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40p seems a stretch, but would be acceptable, particularly this side of results
Reardon not a chance the major shareholders would accept anything less than £3 minimum
I must say I would happily accept a takeover offer of 80p from the likes of Shein. That would be cheap historically, gaining 13 established brands and a host of automated warehouses and a vast list of suppliers.
I don't recall anybody challenging you overly aggressively, certainly not on the way the not so fab four challenge anybody.
I'll stick with 10% until we know any better. Hopefully the greater focus of marketing spend will lead to upside this year.
The analysis produced by RBC this morning is certainly encouraging
"Boohoo and PLt will make up the vast majority of the revenue from the PRECOVID brands. The others have been deprioritised."
Exactly - it is basically these two companies that make up most of the like-for-like comparison.
"Boohoo and PLt are part of the five core brands going forward and the half year results stated that revenue in these was down 10%. So why are you assuming a 15% fall."
Because it is the other core brands that have been shoring the numbers up with KM and Debs growing fast versus BOO and PLT declining. I'd be very surprised if BOO and PLT do not perform below that of the group as a whole.
I agree that the overall number is more important, I was just responding to the aggressively made challenge to me about like-for-like sales not being anywhere near as low as pre-covid levels. I have now answered that fully, with evidence, so hopefully now the debate can move on.
Are you sure about that daytrade.
After all the sp fell 20% when he bought 4% in January
If he wanted out, which he won't, I'm sure the sp would be moved up to accommodate him.
Oh im pretty sure Big Mikey shelled out all his millions to see it trapped in here, going nowhere, for all eternity, as it has been doing since he bought in?
Sounds like a few others on heres 'earn nothing from my capital for yonks strategy' that i could mention.
Only Im sure Big Mikey isnt quite that stupid.
Of he reduces this will crater.
Boohoo and PLt will make up the vast majority of the revenue from the PRECOVID brands. The others have been deprioritised.
Boohoo and PLt are part of the five core brands going forward and the half year results stated that revenue in these was down 10%. So why are you assuming a 15% fall.
Like for like is somewhat spurious as the marketing budget is finite and has been stretched further and away from the PRECOVID brands. So it's not really a surprise that their growth would have slowed. That is then amplified by the deprioritisation I mention above on the labels.
I'm far more interested in the overall group figures going forward than a like for like comparison that isn't really like for like at all
In the year before Covid (to end Feb 2020) BOO received revenue of £1.22bn from the companies that were part of the BOOHOO group for at least the most part of that year (PLT, MissPap, Nasty Gal and BOOHOO itself).
To the end of 2023 those same (i.e. like-for-like) companies did £1.43bn in revenue.
So if sales in FY 2024 for those companies fall by 15% they will be back below pre-Covid levels. This is well within the guidance for the fall in total revenue that BOO has set so my conclusion js that on a like-for-like basis revenue is likely to be back to pre-covid levels or there or thereabouts (obviously depending on where exactly they land in guidance and how the pre-covid companies do relative to that).
Happy to discuss the above if anybody thinks I've got the numbers wrong or that my logic is flawed. If though you just want to deflect and talk about inflation, what other posters are saying about eachother or where you all go on holiday etc. then not really interested. In the absence of any proper challenges though I hope this finally puts this particular topic to bed.
"'big mike' is regretting the day he bought in here - even with his massive support this sp just isnt going anywhere - if he ever sells any to recover his funds, well."
Maybe it was just a fun punt for him.
Maybe he has mid to long term view on the stock rather than 3 months.
However daft his decision might seem to some at least he aint, to my knowledge a troll.
'big mike' is regretting the day he bought in here - even with his massive support this sp just isnt going anywhere - if he ever sells any to recover his funds, well.
Most major stock indexes in Europe traded higher in the premarket on Monday as investors braced for a busy week of economic data releases. On the agenda, today, are the euro area consumer confidence and the Deutsche Bundesbank (Buba) monthly report.
Germany's DAX gained 0.09%, and the British FTSE 100 was up 1.05% at the same time. The Euro Stoxx 50 added 0.16%. The CAC 40 was flat. The euro was up 0.08% against the dollar at 8:17 am CET, selling for 1.06652. The pound traded 0.10% above the greenback and went for 1.23833 concurrently.
Baha Breaking News (BBN) / RR
Happy Monday y’al
Note that in true sales conman form, Bfdinvestor4good didn't adequately address a single one of Hexam's points. Plenty of bile yet absolutely no substance.
"I take as a win"
What have you won???
"So far though I'm the only person he has requested to leave him alone which I take as a win."
Another twist of the truth. If I wanted anybody to leave me alone I'd just filter them. Easy. I just don't engage with you much as it's painful conversing with someone who doesn't understand what they are talking about and constantly moves the goalposts to try and disguise that fact. At least T4G is a bit more clued up...but still just as twisty.
Well i recon the companies saving grace will be that superb addiitional revenue stream the two clown rampers promised us will create extra revenue - the "positive returns fees".
Remember those nonsense arguments they kept churning out a while back.
Meanwhile we have the failed salesman insulting even more folk, whilst still swallowing tripe from the same 'experts' that he no doubt trotted out as messiahs beforehand before getting the heave ho.
Held all the way down, good plan.
It's quite frightening what is going on in the world just now. It wont be long until we are all slaves to the Zionists.
Southcoast I see what you mean
He doesn't post for days, then spurts of constant arguments talking down shares he is supposedly invested in.
It's confusing, because unlike the not so fab four on here, he clearly has a brain and some understanding of what he posts about
Bfd - hexam is the complete Internet troll - he makes daytradenovice look amateur. Just check his history - arguments with multiple posters across multiple boards day in day out.... So far though I'm the only person he has requested to leave him alone which I take as a win.
Watch the video I posted earlier - that is hexam to a T.
Hadn't Tradey been requested to.produce evidence of folk lining up round the block to get into "Boo" albeit the "pop up shop" ?being they have been doing plenty of them in the past and all.
Must be a load of info the Oracle can produce for Boo with headlines similar as provided on the board today in relation to Shein ?
spurious information? wow what a load of ****** hexam, it's actual users of a business service in the real world. in what way is that spurious.
it's about trend and relativity, maybe that is a little complex for you. i'd guess the website stats would have been significantly higher a couple of years ago, as the online market was significantly larger then than it is now, as was boo's revenue.
but if you wish to talk about spurious, let's keep constantly referring to a pop up shop that will probably get a couple of thousand of visitors in the couple of days it is open, as if that indicates some form of market dominance. funnily enough you never challenge the troll narrative do you hexam?
i haven't got a clue why you talk about my posts over the last few years, it's a shame anybody buys into daytrade's foetid imagination
Not aware of such.
A third you say?
Can you provide evidence of what you state please?
Remember opinion is not fact
Important fort credibility.
#yours
Just more spurious information. However much you bombard the board with stats and references to suggest how it’s all going so swimmingly for BOO the actual numbers that count (revenue, profits and cash) seem to suggest otherwise and unless there is a major surprise in the year end results it looks like it’s going to stay that way for now.
So you can point to market stats, site visits or whatever - but none of it seems to be feeding through to BOO’s performance, not yet at least.
Therefore I can only conclude that all the things put forward by you and others over the last few years as positive indicators are in fact largely irrelevant ones or, if they are relevant, they are ones that BOO simply haven’t been able to take advantage of so far.
The results don’t lie.
Shein will be in the same boat.
Many articles posted that the current investors are prepared to take a hit of up to a third to get out
Wonder this share will actually breakout… up or down