Boohoo Share Discussion Threads

[losses] 17/12/2018 08:03

The chain said it was now forecasting sales growth of 15% for the year to August, down from 20% to 25%.Its anticipated earnings margin was revised down from 4% to 2%."Whilst trading in September and October was broadly in line with our expectations, November, a very material month for us from both a sales and cash margin perspective, was significantly behind expectations.

[losses] 17/12/2018 08:00

ASOS is latest retailer to warn on Xmas salesHttps://uk.news.yahoo.com/asos-latest-retailer-warn-xmas-071600685.html

[sogoesit] 17/12/2018 07:43

Boo’s news due out first half of January if last year followed.
Then we’ll know how serious a cold it caught.

[croasdalelfc] 17/12/2018 07:17

ASc sneezed , Boo gets chest infection

[bulltradept] 17/12/2018 07:08

Expect Boo to get a kicking this am. ASC just issues a warning...

[losses] 16/12/2018 08:23

Shoppers shun high street on peak Christmas weekendHttps://uk.news.yahoo.com/shoppers-shun-high-street-peak-213600856.html

[christh] 15/12/2018 14:35

Make bullying a criminal offence



Stop Fracking in the UK

[christh] 15/12/2018 14:27

Make Hedgehogs a Protected Species

[k38] 15/12/2018 01:48

https://petition.parliament.uk/petitions/229963

[christh] 14/12/2018 15:57

izi comin....

[hootza616] 14/12/2018 14:00

You will tell us something new one day Christh!

[christh] 14/12/2018 11:36

Trading update on 15 January

[sogoesit] 14/12/2018 10:41

Good positioning imv, Villa.
Went underweight at about 210, fed some back in at about 185 but agree that the accelerated growth is not visible. Maybe if they attack the US market... like FEVR.. ;-)?

[villarich] 14/12/2018 10:03

Depends on what you consider fair value ? the market doesn't want to pay the same multiples it used to for BOO not because it has fears over the company but because it wants more security for its cash. I have no doubts in the actual business and it will be worth more than what it is now, I just don't think it'll happen any time soon. I have a position I'm just underweight whereas before I was massively overweight when it was rising every day.

[villarich] 14/12/2018 09:47

I think the price is going to be suppressed and prone to dips because of all the macro shenanigans. While the target market for BOO (18 - 30s women) won't be interested in Brexit and the China v US trade war, and the business is sound, the wider market is nervous and I think the money is being kept out of high risk, high multiple shares right now. I moved quite a lot of my portfolio into Bonds and defensives and I'm actually up in that period. Still have a little here but I won't top up until everything has settled somewhat.Bad news from China overnight too. If their economy goes pop then we're all looking at a downturn.

[yopf] 14/12/2018 08:52

What are your thoughts Villa on a rise into Christmas?

[villarich] 14/12/2018 08:46

Fair play mucka. Shame you didn't sell 2 days earlier

[yopf] 14/12/2018 08:05

Anyone heard anything about the ASOS rumours?

[albert3591] 13/12/2018 18:04

Villa....maybe not a genius decision,though £750ish better off.Quite happy to wait my time.

[hootza616] 13/12/2018 17:57

You will be right one day Christh!I am holding mine tight now with an average of 185 after selling up previously at 219.I'm forecasting 220 again for January results assuming the media is neutral on Xmas shopping figures, I.e. nothing to sensationalise either way.

[hootza616] 13/12/2018 17:48

Spot on sir!

[villarich] 13/12/2018 16:51

If you sold on the 19th then it was probably for around 190. Today we're at 183. Hardly a genius decision so far

[yopf] 13/12/2018 15:51

You haven't got the bulls to buy;)