Boohoo Share Discussion Threads

[fuji99] 07/11/2017 10:23

And yet, today ABFood is boosted by Primark sales !
Boo is often referred to as the on-line Primark.
Basically people want and buy cheap goods; want them fast (no bus or car/parking) and get them safely. Thus why on-line retail is doing pretty well.

[fuji99] 07/11/2017 10:03

In fact they are recruiting more than 500 people for Xmas.

[toffeeman] 07/11/2017 09:28

Nov 24th is the day that matters - can they keep the websites from crashing

[pt725] 07/11/2017 09:23

But online sales showed half the normal growth, October is the month for outerwear, a high average selling price item, it is also big for kids sales in October half term. The warm weather will have killed both, but be prepared for a very bounce back in November if cold

[fuji99] 07/11/2017 09:17

It's a proof that most high street retailers are hurt by on-line shopping.

[basem1] 07/11/2017 09:07

Yet quiz is up !

[rathean] 07/11/2017 08:40

Negative retail report this morning, fools conflating with online sales... sigh

[telbap] 07/11/2017 07:43

Crazy late and early trades Today, 2.7mill so far.....lots of roll overs both ways, short and long.

[hootza616] 06/11/2017 16:00

There was a clear BIG W from June to September with the right hand side of the W falling away at just under 260 (left peak was at 266 09/06/17)
I am not convinced we have finished the left hand rise of the next BIG W, which I think will peak around the 300 mark in Jan/Feb 2018.

[toffeeman] 06/11/2017 15:58

Opiodo - we could buy our own sofas with the rise today :)

[fuji99] 06/11/2017 15:03

Kuss1 - Having two feet in the US to access such a huge market will be the key for success for BOO. This is without mentioning other progress in countries like Japan/Singapore/China and the whole Far East which could be announced before the results next January.

[kuss1] 06/11/2017 14:57

Interesting that Nasty Gal growing at 80% every 12 weeks. Should be about 20 million in revenue come end Dec. But if that rate of growth is maintained for the following 12 months it will rise to 200 million to Dec 2018. Quite outstanding and with gross margins of around 64%, much higher than Boohoo.

[manics] 06/11/2017 14:51

US execution will reinvent the market cap all over again imo. Kumani has already shown he has the minerals and influence to make it happen.

London won't see the value but London never does. DOW has put on 20% YTD vs. the FTSE a woeful 5%. It will be Johnny Foreigner bidding up this fantastic company on our behalf imo, and may the profits rightly roll to them in due course too.

Dual listing or ADR's for stateside imo. How long would AMZN have lasted in London? I mean do come on. Instead the US has supported it and AMZN has gone on to reinvent global supply chains, cloud computing and much more, creating incredible value for shareholders. The City would have soiled itself long ago on AMZN, as it simply waits around on a daily basis scratching its nuts waiting for the DOW to open.

[fuji99] 06/11/2017 14:46

6th in Bloomberg Watch list.
A gem in the making spotted a while ago by Deutch Bank.
SOPH is another but one has to wait till the results on the 8th of Nov. to top up if it drops following possible profit taking.
For BOO, it will fully mature in 2020 - On the steps of Asos with view to overtake it it in revenues - with two weapons in its advantage:
The huge US market via PLT and NG and the price competition.

[rickyvee] 06/11/2017 14:32

Boo named by Bloomberg as one of 50 stocks to watch in 2018:

[tjbird] 06/11/2017 14:20

wants to jump up

[rickyvee] 06/11/2017 12:12

PLT social media followers growing 4x rate of Missguided and 3x rate of Asos in the past month.

[babazurie] 06/11/2017 12:02

IG will only take orders via phone for Boohoo contract now.

Its back to online now.

[fuji99] 06/11/2017 11:40

graham - My analogy was only on Amazon whenit was a starter (as is BOO now).
I still remember when amazon was $10 in 2000 and the CEO made a fool live on Bloomberg. Wo is a fool today. He just sold 1 billion worht of Amazon shares.
Here, the two Boohoo US brands (PLT and NG) will make the difference with other on-line retailers. The US alone would provide more than 50% of total revenues.
So if they positively affect the US shoppers - a huge market - , where is the limit in growth ?

[opodio] 06/11/2017 11:40

Peel hunt 300p target

[mike142] 06/11/2017 11:37

Oh dear, rising too fast! Bound to come a cropper again based on recent share price movements. Unless of course there's some news pending.

[middlesboroughfc] 06/11/2017 11:25

Wants to kiss 270p this time

[grahamburn] 06/11/2017 11:24

Fuji. Don't think your analogy with Amazon is strictly relevant.

Amazon can keep growing by expanding its range and footprint. BooHoo's whole rationale is its continued ability to respond instantly to fashion changes and to meet those through its efficient and cost-effective supply and distribution chain, as well as minimising returns. That applies to each of its clothing brands and (currently limited) market segments. If management takes its eye of the ball in marketing, supply, quality or distribution for a moment, profit margins will slip. It also means its ultimate size is limited compared to Amazon's infinite potential in a myriad of products and markets.

Now, if you really meant that BooHoo could overtake ASOS, then that might have mileage.....