Boohoo Share Discussion Threads

[montynj] 11/1/2018 08:03

It's largely in the price...time to switch into Sosandar (SOS)

[mauricemonkey] 11/1/2018 08:01

You prefer GMD to this?! Lol.

[adealsiddiq110] 11/1/2018 08:01

Strong Open

[villarich] 11/1/2018 07:58

Great results, another upgrade. Will probably tank because margins have edged ever so slightly lower.

[kuss1] 11/1/2018 07:55

And with Boo, you need to focus on the year to date revenue, which is 34%. That's ahead of guidance for the full year of 30%... So all parts of the business exceeding expectations...

[kuss1] 11/1/2018 07:51

And we were a lot more expensive, nearly 270, just some months ago. Soon be back up to those highs...

[bookbroker] 11/1/2018 07:51

Neither, not interested, GMD is the one!

[adejuk] 11/1/2018 07:49

book
either sell or short it
you've made your point

[kuss1] 11/1/2018 07:48

Remember Amazon was more than 3000x earnings just a few years ago. What happened there then?

Last year Boo was growing at 50%, this year 90%. That's all the market sees..imo.

[bookbroker] 11/1/2018 07:45

Fag packet for year, £55mln Ebidta, 0.05EPS! 40X valuation currently!

[kuss1] 11/1/2018 07:43

But Boo is getting larger yet its profit is accelerating. The market lives in the present not the future anyway.

And it's not 100% earnings. Revenue to end of Feb will probably come in close to 600 million now on margins of 9.5%. Probably get around 55 million pre-tax. So around 50x earnings. For a company growing at 100% that's dirt cheap.

Factory automation kicking in around now, too...

[adealsiddiq110] 11/1/2018 07:40

Well said Bookbroker

[bookbroker] 11/1/2018 07:37

Kiss - the larger you get the more difficult growth is to come by, this is already rated 100x earnings, even half that is generous!

[adealsiddiq110] 11/1/2018 07:34

I bought in at 0.34 and Peel Hunt have been spot on since then for me

[kuss1] 11/1/2018 07:34

Fantastic stuff. Well done Boo.

Nasty Gal going for it. As I said, anything more than 10 million would be fantastic. More than 20 million in revenue since March. Stunning. As mentioned, most companies, most growth companies, never see revenue of this kind.

PLT out of the blocks.

Boo tough prior comparatives, but 25% is good stuff.

So 90%. Upping guidance. But Boo are always conservative, so the market knows it's going to be 100% growth come end of Feb. 100% growth is quite simply phenomenal for a company of this size.

Margins fine as expected. Raised off the floor of 9% which is important. But the market will now see they are coming in mid-range, probably 9.5%, which is good as no deterioration yet revenue up another 10% in just 4 months. Look at the big retailers, they are doing 2.5% a year and bragging about it.....

Well done Boo management .... again..

[algorithmicx] 11/1/2018 07:33

PEEL HUNT had their pre-commentary spot on:

Peel Hunt's picks in the retail sector include fast-growing online fashion retailers ASOS (ASC) and Boohoo. The latter's recent sell-off due to margin fears is seen as a buying opportunity, with analyst John Stevenson targeting a share price of 300p compared with 199p at the start of 2018.

He said: "We believe the surprise to forecasts comes not from margin underperformance, but from revenue outperformance, as Boohoo brands Nasty Gal and Pretty Little Thing drive forward."

[adejuk] 11/1/2018 07:29

DB will be all over this like a rash today
top up

[bookbroker] 11/1/2018 07:28

Much already reflected in the price, they still need to maintain the momentum of 100% increase through 2018 to justify the rating and valuation, comparatives get harder as they grow, and likewise expectations!

[fuji99] 11/1/2018 07:27

Excellent results. Where do you get over 90% growth nowdays ?
Let's only hope the vultures won't use the fraction of the margin
to carry out the classical butchering as they did before.
In any case, the US will be the key for for success in the future
so the long termers are well invested.

[algorithmicx] 11/1/2018 07:25

As a multi-branded, leading e-commerce business, boohoo.com plc continues to deliver premium growth alongside premium margin. Triple digit group growth and increased guidance yet again demonstrates the strengths of boohoo’s brand led model over established peers such as ASOS and Zalando who are growing at c.25% delivering single digit EBITDA margins of c.6-7%. We expect further outperformance as the brands continue to grow worldwide.

[lordaspers] 11/1/2018 07:25

Such a huge increase in rev with no drop in margin, isn't that the real stand out? Efficient company.

[adejuk] 11/1/2018 07:20

plt and ng more than offset uk slowdown and are accelerating

[rathean] 11/1/2018 07:17

PLT smashed it, 100%+ USA growth across the group, massive war chest for acquisitions. Nice.

[pt725] 11/1/2018 07:14

Boo a bit of a worry. At interims 43% up now 25%, and low gross margin. That means UK has been difficult as most other geographical areas would be way above 25%.