Boohoo Share Discussion Threads

[mr_spock] 25/4/2018 15:21

Analyst upgrades due over the next few days.

[albert3591] 25/4/2018 15:18

It goes around,back up later.

[losses] 25/4/2018 15:13

Looks like the yanks want to take profits

[zapa] 25/4/2018 14:33

Thank's cycle2.

[losses] 25/4/2018 14:19

2:30pm our time

[losses] 25/4/2018 14:18

No More Tears for Boohoo.com as Analysts Hail Strong Resultshttps://finance.yahoo.com/news/no-more-tears-boohoo-com-092928084.html

[rochdae] 25/4/2018 14:16

Boo historically always beat targets. That's their story. It's a reasonable assumption.

[wintokall] 25/4/2018 14:03

NY opens at 9.30amin

[gregpeck7] 25/4/2018 13:53

Yanks will pile in now...

[discojames] 25/4/2018 13:50

Whst a wonderful morning. Woke up 10k better off.

I do worry about the number of people expecting boohoo to beat Q1 targets though!

[hootza616] 25/4/2018 13:24

Well after being in Boo since October and adding on the lows I have finally broken even!
Will I actually make some money in this game?

[rochdae] 25/4/2018 13:23

The market isn't perfect. It doesn't understand the vision of Boo and their expertise or even the business model. But it understands the significance of today's results. 97% rise in revenue on excellent margins for the industry. 10 million customers across the globe. Only 40% growth this year!! Most business would die for a conservative 40% .. that will be upgraded in June.

[rathean] 25/4/2018 13:00

I can see this closing at 190, almost as though the last few months never happened...

[gregpeck7] 25/4/2018 12:58

They won't be allowed to run an out of control short. Expect it will be reduced..

[belo horizonte] 25/4/2018 12:58

Gox has disappeared because he goxed it wrong. Badly. One of those strange characters that like to see people lose money. Feeble headed.

[orissander] 25/4/2018 12:53

Poor Canadian pension fund that is shorting... Canada pensions at risk!

[meijiman] 25/4/2018 12:48

funny that gox has disappeared

[algorithmicx] 25/4/2018 12:48

£1.90 end of day target for me

[losses] 25/4/2018 12:46

We might get 200 before Friday at this rate

[asturius101] 25/4/2018 12:41

awesome!! up almost 20% within a few weeks.poor gox, he got it completely wrong

[algorithmicx] 25/4/2018 12:35

PEEL HUNT

boohoo has announced a strong set of final results, with revenue,
gross profit, EBITDA and PBT all coming in well ahead of
consensus and our top-of-the-range forecasts. Critically, fears of
a ‘margin reset’ have not been realised, with management
guiding to EBITDA margins of 9-10% for the year ahead. We
upgrade FY19 PBT by 12.8% to £68.4m. With a strong start to
the new year, this year’s revenue guidance once again looks like
a number to beat, particularly given the strong set of trading
KPIs. Changes to distribution plans means the next move is
likely to be overseas.

Fears of a ‘margin reset’ look misplaced. boohoo points to EBITDA margins of 9-10% for FY19, with conservative revenue growth of 35-40%. Given that the new year has started well, revenue guidance looks like a number to beat again, particularly with respect to PLT, noting revenue growth last year of 228% and active customer growth of 128%. This creates a guidance revenue range of £783m-812m and an EBITDA range of £70.5m-81.2m (vs cons £72.6m). Our upgraded forecasts assume 47% revenue growth and 9.4% EBITDA margins, driving a 5% EBITDA upgrade to £80m. At a PBT level, the upgrade is greater, +12.8% to £68.4m, reflecting a lower depreciation charge due to the lack of supersite. Reiterate BUY.

[telbap] 25/4/2018 12:13

Rbc was part of an organised short play.They gambled on less than stellar results and lost....end of....forget them as quickly as they will forget us....HarvaIt is a nive thought that they have a taste of their own medicine.