Boohoo Share Discussion Threads

[manics] 25/10/2017 17:00

Big launch party tonight. Launch tomorrow. 40 piece set #pltbykourtney. Will deliver huge drive toward the group's US aspirations imo.

[fuji99] 25/10/2017 16:07

In any case, it's a matter of just a week or two before the share price goes through the 200p barrier before starting to build a base around 220p. Then news in Nov/Dec will take it higher.I think on results day, in January, it will fly this time to new highs.

[fuji99] 25/10/2017 15:51

Many delayed sells are sometimes given in the wrong order.

[rickyvee] 25/10/2017 15:44

How can it be a buy when the price dropped twice?! You're assuming and I think you are wrong.

[fuji99] 25/10/2017 15:40

It was buy. Fund accumulating for some prospextive news on possibly PLT and NG progress.

[luisfrg] 25/10/2017 15:24

And another 1.65 mill sale goes though!°°° RNS coming?

[rickyvee] 25/10/2017 15:20

The price dropped to 194.50 so I'm sure it was a sell.

[toffeeman] 25/10/2017 14:42

Probs a buy from Mon or Tues

[luisfrg] 25/10/2017 14:28

Wow! Massive sell at 194.5 for 1.65 million just gone through WTF!

[rickyvee] 25/10/2017 12:01

hxxps://www.theindustrylondon.com/nasty-gal-open-first-uk-pop/

[kuss1] 25/10/2017 11:13

I will be surprised if Boo do not beat their 80% growth target.

Employing 400 additional staff as it is..

[shabbadabbadoo2] 25/10/2017 09:26

I would be surprised to see this go below 190. The recent drops never got that low, so it is safe to assume there are plenty of buyers at that level.

The question for me is whether to buy back in before or after the next update. The last update caused a drop due to the cost of sales getting high. So if we assume there is no change to that cost percentage, then any price rise will come from the rest of the figures - which I expect to be good. So I will buy in when funds allow and the price gets near 190. When is the next update please?

[snakehips] 25/10/2017 08:40

Delayed trades from 24th March 1974, if I know the LSE!

[fuji99] 25/10/2017 08:21

Note the abnormally high volume at just the start (almost 5 millions after just 20 minutes opening). Never seen this before.

[fuji99] 25/10/2017 07:40

I was topping up since the share price came below 200p.
The turnaround will happen as we approach Xmas/end of the year.
2018 and beyond will be the awakening of BOO.
Just a bit of patience required to get the full reward.
Once the market realises the full potential and the reality in numbers
coming from the US (PLT and NG full growth)then it will be almost late for
the less patient as they have to catch an already departed train.

[rickyvee] 24/10/2017 21:15

Stewar06, thanks for the reply I appreciate it.

[stewar06] 24/10/2017 21:07

Yes rickyvee i got back in at 197.
I hung on the sidelines for a while to see if the drop continue. I think the worst is over so got back in, it may fluctuate for a while but confident there's more upside than down side at this level.

[rickyvee] 24/10/2017 20:01

Stewar06, are you back in here?

[stewar06] 24/10/2017 19:34

BooHoo's Nasty Gal Will Drive Material Revenue Growth
Oct. 23, 2017 1:01 PM • BHOOY
Summary
BooHoo acquired Nasty Gal's intellectual property rights and customer database for $20m in February 2017 after the company filled for bankruptcy.
The acquisition materially increases BooHoo's footprint in the US and will help BooHoo sustain high YoY revenue growth rates for the foreseeable future.
Fundamentally, Nasty Gal represents the future of BooHoo, its acquisition underlies the astute nature of BooHoo's management.
Nasty Gal + BooHoo (OTCPK:BHOOY) is a match made in heaven. The combination of BooHoo's experienced and effective management with the Nasty Gal brand in the US will drive material revenue and net profit growth in the next 5 FYs and beyond. Crucially, the intersection of Nasty Gal's large US footprint and premium pricing with BooHoo's deep experience in sourcing and production will create a fashion empire that will dominate global fashion e-commerce market at the youth-end.
How Nasty is NastyGal?
Nasty Gal was started by the heavily lauded Sophia Amoroso. Indeed, she went from shoplifting and dumper-diving for food to Forbes magazine’s list of America’s richest self-made women. Nasty Gal had humble beginnings as an eBay store for vintage thrift store pieces. At its peak, it employed hundreds of people, was reaching a $100 million revenue run rate and had over $65 million in venture capital funding

[kuss1] 24/10/2017 17:23

I think PBT will be close to 50 million, but that's not the point; it's the 53% gross margin on some 600 million in revenue growing to 1 billion in around 12 months. So then you'll be generating cash of 530 million with a market cap of 2.3 billion, which is nuts.

Going way higher ...

[hootza616] 24/10/2017 17:22

grahamburn, I suppose you are right, just frustrating seeing all the positive news on this bb but watching the price drop.
It will happen I know, just need to be patient!

[sogoesit] 24/10/2017 16:32

pt725 agree that 35m is low.
My current "Stretch Growth" guesstimate for FY18 EPS is about 4p/share (or about 46m net earnings 59m EBITDA)... but a few on here have said I'm optimistic, which is quite possible...

My "Base Growth" guesstimate is 49m EBITDA 39m net earnings for 3.4p/share EPS.

[taurusthebear] 24/10/2017 14:01

Nice bottoming going on here. Top-sliced at 171p for CGT purposes on April 4 but considering buying them back anon.. :0)

[pt725] 24/10/2017 13:12

Hi Guys, not sure where seeking Alpha got their profit figures, they are way too low for this year, PBT will be around 50m for this year