Boohoo Share Discussion Threads

[sogoesit] 13/7/2017 14:12

Really interesting spot, fuji99, thanks for that.

I was doing some research on ASC's financials this morning to see if there was a possibility of a "portfolio balance" with my BOO stake.
On research and reflection I think I'm sticking here and with some cash on the way from a dividend payer I will accumulate... maybe before we take off again!!

[fuji99] 13/7/2017 14:09

In addition, Boo making the same profit as ASC for 295 millions against 1.4 billion means BOO has better margins. This will translate into an even higher profit when the sales grow. This is equivalent to ARM Holdings in terms of growth ... I believe this is only the start as expansion all over the world is taking place. Everybody in India, Asia etc. is interested by nice and CHEAP things.

[fuji99] 13/7/2017 14:06

Boo may be eating into some of ASC bread and butter ...

[fuji99] 13/7/2017 14:05

Revenue growth is on its way. just be patient. It will surprise as many are joining. ASC margins are going down with sales stalling.

[toffeeman] 13/7/2017 14:01

Retained profit means nowt - what I want is Revenue, Revenue Growth and Gross margin.

[fuji99] 13/7/2017 11:28

Very interesting to note: BOO with a 295 million sales makes the SAME retained profit of 24.5 million as ASOC which sells 1.4 billion .... If one extrapolates that'll be a terrific growth. Guys BOO has a long long way to go upwards.

[toffeeman] 13/7/2017 08:21

Koovs is a little behind Nasty Gal and less attractive. BOO might buy them from the administrator to get the contact list.

[adthorn] 13/7/2017 07:41

ASOS update very positive! Will bode well for us today and give us some continued momentum

[rickyvee] 12/7/2017 20:07

I live in a backwater North London suburb where a huge Nasty Gal billboard has appeared next to the tube station and down the road is a huge Boohoo billboard. If their advertising has reached where I live then they must be all over the place!

[steptoes yard] 12/7/2017 19:50

Indeed yes. Forgot to mention the same on the underground.

[panic investor] 12/7/2017 19:39

Usually plt in bright pink !

[steptoes yard] 12/7/2017 19:37

In London today, quite a few different taxis with BooHoo Man and PLT. Just saying ;-)

[adthorn] 12/7/2017 19:28

Misguided are heavy on the advertising so cash burn must be significant! I think they've also stated intent to go into the high street at some point so will be interesting to see how that plays out. Maybe an opportunity for boo to form a trading relationship like they have with ASOS on a sell through basis!

[apad] 12/7/2017 19:27

Hi Panic,

Hope so.

I checked out their website and there are an awful lot of 70% off sales in other countries.
The website is not inspiring!

I think I would back our joint CEO's judgement - I can see them circling like vultures on the air currents!

What I am not equipped to judge is whether Misstressguided has a target audience sufficiently different from BOO's existing brands. If not it might be better to let it wither on the vine.

Back to VLG :-)

apad

[panic investor] 12/7/2017 19:19

In which case apad another mailing list to swipe for a few million :-)

[apad] 12/7/2017 19:15

Thanks for the link Magli.

For me this would be a warning flag. Why would an accountant leave on the eve of a possible flotation?

Missguided (great name) could well be another cash flow casualty.

Thanks again,

apad

[rickyvee] 12/7/2017 16:23

I'm referring to Missguided

[rickyvee] 12/7/2017 16:15

potential takeover target?

[magli] 12/7/2017 15:47

hxxp://uk.businessinsider.com/missguided-cfo-paul-master-2017-7

[algorithmicx] 12/7/2017 15:15

The Fear Of Missing Out - FOMO

Latest buzzword!

[villarich] 12/7/2017 11:26

I'm with you telbap although am tempted to have a little nibble again now the price has settled at 230ish

[telbap] 12/7/2017 08:20

Almost identical to previous movements, days flat lining or retracing, then boom.....I will want to see similar action for another session before I believe it is on the up again.

[sogoesit] 12/7/2017 08:17

I thought it was a mistake on my feed; but sure enough +13p.
Okaaayyy... something must be in the wind....

[adthorn] 12/7/2017 08:08

Well I wasn't expecting such a positive start to the day. BooHoo is back in the game