Member Info for HereKittyKitty

Guess todays SP

Now Is the Time to Invest Outside the U.S., Managers Say. Here’s What They’re Buying

https://www.barrons.com/articles/now-is-the-time-to-invest-outside-the-u-s-just-look-beyond-valuations-51600375440

Dear Jamie I also was asking for clarification & was surprised by this rude boy

https://www.lse.co.uk/rns/EUA/notice-of-agm-fkfkoahdz19uve5.html

Does anybody have a heads up what this means for share holders?

Grabbing on lows & highs to get enough voting rights for their goals but also push the SP up to 20p to negate the 20p offer?
Or could they have a potential buyer doing this that they have negotiated with to keep their jobs?

All of your insights are very useful & helpful

Greet insight.
How do you think they achieved 433 previously & do you think they can regain that high?
Thanks wyndrum

Comparing ASOS to Boohoo & retail in general. Invested in both.

"At John Lewis stores, online sales surged by 73% in the six months to 25 July, "helping to offset the impact of shop closures". They now account for more than 60% of sales overall for the department store chain, up from 40% before the pandemic hit."
https://www.bbc.co.uk/news/business-54187674

"Announcing its financial results for the first six months of the year, including a 34% drop in sales"
https://www.bbc.co.uk/news/business-54187614

"City analysts are forecasting a 40% increase in net income across the group this year. The company has used its size and cash generation to swoop on struggling peers."

https://www.fool.co.uk/investing/2020/09/16/the-boohoo-share-price-is-now-the-right-time-to-buy/

The NEXT H1 results are massive for Boohoo

Next SP is up 2.63% on H1 results
https://www.lse.co.uk/rns/NXT/results-for-the-half-year-ending-july-2020-6yghgzj5x4aw2i6.html

Next last year did 3.997B revenue with 854M profit
BUT in H1 their sales from RNS were -33% down with guidance for -12% down on full year - Ouch!
They only made 9M profit H1 - down massivly
In store sales are clearly declining & people are moving online

Boohoo last year was 1.234B revenue with 90M profit
H1 guidance is 25% growth that they will achieve or exceed
Estimated H1 profit should be around 55-60M+

That is a lot more than Next

This is excellent news for Boohoo

I have been looking at the numbers & think 480 is a reasonable target for 6 months time, with an interim SP on 400 approx come Sept 30.

If you look at 2016-2020 numbers they grow 44% to 97% every year without fail.
In 2020 they did 1.234B revenue generating 91M profit.
Extrapolate the growth at 50% (they guide 25% but 44% is the lowest they've done & lets face it Covid will be 50-100%) so a conservative 50% puts Feb 2021 @ 1.85B revenue with 135M profit!
Current Market Cap is 4B would be 6B giving a 480 SP

Compare ASOS who did 2.73B revenue with only 35M profit & now have a 5B Market Cap

Boohoo looks more interesting as multiple brands, better worldwide presence & higher profit than ASOS.
Also through Social media & celebrity endorsements they seem to have better momentum
ASOS is 'only' growing at 13% - 19%

So from this it looks like a 50% gain is achievable in 6 months

We have 9 trading days to buy in at 310-320 for a 25% to 50% gain - be greedy

"be greedy only when others are fearful"
Warren Buffett

The NEXT H1 results are massive for Boohoo

Next SP is up 2.63% on H1 results
https://www.lse.co.uk/rns/NXT/results-for-the-half-year-ending-july-2020-6yghgzj5x4aw2i6.html

Next last year did 3.997B revenue with 854M profit
BUT in H1 their sales from RNS were -33% down with guidance for -12% down on full year - Ouch!
They only made 9M profit H1 - down massivly
In store sales are clearly declining & people are moving online

Boohoo last year was 1.234B revenue with 90M profit
H1 guidance is 25% growth that they will achieve or exceed
Estimated H1 profit should be around 55-60M+

That is a lot more than Next

This is excellent news for Boohoo

I have been looking at the numbers & think 480 is a reasonable target for 6 months time, with an interim SP on 400 approx come Sept 30.

If you look at 2016-2020 numbers they grow 44% to 97% every year without fail.
In 2020 they did 1.234B revenue generating 91M profit.
Extrapolate the growth at 50% (they guide 25% but 44% is the lowest they've done & lets face it Covid will be 50-100%) so a conservative 50% puts Feb 2021 @ 1.85B revenue with 135M profit!
Current Market Cap is 4B would be 6B giving a 480 SP

Compare ASOS who did 2.73B revenue with only 35M profit & now have a 5B Market Cap

Boohoo looks more interesting as multiple brands, better worldwide presence & higher profit than ASOS.
Also through Social media & celebrity endorsements they seem to have better momentum
ASOS is 'only' growing at 13% - 19%

So from this it looks like a 50% gain is achievable in 6 months

We have 9 trading days to buy in at 310-320 for a 25% to 50% gain - be greedy

"be greedy only when others are fearful"
Warren Buffett

The NEXT H1 results are massive for Boohoo

Next SP is up 2.63% on H1 results
https://www.lse.co.uk/rns/NXT/results-for-the-half-year-ending-july-2020-6yghgzj5x4aw2i6.html

Next last year did 3.997B revenue with 854M profit
BUT in H1 their sales from RNS were -33% down with guidance for -12% down on full year - Ouch!
They only made 9M profit H1 - down massivly
In store sales are clearly declining & people are moving online

Boohoo last year was 1.234B revenue with 90M profit
H1 guidance is 25% growth that they will achieve or exceed
Estimated H1 profit should be around 55-60M+

That is a lot more than Next

This is excellent news for Boohoo

I have been looking at the numbers & think 480 is a reasonable target for 6 months time, with an interim SP on 400 approx come Sept 30.

If you look at 2016-2020 numbers they grow 44% to 97% every year without fail.
In 2020 they did 1.234B revenue generating 91M profit.
Extrapolate the growth at 50% (they guide 25% but 44% is the lowest they've done & lets face it Covid will be 50-100%) so a conservative 50% puts Feb 2021 @ 1.85B revenue with 135M profit!
Current Market Cap is 4B would be 6B giving a 480 SP

Compare ASOS who did 2.73B revenue with only 35M profit & now have a 5B Market Cap

Boohoo looks more interesting as multiple brands, better worldwide presence & higher profit than ASOS.
Also through Social media & celebrity endorsements they seem to have better momentum
ASOS is 'only' growing at 13% - 19%

So from this it looks like a 50% gain is achievable in 6 months

We have 9 trading days to buy in at 310-320 for a 25% to 50% gain - be greedy

"be greedy only when others are fearful"
Warren Buffett

The NEXT H1 results are massive for Boohoo

Next SP is up 2.63% on H1 results
https://www.lse.co.uk/rns/NXT/results-for-the-half-year-ending-july-2020-6yghgzj5x4aw2i6.html

Next last year did 3.997B revenue with 854M profit
BUT in H1 their sales from RNS were -33% down with guidance for -12% down on full year - Ouch!
They only made 9M profit H1 - down massivly
In store sales are clearly declining & people are moving online

Boohoo last year was 1.234B revenue with 90M profit
H1 guidance is 25% growth that they will achieve or exceed
Estimated H1 profit should be around 55-60M+

That is a lot more than Next

This is excellent news for Boohoo

I have been looking at the numbers & think 480 is a reasonable target for 6 months time, with an interim SP on 400 approx come Sept 30.

If you look at 2016-2020 numbers they grow 44% to 97% every year without fail.
In 2020 they did 1.234B revenue generating 91M profit.
Extrapolate the growth at 50% (they guide 25% but 44% is the lowest they've done & lets face it Covid will be 50-100%) so a conservative 50% puts Feb 2021 @ 1.85B revenue with 135M profit!
Current Market Cap is 4B would be 6B giving a 480 SP

Compare ASOS who did 2.73B revenue with only 35M profit & now have a 5B Market Cap

Boohoo looks more interesting as multiple brands, better worldwide presence & higher profit than ASOS.
Also through Social media & celebrity endorsements they seem to have better momentum
ASOS is 'only' growing at 13% - 19%

So from this it looks like a 50% gain is achievable in 6 months

We have 9 trading days to buy in at 310-320 for a 25% to 50% gain - be greedy

"be greedy only when others are fearful"
Warren Buffett

The NEXT H1 results are massive for Boohoo

Next SP is up 2.63% on H1 results
https://www.lse.co.uk/rns/NXT/results-for-the-half-year-ending-july-2020-6yghgzj5x4aw2i6.html

Next last year did 3.997B revenue with 854M profit
BUT in H1 their sales from RNS were -33% down with guidance for -12% down on full year - Ouch!
They only made 9M profit H1 - down massivly
In store sales are clearly declining & people are moving online

Boohoo last year was 1.234B revenue with 90M profit
H1 guidance is 25% growth that they will achieve or exceed
Estimated H1 profit should be around 55-60M+

That is a lot more than Next

This is excellent news for Boohoo

I have been looking at the numbers & think 480 is a reasonable target for 6 months time, with an interim SP on 400 approx come Sept 30.

If you look at 2016-2020 numbers they grow 44% to 97% every year without fail.
In 2020 they did 1.234B revenue generating 91M profit.
Extrapolate the growth at 50% (they guide 25% but 44% is the lowest they've done & lets face it Covid will be 50-100%) so a conservative 50% puts Feb 2021 @ 1.85B revenue with 135M profit!
Current Market Cap is 4B would be 6B giving a 480 SP

Compare ASOS who did 2.73B revenue with only 35M profit & now have a 5B Market Cap

Boohoo looks more interesting as multiple brands, better worldwide presence & higher profit than ASOS.
Also through Social media & celebrity endorsements they seem to have better momentum
ASOS is 'only' growing at 13% - 19%

So from this it looks like a 50% gain is achievable in 6 months

We have 9 trading days to buy in at 310-320 for a 25% to 50% gain - be greedy

"be greedy only when others are fearful"
Warren Buffett

I've put a post on the Boohoo board "why the NEXT H1 results are massive for Boohoo" as their results are out in 9 days. A chance to get in. Next is a solid brand that I held for a long time & had love for.

We have 9 trading days to buy in at 310-320 for a 25% to 50% gain - be greedy

I now stand stronger next to this calculation from yesterday as Next business is going to Boohoo

---

I have been looking at the numbers & think 480 is a reasonable target for 6 months time, with an interim SP on 400 approx come Sept 30.

If you look at 2016-2020 numbers they grow 44% to 97% every year without fail.
In 2020 they did 1.234B revenue generating 91M profit.
Extrapolate the growth at 50% (they guide 25% but 44% is the lowest they've done & lets face it Covid will be 50-100%) so a conservative 50% puts Feb 2021 @ 1.85B revenue with 135M profit!
Current Market Cap is 4B would be 6B giving a 480 SP

Compare ASOS who did 2.73B revenue with only 35M profit & now have a 5B Market Cap

Boohoo looks more interesting as multiple brands, better worldwide presence & higher profit than ASOS.
Also through Social media & celebrity endorsements they seem to have better momentum
ASOS is 'only' growing at 13% - 19%

What do you think? Have I missed anything? If they already achieved 433 before the scandal then the 400-480 range seems perfectly achievable based one the above data?

So from this it looks like a 50% gain is achievable in 6 months