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looks like 10mil buy just went through
So a PE of 22 is an outdated profit without factoring in the profit downgrade announced in the interims ,so ,you agree the PE is more,that at least is a start.So ,you accused me of lies on this.No lies just an upgraded PE,which is more accurate.
Look at the market on a whole.....
It would be a photo of him licking his finger and sticking it out the window..... Then licking the window.
Pe ratio's are judged annually..... Can't believe people don't understand this.
Trading4good.And what is the PE with the interims downgrade in profits factored in? I make it more than 28,not your 22.
Pedro the broken record keeps repeating himself....
ITS ALL THERE..... THE TRUTH ..... JUST IN CASE PEOPLE HAVE FORGOTTEN THE GROWTH....
Dont forget boys and girls...
All air travel getting back to normal levels in the coming weeks.... Headwinds are soon to become tail winds....
Just for reference in case anyone is interested....
Boo are smashing the market up and beating the competition....
Take a look below
Just taking a look at BOO vs ASOS.... the rate at which BOO is taking market share is phenomenal....
Take a look at the revenue growth for BOO...
2012 - 67 million
2013 - 109 million
2014 - 139 million
2015 - 195 million
2016 - 294 million
2017 - 579 million
2018 - 856 million
2019 - 1.2 billion
2020 - 1.75 billion
2021 - 1st half revenue 975 million ( I can see full year being 30 percent more than 2020 so 2.275 billion)
The only short term issue is the shipping costs which is world wide in every industry BUT with air travel returning to normal this cost will also normalise.
If you look at the revenue growth of BOO in the most simple way possible from 2012 to today it has 30 x its revenue!! YES 30 x !!
Lets not forget BOO carries a margin of over 9.5 percent. (ASOS under 5 percent)
Anyone that thinks growth is about to stunt is completely out of touch with reality or they just cant read - Just wait until the acquisitions really start to kick in now we are in the post Covid era!!
The current warehousing and logistics are good for 4 billion of revenue as well so capex will drop back nicely for a few years.
Just take a look at this chart for revenue growth !! - https://www.statista.com/statistics/794862/boohoo-plc-group-revenue-worldwide/
Now compare the above with ASOS - from 2012 to today its revenue has gone from 570 million to 3.2 billion which means ASOS has increased its revenue x 5.7
https://www.statista.com/statistics/485103/asos-revenue-worldwide/
Boohoo and plt are solid brands that people aspire to wear....
Just looks what's in the boo stable -
Boohoo
Boohoo man
Karen millen
Nasty gal
Pretty little thing
Oasis
Coast
Miss pap
Warehouse
Burton
Wallis
Dorothy perkins
Debenhams
That's some serious brands right there.
Boohoo current trading.....
The company is currently ahead of the 20 percent growth achieved in q2....
Consumer demand has been improving through August, principally in the UK but also in key overseas markets such as Ireland and France, where there has been a re-acceleration in the rate of growth. This has again improved in September, where the rate of gross sales growth has increased compared to that achieved in the second quarter of the financial year.
Our expectation is for full year sales growth of 20%
This share has halved in the last 6 months.But is still not cheap the PE for this years earnings about 28.That for a company who has admitted falling margins,falling profits and severe headwinds in the interim results a few weeks ago.Further to fall and the market knows it.Shorts have increased ,not a good sign.Boo down yesterday against a rising sector that saw Asos up 4.76%,also,not a good sign.
well I am done here.. little point just people shouting their options into an echo chamber. As for this company, I am chancers on this..averaging more if it falls and holding if it rises.. it's called investing for the longer term. By than i mean longer than five minutes .GLA