Boohoo Share Discussion Threads

[luisfrg] 12/10/2017 14:00

Bought more....great buy

[hootza616] 12/10/2017 12:51

Over £3.5m shares bought this morning.

[knowing] 12/10/2017 12:19

Thank you sellers for making the resistance as we rise less and less.

[cinoib] 12/10/2017 12:00

Seems like we have reached the bottom so topped up and sir back and see where we are at Xmas.

[fuji99] 12/10/2017 11:37

kuss1 - My pleasant surprise is the stellar performance of PLT alone (£72.7 millions at 283%) making it already an established company within BOO and PLT is dealing with the US, one of the biggest market in the world. This is where the extra growth to push to £1 billion will come. This also will make BOO more introduced and more known in the the US.

[kuss1] 12/10/2017 11:10

Yes, fuji99, I'm expecting that 1 billion in short shrift. And with 53% gross margin Boo will be on 530 million gross profit so x 4 in relation to today's market cap. Cheap as chips. And it will still be growing...

Think we accelerate back up to 260 ish. Those interims were cracking with growth accelerating to 80%. But from the results webcast we know that Nasty Gal is growing at 80% every 12 weeks.

[fuji99] 12/10/2017 10:15

The unique thing about BOO business model is that its sales trend will hit £1 billion
well before 2020. At the present growth rate the £1 billion mark, will be
reached in H1-2019 the latest because of expansion and growth of its US brands NG and PLT in particular (PLT already growing 289% to £72.7 millions).
I think we are dealing with a company using a new approach in execution and efficiency in on-line sale. This is why BOO share price will be very difficult to control in the future.
The medium to long termers will be pleasantly surprised with 18 months.
.
One comparison: How long it took ASC to hit this number since its listing ? More than 14 years. ASC crossed £1 billion mark in finals 2015.
BOO was listed in 2014 and we are already anticipating £1 billion before 2020... This is all the difference.
So hold tight and stay patient.

[monnow] 12/10/2017 09:49

QUIZ intends to expand bricks and mortar operations, if it follows that model then inventory levels are much higher,discounted end of season stock is a problem, rents, staffing costs, business rates etc etc. You are just trying to ramp another retail outfit, and you are focusing on the o,nline growth as a beacon of light. If they were a pure online play you may have a point but the shops and all the stock and slow turnaround on lines that entails will be a large drag on their ambitions in my view. AVOID. They were also ran into administration a few years back whilst under the current founders control !!Not that great eh?

[fuji99] 12/10/2017 09:42

Any buy below 210p has not missed the boat yet.
After that, nobody knows at what rate this beast will rise daily.
This will definitely be the RECIPROCAL of the previous daily drop sessions.
I believe BOO is becoming very volatile upwards and downwards.
This is despite it is the less shorted share compared to others.

[walbrock82] 12/10/2017 09:37

I think Quiz PLC looks interesting, here are my thoughts

Their interim results showed a 35% increase in group sales to £56.1m from £41.5m.
Sales breakdown is international operations saw an increase to £10m from £8.9m. Their UK operations, standalone stores and concessions increased by 15% to £32.3m in H1 2017 (H1 2016: £28.1m) with each channel performing in line with expectations.
As always, the online side sparkle with growth of 204% to record £13.8m from £4.5m, helped by new distribution centre.
Quiz PLC is a newly listed company (debut in 2017). It raised £102.7m in gross proceeds, where £10.6m is used to expand growth.

Could this be the next BOOHOO?

Potentially.

They have a high operating margin close to 10% (higher than BOOHOO 7-8%). Their balance sheet is super strong with low debt levels and prudent levels of assets. Strong share proceeds mean growth gets funded for many of years, so shareholders don’t need to worry about fundraising.
Another positive is hiring Peter Cowgill from JD Sports as non-executive chairman. You don't need to worry about someone who delivers profits to long-term shareholders!
Shares look cheap when compared to BOOHOO and with Quiz PLC sales looking to break £100m in 2018. (Boohoo’s sales £294m)
At £1.86, this value the business at £232m, compared to Boohoo’s £2.2bn valuation.

Final Thoughts
Quiz PLC looks attractive, especially when sales are growing at 30% apace. Margins are attractive. With 2018’s EPS forecast at 6.4 pence gives it forward-PE of 28 times, much lower than Boohoo’s 90 times.
My advice is to research this company before taking a punt. If the due diligence turns out fine, then it’s worth a punt!


To read other results from other companies, click

[nimrod22] 12/10/2017 09:36

Looks as if BOO is starting to recover from the recent beating that its received

[fuji99] 12/10/2017 09:28

Then next stop is at £3 by Xmas.

[stavros28] 12/10/2017 07:53

The new Next is N Brown , BWNG

[sogoesit] 12/10/2017 07:10

Wishful thinking or what....?

[boobly] 12/10/2017 01:43

Interesting Company , interesting situation .
Is this simply the normally expected correction after the normal overshoot ?
c. 150p ?
c. 100p ?
I`m just watching .

[kuss1] 11/10/2017 17:07

And next is UK only. Boo isn't .. that's what's exciting.

[kuss1] 11/10/2017 16:30

Yes, the new next, but at x10 their rise...

[knowing] 11/10/2017 16:25

The new NEXT

[kuss1] 11/10/2017 16:07

Just doubled up.... given 1 billion revenue with 53% gross margin gives Boo 530 million in cash generation with a 2 billion market cap. That's an insane valuation with growth accelerating... Of course 1 billion is about 9 months away, so still a risk.

[kuss1] 11/10/2017 15:45

Just too cheap really... why people says it's expensive don't understand the market. It's the rate of cash generation. Too compelling here.

[bulltradept] 11/10/2017 15:44

I wouldn't mind betting it opens up over it's closing price tomorrow morning, I just have that feeling given where the price is. My thoughts only having seen this a few times with other companies.

[fuji99] 11/10/2017 13:27

Not bothered at all if they sell BOO at £5 - £6 next year, a year before my decision target.

[toffeeman] 11/10/2017 13:23

I would have thought that a market cap of £5bn would necessitate a review with a view to selling.

[fuji99] 11/10/2017 13:12

Just topped up again, regardless of what's happening in share price daily fluctuations.
I will only start thinking about what to do with BOO around 2020.

[knowing] 11/10/2017 12:33

Expect to see a big short covering once £2 is broken similar to the last time but with less resistance.