Venture Life Share Discussion Threads

[bamboo2] 13/6/2018 07:15

Lauders, there is a potential turn on the ZOO chart 12-13/6/2018. I topped up yesterday.

[lauders] 13/6/2018 01:45

Thank you for the feedback on TERN everyone. Quite amazing performance over the last few days and as Hydrus says "fair play" to those who have called it right so far!

"At the current 34p,......"

It is now almost 50p offer!

Now if only AMER, ZOO, ARS would replicate the recent share price action of TERN I would be a happy chap! Think there is a long way to go with AMER for any such action. Hopefully ZOO and ARS are a different matter, although the pending newsflow at ARS would make them the more likely company to react positively.

PS - Only a 1660% return on TERN this year SO FAR per the leaders in this annual challenge that I am sure most are familiar with here: We have a long way to go with any of our "comparison" selections to meet anywhere near that performance at present. Let's see what it all looks like by the end of the year. JakNife seems to think it will all end in tears for TERN. He isn't someone who should usually be dismissed out of hand ;-)

[al101uk] 12/6/2018 22:41

TERN has been the subject of some articles on Shareprophets, I think TW used to cover them, but the latest article is by Nigel Somerville who concludes:

"At the current 34p, Tern is now valued at almost £80 million. £80 million!! I think that valuation is absolutely bonkers. But – as has happened – the share price has, in my view, been bonkers for some time and has doubled to twice as bonkers. It could go to twice as bonkers again. So I wouldn’t bother trying to short Tern, I would just stay clear."

[big7ime] 12/6/2018 22:25

My portfolio is all over the place at the moment, those I'm not expecting to do much suddenly shooting like IKA and others I thought'd be climbing going the opposite direction like AMER
I guess that's why we spread!

[janeann] 12/6/2018 14:35

rsw was mentioned as a 'hold forever share' in the sat or sun telegragh. perhaps a delayed reaction!

[hydrus] 12/6/2018 13:41

Lauders - TERN not the kind of thing I'd invest in haven't got a clue what it all means but fair play to those who do as the returns have been impressive.

[apad] 12/6/2018 13:38

red,
RSW strength is puzzling.
apad

[apad] 12/6/2018 12:39

www.boohooplc.com/investor-relations/results-centre/2018.aspx

[apad] 12/6/2018 12:20

Tintin comments on BOO:
"If the shares lose ground due to boohoo brand’s Q1 sales only growing by 12% then we see this as a buying opportunity, noting a stronger exit rate and markedly weaker comparatives for the rest of the year. Management has maintained full-year sales guidance of 35-40% and 9-10% EBITDA margins. Q1 is only forecast to represent c19% of full year sales, hence the absolute revenue beat is not likely to cause much excitement, although the momentum at PLT and Nasty Gal (+149%) should. Similarly, we gain confidence from the strong GM performance. We leave our top-of-the-range forecasts unchanged, but can see the consensus PBT of £64m moving closer to our £68m.
Boohoo brand growth of +12% is well below consensus +18%, a sharp deceleration from an already weak +19%. This is despite its gross profit margin being down 190bps yoy at 52% (although the company says it improved progressively with an exit rate up year on year). However, the company highlights that Q1 last year accelerated to +48% (US +97%) from Q4 +35% and expects to see a re-acceleration from here.
The company reiterates FY19 guidance of 35-40%
revenue growth and EBITDA margins of 9-10%. FY guidance looks conservative in-light of Q1 strength, but the company says it wants to allow for some disruption around the transition into a new warehouse for PLT in Q2."

[lauders] 12/6/2018 12:07

Good strength at FFX recently. Zoo on the other hand seem to have stalled for a bit. Anyone in TERN?

[apad] 12/6/2018 11:56

I wonder if PLT has taken over some BOO customers, H?

apad

[hydrus] 12/6/2018 11:36

I've bought half boo back at 213 - having reflected on the results a bit more, even if boohoo growth does slow, the sheer rate of growth at PLT means that overall revenue growth for the group is likely to accelerate overall going forward as it becomes the largest part of the business.I'll hold back from adding the other half in case there is further short term weakness.

[modform] 12/6/2018 08:46

HLMA, yes apad, buy it , sleep on it. It's been so reliable that I don't even properly read the results ...

[apad] 12/6/2018 08:21

Not a bad call, H.
I came close to top slicing at 224.
apad

[hydrus] 12/6/2018 08:18

Sold BOO at 224.5 and 217 in two tranches. I'm such a short term we these days! Want to see how boohoo.com progresses before re-entering

[apad] 12/6/2018 08:03

I'd expected BOO to be marked down at open.
Just shows what I know!
apad🤔

[apad] 12/6/2018 07:56

Halma wonderfully dependable. Can't find anything to worry about.
Hardly worth bothering to fill in the spreadsheet.
apad

[apad] 12/6/2018 07:44

Tru dat.
apad😊

[hydrus] 12/6/2018 07:39

But the PLT figures they are reporting will be only for the 'owned' bit.

[toptrump1] 12/6/2018 07:35

What did you expect?

[apad] 12/6/2018 07:31

BOO up 48% last June.
PLT not 100% owned.
apad

[hydrus] 12/6/2018 07:24

Yeah that is surprising I agree. Almost ex growth! However PLT roaring ahead. Almost as big as BooHoo now. Guess the question is with online clothes shops - competition and lack of customer loyalty may mean sustained growth is hard to achieve. So should they be rated so highly?Interesting one

[apad] 12/6/2018 07:13

Don't like the look of this:
"boohoo

· Revenue £97.2 million, up 12% (10% CER) on last year's Q1 record growth"
apad

[toptrump1] 11/6/2018 23:07

Shut up you bore