Boohoo Share Discussion Threads

[sidarthur2] 15/1/2019 07:07

re-brand....WOO HOO!!!!

[uzzymaz] 15/1/2019 07:07

Brilliant result glad i invested another 10k yday

[aalli] 15/1/2019 07:05

Profit guidance raised! ?

[melody9999] 15/1/2019 00:08

sold out at 196p just before the close. on balance felt this could be a case of 'buy the rumour and sell the fact' but no doubt I will be proved wrong! GLAH

[aalli] 14/1/2019 20:48

If we're just picking figures then I'd say £2.12-£2.16

[uzzymaz] 14/1/2019 19:57

£2.10 tomorrow imo who agrees

[sogoesit] 14/1/2019 16:53

Ultimately, on profit margin, BOO should outperform ASC.
ASC is a seller/distributor (including of Boohoo fashion)... a clothing Amazon look-alike.
BOO is a FMFG company. The risk/reward to BOO is in its fashion brand and being quick-off-the-mark with trends or even trend-setting. Therefore more risk to the downside hopefully matched by reward to the upside.
ASC's last year's PBIT margin was 4.21%.
BOO's last interim's PBIT margin was 6.25%.
Below 5%, as we've seen with ASC, you're in trouble.

ASC had £42.7m cash on its balance sheet. Its inventory & payables position is hideous!
BOO had £164m cash on its balance sheet at interims (Net £155m).

What will be interesting is to see if BOO can up both its margins but we'll have to wait for that.

If I were a trader I would be long BOO, short ASC.

AIMV.

[bulltradept] 14/1/2019 16:21

These results better be stellar. Perhaps Mr Market is thinking ASC has lost ground to Boo?

[villarich] 14/1/2019 14:24

Agreed. But I'm holding for way more than that

[stayblue] 14/1/2019 13:39

Bohoo is on course to be enormous, the foundations are set for global expansion and the brand is flying...I'm holding this for £2.40+

[croasdalelfc] 14/1/2019 12:19

Could easily hit £1b revenue for the year

[alphapig] 14/1/2019 11:45

Not built in til mm's set opening price in the a.m, up 5% would be nice.

[croasdalelfc] 14/1/2019 11:33

Guidance for full year will be raised to at least 40-45% hopefully 43-48%

[petewy] 14/1/2019 09:37

Yday's S Times piece hasn't moved the stock. The trading update is now built in.

[petewy] 14/1/2019 09:37

Yday's S Times piece hasn't moved the stock. The trading update is now built in.

[taurusthebear] 13/1/2019 03:11

I've not traded BOO, having been in from about 30p, but I now have a quarter of my original holding. It's amazing to think I sold some at 174p on 4th April 2017, and then watched the shares go up to 260p before coming back to 140p.

The way things are going, there may be virtually no overall progression in the price over the past 2 years, but with massive medium-term, tradeable, swings. I'll probably drop a few more on Monday, but consider buying some back if the currently neurotic market overreacts to a TS that isn't up to it's ridiculously high expectations. :0)

[dsct] 11/1/2019 22:10

Although BOO is a long-term hold for me - Initial purchase in Sept 2015 - I have been trading on occasions with approx. 40% of my holding.

I re-purchased this 40% on 17th Dec. at sub 160p, and my current thinking is to sell this tranche during Monday (>195p hopefully, but I'll be happy with 190p), just in case there's anything the market doesn't like on Tuesday. There's a lot already priced into BOO, so any slightly negative (or mis-worded) comment in the trading update could seriously damage the share price

I also have two other holdings making announcements on Tuesday, so will be busy working out which, if any to reduce/increase my investment in :o)

With regards to the Brexit vote(?) on the same day, I'd imagine this wouldn't be until later in the day (afternoon?), so BOO's TU reaction should have already occurred.

[croasdalelfc] 11/1/2019 18:45

Some big late trades 1m at 1.88

[neddo] 11/1/2019 17:19

politician traitors will always do hat is best for themselves the same as your local councillors?

[zoro9791] 11/1/2019 14:56

Hope will come good however if no deal than is gonna be a painfully day across the ftse.Supply chain could be a problem for any manufacturer/retailer.

[zoro9791] 11/1/2019 14:52

Had to close my short @184 still upward trend.

[aalli] 11/1/2019 13:29

Isn't there a brexit announcement on the same day? & if so I hope that doesn't spoil the party. (I'm holding BOO too btw)

[sogoesit] 11/1/2019 13:12

Bullish are you Stayblue ;-)?

But I think revenue growth will exceed 40%. Am looking for EPS of about 4p for the Full Year and, paying upto 60x, gives me a target price of 240p for the year.
Good luck!