Boohoo Share Discussion Threads

[suetballs] 12/1/2018 07:22

Hopefully a better day today.
Suet

[kuss1] 12/1/2018 04:06

Sales growth in the UK up significantly. Now over 100 percent. Strange you say growth is slowing. Quite the opposite.

[kuss1] 12/1/2018 04:02

Boo still less than 1 percent of the UK market. Lots of room to grow that. Nevermind Europe and the US which are both tiny.

[shabbadabbadoo2] 12/1/2018 00:29

Agreed, but remember that a lot of UK retailers have tried to make it in the US and have failed. This time it's different....

[mauricemonkey] 11/1/2018 23:46

I agree - maybe.
But that's just the UK - they should be reasonably able to maintain the growth throughout the ROW. The US in particular should be relatively achievable to pick up the slack, although I did hear on the BBC earlier that Amazon have something like 80% of ALL online sales in the US.
Frightening.

[shabbadabbadoo2] 11/1/2018 23:30

So last update the cost of sales/advertising brought the share price down. So they stopped a lot of that, and the sales growth in the UK drops significantly. That means that you pony up for cheap offers and advertising or take lower growth.

As you get the easy customers, big growth is easy. When you reach the marginal customers, growth is expensive. Getting from 0-30mph in a car is easy - getting from 100-130 is not.

So basically the analysts are suggesting that growth is reaching the end of the road. Are they right? Maybe.

[kuss1] 11/1/2018 20:53

Pawpaw, like it and very true. But anyway, Boo will upgrade the next results to 100% growth on 9.5% margins with automation kicking in. So the market can have it tantrums and the traders can all talk about their gaps and candles.

[pawdaw] 11/1/2018 20:37

Just checking in at the end of the day. Well that was all terribly British - rewarding success with a good shafting.

[kuss1] 11/1/2018 18:38

Boo taking over the retail offering. If you can't see it you shouldn't be in the markets.

[grahamhacker] 11/1/2018 18:21

Nice mention (a Christmas winner) on 6:00 BBC News tonight :-)

[seroserio] 11/1/2018 18:14

che7win
...and yet you could buy into TPL and IOF.

[losses] 11/1/2018 18:07

boohoo.com raises guidance as sales doubleStockMarketWire.comOnline fashion group boohoo.com has raised revenue guidance after a record four months to the end of December.Group revenues rose to a record £228.2m in period up from £114.3m a year ago (an increase of 93% at constant exchange rates) with growth was spread across all geographic regions.It said group revenue growth for the financial year was now expected to be around 90%, ahead of the previous guidance of around 80%, which was raised from 60% at the interim results in late September. The group now expects adjusted EBITDA margins to be between 9.25% and 9.75%, narrowing the range from the 9% to 10% as guided at the interim results.Joint chief executives Mahmud Kamani and Carol Kane said: 'We are delighted to report another set of strong financial and operational results, with record sales in the four months to December across all our brands. 'The Black Friday period was our most successful ever and we traded well throughout the period under review. boohoo has continued to perform well, delivering strong revenue growth on increasingly challenging comparatives last year.' PrettyLittleThing has continued to deliver exceptional results and Nasty Gal is making excellent progress in its first year. 'Our focus remains on the customer proposition: offering the best range of the latest fashion at affordable prices, coupled with great customer service.'

[kuss1] 11/1/2018 17:50

Last year 50 growth. How long can they repeat that? 12 month later 100 growth .. same question

[cinoib] 11/1/2018 17:30

Just as I expected, please I went out and didn't watch the carnage. good job Ntog went up 10% to ake up the loss.

[che7win] 11/1/2018 17:27

Its a fantastic business, just the valuation being the problem.

How many years at 100% growth do they need to grow into the valuation, is that possible without seismic competition?

I love the business, but right now can't bring myself to buy growth upfront going many years into the future.

[rathean] 11/1/2018 17:20

I top sliced at 209 and still in the blue with the rest with 185 break even. This chart makes little sense but this has happened before, breaking an upwards trend with one large fall only to recover the losses and then some.Ultimately we're holding a very good business and if you're in it for the medium term then I see no risks in terms of growth or valuation. Disappointed we didn't get a capital gain today but that will come.

[albert3591] 11/1/2018 17:19

Peel hunt what you lot got to say now,,who was it that bought a load at 2.20.they may have something to say as well.Still ok for me to hold though.

[kuss1] 11/1/2018 17:01

For the non-ex probably a years net income.

[toffeeman] 11/1/2018 16:54

Decent volume today :)

[losses] 11/1/2018 16:45

That's pocket change

[rem108] 11/1/2018 16:40

REMEMBER DIRECTORS BOUGHT, DIRECTOR DEALINGS: Boohoo.com Chief Financial Officer, Non-Exec Buy
Boohoo.com PLC said Chief Financial Officer Neil Catto and Non-Executive Director Iain McDonald bought shares. Catto bought 14,306 shares at an.

DIRECTORS BOUGHT ON 08/12/17

[kuss1] 11/1/2018 16:35

You can't have it both ways. You need to grow customers and that takes investment. Margins will come in at 9.5%. That's good enough for me. Automation kicking in soon.

The markets are fickle and frustrating.

But just as the run up to 217 was unexpected etc..

[jpsmithson] 11/1/2018 16:31

The only downside to the update was the lack of operating leverage as alluded to in the RBC note. Last year top line growth was rising rapidly creating operating leverage and increasing margins. This has reversed slightly.

[ksharlandjiev] 11/1/2018 16:25

There must be someone offloading (Director possibly).
I expect an RNS out of trading hours.
Trouble is, when it start going down, it needs something else to bring the mood back on.
Maybe it is time for BOO to consider paying some divis!