Paris moves in all the right circles and still gets all the publicity getting plastered over tabloids, online etc. That’s what it’s all about increasing exposure.
Nikkei 225 up 0.50% trump improving relations in Singapore etc. So noooope! No worries still undervalued with where boo is going in terms of infrastructure in place for the continued growth. Margins kept high and growth continuing.
You can do a good comparison with Asos. 1.6bn revenue or there abouts and 5.5bn mcap and we have higher margins and a bit ahead now in automation/warehouse/technology with better liquidity ratio.
A lot of the volume isn’t being properly reported. Like I saw a 500k buy on Wednesday around 11 I think it was yet t didn’t show up on hl. A lot may depend on what that short is doing maybe an update tomorrow. Remember tho we could open up 10% up on Tuesday with good results. I think long term within next year or so is targeting a 4.5bn - 5bn mcap with revenue touching 1.5bn end April 2020.
Haha not gonna lie I watch it. I’d probably clean up in that villa - just saying! But most of last years lot got signed up and they all easily get over 500k followers. What boohoo has been doing on their Instagram which is quite clever is doing stories with all of last years contestants watching it and commenting on that days epiaode all drives numbers. As I am in that demographic it’s all my female mates talk about now and it gets plastered over Facebook and they have all started following this years lot and still follow last years lot to.
Ok so there is always more than one sponsor and product placement. Boo/plt will have signed up a deal and given clothing that the contestants will wear and then this will get tagged all over insta etc. It’s how girls shops these days. See it on tv, celebs, insta - buy.
It’s massive kingshott and the thing is all these insta famous and “celebs” and shows WANT to work/be associated with with PLT and Boo as it is seen as cool and hip and a lot of this is down to the management and the Kamanis who must be applauded. Volume started to pick up this afternoon looking good for a rally into close
Nice one mark! Wish I waited on Wednesday a little when I got more in the afternoon. I’m always happy to state my buys. I generally do them on exchange at a set price so get worked through in number of trades. Added more this morning got 30,000 of these bad boys. Long and strong. Have a good one Jambon you’ve definitely earned it haha see what I did there
I was looking at forget 21. Over 4bn in revenue in a bad year for them in the states as they are heavily bricks and mortar as well as online. PLT and boo heavily targeting the US market of late and if we can even nab 1a tenth of that market from forever21 that’s 400m!! With the next two years the mcap is quite clearly going to be attack 5bn and doubling in size with all the aggressive activity
Yep should hear more on the investor call Tuesday. I know this could be a bit wrong to say as house of Fraser may collapse otherwise but if you were these big Chinese investors why on earth would you both putting money into bricks in mortar and try to flog a dead horse. You would look at boo and it’s brands and say god that mcap is cheap with future projections I’ll have some of that pie if even a proportion of it but I know they would want control and if I was the mahmuds I wouldn’t even contemplate shifting anything at least until we reach say 4/5bn mcap.
https://www.thebusinessdesk.com/yorkshire/news/2021858-major-logistics-hub-for-online-retailer-set-to-open-next-month
How amusing. PLT obviously using clipper as we all know. Just checked shirt tracker finally updated and canadians still showing, we expected that - maybe Monday we will see due to the two day notification whether that huge trade was a close or not but I noticed that old mutual our largest ii holder has increased its short on clipper haha they trying to help us get better pricing hahaha
Exactly what I expect Thorpy. I think the low volume over the last two days is a good indicator of lack of people wanting to sell even with the mms trying to drag it down. Going to have to be let go again as the volume increases (two trading days left) and or that canadian short shows as closed or closes.
If we have one of our normal Fridays of late closing where we are now we will be looking at 220 tomorrow. Any remaining shorts I’m sure will be closing tomorrow before any leaks/anticipation Monday - possible update of Canadian short closing before update on 12th.