Boohoo Share Discussion Threads

[telbap] 05/1/2019 09:56

Yep, closely followed by Debs

[aalli] 04/1/2019 16:33

Well done all & enjoy the weekend!

[sogoesit] 04/1/2019 15:44

Stocks, and growth stocks, up this afternoon.
Just shows you what the effect the US has on (domestic) UK markets.
Kudlow says "no recession in sight".

[christh] 04/1/2019 14:46

if it keeps at this price then we'll have a good move next week

[cluelessbugger] 04/1/2019 14:32

Take a look at G4M to see how the market punishes riskier shares that fall slightly short of expectations.

Boohoo's TU had better be squeaky clean with all its metrics if it only meets sales expectations.

[villarich] 04/1/2019 14:22

Next one for the liquidators.

[villarich] 04/1/2019 14:22

FWIW, I don't see sustained massive price movements on the day. We might get a pop but it will end up around level, perhaps a couple of percent movement. This is because it's a trading update where we already know they are comfortably inline.If we get a surprise say from a good xmas or an change in margins, only then will the price move. Given the current environment, I'm not banking on any big moves either way.If I were Christh and ha to guess what will happen, I think the price will pop up early doors because news will be solid. The recent fall is down partially to ASOS profit warning and I think we'll buck that trend.I could well be wrong. You can't predict the market at the moment but from a personal point of view I have an exposure I'm comfortable with so whatever happens I'm here for the long haul and one trading update shouldn't change that.

[onjohn] 04/1/2019 14:19

BONMARCHE

BON taking off

[villarich] 04/1/2019 14:17

It might also fall 10% as it did last year when they announced that margins were being squeezed. That was the catalyst for the drop from 270 to 150.

[villarich] 04/1/2019 14:17

So by that it might go up 3%. At current price that would give us low 170s.

[christh] 04/1/2019 13:52

AALLI


last trading update 12 June 2018
--------------------------------------
open.....high.....low........close
223p.....227p.....206.2p.....218p

previous day(11 June) was trading at around 212p.

So there you have it

[discodave4] 04/1/2019 13:51

Hi Villa/BullYou are both wasting your time, I filtered Christh ages ago as it was obvious he will never learn. He has been "investing" (gambling) for over 18 years and still clearly hasn't learnt anything. I guess he jumps on momentum plays at their highs but does zero research and just goes on broker forecasts - which by default will for the majority of high growth / momentum stock be at levels higher than his entry points, then things change and he is left massively underwater and still clinging on to previous forecasts and historical prices.Have not seen any of his postings at all that actually offer up HIS views based on fundamentals, sad really because he must be a trier.

[christh] 04/1/2019 13:35

look at previous year prices when the trading update was announced

[aalli] 04/1/2019 13:30

15/01/19 - Trading Update Anyone expecting significant movements (up or down)? Reasoning would be appreciated too.

[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.