Boohoo Share Discussion Threads

[christh] 04/1/2019 13:11

bulltradept
thanks for your pity, but still got hope but as you said it's not strategy, though is still based on facts.
Sales expected to be strong, profits up.

[bulltradept] 04/1/2019 12:54

Shakes head and gives up.

Mr Market is in the process of tearing you a new one and you can't see it...

[christh] 04/1/2019 12:24

Why 2 years?
The company is doubling its sales,profits,growth,expanding,good strategy,well run!

Boohoo performance 2015-2018
Assuming a 45% growth in 2019 the sales will approach £850millions
Profits shown as well.




From the reports in the website

Expected is a growth factor from 35% to 45%

[villarich] 04/1/2019 12:07

I'm betting we won't get back to the high 200s until the wider market is back in a risk on mode. That's because we'd have to be back to where the market wants to pay 65x EPS. That won't happen until the markets turn back up which could be a couple of years out.

[villarich] 04/1/2019 12:04

And you're always saying it should be trading around 250 but never give any actual reason why. I suspect the only reason you've picked out 250 is because it's 20% above your entry point, not because you've done any calculations that 250 is fair value.And I know I'm right on that point because only a few months ago you said this was trading below NAV when NAV is actually 10p!

[villarich] 04/1/2019 12:02

I haven't ignored the strengths of the company. I've done thorough research of the company and the market it plays in and have invested at what I believe to be a fair price. What you haven't done is take into account the wider retail industry and the macro economic factors that are currently playing out. BOO does not operate in a bubble, it will be impacted by macro economic forces that they have no control over. As I've said numerous times, the reason for the fall is because the market has moved, as a whole, away from high risk shares because it wants more security for its money in times of high volatility and political uncertainty. Therefore it has reduced the amount it is willing to pay for shares like BOO, FEVR and the entire AIM market. It's natural for humans to look for meaning in events and to blame someone, but this hasn't fallen because of shorters or any other nefarious entity with a motive that is in opposition to yours. It's simple market cycles playing out. We've had our summer, now comes a little bit of winter. I firmly believe this will be worth more in the future than it is today, hence why I'm still invested. So please stop making stuff up like I've ignored the business because I bet I have a much better grasp on it, and what impacts it than you will ever have.

[christh] 04/1/2019 11:56

yeap, I am shivering...where is that blanket? ...and my hat...and the gloves!

soon will be spring, and the fashion will change with Boo shipping all the new staff to the happy customers, with the new boss in place trying to achieve his targets to get his bonuses!

never mind about the share price now!!!!!

[bulltradept] 04/1/2019 11:52

Now you sound slightly worried Christh..

[christh] 04/1/2019 11:47

off course you are, comparing to idiots like me!!!!!

The only thing you never condone is the strength of the company that is meant to be trading around 250p yet through sheer manipulation of the shorters this has been reduced to 166p.

The shorters will not be able to keep their shorts open but either closed them as we get near to the trading update which is 15 January.

I am looking to see 245p-260p in the near future.

It has so many positives as a company that you can not ignore them.

[villarich] 04/1/2019 11:34

Never said I was always right but I've been right here.

[christh] 04/1/2019 11:30

Villa still is always right, he made millions!

He is 450% up in his investments so imagine a £100,000 portfolio (the least)then wow!

Nobody can match his success.

give thanks to the lord for such a successful person

[bulltradept] 04/1/2019 10:45

But is Villarich currently right though?

What's you uncle point one wonders?

[christh] 04/1/2019 08:13

Villa
top dog!

congratulations to you, you are a great achiever in life.

You deserve a medal

[villarich] 03/1/2019 18:13

Because he's massively underwater on this share and is looking for any justification for his poor decision. Confirmation bias at its best (worst)

[knowing] 03/1/2019 17:33

January 2019
Peel Hunt 03/01
Reiterates
Buy
Buy

[toffeeman] 03/1/2019 17:16

chris - why do you keep reposting news from last year?

[christh] 03/1/2019 16:15

Boohoo news

[christh] 03/1/2019 16:11

Fashion outperforms at John Lewis

2 January 2019 By Jill Geoghegan

Fashion sales for the week to 29 December at John Lewis jumped 10.7% compared with 2017, following “very strong” sales on Christmas Eve and a “confident” start to the end-of-year Sale.

[christh] 03/1/2019 11:53

17/12/2018 - 08:21
Boohoo says performance remains in-line with market expectations

Source: SMW

Online fashion group Boohoo confirmed Monday it continued to perform 'comfortably' in line with market expectations as trading performance remained strong, with record Black Friday sales across the group.

www.proactiveinvestors.co.uk/LON:BOO/boohoo-group-plc/rns/LSE20181217080809_13905796

[christh] 03/1/2019 11:53

Extrader
clothing retailer, recovery from overdone selling in the clothing/texytile sector.
Boo has fallen very bad when Asos reported because in the same sector.

So it should in theory follow the recovery in the sector.

I do agree though that Boo has not reported yet but it has issued a statement in December that trading is good and done very well on 23 November (Blak Monday).
And the trading update is due on Tuesday 15 January(in 12 days).

[extrader] 03/1/2019 11:33

Hi christh,

Why ? ASC is arguably recovering from an overshoot reaction to its results, we haven't yet reported, so aren't comparable.

The modest rise is more likely linked to NXT's mildly encouraging online results, announced today...

ATB

[christh] 03/1/2019 10:53

Asos is up 6.7% now, surely BOO must follow that.

[yopf] 03/1/2019 08:11

Gotta see shorts closing now