Member Info for danl90

And the factories in India are 5 star? You really don’t think before you blurt this rubbish out do you? Stop posting for postings sake and have a reasoned debate with yourself first. More people would engage with you

Leicester - yeah it’s messy but we are c.2 week quicker than everyone else (on average). Fast fashion is like high frequency trading. If you’re not first you’re last!

We can have more control and input into suppliers that are closer. Agenda for change showing 400 audits so far this year and boohoo on the ground inspecting so everything you saw will be improved.

But not all factories look like state of the art amazon warehouses

Boohoo smashed the first lockdown as everyone bought loungewear. We might have seen this again in the second lockdown as winter was on the way but how much loungewear do people need?

More lockdowns is bad for boo. We need things open so we can start selling dresses etc!

It was great the high street being shut for Black Friday but in theory it shouldn’t make any difference open or closed. We should back our proposition to be better regardless (two guys selling ice cream on a beach)

No we want the factory to be small. 60 is about the average size of a factory in Leicester so the idea is that we use the factory as a “this is the gold standard” and you match it or you’re not a supplier

We don’t want 600 machinists on the payroll as that’s a tonne of overhead when our business is all about flexibility and being agile

Worth noting the Dec-18 was not planned it was only done as Asos issued a profit warning

You can tell as the time it hit the RNS was 8:08am as at that point boohoo was being dragged down by Asos

£ is at two year high vs the $

Hopefully that gives us a bit more fire power!

any one remember how much cash we had at the last report date? Hopefully that amount has swollen since!

You can put £20K in each year but if you make that worth £1m there’s not a penny tax

Trade in an isa it’s tax free

Aim just means you won’t pay stamp duty or IHT in same cases although that tax tends to be someone else’s issue! Ha

Yeah I agree with the above. We could be above guidance but with possible lockdowns ahead they could avoid putting out an RNS as Jan/ Feb could be poor. This would be prudent so they wouldn’t get in trouble as it would be equally irresponsible to say your expectations for the full year are up again (RNS today) and then Jan/ Feb be bad and have to U-turn on it. This would cause market chaos so I guess the prudent view is better and then surprising to the upside at results when the numbers are locked in

Is literally Boo stock. Every few weeks a tactical chunder and then straight back to the party!

Any one have a link to this?

Thanks

@knowbody or more likely the shops that were shut for the entire month and boo has also had some free hunting

“ Online sales for the year so far also saw growth of 75 per cent in constant currencies, and 76 per cent in the third quarter alone”

Not sure why Boo is selling off today given this

Can you see what the traffic has been to boo and PLT from UK, USA and Aus?

Can you do vs last year as that's key really

Apparently at the moment it’s a small teaser pack with first round bids end of this week so every man and his dog are going to request the teaser

We need some great Brexit news soon otherwise those US investors will be getting a very big discount! Does anyone know how much of our cash is in $ given we have sizeable US sales now?

@ration I agree. Asked the gf about it and she says the search bar just knows boo or PLT etc so there is no use for google

@har I mean is it as good as if I got from all saints? No but they look fine and comfy. Some of the stuff is not my cup of tea!

Also I think most of our engagement is probably via apps

Is this picked up in the analysis you have done?

Just to say all. Got myself some boohooman jeans last week. They are fine actually quite impressed for the price

Got a white T shirt as well for when I wear an over shirt but that was a bit thin so will be going back

I agree Boohoo traffic looks softer than PY but not a material concern as we typically grow basket and no of items

PLT looks like it’s shot the lights out in my view and will be great results

My view is that both brands haven’t got a hold of tik tok as well as they should have and this is an issue. But we are great at social media and building customer loyalty so I’m not concerned longer term

Over the last few weeks we have signed Demi Rose and Teyana Taylor to the PLT brand both have 15m insta followers and get huge engagement

Boo has a range with Wolf Cindy coming and she has 6.5m followers. Of the three above these for me are important as they are US focused.

We can repeat this on tik tok. Also boo’s rivals have benefitted as people have three weeks to wait for a package. This is stop when the worlds back to normal and next day delivery will yield results

I’m happy to see where we land on this but equally I’d back management to grow another brand from scratch and have an instant £200m marketing budget

We shouldn’t over pay for what are to us just brands

Agree. Our business has enough o’seas revenue now we can manage this

It also means we can be more competitive in o’seas growth markets

I hold glencore which I expect a huge boost to my dividend (when back) from a falling £

It also makes shares in the U.K. cheaper. After Brexit foreign funds flooded the U.K. markets as they overnight got an instant near 20% discount

Yeah confirming interest via RNS is allowed as it’s factually true.

It would obviously no mention of price and be caveat sufficiently that no promise of a deal etc