Boohoo Share Discussion Threads

[bamboo2] 12/6/2017 11:52

For info, a 50% retrace of the prior rise is approx 232/233. I can't see it going down this far. A visit to the 61.8 line at approx 242 could be possible.

The consolidation area could make a very nice flag or pennant in the next few weeks.

[rjetrades] 12/6/2017 11:45

A few stops may be hit today

[analcime] 12/6/2017 11:39

Analcime
9 Jun '17 - 23:37 - 6286 of 6351 1 0 Edit

"Sit and be patient Iggy... I think you may get an opportunity to get back in 245-250"

.....

There you go Iggy...

[jurgenklopp] 12/6/2017 11:25

Just bought my third tranche at 2.529995 (where do they get these prices from !!!)

This is now the biggest holding in the portfolio.

To infinity and beyond .................

:o)

[panic investor] 12/6/2017 11:23

Hope IGGY is watching - his chance will come !

[gswredland] 12/6/2017 11:22

Yep Vill averaging up is good- worked for me over the years

[villarich] 12/6/2017 10:37

Topped up at 256. I'm never afraid to average up. It's been profitable for me over the years.

[pt725] 12/6/2017 09:32

Prediction end day - 4p

[pt725] 12/6/2017 09:31

Asos and Boo today, I don't think the demographic that buys Boo is too worried about consumer confidence, also Visa figures this morning are for May and Boo figures included May

[dgbell7] 12/6/2017 09:16

After the stellar rises of the last week a pullback should not be a surprise, nor a worry to those of us who are long term holders.

[trt] 12/6/2017 09:12

All a question as to whether consumer spending holds up !

[gswredland] 12/6/2017 08:45

Added on dip this morning. Got in late here at 180 but the story looks very good

[pt725] 12/6/2017 08:35

Then they carry on being a majority shareholder in Boo

[volsung] 12/6/2017 08:33

That's tempting fate!

[croasdalelfc] 12/6/2017 08:32

What happens in 2022 when PLT is too big to buy? I can see it being a £2 billion business in its own right

[au24] 12/6/2017 08:32

Buying BOO is like betting on a one horse race :)

[pt725] 12/6/2017 07:54

Hi Telbap, which target markets would you see the other hands of the clock coming from, I would guess next target must be women 25-40 PS I am also in retail

[sogoesit] 12/6/2017 07:50

Ok, from above comments, looks like current investment & warehouse planning gives sufficient capacity for next few years' growth.
In conclusion they're unlikely to need new capex investment for the coming few years so they will manage sustainable growth.

[telbap] 12/6/2017 06:01

Pt......I agree, 3 billlion based on the current shape of the company npt possible ny 2020. However, it is clear to me the BOD are very focussed on growth through aquisition as well as the natural growth thru increased sales. Its the old Disney clock deal. You set up the nucleas and build around is in a clock fashion, so far we have 1 and 2 o'clock.......if you want to be greedy, it can be a 24 hour clock......3 billion then is more that plausible.

[airs999] 11/6/2017 23:04

Sales also combined with many other factors of course such as online selling without the huge expense of needing shop floors etc. £2-3 billion sales with those lower expenses and continual expansion and growth certainly possibly by 2020 IMO

[pt725] 11/6/2017 22:20

It is not possible to be a 3 billion company by 2020 far too tough as at some point growth slows with the law of big numbers.Year 2017/18 600 million 100% growth 2018/19 1200 billion 100% growth 2019/20 2400 billion 100% growth 100% unlikely to carry on after this year as Boohoo still too big part of sales and is only growing at 40 + %

[airs999] 11/6/2017 21:43

That's right and I suspect sales will continue to far exceed expectation!

[sogoesit] 11/6/2017 21:21

Ok, fair enough; consolidate on the way to £3 bn sales by 2020.
TED Baker is currently valued at about 2 x sales and NXT at 1.5 x sales approx.

Conservatively that puts BOO at £6 bn market cap by 2020 = £10.45/share upto 4 x sales (fast growth) at £20.91/share.

Could be what brokers call a "HOLD"!!! ;-)

[airs999] 11/6/2017 20:53

America is only recently into the online fashion buying, India will be some years off, so IMO Koovs is years off making a healthy business/profit. Stick with the Rolls Royce of online fashion retailers BOOHOO all the way to the bank