Member Info for danl90

Also i did give you a million examples before of the platform I'm just using the current report (as well as the article YOU shared) as it's just more proof that you're the milkman

How boo does what it does you haven't a clue. Just leave the milk at the door

I'm on doing the retrospective thing on this one as it's a past event. These business have BEEN integrated. When they buy another they will also integrate in the future

i'm just pointing out to you the future (well it's here already) in that the platform is something that is real and here is what the value is. But again you can't see the future. The one looking retrospective? You shared a link to Topshop "platform" from the early 90's! which got the data element completely wrong (but you didn't understand that) and you think test and repeat is the same as what topshop did

Really who's living in the past here? Come ceo of regatta! Stop living in the 90's!

30 years experience and the industry left you behind

Also pg 19 - "6 new websites up and running and integrated with our multi-brand platform"

derrrrrr milkman!

"“successfully integrated and relaunched" Oasis and Warehouse brands onto its multi-brand platform"

https://www.boohooplc.com/sites/boohoo-corp/files/all-documents/result-centre/2021/fy21-results-presentation.pdf - pg 40 rag "Develop website and launch on our multi-brand platform" - direct from the baord a website is something that plugs into the platform

Again buddy you're the milkman. You can't envision what the platform is for boohoo

Is it not embarrassing for you. That you knew all these people and your lack of imagination and understanding mean they went and made billions and you're face they "used to" know

i'm trying to help you catch up here?

Is 320p a good price to sell? Is 450p? Rag hasn't a clue. Oh but he knows about the £200k camera in a £4billion business - massive impact

fair enough milkman

I think you've proven you know nothing about boohoo

- mark down model
- test and repeat
- KM expanding lines and test and repeat here
- can't understand basic economics of a market place
- margin in the wholesale are the same and then they weren't
- platform is just the website (not in the relm of boohoo and the equity story)
- lead times (you just didn't know these and got them all wrong)
- data and kpis (what is this?)
- NWC (again sorry what's this)

ohhh but I know the cameras they use

Are you still ceo of regatta? Huge swerve in all of the above. Funny how i can answer your points but you can't answer a single one of mine (20th time - too scared to be exposed that you don't understand shares? Do you even know what you've bought?)

@tav the analysis above is wrong

ha this is great but I agree Windy it's the small things is all he can focus on as the big picture is lost. he does think this is a "ragtrade" the same as topshop or even a market stall. "shares are cheap" but "impossible to value" what drivel. Why don't you admit you don't understand shares or value? You're gambling. I agree read 42traders post. "educated guess" but you can't be making an educated guess as you can't value a business or even understand it's business model (you're a supplier not a pure play retailer - you're the farmer who takes the milk to the factory you don't know how the yoghurt is made, advertised, sold and delivered. How it's growing at 40% is bewilderment to you ie you thought test and repeat was the same as topshop - do you even work in the modern world?)

Also again in 42traders post you again misunderstand 25% is great but read that the market was expecting 29% hence the sell off. it's about expectations. Also again in your post re the new brands. This is fine. But like it or not you're compared your thoughts vs expectation. Management are saying margins will be lower on the new brands (obviously they are aware that items will be coming from turkey - it's a forecast so they are baking this forward) but again you're happy to disagree and think margins will be better but this is you comparing to expectations. The thing you critique me for

So go on then let's say margins are better in the new brands. Make your comment relevant to the shares (this is where you fall down as again you don't understand share - these aren't appreciation token - this isn't crypto) so what would the value uplift potentially be from better margins or growth in the london brands?

yes this is possible to calculate and therefore you'd be able to know if shares at 310p are good value or at 400p or 500p. Atm you just know 400p as that's the highest it was before - 30 years experience - wow

on bloomberg this morning a commercail oil tanker ceo was saying that shipping might crunch as due to the high price of steel it's the best time ever to "scrap in" your old fleet

Well cut and paste or not (you added comments to a cut and paste btw)

But again if you think you have a method of valuing the business then share? As you again criticise but can’t offer anything else?

So do tell us or is it more hot air? Just like the platform stuff

Apart from cameras what have you added?

Annoyingly you have to teach some how to suck eggs

Basis PE workings has taken months!

Yeah you’ve learnt a lot youve learnt the basics of p/e valuation (don’t worry all the funds who invest the billions in boo use it too. It’s not really an accountant thing)

You’ve also learnt what a platform is! Lots on this again today from JL

You’ve learnt about boo’s test and repeat being quicker and data driven vs the way topshop did it by stores

You’ve learnt boo’s lead time is faster (3-4 weeks) vs asos (6 weeks - from the mouth of the Ceo in the investor update few weeks ago)

You’ve learnt value isn’t just from being in the “ragtrade” it’s in being a scalable platform (JL and next ceo on “being the next Ocado)

You’ve learnt a lot! And I learnt that asos have great cameras

So your months and months of blurting was for what? To finally understand how professional value a business

Next I’ll ask you how you think the P/e is low as you can’t just factor growth. Atm you’re getting an easy ride as you’ve learnt earnings multipled by the multiplier

What gets even more difficult and this is lesson two is how you justify or extend the multiplier!

But again you’ll struggle to do this without reading the rns, looking at expectations, KPIs and outlook

But you’re making progress

Sorry go on why am I dummer than you thought? You’ve used all the tools us accountants use to value the business

You might get a different end answer (look at analysts they all have different end answers) but the methodology is the same

I’m saying here you’ve learnt a proper methodology rather than the “used to be £4” and you’re using an “accountants” methodology

So I’m not sure why I’m dumb but for all your disagreement for months and months you now value a company the same way as us “accountants” and fund manager and everyone else here

You’ve finally caught up. I’m proud

Rag you can mock all you want but you just used every metric you critised me for. So it turns out it's not accountants who value boo this way. It's fund manager, management and it's even you

You look a bit daft now but it's cute as a few month back you didn't even have a clue what a p/e was (remember you wanted a more "normal" one - wow!)

Next you might tell us the platform is worthwhile

So you've basically spent all that effort to then just prove me right. You poured over teh rns, the stats, what management had said and then considered your thoughts against expectations. Everything you said "accountants" do as guess what? the rag method of "used to be £4 so looks cheap is how idiots value a business"

Are you not proud of how far you have come?

I hate buybacks!

The only benefit to glen doing them is we get the extra divi rather than the company keeping the cash but if I don't want to buy shares at 350p then I don't want my money used to do that

Give me the cash

"compared to guidance" - ha love it

Management sentences and using expectations. Its awesome

You're sounding just like an investor now. Come along way from "used to be £4 so it looked cheap"

This is a great moment. Rag is now looking like an accountant! Even referring to margin outlook and everything (i remeber when you weren't too keen on margins and how boo had to maintain this)

God p/e's and everything - what a day

yeah bullet points (you'll see all the sentences start on a new line with a "-"). quite a useful thing. Also an accountant read the investor presentation it's full of them as those in management and those at funds use them as punchy ways of communicating. Fleagate can make you laugh but I profited and you lost. So what is there to laugh at?

So for all the talk that i use numbers, graphs, expectations and management's comments to value the business and that made me "clueless" and an "accountant" it turns out rag has used numbers, graphs, expectations and management's comments to value the business

What a hypocrite! You just used the same method you took the mick out of me for! you've turned into an accountant

Awww bless. Welcome to the family (also consider in Oct you didn't know what a P/e was - cute)

They were all on separate bullet points. bullet points are used when you're making separate points. they don't read on

bullet points are quite common in business. Sorry if they have confused you

Also your point isn't even correct if you were to read my points as one big paragraph (it's not it's bullet points) then the two comments before were about forecast and outlook (growth from new brands and the associated forecast margin compression). This is as i base value on forward not backward. Backward is just how you track what the art of the possible is

So sorry this item 4 now you've got confused?

Also a huge swerve on how to value a share. Come on have ago. you try (and due to basic misunderstanding/ lack of common sense get it wrong) and criticize but offer no other answer. So how do you value the share?

I referring to the outlook statement but this was covered in the JL presentation. I do think it was poor to not include in the RNS

I also think it's poor that breakout by brand has now magically vanished

"Your inability to have an insight into this share price means you can only value it by current earnings and statements, retrospective yet again" - so do you want to finally share how you value it? Everyone else on here uses my way, so do the funds that invest in it so want to share the rag recipe?

"big profit isn't a big profit until you sell, less profit isn't less profit let alone a loss until you sell !!! I thought you were an accountant !!!" - actually no. You recognize fair value of investments at a period end so this would show as a loss on your current P&L. Where as mine shows a gain and some nice free shares

Please tell us how you value the shares (i did enjoy you trying to use P/e the other week - but wait isn't that using earnings? so how on earth are you going to value it rag?)

This will be a huge swerve as you haven't a clue

You're all confused. These results are to Feb-21. Boo didn't get the debenhams website until after this date so no there are no revenues in this set of results. I know you're not one for detail (or common sense0 but you can only count revenue generated in the period - hope this help but it's quite a basic concept

"then sold, your full of sh#te fella, yeah read all the reports, statements etc , did you no good in all the scandals" - ermmmm yeah it did. I sold at 367p and bought back at 327p. It literally did. i mean you can tangibly see the benefit of understanding impacts of scandals vs expected earnings. Sorry buddy it's your inability to understand value or how a share is valued meant youre the one sat on a loss over this period. Whoops

"his a problem for you so your always retrospective." - nope the opposite. A good investor basis what they know (current) and their outlook against expectation. it's all forward looking. Really hoping you'd learn soon