Boohoo Share Discussion Threads

[lewiscarey] 13/4/2018 13:23

A little snippet from a story about Boohoo new travel range.....

While Pretty Little Thing’s airport section includes face wipes and a rapid tan elixir for your last minute beauty prep, (or presumably for your return flight if the weather wasn’t quite as you’d hoped).

And Boohoo’s selection interestingly includes nipple covers.
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Nipple covers?! I feel so old and out of date!

[discojames] 13/4/2018 11:50

I agree, ASOS own brand is terrible quality

[lewiscarey] 13/4/2018 11:48

Now that's "DYOR"!!!

[blueisthecolour1] 13/4/2018 11:35

Yes being an investor I thought I had better buy some, to be honest, I was not expecting much.
I have a favorite jumper from a company called soul cal which is getting a bit old and spotted one on boo that looked similar. It was exactly the same only the label had changed, must have come from the same manufacturer? From soul cal it cost £40 from boo it was £5. Admittedly everything I bought was it the sale. I also bought a striped jumper for £15 and a blue cardigan for about the same. I was expecting rubbish and to have to send it all back, but really it was very good for the money. Obviously, for that price you cant expect the same as a similar garment that would cost £80, but I feel I got more for that money than I should have.

Whenever I have bought ASOS own brand I have always returned it. The BOO quality I have seen (and I know it was only three things) was far superior.

[muffster] 13/4/2018 08:12

Anyone seen the menswear on boohoo?

[sogoesit] 13/4/2018 08:07

There’s an article in this week’s Chronic Investor which picks (Tips) Inditex “as a bargain” after a fall in share price due to contracting margins on investment in technology in this space saying it can get products “on the shop floor in less than a month”!
CI also rates ASOS a Buy following recent results.
No mention is made of BOO in competing terms.
Of course, BOO’s production to consumer time is a lot less than one month (2 weeks max I recall) so comparing it to the likes of ITX would not be right nor would it run true against ASC in strict terms but the lack of a mention of BOO, as a future competitor, if not present competitor in the space tells me that BOO is still not very well understood by the media investment community.
One could argue this is a good thing because it keeps BOO relatively “undervalued” but nevertheless I find the “bias”(?) surprising... as mentioned repeatedly on this thread with ASC.
AIMV

[rathean] 12/4/2018 23:24

Aww Dave I didn't know you cared x

[telbap] 12/4/2018 19:46

DD.......Why so angry??Happy thursday all.....i had hoped for 39p close today and 40p tomoz..Well maybe nice POO lift will get us there tomorrow.....

[rathean] 12/4/2018 15:56

Cheer up DD, even SOS is in the blue today! I'll type slower for you...

[grahamburn] 12/4/2018 12:47

From Investors Chronicle daily round.... more competition for BooHoo:

Have Quiz (QUIZ) shares hit an inflection point? After a year of steady of de-rating, the share price nudged up again this morning on the back of a year-end trading update. There have been doubts over the strength of the brand, particularly as it starts to compete with the likes of Asos (ASC) and boohoo.com (BOO), but analysts say this morning’s numbers suggest the group is in “rude health”. Sales rose by 30 per cent in total, or 36 per cent excluding £4.4m-worth of non-recurring wholesale revenue from Spain. Online remains especially impressive, soaring by a whopping 158 per cent to £30.6m over the year.

[rathean] 12/4/2018 09:58

Choking on your pipe staff again disco?

[rathean] 12/4/2018 08:59

All looking very interesting for chartists... are they even a thing? Anyhoow broken 3 month falling trend and now moving up towards last real ceiling this side of previous highs... all lined up nicely for a good rns.

[losses] 12/4/2018 06:25

https://www.fool.co.uk/investing/2018/04/11/why-boohoo-com-plc-could-be-too-cheap-to-ignore-after-40-fall/

[telbap] 11/4/2018 15:52

Picked the wrong (for some right) day. ..Bayern Munich playing Sevilla in champions league......Marienplatz is packed with football shirts...

[telbap] 11/4/2018 15:49

Manics......could go blue again....100p on asos is nothing......currently my eyes are very fixed on my hacker- pshorr Bavarian lager.....in Munich for the day.

[cheek212] 11/4/2018 15:49

1m and 0.5m trades just popped - likely buys, probably shorters.

[manics] 11/4/2018 13:36

telbap I want you to know that when ASC went blue, my eyes drifted above the screen and squinted slightly as I nodded slowly with the thought: "telbap da real MVP".

[telbap] 11/4/2018 13:32

Yep but short lived.....will deffo be blue today....might not finish that way but will touch it

[losses] 11/4/2018 12:52

ASOS will be going blue soon... easy 10% for the brave... in both directions lol

[cheek212] 11/4/2018 11:20

I would be surprise if we don't see a blue finish today. High volumes this morning as shorters have benefited from sellers taking profit from yesterday's rise IMO.

[extrader] 11/4/2018 10:51

Hi all,

FWLIW, I'm with this comment from s'pedia :

...BOO continues to look much better value with a forward PE of approx 40 and recent 100% revenue growth vs ASOS with a PE of approx 60 and recent 25% revenue growth. Boohoo.Com (LON:BOO) 's margins are also intrinsically higher, although their recent price "investment" (i.e. cuts) make it difficult to see by how much.

ASOS also has more to lose in terms of rating and momentum and I remain bullish BOO (medium term) and bearish ASOS (short term).

ATB