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I've been out of uni for more than 30 years
That's why, unlike you, I've had the time to have a serous business career and a successful investing one.
trading4good, Serious question, are you out of Uni yet?
Why are you going back to posts from the early afternoon. Trying to deflect from being busted maybe?!
And still playing make believe about your many jobs!!
By the way the people who started Boo are called Kumani and Kane. You can't even get that right!!
"It's actually quite interesting to hear your view on this. I'm a student - trying to avoid applying to clunky companies - you've literally summed up why I wouldn't want to work at one of these co's."
I am glad that you have learnt the lesson fast, early on in my career my second job was with one of the largest software companies in the world. I was very proud of showing off the name to friends and family but a decade later I realised it was all a waste of time. There is nothing like getting stuck in and going for smaller startup's. If people like Kameena's can earn money and ordinary tom, dick and harry on the street can as well if they really believe in themselves. Just be little more Ethical than the Kameena's though is my advice.
"The beauty of the average boohoo customer is that they don’t give a flying feck about all this. They just want a cheap dress they can wear once and throw away."
And that is why you have Shein, but in my opinion both of their days are numbered once the novelty dies down and people get their lives back following the pandemic.
“ am not sure about the brand being an advantage here. Boohoo is more infamous than being famous. It's infamous for slave labour and VAT frauds done by suppliers, dodgy auditing- where auditors resign because of governance concerns, changing labels on brands, dodgy marketing which have court cases in USA, on the verge of being banned in US for being so
The beauty of the average boohoo customer is that they don’t give a flying feck about all this. They just want a cheap dress they can wear once and throw away.
Has kallu just found out the titanic has sunk?
Why on earth would I want to impress a fantasist who has no knowledge on any of his supposed specialist subjects or industries.
If you were genuinely any form of consultant as you have stated on here, with your spurious claims of scores of projects behind you, then your income would be in six figures, making even more of a mockery of some of your claims on here
I think you have been well and truly busted today, maybe it's time for you to go and lick your wounds somewhere else.
" next 12 years which would mean their share price would have to reach over £55 per share in the period."
Oh Dear Pmoran1969, you must be a serious sherlock holmes and accountant rolled into one, you have impressed me with your skills today, certainly more impressive than "trading4good" accounts of boondoggle . You didn't have to do all the accounting to reach the £55 figure, but it's a rough ball park with rough timeline.
But the beauty of it is that there is much less risk than what is perceived, we have already seen the worst case scenerio played out with ABF over the pandemic with 100% of the stores closed. In investment I don't really go for "return on investment" I like going for "return of investment". I am very sure ABF is worth more than it's market cap just on the basis of it's Properties, 100 Primark stores and hundreds of factories and warehouses all over the world. I think they value their property assets very very conservatively on their balance sheet, just like or even better than MRW property portofolio is worth more than it's market cap. Their sum of parts valuation would probably be twice it's current market cap already. So there is a huge safety net, even with shops shut.
There is a reason why I quote a rough figure like 12 years, it could be 8 or it could be 15 years there is no certainty about share prices, it depends upon when the next economic cycle begins and ends, whether we are in a boom phase or a bust phase. I don't know about share prices but I can tell you for certain that in 8-15 years time Primark will have circa 2 times it's current number of stores and it's profitability/margins will be more than now. Note that prepandemic ABF used to give 300-350m dividends and used to invest 7-800m, most of the 7-800m yields ROCE of 25-30%, just compound it, it's as simple as that, unlike boohoo the moat in it's businesses are much higher, The sugar business used to create a profit of 500m till 2012 and was it's most profitable business(more than Primark) but has faced problems recently due to government policies and EU interventions but that out of the way now I can see it's sugar business gaining some of it's lost glory, along with the high growth rate expected off Primark in international markets.
Sugar is now setting highest price in the past 5 years and it is starting it's mothballed factory producing bio-ethanol as fuel additive. The best prospective growth is for it's cannabis business, operating the largest cannibis farm in europe for medicines.
Kallumama, the man who claims to have been with pfd for 6 years and made a paper loss equal to 5 years salary when the share price hit the March 2020 low but have seen it gain the equivalent of 40 years salary in the next 12 months to March 2021.
If I am prepared to be generous here and put you on the U.K. average salary of £30kish that would mean you lost £150,000 at March 2020 which would mean that you owned some 750,000 pfd shares that you purchased for circa 40p in 2015/16.
The pfd share price rose by 90p to £1.11 by March 2021 so your profit on 750,000 shares purchased at 40p would be 70p per share or £525,000 which if it is equivalent of 40years salary puts you on £13k a year!!
Now you tell us most of your net worth is in abf instead of pfd and you want to keep you recently purchased abf shares for 12 years and expect this to generate the equivalent of 100 years salary. So if you’ve sold your 750k pfd shares at £1.11 and purchased abf at around £22 you will have around 37000 abf shares worth some £825000.
If your salary is £13,000 then you are looking for £1.3million profit from your abf shares over the next 12 years which would mean their share price would have to reach over £55 per share in the period.
If your salary is £30,000 then you are looking for £3 million from your abf shares over the next 12 years meaning the share price will have to reach over £100 per share in the period.
If, as I am sure you will claim your salary is considerably higher than either of these two figures (given all the things you claim to have done or been involved in) then of course the figures will be different but they still won’t add up to anything more than the bull shine we have come to expect from you.
Maybe it’s time for you to hang up your keyboard and stop making yourself look silly?
Kallumama is a loser and hard to understand why he wastes so much effort!
He is on the wrong side of history!
And just another point to further underline your lack of knowledge.
Most cutting edge customer marketing techniques were, and still are, developed in financial services. Which happens to be a regulated industry but has the best customer data.
So once again you show your complete lack of any real knowledge, just waffle about things you haven't been involved in.
So, go away, do some real research, come back when you are in the 21st century pls
Kalamity the clown
Once again a load of nonsense posted!
Can you get out of the 90s at some point!
O2 and Vodafone are utilities. What a load of absolute nonsense. The UK mobile market is the most competitive in the world, if you had ever worked in any of the companies you say you had, you would know this.
All IT projects at O2 and Vodafone were fully business cased and PIr reviewed.
If you weren't so tragically stupid you would almost be mildly amusing.
Kallu, given your aversion to BH as an investment, what is your purpose on this BB? Given you have been posting multiple times a day for quite some time now, what is your point of continually posting?
Are you trying to get people to buy ABF? Are you trying to get people to sell BH?
No that many people bother posting here so I am not clear on your objectives?
Did you have Patak's curry at these dinners?
It's actually quite interesting to hear your view on this. I'm a student - trying to avoid applying to clunky companies - you've literally summed up why I wouldn't want to work at one of these co's.
And let me not even start about BT it's more of an employment generator than a business.
Out of the names you mentioned I have first hand experience of doing consulting work for them.
All I can tell you is that these are not businesses, they are utilities, and by the their very nature they are assigned a *pololistic license to operate. They don't have to fight to get customers through the door like Primark or even online customers likes in Boohoo's case. If you try to apply knowledge and marketing practices gained by working in these utilities to real businesses like Primark or Boohoo, which don't have a license and fight to get the customers through the door then you will utterly fail.
I have worked scores of projects for these company build vodafone's websites throughout the world, building Bt's website etc etc. I can tell you than 95% of their projects are what are defined as "Boondoggle".
If you look up dictionary "an unnecessary, wasteful, or fraudulent project.", this is normal in IT projects in the companies you list above.
I can give you specific examples
Vodafone bought enterprise unlimited license from Oracle somewhere in 2010-2012, it was Oracle biggest license deal every for Oracle. I was on both sides of the table, for years later I went in to enquire in projects, nobody new why the licenses were bought and they were never used. Such is the waste in these utility companies. LIke I said I was on both sides of the table I have dined with Oracle sales who bout 7 figures houses in cash from the bonus from the deal. There were no heads rolling in Vodafone either years after the deal.
If you have worked and consulted with these organisations then congratulations, it is good for your employmetnt. But unfortunately proves nothing of your business or Machine learning skills, most of the ML projects that you would have come across can safely be put into the category of "Boondoggles"
I see you also mention Steve Jobs and Apple, which once again shows your embarrassing lack of any brand or marketing knowledge. Apple chose to work exclusively in the Uk with O2 because they had the best customer infrastructure.
Customer infrastructure is the data you build up internally to make more money out of customers and keep them for longer. which is what Boo have been doing for the last few years. it has nothing to do with external online platforms.
so go away, do some research, learn a little about how businesses work and then maybe you can stop embarrassing yourself
Go away, do some stud
Kalamity the clown
so heres a few of the companies ive done work for, good luck in staying away from them!
Domestic and General
Boston Consulting group
Among many others
If mobile phones have reached your 90s view of the world, good luck in staying away friom all on that list.
As you will see from the above, I know what im talking about when it comes to customer marketing. More than enough to know an absolute clown when i see one.
First post but been lurking for a while. Kalu, well done, best troll I've seen online in about a decade. Bites every day by posting the same stuff. Respect where it is due.
No barriers to entry in setting up retail shop on high st and similarly online, we get it! Do you!? You contradict yourself and still can't admit it, sad. Off to get some sun.
"Old PLT worker setting up new business is not going to generate the revenues and profits of boo"
I am talking about barriers to entry not this ex-designer persay
Wins best post of the day
Deckchair in Tesco’s lol
"6 detached houses" IN the South East not in Telford"
More like on a monopoly board in the basement of your mum's house where you spend most of your life no doubt.
" making yourself looks"
Who cares about looks mate, Steve Jobs and Mark Zuckerberg wear the same dress every day.
The goal is to convert the likes of those to Primark fans.