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Boohoo Share Chat (BOO)



Share Price: 212.50Bid: 212.30Ask: 212.60Change: 0.00 (0.00%)No Movement on Boohoo
Spread: 0.30Spread as %: 0.14%Open: 212.40High: 213.80Low: 209.90Yesterday’s Close: 212.50


Share Discussion for Boohoo


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Zebudee
Posts: 42
Opinion:No Opinion
Price:211.90
RE: Boohoo bumped up to 'buy' by Liberu
Wed 23:26
 
Laughton
Posts: 689
Opinion:No Opinion
Price:211.60
Boohoo bumped up to 'buy' by Liberu
Wed 15:30
Online fashion retailer Boohoo got a boost on Wednesday as Liberum bumped the stock up to 'buy' from 'hold' and lifted the price target to 240p from 220p on the back of an improvement in its key metrics.

In a note on online retailers, Liberum highlighted a consistent improvement in sales retention, higher customer lifetime values and said Boohoo has the best lifetime value to customer acquisition costs spread versus peers. Still, the brokerage said it was mindful of early stage and execution risks.

"We view Boohoo as an online fast fashion version of Inditex where through a collection of brands it operates in the highly competitive youth-orientated segment of the fashion market.

"While some may call into question Boohoo's relatively high customer attrition rates, the company's high sales retention and resultant LTV:CAC spread signals that the efficiency of its marketing spend is high enough to justify continuing to invest in acquiring customers at a strong rate."

On the downside, though, Liberum said a key risk is Boohoo's relatively early stage growth versus ASOS and Zalando.

"An important support to its ongoing success will be continued investment to develop its warehousing and distribution infrastructure, which will account for the majority of its guided £235m of capex over FY19E-21E. This is intended to lay the platform to support a more than tripling of sales to £3bn (versus £580m in FY18)."
Zebudee
Posts: 42
Opinion:No Opinion
Price:211.50
RE: avg 237
Wed 14:10
I think in time this could end up being a winner. Its just that its grown, still growing and becoming more popular. In a few years hopefully will be worth a lot more. Sometimes its a matter of being patient.
Zebudee
Posts: 42
Opinion:No Opinion
Price:211.00
Is online fasion taking off
Wed 14:05
Boohoo has grown and we know that. Online fasion is something thats becoming more popular. Could this be why the high street shops are suffering? High street shops have to pay for shop and floor space. That costs money because you have to pay business rates and rents and on top of that electric and maintenance and staff. An online shop is a virtual site so no rates to pay there. Lower overheads. I think the popularity and demand for the clothing equals success and boohoo is becoming more popular, so likely to expect more growth (due to popularity proportional to growth) and revenue. I'm waiting for when this share price will rocket. A few more RNS on positive profit and revenue (I dont think it has made a loss yet).
graybird
Posts: 655
Opinion:No Opinion
Price:213.40
avg 237
Wed 10:22
be nice to see 260 lol maybe time for a push
spicey
Posts: 254
Opinion:No Opinion
Price:211.10
FAST RISE
Wed 09:58
Lets hope the shorters don't come back
Jambon
Posts: 5,067
Opinion:No Opinion
Price:215.10
That was big jump on open!!
Wed 08:14
Looks like its found its direction now and could rise into the next update in sept?! Good luck to you all!!
Zebudee
Posts: 42
Opinion:No Opinion
Price:207.60
Boohoo CEO gets good press
Wed 03:47
1onic
Posts: 666
Opinion:No Opinion
Price:207.40
Chart
Tue 16:11
It's not setting the heather alight, just as well really given the drought but it's orderly in maintaining the trend since the breakout from the down channel. Good news for longs if it can maintain the gains in auction

https://ibb.co/jTBDzJ

Th only slight dampener would be there is a hint of an ascending bearish wedge forming so I'd like to see 210.00 to start to rule that out.

Shorts made little difference btw, it's still the P/E that gives people the fear, imo
Trickymatters
Posts: 377
Opinion:Strong Buy
Price:206.30
This time last year
Tue 15:52
BOO started a really good upwards trend on the share price before the shorters got stuck in. Shorters are down again at anything from 0- 2% now according to the short tracker. The news on UK retail shows continued growth- online sales are the only thing holding them up though. Since BOO are a wholly online retail brand that has to mean we will be seeing the same kind of very strong growth we've seen to date. The fine weather will be great for this company and we have a whole Summer of it to look forward to. Add in faster growth into new markets overseas and excellent results for PLT and Nasty Gal and we should shine.
Sunshine69
Posts: 2
Opinion:No Opinion
Price:201.60
RE: Boo bod, take note
Mon 08:24
Ohhh dear!

If that does happen, with the current BOD's current thinking/actions could we see a new flurry of sales as they try to beat any looming introduction of any requirement?
thechancers
Posts: 566
Opinion:No Opinion
Price:202.10
Boo bod, take note
Mon 06:52
If the bod of Boohoo not to sell their shares, the SP price would be flying high and the value of your shares would be worth a lot more.

From the BBC business web page. The Financial Reporting Council announces a new UK Corporate Governance Code today that could force the bosses of Britain's biggest companies to hold on to shares for years after they retire.

Would the fund management industry welcome this? "A lot of what is coming out of the Financial Reporting Council about the new code is really welcome. It's a bit more responsible corporate governance," Sophie Kilvert of Seven Investment Management told Wake Up To Money.

"They are trying to increase the diversity, particularly gender diversity, on boards, and that is always welcome. More diverse boards generally are better."
gogsy1979
Posts: 181
Opinion:No Opinion
Price:202.10
Most popular brands
13 Jul '18
Check this out... if you add PLT to BooHoo (2nd and 3rd), BooHoo group come in practically top of the pile for the most fashionable brand in the U.K.

In the UK, Brits seem to favour more affordable fast-fashion over high-end brands, with Asos and New Look sharing the first spot (over 4 million), followed by Topshop and Boohoo on second place (over 2 million). Primark, the Irish clothing and accessories company seems to be high on the search list too, even though its website doesn’t allow for online purchases. Nike and Adidas seem to be the most popular sports’ brands, with New Balance and Puma following much later on the list.

Finally, Ted Baker, Gucci, Louis Vuitton and Hermes seem to be the most searched-for high end brands.

Here’s SEMrush’s list of the top 15 fashion brands based on UK search engine data:

Asos / New Look (over 4 million)
Topshop / Boohoo (over 2 million)
Zara / H&M / Pretty Little Thing (over 1.8 million)
Missguided / Primark (1.5 million)
Nike / Adidas (1 million)
Urban Outfitters (over 800,000)
Ted Baker / Gucci (550,000)
Louis Vuitton /Hermes (450.000)
North Face /Jack Wills / Forever 21/ Michael Kors (over 350,000)
Uniqlo / Tommy Hilfiger / Zalando/ Swarovski (just over 300,000)
Gap / Rolex (over 245,000)
Calvin Klein (just over 200,000)
Hugo Boss / Burberry /Under Armour / Moncler, Net A Porter, Skechers, Ray Ban / Vivienne Westwood (165,000)
Mulberry (135,000)
New Balance / Tag Heuer / Puma / Christian Louboutin /
Jambon
Posts: 5,067
Opinion:No Opinion
Price:202.10
RE: UPS&DOWNS
13 Jul '18
Yeh i was in quiz at one point but took The money out more or less evens and pumped into boo at about 150... I was just concerned about the whole retail shops struggling and obviously thought boo was a bargain... But quiz has done well to be honest!! I think it was over priced at ipo
thechancers
Posts: 566
Opinion:No Opinion
Price:202.10
RE: UPS&DOWNS
13 Jul '18
Happy that it stayed above £2 on close, makes it a good starting point for next week, just hope it follows last year's trend with a steady rise till September
spicey
Posts: 254
Opinion:No Opinion
Price:202.10
RE: UPS&DOWNS
13 Jul '18
quiz shares are doing really well at the monent
spicey
Posts: 254
Opinion:No Opinion
Price:202.10
UPS&DOWNS
13 Jul '18
JAMBON you was right this is a good share to iump in & out of at the moment ...but not allways daily
leoman69
Posts: 282
Opinion:No Opinion
Price:202.10
RE: ADVFN
13 Jul '18
As i said a while back,i'm out now and sold old mutual smaller uk companies, as i was doing better elsewhere.However i think there's a real chance of a boohoo buyout due to the sp being suppressed by director dumps after every set of results.We will see,but i would not come back on the strength of that happening.I would need to see the company being handled more professionally.
Stevef8001
Posts: 6
Opinion:No Opinion
Price:202.10
RE: ADVFN
13 Jul '18
Hi Voltaire, yep everything goes up quicker in China, they throw bodies at it on low wages etc. In the UK it will take time to get equipment made,delivered, installed and commissioned. It will be worth it though I’m sure! I’m in here for at least the next 2-3 years, I may top slice on the way up. It’s been a tough ride for some of our trader friends over the last year or so but hey ho that’s their problem!! I can cope with the ups and downs cos I got in early enough. I look forward to all our successes in the next few years. Cheers
Voltaire21
Posts: 19
Opinion:No Opinion
Price:201.90
RE: ADVFN
13 Jul '18
Steve a year or two to automate a warehouse for clothes 3 month max in China surely those northerners aren't that slow. They'll be out of business
Laughton
Posts: 689
Opinion:No Opinion
Price:202.20
RE: ADVFN
13 Jul '18
In that case perhaps he'd have been better posting a more positive picture rather than the one he did. I'm sure he has something better that he could have posted.

I do hear that on one day recently they had to cancel next day delivery on PLT goods because of overwhelming demand. A picture reflecting that would have been more to my liking.

No, I'm not a de-ramper. A big holder from Jan 2015.
cxs1
Posts: 40
Opinion:No Opinion
Price:200.20
RE: ADVFN
13 Jul '18
What happened to the proceeds from the multi million quid fund raise of last July? Rented warehouse and a load of racks? Must have missed something.
leoman69
Posts: 282
Opinion:No Opinion
Price:200.10
RE: ADVFN
13 Jul '18
Not surprised the sp is dropping when you look at the ASOS saga.Knock on effect IMO.I've not been looking at the warehouse lately,but perhaps the board should take a look at ocado's warehouse in Andover,if its as said, labour intensive.Robots look like the future,not humans who can pick orders fast.As we all know the owners love dumping their holdings,so until somebody puts the handcuffs on them fk it.
Stevef8001
Posts: 6
Opinion:No Opinion
Price:200.60
RE: ADVFN
13 Jul '18
Hi guys don’t normally post on here just read the board every day, been in boo since approx 50p days. I think you all need to get real, do you honestly think they would get a fully automatic system up and running in a month or two!! That will take a year or two. This is obviously just the basic wharehouse like the Burnley site to get them up and running in Sheffield. Patience is required before the future plans for the Sheffield site are fully up and running.




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