Boohoo Share Discussion Threads

[christh] 13/9/2019 08:13

Boo will test 275p today while Asos heading for £28

The EU rate cut will help business.

[guruofcanada] 13/9/2019 08:06

BBC talking about you and your domestic violence issues right now

Forget the high PE of 84 right now, forget your losses. I urge you to seek some real help.

[guruofcanada] 13/9/2019 07:57

You do have real anger issues indeed! Threats of violence, too! Wow, I must have pushed a few buttons! Calm down old chap, ask your doctor to increase your medication. Or you might want to take a look at this

hxxps://www.nhs.uk/live-well/healthy-body/getting-help-for-domestic-violence/

I know you must be very annoyed at yourself for selling so many halves of what you claim to have had, but maybe you need to try something more soothing, especially if you get angry over other people’s successes against your losses - I’m just trying to help you!

[ghostme] 12/9/2019 16:28

You wouldn’t laugh at me as I would knock you out old boy plus you drive a basic hairdressers car and for some reason is proud of it. You have made no money you can’’t get your facts correct you call it wrong all the time you claimed it was a sell at 150 yet here it is at 270. You have no understanding of how the markets work nor branding and fashion. The fact you think anyone listens to you is laughable. I attack you as you are a fantasist

[guruofcanada] 12/9/2019 15:34

Ghostme have you been trying on PLT underwear again?


Me thick and deluded? You can’t even make a supporting statement of your attack! Should we all recap on your anger issues? You’re obviously extremely jealous and must have lost a lot of money? Sorry boy (since you are younger) but I wasn’t the one out of the offensive to start with. I laugh at people like you in person because of the obvious failure to make winning trades - which is why you seek to attack me. Water off a ducks back, though.

[ghostme] 12/9/2019 14:29

Resorting to that response now. No just find it amusing how thick you are and deluded. Too easy to make a laughing stock of you time and time again. Your family must cringe at you daily. I think you’re the old one out of us two by the way

[guruofcanada] 12/9/2019 12:37

Ghostme. You really should go back to your doctor and ask about all these personalities that you keep using. Maybe an increase of dosage would help? You seem so angry? It’s not healthy old chap

[guruofcanada] 12/9/2019 12:36

Yes extra. I do stand corrected. Same same but different. Still the same risk. I did write it the wrong way around. I have talked about the 1/3 many times in the past.

[ghostme] 12/9/2019 11:49

As usual guru thick as I said. Boohoo owns 66% of plt but the simpleton he is and loser doesn’t realise this. Dear oh dear any more embarrassment for one day hairdresser?

[extrader] 12/9/2019 11:33

Hi GuruofCanada,

It's always good to hear the bear case on any share (certainly more interesting than confirmation bias), but you don't help your case when you refer to Kamani sons having 2/3rds of PLT.

From the Dec 16 RNS
..- The boohoo Group will acquire 66% of the issued share capital of PLT for a cash consideration of GBP3.3m(1) . This is pro rata to the March 2014 option agreement to acquire 100% for GBP5.0m
-- The remaining 34% will be used to incentivise CEO Umar Kamani and PLT's senior management who have overseen exceptional revenue growth since 2014 …

Since a large part of the bear argument lies in how much of BOO's consolidated earnings mask possible overdependency on 1 subsidiary, it's pretty important to be clear/accurate in how much is 'divertable' to the sons.....

ATB

[christh] 12/9/2019 11:19

in last weeks RNS, boohoo stated that further guidance will be given on 25th Sept so investors wil more than likely have more details on where the growth is coming from (it looks organic ie doesn’t factor in the 3 new brands - MissPap, Karen Millen or Coast) as well as full statements from the CEO and Mahmoud.




NUMIS VIEW ON BOOHOO - 5th September 2019

"For a management team not known for overpromising, raising revenue guidance 8 per cent points at this point is a powerful signal of confidence,” said Numis Securities. It repeated “buy” advice on a target raised to 360p a share

“The simplicity of the business model helps Boohoo avoid many of the pitfalls and challenges of online retail. At the same time, there are significant advantages to scale, and Boohoo is fast developing barriers to successful replication. As [Zara owner] Inditex have already evidenced for this type of business model, having better established sourcing, infrastructure, data and expertise enables a better customer offer than any peer, underpinning growth in both existing and new brands and markets.”

NUMIS

[guruofcanada] 12/9/2019 11:12

Christh when there are more share qty BUYS than SELLS the price rises! You must have gone to the same school as some of those clerics!

[guruofcanada] 12/9/2019 11:06

Whalehq. On both fronts I would totally agree that boo is the leader. While some of those brands are weak, PLT is a great name (yet...there’s 2/3 of it owned by kamani son) and the incentive plan is always a great idea for any company. KM purchase was a plus to get the structure of distribution in place as well as the extra arm, but it’s like a huge renovation project, it will take time to see value. The other big problem is the valuation. When PIs get invested into these kinds of shares that are extremely overvalued they are the easy targets of even a minor tree shake. At some point growth flat lines and PEs fall back to reality extremely fast. It’s just hype that pushed the price higher in the first place. (Great to watch this happen, and easy to spot).

[whalehq] 12/9/2019 10:54

Interesting point below about what is effectively customer choice paralysis – I’d say snap on fascia approach e.g. snapping on Karen Millen/ NG/ Coast/ Miss Pap etc will sustain a greater expansion of products due to their respective distinct websites. ASOS to my knowledge has one interface but boohoo’s strategy seems to revolve around having multiple customer interfaces (40 websites according to the latest com call) .


Perhaps it has been discussed on here before but what are the thoughts about the new CEO/ his incentive plan?

[christh] 12/9/2019 10:49

More shares bought than sold yesterday.

I think the MMs marking them down to fill positions ready for a good run up to the 25th.

Another big win and bigger bonus for them as they get cheap and sell them at a premium on the results day

On the 25 September we will see a big rise

[ghostme] 12/9/2019 10:32

Guru your arguments are so basic. How thick are you. You have repeated these since it was 150 and is now around 270. Biggest loser on aim aren’t you and now bitter

[guruofcanada] 12/9/2019 09:55

“A reminder to ignore”.....mmmm do you drive your car blindfolded? If you can’t handle both sides of the opinion and some facts about this share having a crazy high PE at 85 and no dividend in comparison to a company like lloyds who have a PE of just 9 while paying a 7% dividend.......then yes you should hit ignore, on absolutely everything. Throwing your money into wishing wells would probably deliver more!!

PLT is not fully owned by boo and the profits are being delivered to the kamani son who has no fashion skills! Fast fashion environmental issues will continue to be highlighted and once all the noise of brexit is out of the way this company will be the offender and objection of the very age group they target!

[christh] 12/9/2019 09:05

A reminder for all
Ignore Guruofcanada.

He is a psychopath.

He is glued to his PE and ignores the fundementals of BOOHOO
The revenue has been risen by 38% and the growth unstopable.
Boo is a high flier.


It has hit 285p last week and now is your chance to buy at this level is a give away.

Remember results are on the 25 September...and my target is 315p same as Peel Hunt the broker

[guruofcanada] 12/9/2019 08:43

Christh. Even a village idiot like yourself can call a red at a roulette wheel correctly once in a while. You ask me a question.....and then go on to answer your own question!

Tell us about PLT. What’s the setup? Who gets the profit out of that and who pays to build the brand? Who actually does the work? How might this affect shareholders? Too much for your simple mind?

[christh] 12/9/2019 08:39

Guruofcanada
what is lithium?

I have just googled it and found out what it is!

Obviously you must have come out of a mental hospital!

Psychopath? Bipolar?

Is that why you are driving people mad?

[guruofcanada] 12/9/2019 08:33

Ghost.....you can keep taking your lithium. You only need to go back to read that I bought ASOS at 2100! I don’t need to pretend, you clearly need various aliases!

[christh] 12/9/2019 07:53

10 fast-moving growth stocks resisting market concerns



Stockopedia | 11th September 2019 15:24

[sao1] 11/9/2019 17:31

Come on lads. Raise the bar.