Member Info for HereKittyKitty

Get over yourself

You’ve got to love this share that keeps giving

I’ve been in IT & heard this multiple times incl the security space - competition is good as MS do it bad

The boat is sailing

* shop

Nah I’m doing well in lots of places but thanks for your thoughts - I’m quite open about my entry point otherwise the return isn’t worth it - while I think Debenhams is a dated brand (did you honestly ship there a lot?) I do like other Boo brands (except Burton’s). But I only invest when I can see a decent return balanced to risk & honestly how much can boo go up in a year from 320? Maybe 370 so no bitterness here, but if you like to think it is then knock yourself out. I’m only here to buy & sell when the time is right & there is zero bitterness as there are thousands of other shares moving for me vs being stuck here waiting for 10-15%

Errr Debenhams still existed selling beauty products but let’s see how many flock to that dated brand shall we

Debenhams not even listed

https://www.independent.co.uk/extras/indybest/fashion-beauty/best-online-beauty-retailers-beauty-pie-cult-beauty-space-nk-birchbox-9158731.html

It used to be a thing for girls/ladies to go into shops to try make up which is why it worked but Debenhams was failing for a reason. House of fraser, Harrods, Harvey Nics, Selfredges, Boots, John Lewis etc still all offer the in-store make up experience & were out performing Debenhams, hence why Debenhams failed & the others are still going. So switching to buying your make up online & there are loads of options, incl all the above mentioned stores, but pure online focused sites as well. Also once people know the brand of make up they use they can buy direct or from a larger retail site & the likes of Amazon is loaded with them https://www.bestproducts.com/beauty/g2549/highly-rated-beauty-skin-products-on-amazon/ so not sure what reason there is for people to flock back to a failed brand like Debenhams for make up? Just my view

Anything in the 4500-5000 range will reward long term I’m just saying 4500 is my point but anything sub 5000 usually pays back - GL all

It’s dynamic & constantly changing as the SP effects the Market Cap so never fixed

P/E Ratio is calculated by dividing the market price of the share by the earnings per share & as the market price changes by the second so does the P/E ratio

Anyways it’s still in the 40x ball park

They are pretty spot on here
https://www.lse.co.uk/share-fundamentals.asp?shareprice=BOO&share=Boohoo

But simply Market Cap divided by Profit

Market Cap 4.044B divided by 93.4M profit
P/E 43.149x

Getting quite close now & feels both are levelling out:

BOO:

1.75B sales
93.4M profit
P/E 43.149x
Market Cap 4.044B
SP 322
25% growth forecast

ASOS:

3.263B sales
113.3M profit
P/E 39.5
Market Cap 4.981B
SP 4989

So U.K. online retail seems to be “Settling” around a 40x P/E

So have we seen a re pricing of ASOS to 5000 and BOO to 320? BOO was once 60x - way too high

I’d still keep my buys at 4500 for ASOS & 300 for BOO as clearly the market has priced out too much short term upside

P/E Ratios of bigger global brands:

Amazon 66x
Alibaba 38x
Apple 20x
ASOS 40x
Microsoft 34x
Facebook 25x
eBay 18x
Samsung 16x

Those who say ASOS won’t see 4500 again ... let’s see!

Getting quite close now & feels both are levelling out:

BOO:

1.75B sales
93.4M profit
P/E 43.149x
Market Cap 4.044B
SP 322
25% growth forecast

ASOS:

3.263B sales
113.3M profit
P/E 39.5
Market Cap 4.981B
SP 4989

So U.K. online retail seems to be “Settling” around a 40x P/E

So have we seen a re pricing of ASOS to 5000 and BOO to 320? BOO was once 60x - way too high

I’d still keep my buys at 4500 for ASOS & 300 for BOO as clearly the market has priced out too much short term upside

P/E Ratios of bigger global brands:

Amazon 66x
Alibaba 38x
Apple 20x
ASOS 40x
Microsoft 34x
Facebook 25x
eBay 18x
Samsung 16x

Oh yes here we go

Amitsoq Update Declaration of Exploration Target

Alba Mineral Resources plc (AIM: ALBA) is pleased to announce that, following a detailed independent assessment of the Amitsoq Graphite Project in southern Greenland, the Company has declared a significant Exploration Target for the Project.

https://www.lse.co.uk/rns/ALBA/amitsoq-update-declaration-of-exploration-target-v6obgb1j11hy940.html

And we have only an £18m market cap - crazy

Oh & gold to come to ...

SDRY is trading on a negative P/E so has huge upside potential whereas Boo is forward trading on a massive P/E so I’d expect big swings in SDRY vs BOO

https://www.ft.com/content/a669ddcc-4430-4966-bd94-0b466043ba8a

Got some at 320 so I’m happy - I invest in a US stock similar to this and it dipped but went up 10x - it’s a big rapidly growing market - I’ll sure buy more on any sub 300 but it seems fairly priced

The problem looking at L2 is there are just not enough buyers as sellers are 2-3x buyers each time I check - something needs to kick a buying spree or next rise

I agree it will go 350-370 again
Ironically if I had of bought at 311 I’d have made 1.2% in 2 months - luckily I used that elsewhere but sure don’t win em all