Boohoo Share Discussion Threads

[taurusthebear] 14/11/2017 12:55

Stewar06 - if you were wrong once, what makes you think you'll be right next time? Suckers like you feed the patient. :0)

[kuss1] 14/11/2017 12:25

Some no doubt are moving to NG and PLT. Value of a diversified portfolio of brands.

[zapa] 14/11/2017 12:22

' A lot of the boo kids are now moving on to other brands...'

Such as, or have you now disappeared ?

[fuji99] 14/11/2017 12:21

Losses - I believe because "kids are now moving to other brands"... hahahaha.

[mhassanriaz] 14/11/2017 12:21

Why panic. We have been lower than this a few weeks back.
Sudden rise is due very soon. May sound optimistic for now but it will IA.

[losses] 14/11/2017 12:08

Lol so all your concerns raised weren't considered when you bought at 197??

[stewar06] 14/11/2017 11:56

I'm out again, bought back in at 197 thinking the cull was done, but called it wrong. This is going to drift down to 150 on no news.
Still wildly over valued on pe valuation and there's still concerns over long term value. A lot of the boo kids are now moving on to other brands

[fuji99] 14/11/2017 11:32

You are probably talking about companies that are loss-making and have no visibility for the future. Here we are dealing with 80% growth with loads of generated cash, profit and a huge expansion in the US that only a few lucky ones have the opportunity to have access to that market.

[taurusthebear] 14/11/2017 11:14

Is that impatience to buy far too early on a dip?

Or patience to hold into bankruptcy (not BOO, obviously)? :0)

[fuji99] 14/11/2017 09:16

albert3591 - Patience is the key for success in every segment of life.
Impatience is synonymous of failure.

[kuss1] 14/11/2017 09:13

Yes fuji99, the US will surprise for sure. Nasty Gal was generating 300 million in revenue. All those customers in Boo's database. As it is NG growing at 90% per quarter. 8.2 million end of August compounded by 90% is 30 million come end Dec. Perfectly possible given the festive season.

Anyone shorting this is going to be creamed come the figures in January.

Xmas bull market about 4 weeks away, too.

[albert3591] 14/11/2017 08:53

Just carry on the little top ups,time is always on you sides,if you have patience.

[lr4850] 14/11/2017 08:50

I wanted to buy jeans that had been in sale for £13...when I came to check out I was being charged the full (pre sale price of £26 !). Needless to say they have lost my custom. How many more than me were pee'd off the same as I was?

IMHO Not a good way for a company to operate in these times. Furthermore, no easy contact details to point this out to them.

I do hold BOO shares, but will leave if i break even.

[fuji99] 14/11/2017 08:36

kuss1 - It usually takes a while for "analysts" and individuals to figure out the impact of the US on BOO numbers.
They will realise when the reality start to kick in.
IMO, hold and relax.
I won't touch even one share in my loaded portfolio until spring 2020.

[manics] 14/11/2017 07:19

AHL having one more go.

[kuss1] 14/11/2017 05:50

The growth of 289% for PLT means there isn't much growth factored in at 150% for the second half to Dec 2017. That's far too conservative. I think you'll probably see growth more in the region of 200%. Could be some 200 million from PLT plus 23 million from NG. Say 400 million from Boohoo. Could see revenue of more than 600 million some 70 million more than guidance. Net profit of 57 million or around there. Consensus 42 million...brings the p/e to under 40. (ASC p/e almost 70 with lower margins and less growth). Keep that up and we're close to 900 million revenue for the following year. Can they crack the US market? Boo also moving into Germany..

Also interesting from the post results presentation was that it only takes them 3 days from noting a new fashion preference to having it available to purchase on-line.

[fuji99] 13/11/2017 19:39

Added a big chunk today to keep for a long term.

[rickyvee] 13/11/2017 17:17

jak1, ask him on Twitter he should respond.

[montyville2] 13/11/2017 16:41

Bought back in at 198 last week as I recall

[jak1] 13/11/2017 16:31

Is paulypilot still a holder here or has he dumped them...

[hootza616] 13/11/2017 15:43

If thier servers stay up on Black Friday, so will the SP!

[albert3591] 13/11/2017 15:13

Not an issue fuji I should have shown more clarity.

[shabbadabbadoo2] 13/11/2017 15:07

It's the day after Thanksgiving (which is always on a Thursday) so everybody is off work and goes shopping.

[fuji99] 13/11/2017 14:51

Cheers Manics for clarifying and sorry albert3591 for the misunderstanding.