Boohoo Share Discussion Threads

[adealsiddiq110] 15/1/2019 08:10

Could be a quick shake up, early morning sell of, I'm hoping it stabilises after the 09:30 conference

[losses] 15/1/2019 08:10

What's the pe here?

[telbap] 15/1/2019 08:10

Villa, I had an SB open, closed just in time to save a few quid profit.....I think the market is so spooked it does not know what it wants anymore

[villarich] 15/1/2019 08:08

Underwhelming start. Not sure what the market wants anymore. A company growing at over 40% a year, increasing gross margins and raising expectations. Multinational income streams and sitting on a cash pile. I'm baffled.

[villarich] 15/1/2019 07:31

Margins up, guidance up. Let's hope the share price follows.

[momentum1] 15/1/2019 07:22

Wow. Must say those are a very impressive set of numbers. Will try to get some on the bell sub 200. Well done to those in early.

[s25ava] 15/1/2019 07:21

I wonder if it's a sell off or ...let's get on board??

[yorkshireinvestor] 15/1/2019 07:14

Great update, good to see gross margin up 170bps

[croasdalelfc] 15/1/2019 07:12

Cash is worth 7p a share alone . EV lower than a year ago

[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.