Boohoo Share Discussion Threads

[croasdalelfc] 23/3/2018 07:45

The triple whammy of Beast from the East , retail meltdown, trade wars ain't good for Boo. Weather can still affect Boo sales remember :Jan 2015.Look at Ted Baker yesterday , down 15%

[rvsy38] 23/3/2018 07:45

I also just checked out Next statement to see how online sales performed versus stores and take comfort from the results

[sogoesit] 23/3/2018 07:34

Next plc profits announced today:
Retail (Stores): -24.0%
Online:+7.4%

[mauricemonkey] 23/3/2018 07:27

Not really, pull a screen of all the other companies growing at this rate and see what P/E they are on.

Amazing the amount of people on here who claimed they knew this was overvalued all along who start posting 3 days after the bear raid started in earnest, who have a history of calling it right after the major fall has already happened.

[supercity] 23/3/2018 06:16

So? You said it doesn't make any money. Clearly it does....50p - you value the company < £600m, yet it has cash and assets of nearly £200 million, is estimated to have made £50 million profit last year and grows revenue at an average of 60% pa.I think the above statement just quantified the arguement of it being very over valued.One way to look at it Is to take the £200m off the current £1.7b valuation and ask even at these levels would the company make a good takeout targetThe answer is clearly no - no one in their right mind would buy it at these levels - today's valuation is based on massive growth in the future and a big leap in profits in the future both of which are not guaranteedThe same things were said at 260p 220p 200p and 180p yet the ones who fall in love with a share and don't ever take a step back and ask if the "trolls" as they call them could actually have a point are the ones who sit there constantly topping up and arguing black and blueBeen investing for twenty odd years now and seen it so many times on so many shares it gets pointless trying to debate as it always turns in to slanging matchesI last looked at around the 220p level and said it was over valued and here we are significantly lower - I still believe as many others do that it is still over valuedWill pop back on 25th April and see which side was correct

[telbap] 23/3/2018 00:08

The trolls are out tonight........some really big hooks being flung out there tonight........best not to bite on them.Night night all.

[christh] 22/3/2018 23:43

on the contrary.
The AIM stocks will do well as the dual listed ftse stocks will be affected.
Dow will recover in the afternoon as the yanks will find bargains.

Keep you chin up, BOO could go back to 160p as the shorters move to other stocks.

[cinoib] 22/3/2018 23:19

Wel you can all kick and scream all you like this is just going one way and it's not up. With the dow of 700+ it will be another bad day at the office tomorrow.

[villarich] 22/3/2018 23:17

I wasn't aiming my comment at you doc, it was to 1fox1.

[extrader] 22/3/2018 23:02

Hi bulltradept,

If so, I'm happy to stand corrected !

The 'call' must have been drowned out by the herd : low signal to noise ratio ?

I'm in BOO from the mid 20's and topsliced on the way up - sadly, not at the top -to get my capital back, so I'm relatively relaxed about the co. But some of the macro-economics is a bit scary : a lot of known knowns (bad enough) , but then those pesky unknown unknowns....;-<&lt;br />
ATB

[doc60] 22/3/2018 20:49

Not trolling, I just thought you might be interested in feedback from some customers of ASOS/BOO.
And I was joking about selling BOO and buying ASOS, I understand that BOO has better growth prospects, chill.
I'll go back to just lurking again :)

[villarich] 22/3/2018 20:35

Don't feed the troll. Clearly he doesn't understand how fast growing companies are valued.

[rochdae] 22/3/2018 20:35

Asos don't produce they just sell.

Boo are growing 100% per year. Debenhams aren't. Compare PEGS if you are interested in growth companies.

The fall is because of the wider market. Early bear market perhaps or just a correction.

Either it's good growing company or it isn't... The rest is just noise.

[mauricemonkey] 22/3/2018 20:28

Just had a very quick look at Asos, cheapest dress I saw on there was by....... Pretty Little Thing.
The ASOS dresses all seemed to be £35 plus, so if they’re better quality that’s because they’re more money.
You get what you pay for and there’s room for both in the marketplace. Boo must be a better bet for capital gain from here now though surely? Looking very cheap compared to ASOS based on fundamentals imo.

[doc60] 22/3/2018 19:47

Long term investor and lurker here. I have a 21 year old daughter and an 18 year old son. They do most of their clothes shopping on line, from ASOS! They know I have shares in BOO, but when I suggest they buy more clothes from BOO they say that in general ASOS has more choice, clothes are of better value/quality, and delivery/returns are better. I suspect they are not alone amongst their peers.Oh well, perhaps I should sell my BOO holding and invest it in ASOS instead. :)

[mauricemonkey] 22/3/2018 18:28

So? You said it doesn't make any money. Clearly it does....
50p - you value the company < £600m, yet it has cash and assets of nearly £200 million, is estimated to have made £50 million profit last year and grows revenue at an average of 60% pa.
50p - if you're waiting for that entry, good luck....

[taurusthebear] 22/3/2018 18:23

Sorry extrader, I don't buy that.

This time last year I top-sliced for tax reasons at 171p on April 4, as part of an almost continuous rise from 150p to 250p.

This year I top-sliced early as it was obviously going in the opposite direction.

Bottom line: you cannot attribute 20-30% share price movements solely to CGT squaring. That's a ridiculous proposition. :0)

[1fox1] 22/3/2018 18:05

129 million in cash. WOW!! It's valued at 1.7billion man! On pre tax profit of 31 million. Debenhams who some are saying is a virtual basket case has forecast pre tax profit of 65 million and is valued at 270 million. BOO is way too expensive.. I forecast further falls and rightly so

[cheek212] 22/3/2018 17:51

No increase in short position for those over 0.5% today which is rather surprising as I thought given yesterday's attack we would definitely see another increase today unless they just haven't reported it yet.

[1fox1] 22/3/2018 16:57

Glad to see this going back to realistic levels. Ridiculous valuation for the money it makes. Or should I say doesn't make. 50p is where this belongs in my opinion

[telbap] 22/3/2018 16:35

Extrader........excellent post.I am lucky as not in a loss position, however I have "lost" paler profit I could have sold out at 250 +..... if you belive in the company/BOD/ story....Then hand on, the truth will out.

[extrader] 22/3/2018 16:15

C'mon guys,

This is the run up to the end of the tax year. Whether you've made gains or losses, now's the time when PI's traditionally tidy up their portfolios, locking in/preserving gains or crystallising losses as part of your tax planning.

Let's see what happens after Easter.

NAI and ATB