Boohoo Share Discussion Threads

[seroserio] 18/10/2017 17:34

Let me start a rumour just for fun -Wallmart sniffing? :-)

[hootza616] 18/10/2017 17:10

There were 2 x £5M deals around 2pm today both at 196p.
Looking at the day graph the price went up by 1.5p at 2pm so guess they were both buys.
All the major deals today look like buys, but the share price has not moved.
Doesn't make sense!

[fuji99] 18/10/2017 15:25

IMO a comparison between BOO and ASC about prospects, value and rapid growth will be made this week once ASC results are digested. Funds Migration will probably start after that. Expect big share price movements to happen soon...

[shabbadabbadoo2] 18/10/2017 14:23

Not if you're long.

[commander t] 18/10/2017 13:58

A Quiet board is normally a good sign.

[luisfrg] 18/10/2017 13:57

Wow 2.632 million trade just gone through at 1.96

[luisfrg] 18/10/2017 13:17

Topped up again....big rise coming

[cinoib] 18/10/2017 11:32

Well just being checking out asos results. If we reflected them then we should be around the £5 mark so very cheap in conparison. So sit tight and wait for the catch up as Boo growth is 4 times asos at this point

[fuji99] 18/10/2017 08:47

PLT is a huge part in their sales, growing at 187%. PLT alone represents more than 38% in total group sales (72.7M/190.2M). With NG growing as well in the US and with the push of BOO dynamism, both PLT and NG will make more than 50% in group sales within one year.
The US market will be taken by storm impacting strongly on BOO income; this is without even mentioning expansion in other new markets worldwide. I can see BOO hitting £1 billion sales towards the end of 2019 this this is why one has to hold this share for a minimum of 2 years.

[rick678] 17/10/2017 19:36

hxxp://kardashianworld.net/

[kuss1] 17/10/2017 17:19

Yes, I agree fuji99, multiple drivers to the share price here. But the bottom line is that Boo is growing at a nose bleed rate. And the market in the end will reflect that fact. It's nothing to do with the technical's, just the reality. A small decline in margins to fund growth is to be welcomed. This worm will turn and turn quickly imo...

[fuji99] 17/10/2017 11:24

Kuss - I would add that PLT (Pretty Little Thing) is growing over 180% reaching £73 millions.
This the other added value will come in due time - To me this is a company within a company.

[fuji99] 17/10/2017 11:21

i love chicken - Agree that the P/E should not apply for growth stocks. ARM Holdings was the best example, beating estimates each time. Margins also were not squeezed at all. They slightly dropped for a purpose: For investment. Then next quarters they will be back as they were and probably BETTER than before because all the brands will start bearing fruits.
So Anything to grow the company should be welcome. For long term holders this is the stock to own.

[kuss1] 17/10/2017 11:04

Nasty Gal used to make over 300 million in revenue. That's where Boo is taking the brand. Now only making 8 million but growing at 80% every 12 weeks.

[i love chicken] 17/10/2017 10:31

Hi all, Im a long term holder here. The mention of p/e is somewhat irrelevent in such stocks. For instance ASOS at its peak hit £70 per share, completely overpriced BUT it had great momentum/growth and made those smart enough to hang on a fortune. A margin squeeze and a badly timed director share sale is the reason BOO is at its current share price

[fuji99] 17/10/2017 10:01

In terms of PE ?
ASC = 199
BOO = 88
Who is cheap ?

[stewar06] 17/10/2017 09:52

Trouble is boo is still way over valued just look at the pe. Won't be getting back in just yet.

[fuji99] 17/10/2017 09:24

Excellent results from ASC should take BOO positive and to a new higher levels.
Following BOO update and ASC results, it is now well established, that this online retail sector, mainly dominated by ASC and BOO, is doing very very well indeed and will continue to do so for years to come. The reason is that more and more people are shopping on line due to safety issues in shopping moles etc.
In fact, where do we get such huge growth, profit and margins ? Only ARM Holding used to display similar strengths.

[luisfrg] 16/10/2017 20:53

Let's hope So!

[fuji99] 16/10/2017 14:54

A base for a double bottom is forming.
The share price will fly from here.

[windsor430] 16/10/2017 13:51

Third time the 200 day EMA has been touched / tested. Xmas mktg in USA is stepping up on East & West coast + seen PR through Kardashians, Olivia Culpo, Ariel Winter & other fashion-celebs in the past 2 weeks.

[mike142] 16/10/2017 11:04

Seller not yet cleared. Bunches of 20000 and 30000 sells through the morning. When will it stop?

[fuji99] 16/10/2017 10:34

ASC probably positive update tomorrow will take BOO share price to 210p - 215p.
Today ASC is down, meaning tomorrow it will certainly rise.

[fuji99] 16/10/2017 09:06

harebridge -
By principle I am allergic to any company with widening losses.
Just a slight competition will disintegrate such a small one.
So I am maybe a bit cautious than normal ...