Member Info for danl90

@midway. No my point (which you failed to pick up) was that sales won't have been impacted by the prayer mat issue as you have to search to find it

Boo's scandal is still on first page of google so easy for people to see and it was in every newspaper

So I'm saying why is the prayer mat scandal in your view a sign that shein isn't growing (even though this scandal is long gone and not easily found so why would young consumers be looking for it) yet boo is all great and posts 40% growth and our scandal was very public

Your points don't tie together

@midway a bell weather of solid research

Shein must be doing bad as a smal story on Muslim prayer mats (it’s not even on first page of google)

But boo is flying despite tonne of media stories about slavery allegations

Yeah you really nail the research!

I meant to say aren’t* blank followers

@moose exactly these are views ie engagement. These are blank followers

https://www.businessinsider.com/tik-tok-stock-market-investing-creators-explaining-new-generation-investors-2020-12?r=US&IR=T

this video (below) is an actualy professional investor explaining his strategy. Note how he links to external data, growth trends and multiples. He can calculate a fair value. Not once does he shout "£6 next year because the boss said so"

https://www.tiktok.com/@tik.stocks/video/6904034363600538886?referer_url=https%3A%2F%2Fwww.businessinsider.com%2F&referer_video_id=6904034363600538886&sender_device=pc&sender_web_id=6913827734167389702&is_from_webapp=v2

A few of you would do well to watch a few videos!

@midway I don’t disagree but we added 40% revenue growth during a slave labour scandal. You’re clearly not a holder as any boo investor who took even three seconds to think that through would realise the point wasn’t worth making

Yet Shein have loads more Instagram followers than us

PLT 12m followers at Sep-20? How many added? 0.9
Boo 7m at Sep-20. How many added 0.1

Shein at 16m now and why do t you dig out the figure for Sep? From memory it was about 12m

@slipperz I think you need to put your slippers on and head to bed

https://www.google.co.uk/amp/s/www.cnbc.com/amp/2020/10/06/tiktok-passes-instagram-as-second-most-popular-social-app-for-us-teens.html

Tik tok seen as 2nd most popular app with US teens (our future customers and most exciting growth market). Engagement is lower but growing as stated. So you really think this is just noise? This is a second source and independent

Also if tik tok was so useless why did Microsoft, Apple and a tonne of other tech businesses all offer to spend unbelievable amounts of money to buy it?

Tik tok doesn’t sell clothes? #sheinhaul (where teens post what they have bought) is 1 billion views

I guess making stuff up from my sofa while wearing my slippers is the way to go? Or maybe you can have a go at self education before you post

Fully agree on boo’s appeal and Topshop certainly helps in that regard

But didn’t start out as edgy as it is now. Couldn’t we move it back and reinvest into it? Shein is all things to all people (in a sense) and so is Zara. So it can be done

The new wolf cindy collection is a good example. Most of it still appears unsold and very edgy! Not my cup of tea ha

@rag I agree with your view if that’s the period you want to hold for. But if boo goes backward that multiple will halve

No imaginable revenue growth will offset that

The risk here is that boohoo brand isn’t growing. You can’t have a x40 multiple if you’re not growing

@lucky I too believe we will sail past £4.

I think everyone shows they can’t have a reasoned debate or be shown any small amount of negativity or they take it as a personal insult about boohoo and that you’re stating it’s all about to come crashing down. I’m not. I’m just showing why I believe we have clouds on the horizon and that buying topshop for our entire cash reserves I don’t feel is the answer

I think the main reason people are like this is that most here aren’t investing but spinning the roulette wheel and the inability to accept any negativity or the share price ever moving down even a few percentage points is this immaturity and insecurity manifesting

Asos investors did need them verifying when their campaign topped 1.6bilion views (quote from their results below)

“Our first major TikTok campaign, “AySauceChallenge”, used a combination of ASOS and creator commissioned content to drive ASOS brand recognition and awareness to great success. The challenge hashtag generated over 1.6bn views, and made ASOS the only European fashion brand to break a billion views over the campaign period in 2020”

But then again it was only Trump the sore loser who questioned the outcome when it didn’t go his way. If we’d have the winning tik tok views you’d be cheering that as a success

You don’t question our Instagram followers?

@dannyred I answered this yesterday as someone raised this point and actually Shein isn’t popular in China. It’s popular in the USA and Europe also southern America

https://us.fashionnetwork.com/news/China-s-shein-takes-on-zara-and-h-m,1251998.html

The paragraph explaining who the key players are in China is half way down. So yeah some is Chinese views but that isn’t Sheins main audience

Once again guys please do a bit of thinking and research on your points.

I did cringe myself after I read that back. But doesn’t make the point any less true

I’m sure we all work in businesses and I’m sure we all have our eyes on our competitors. Seems to be a sensible strategy for all businesses except boohoo who apparently operate in open ocean

Because tik tok is the next wave of consumers ie our future growth! I said in a post earlier this isn’t a worry for the next 12 - 24 months but it will be eventually when the next gen are Shein customers and haven’t heard of boohoo or PLT

So yeah the model works now. I agree but I’m saying the big red flag is there for how our model breaks in the future. After all isn’t our model “use social media to win customers?” I think it is.

Yeah boo has had great marketing over the last four years. I 100% agree. But then tik tok arrived and we got hammered. The once clear running track of Instagram isn’t the only platform now. I showed this before the girls who are “insta famous” are no bodies on tik tok. So actually I’m far more in touch

My obsession with Shein is that they are the ones who are winning. 3.7billon views, fashion nova 1.9billion. Boohoo? 180m!

I’d hardly say that that is successful online marketing FOR THE FUTURE. You’re buying a growth stock. It isn’t like a dividend stock where you can hang your hat on steady results. This is all about fast growth!

Atm Shein is our number 1 competitor so that’s why I compare to them as I want boo to be no 1 instead. To win you have to beat the best

Because so far all I’ve heard back is

- boo are best at social marketing - evidently not
- the model is working as currently is - evidently not in ROE
- the board want the share price to be £6 - why not £20?
- tik tok is similar to insta and not that relevant - this was more an imagining and I showed this isn’t true
- the board know what to do - well so have many boards who missed a trend and ended up as old news. Boo’s wouldn’t be the first and exclude JL the rest of the board aren’t hardly long in the tooth of corporate experience
Buying topshop isn’t a big deal - it’s most of our cash
Brands can’t be built over night - Shein went from nothing to 3.7billion tik tok view and more insta followers than PLT over 2020

So people did put forward their points but it doesn’t mean I can’t address them

Boss wants the share price to be £6?

Oh, sorted then. I guess all these pension funds will just pony up the extra £3billion just because the top boss wants the share price to be £6

Job done lads

Just FYI there are tonne of examples of acquisitions gone wrong

@walkabout

Because none of you can actually put together a point to answer my concerns

Given you’re invested and know the stock why not give it a go?

Given Topshop will cost us most of our cash reserves I think it worthy of debate

Agree management will make it profitable as it will bolt into the boo platform but we need to sustain growth at c.20% a year not just be profitable

Also how is the model working just fine? We went into negative growth in Europe in Q2!

We are an online business and getting our arse kicked on one of the largest social media platforms. Kodak didn’t think digital photos would catch on either

Article is focused on campaigns and not overall engagement.

This states Shein is 45k views when #shein is 3.7billion and #sheinhaul is 1 billion

#plthaul is 36m

@Dan1

So you won’t make statements about what the shares are worth as you’ve not enough experience yet you’ll spend money buying shares at a value? Makes no sense

Your response below is similar to how you spoke to TCM. He’s ask some decent questions and you’d have to respond by telling him to shut up or another sentence as you never had the nouse to answer. So yeah you really do help with others learning or gaining knowledge.

Uni? Never went. Sorry