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Nutters have arrived. Keep your head down
Pernix i wouldnt get worked up by Kallu, referred to as Kallu the clown on Boo board for constantly deramping and not invested.
He thinks online retail is on the demise with shops opening this week.
Also thinks now is the time for setting up a new bricks and mortar retail business (ffs). So funny he must be a clown by profession.
No wonder you're always on Boo board Kallu. How is PFD going to cope when no one in the world has any money! Aldi and lidl taking over the world (always championing them on Boo board) cant help either, be aldi cheap brands (no mr kipling stocked there unfortunately).
Show me 5 and 10 year projections on share price and profits with armagedon approaching.
How many Kipling pies have been returned for Aldi equivalents!
Pfd sp static for a reason....
Treats now but with lifting of lockdown and removal of government support Kallumama has predicted armagedon on the Boo board and how everyone will be broke with no money to spend on clothes returning everything including the shirts on their backs, hence question to Kallu on why broke people would continue to buy lavish brands over supermarket brands. He cant have it both ways. See from below posts hes very loved on this board too!
So far during COVID people have moved away from supermarket own brands and towards more premuim brands. If people are stuck at home instead of being able to eat out they want to treat themselves not buy the cheapest stuff. This matches what we see in PFD's revenue updates, with branded sales growing ahead of non-branded.
As someone invested in both BOO and PFD this is all very tedious. BOO investors should grow a thicker skin. When I like a company I welcome contrary views, they help make sure I haven't missed anything and that i'm aware of potential issues that might come up in the future.
Kallumama: That is my personal opinion on BooHoo I stated in this post here. I do not need to justify this to you or anyone else. You have polluted this chat board with your bad followings of people. You are to blame yourself so please keep it nice on this chat board. I can write whatever I wish so just shut up. You listen for a change & people do not come onto this chat board to bad mouth others. Makes us think you about your arrogance & big head ego. I value your feedback but you are no Mr King. You did this before to me & others with your massive ego, no third time I will blast you ! Your apologies are totally worthless as you did apology to us last time round. Just get a life.
Is Premier stuck because consumers are looking for cheaper supermarket brands with grim economic outlook?
I can see Boohoo shares rise with time. It has made mistakes, now cleaning up their supply chains & corporate governance. It’s Investing in brands for the future & generating rising sales. Many touch points to attract customers of all ages & well known recognised brands. If the big fund managers can be attracted back to invest in their shares & customers forgive Boohoo for their mistakes, fast fashion is still the rage, then the shares look quite undervalued. I would think positive as it’s a successful sector disruptor & I would be buying Boohoo shares on share price weakness.
3cardbrag - I tried that one on the Boohoo chat board. It didn't work so hence why I tried on Premier Foods chat board. That didn't work too.
So I filtered Kallumama. That has worked.
So sorry for causing you and anyone else on here any upset.
Kallumama was the problem and the solution was to filter.
I tried my best to get Kallumama to see some sense. It didn't work so the only response was to filter.
luckylurker - definitely not. It's been hard enough putting up with Kallumama's posts on the Boohoo chat board.
Having to listen to that all day in a room. Dear God, give my head peace.
So sorry for the amount of posts.
You'll be pleased to know I've filtered Kallumama, so no more posts here.
I should have done it yonks ago for my own peace of mind.
Better late than never.
Best of luck with all your investments.
Best of luck to all those on here invested in PFD. I wish you every success.
PP1 RE "jimstevens - please tell Kallumama to stay of the Boohoo chat board."
May I suggest you tell him yourself via BOOHOO board rather than boring the pants of PFD investors with your personal vendetta?
me thinks you 2 should get a room you both like the sound of your own voices. I have my foot in both camps but just a small holding in PFD now but hope you all picked up on my sfe tip which far outstrips the profit I have made on PFD & BOO combined. Still think PFD is a keeper just not for me now
Kallumama - so now we know the truth of your deramping Boohoo. You said on the Boohoo chat board, you would love to invest in Boohoo. So, you're trying to get the Boohoo share price down to buy in.
At last some honesty from you.
Time to filter your constant rubbish, methinks.
Kallumama - you have 45 posts on the Boohoo board trying to get the share price down because you'd love to invest in Boohoo.
You have 30 posts on PFD.
Says it all.
Kallumama - yes you have discussed PFD on the Boohoo chat board. You need to read through your past posts.
A Director of Finance for a UK fashion company expressing views on Boohoo and Boohoo financial figures is somewhat different to a PHD related to food.
PFD is only turning round now because it's finally paying off its debt.
Ageens - I'm not into trading. I'm a buy and hold investor with continuous research. Last year was certainly not a normal year for Boohoo.
For me, Buy and hold investing has made me more money than trading has ever done. I prefer to spend time researching rather than trading. Researching produces more lucrative results for me than trading ever did.
"6) discount this by 50% for a margin of safety purchase price of £3.85. Basically you can buy Boohoo shares all the way up to £3.85 and still get a fantastic bargain."
Every 4 moths last year it dropped by 50%, -20% - this year. Currently trading at it's volume profile highs, bulls are sitting @2.70 and 3.10, bears - 3.45, 3.15, 2.73 and at 4.13 last scraps get sold.
From swing-trading, Boo is outstanding, you can double income every 1/2 year, if get info before mass sellers...
I think you can consider
Message recieved
Thanks for your time
Jim
jimstevens - please tell Kallumama to stay of the Boohoo chat board.
PeoplePower
If you are having a bad day...I genuinely sympathise
Otherwise
Please go away and bother elsewhere
Kind regards
Jim
Estimate of the Intrinsic value price of a Boohoo Share.
1) 5 year EPS growth rate estimate from yahoo finance (analysis page) is 29.9% per year. From the balance sheet we can see that equity has grown from £85.5million in 2015 to £569 million in 2020. That is 46% per year compounded growth.
2) The 5yr historic PE from MSN Money price ratios is High of 70.86 and low of 37.69 is 52.7 average.
3) Last EPS was 5.3p x 30% growth rate 1.3 x 10 yrs = 69p. Therefore the estimated EPS is 69p in 10yrs.
4) The earnings per share of 0.69p x the future PE of 52.7 gives a share value in 10 yrs of £35.88.
5) If you take 15% profits year on year from this sum you achieve a current fair price of £7.71
6) discount this by 50% for a margin of safety purchase price of £3.85. Basically you can buy Boohoo shares all the way up to £3.85 and still get a fantastic bargain.
I have run this calculation on a multitude of companies, and none meet the criteria.
If you can find any companies with a solid history of exceptional trading like Boohoo that have lost substantial value through no real fault then please let me know of them.
I invested £100,000 in Boohoo shares in 2015. I have held them through every up and down. They are now worth nearly £1.3m. I research Boohoo on a regular basis. I will be keeping my Boohoo shares for many years to come.
Mahmud Kamani has never owned 60% of shares in Boohoo. Mahmud Kamani has more money invested in Boohoo shares than he sold. Mahmud Kamani would never let Boohoo fail. It is his passion, hence why it will continue to grow and grow.
Premier Foods use their free cash flow to pay down debt.
Boohoo have no debt and use their free cash flow to grow the business.
Boohoo bought US business Nasty Gal for £20 million and have grown it into a £100m revenue in less than two years.
Boohoo bought two thirds of Prettylittlething for less than £3 million. Boohoo paid a fair price for the remaining one third of Prettylittlething. Prettylittlething had grown to £500m revenue when Boohoo bought the last third of it and so it paid a fair price for it.
Boohoo Group own 15 Brands. These are Boohoo, BoohooMan, Nasty Gal, Prettylittlething, MissPap, Karen Millen, Coast, Oasis, Warehouse, Burton, Dorothy Perkins, Wallis, Debenhams, Maine New England, Mantaray.
Paul Scott was a Director of Finance for a UK Fashion Company before he left to become a private investor and write for the likes of the Small Cap Value Report on Stockopedia.
Here is what he said about Boohoo yesterday:-
"In my view this share is the ultimate coffee can share - it's my biggest personal portfolio holding, and I intend holding forever.
It's already more than 10-bagged from the lows a few years ago, and I think the almost infinitely scalable business model, combined with incredibly hard-working and ambitious management with plenty of skin in the game, should be a winning formula for investors.
Could it 10-bag again from here, to make a >100 bagger in total?
Yes, I think so, taking a say 10-15 year view."
Kallumama - please do some research on Boohoo instead of spouting rubbish on the Boohoo chat board.
If you did some proper research on Boohoo you'd see they're at least a ten bagger from here.
some Americans say, inflation is cancelled and expectations - overrated.
Should we pile in TLT (US long term bonds)? What about UK/EU market? US bond vs PFD in case of deflation?
https://hoisington.com/pdf/HIM2021Q1NP.pdf