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The shares are having a dog time atm as management needs to set out new guidance. The entire business model is about to have a new arm added to it (marketplace) and also reselling third party make-up
Atm funds know how to value boohoo as it was but how will the new parts impact the forecast expectations
- will margins be the same?
- how will marketplace revenues work and how much to expect?
- what will thr growth rate be for marketplace?
- what margin and growth from more "plain" london brands?
- what plans will there be for a debenhams internationally?
- how will the x-sell with make up actually work? (PLT is not on debs so you've a huge missed x-sell there)
All these are huge unknowns which when you're at 40x multiple are big questions to ask. So investors will wait
It is true every share has a fair value. 337 for Boohoo is well overvalued.The market realises that.Posters on here are blinded to the real truth.
Boo is down with the market today, albeit down further than the market,much further. Themarket has risen considerably over the last 2 months ,but Booho has declined from 370 to 338.It does tell a story.
Pedro everything is pretty much down today.
The way you waffle on you would think it was only Boo that had dropped......jezzzzzz
this is just a trick to take the weaks shares before results which i am expecting to be good. nice chance tro top up though thanks .
Not looking good.I wonder how low this is going today?
If the markets are down then you could expect Boohoo to be down.What is happening is an underperformance lasting a considerable time.The reason is the market has come to realise the overvaluation of the share.This will continue.Much better options to make money available.
All the worldwide markets are down so expect Boohoo to be down too.
This is massively underperforming the ftse100.There are plenty of reasons why that will continue.Certain posters on here turn a blind eye to the reasons.These posters will pay a price.
I think you will be waiting until towards the end of the summer for online retail stocks to start getting some love.
Shoppers and Investors alike are only interested in the opening up shares at the moment and this will likely last at least until June/July.
Even last week when the gov said they might have to postpone international travel IAG and EasyJet were still up.
You can go on at how great this company is but macroevents will almost always outweigh microevents (That Asos, AO, THG, etc are all down hard the last week speaks to this).
Probably not worth selling at this price but also not sure it's worth adding either. If this drops around 300p then you will be getting a good price IMO. At this price you are still paying for a future that can't afford many challenges or slip ups.
As long as you are buying shares for 3-5 years plus then this will be a good entry level IMO, but also IMO in then next couple months you will get a better entry prices.
So..... 25p from a High to a Low in 2 days....
When will this share give investors what they want?? Upcoming results day? Bl**dy better do... lol
Perhaps an early RNS 'we are ahead of the market expectations' would be nice.
I guarantee PSquared will have used up a fair amount of ammo this morning and Market Makers got bored fishing around for business at £3.59ish. Watch them turn over the trades all the way back past £3.60 in the run up to May. Greedy f*ckers...
Can't believe anyone now thinks the High Street is back in fashion so to speak... a short bump and that will be it