crucial run up to results we have all this volatility from NK. Perfect timing NOT!

[babazurie] 04/9/2017 15:20

Qruz, Indeed, that's my target also. Just to be patient, take a position and hold it and it will make money.

[qruz] 04/9/2017 14:09

baba - Probably best to start buying tranche if you get get a good price, 220-225.

I've got a buy order for more at 225, then in a few days more see where we are heading, if I can get 220 after, great.

[rickyvee] 04/9/2017 12:07

I think Amazon are aware of how difficult it will be to sell clothes to the young market and have purposefully targeted women in their late twenties and up. I have looked at the clothes in their "Find" range and they are more like what you would find in Banana Republic or M&S. There also appears to be no celebrity backing of their brand which is a big no-no if you want to appeal to young girls. Of course I am biased as a BOO investor but I don't see how Amazon is going to compete with the likes of BOO and Missguided when there is nothing trendy about their clothes. And berber, I agree it is like a supermarket. They will do well with shoppers who want convenience not the latest fashion trends.

[berber1] 04/9/2017 11:30

Amazon is just like a supermarket and would not attract youngsters whom are more interested in trendy companies. Boo is at the right place and at the right time. It is quite cheap for a growth company. Three trendy companies for the price of one.If the next results are as good as before it should reach 500p by Christmas.

[babazurie] 04/9/2017 11:16

Was thinking after September 9th as its likely North Korea will fire another missile on that day. Buy after that point?

[christh] 04/9/2017 11:02

I reckon this will be 300p by Xmas.
The Xmas period is about to start, less than 11 weeks to go.
The shopping spree will start and most of the retailers will hit high times
So Buy now for the rise.

[panic investor] 03/9/2017 14:55

if it's cheap they will buy - it's a throw away game these days

[rickyvee] 02/9/2017 15:54

I'm no fashion expert but the problem with Amazon is whether it can appeal to the 16-25 yr old market as a 'cool brand retailer' It is also a bit pricey. And the Vice President is the former head of womenswear at M&S (old ladies clothing) so hardly someone with their finger on the latest young fashion trends. My opinion after reading that Telegraph article and looking at the photos of the clothing is that Amazon are targeting the 30+ age group so I don't see it being in direct competition with BOO.

[fuji99] 01/9/2017 13:30

The miners had a huge run and I feel there will definitely be a sector switch next week to retail and possibly oil.
On-line retail and the likes of BOO are not really affected by anything even a full blown war...

[fuji99] 01/9/2017 13:09

You're welcome bamboo.