Member Info for Level5

Thursdays are great days for stocks. Should see the highest trading volume this week.
Rarely get a full week of dips. Can only go up or down unless suspended & since two of those options are unlikely, UP is the way to go.
Thursday to be full of positive news as the media are saving the bad news for Friday. SeeSaw economics replaces a steady Eddy growth forecast.

Recruitment reviews are more honest.

"Easy job but awful management with no skills! If you didn't experience health and mental issues this is the place for you, definitely you'll have after working with them"
https://uk.indeed.com/cmp/Asos-9/reviews?fcountry=GB&floc=Barnsley

Maybe the same for some folks reading the BOO chats. Get a T4G jab before having your DT/J/DC jabs & you won't overdose.

If I were an ex Boohoo employee with 1300 half quids' I would consider all options.
1. Based on the odds of the SP going higher - the odds are favourable to buy
2. Based on an economic financial meltdown - the odds are favourable to sell
3. Based on an investment in pretty people wearing pretty clothing - what's not to like?

Fashion has been around for a few hundred years, not going away that fast, but companies do. So ask yourself is BOO the one that outperforms the rest? Answer arrives in up to 3 years time.

Getting closer to 55p Jongle.
Knot is in the 50s still & the pull to the 40s is full panic stricken wobblers.
A beautiful bargain day for buyers.

Boohoo, Primark, M & S, River Island, ASOS .. . .

https://www.theguardian.com/business/2023/apr/25/primark-sales-prices-rise-inflation-cost-of-living-crisis

https://www.modernretail.co/operations/the-british-invasion-more-u-k-retailers-are-determined-to-break-into-the-u-s-market/

A good way to sell the larger sized garments left on the shelves by the slimmer Brits.
Market is bigger but so are the domestic retailers.

https://www.dailymail.co.uk/femail/article-11990887/Lavish-lives-Boohoo-billionaires-family-began-market-stall-run-empire.html

Won't be us shareholders, not this week anyway.

Melting breastplates anyone?
https://www.dailymail.co.uk/femail/real-life/article-11984363/Festival-goers-claim-melting-breastplates-new-glitter-boobs-Coachella-fashion.html?dicbo=v2-qMiQsle&ico=outbrain_footer

https://beststocks.com/boohoo-group-plc-receives-hold-rating-from-bloombe/

BOO BEST STOCK - some will believe any news, some analyse the news for comparison against other articles & other immediately jump to the wrong conclusion.

Life is a joy - then Jongle swings a blessing.

Purchased for 52.80p at 13:05

Nice buys - will be a nice profit too one day, like today!

A strange start.
Looking at 49/50p then a small number of low trades changed the morning.
Now looking like SP is heading towards 55p.
A broom or boom day for some, best not sweep under the carpet.

CMAS still on their Greenwashing campaign & they want tougher action. It's now one year on & BOO ASOS etc remain under investigation. https://fashionunited.uk/news/fashion/cma-interview-fashion-s-tricky-issue-of-greenwashing-and-how-the-uk-is-fighting-it/2023041368963

Government decisions are never fast & if they are, they are rarely fully implemented.

Fast fashion accounts for 10% of global CO2 emissions & is a global governmental target for reduction. It's not just the CO2 but water & land pollution that goes hand in hand. The environment agency's response to date is to state that new regulations have made a dramatic effect upon plastic bag use so they have not tuned in to the idea of addressing the textile markets & appear to be waiting for industry to produce the feasibility for lower usage. This may be hard to image with global population forever increasing (until WW3).

It is not just the finished products but rolls of textiles that get thrown as they are of no longer any use.

Increasing taxes on textiles may make an appearance to get the ball rolling but be sure that any news from the governments over the next 10 years won't be good for this sector of the economy.

For now, fast fashion marches on but its a walking dinosaur & extinction beckons - https://twitter.com/XRebellionUK?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

https://www.zurich.com/en/media/magazine/2021/fast-fashion-5-practical-ways-to-cut-the-carbon-from-your-closet#:~:text=It%20may%20surprise%20you%20to,shipping%20and%20international%20flights%20combined.

As protests get louder be cautious of your investments. For now BOO is a strong buy. +80p is possible in Q3 but definitely not before IMO.

Lots & lots of upside but will take a lot of sun & good economics for a pants up stride back to the money world.
Next few months 60p
Q3 nearer 70/80p PS
Always BUY on a dip. 51p is a must must BUY BUY & anything above is BUY & Cherish.

Operating cash flow was £41.3 million (2021: £21.3 million, 2019: £55.9 million). Net cash flow was £213.3 million inflow (2021: £127.6 million outflow, 2019: £15.5 million inflow), following capital expenditure of £38.7 million and a £225 million inflow from the group’s newly committed £325 million Revolving Credit Facility. Our net cash balance (cash less bank debt) at the period end decreased to £10.4 million net debt (2021: £98.4 million net cash, 2019: £207.3 million net
cash), whilst the actual cash balance was £314.6 million.

Once you've spent on your Capital Investments, you don't have the same high costs year after year. Build up & move on.
Now revenues may drop & may not from last year. The SP was at least double current value last year.
The RCF ends in 2025 - so cash rich or new loan facility? I think cash rich & buyouts are in the plan ahead for BOO.
If the US operation works out then further international expansion would be most likely.
WB would buy BOO if the glass was cleaner. You need to see the refractions.

T4G - SP incentive plan, in my view, remains the most dumbest idea. The board appear to be sitting on their hands in relation to investors hoping the magic tree grows. Unless there is a hidden agreement for the major shareholders to increase their holdings with some co-ordinated purchasing by third parties over the remainder of the year.

The fundamental cause of the trouble is
that in the modern world the stupid are ****sure
while the intelligent are full of doubt.

"Bertrand Russell" https://www.brainyquote.com/lists/topics/top-10-stupid-quotes

60p is not so far away (again), if we get there faster than next week then games are in play.

Over £300 million of gross cash at the end of December, with net debt expected to be less than 1x Adjusted EBITDA at the end of the financial year.

Revenues are expected to decline approximately 12% over the 2023 financial year, with an adjusted EBITDA margin of approximately 3.5%. That is what were told & expectations can be either side.

gregpeck7 - AIMs answer to an itch.

Hopefully he made his money elsewhere & has returned to the BOO money tree. Let's hope a branch doesn't fall off.

I would say, well done on the PANR prediction going like 88, ADV, COPL etc. down river.

Optimism
Reduced CapEx
Higher sales volumes
Lower transit costs
Large investors are not leaving
BOO to nab some easy takeovers
Economic downturn about to turn positive
Energy prices stabilising
Cheap labour
No shortage of marketing ideas.
Carol has a big smile.

I see wind in the sails.
Reached my +52p target for today. More wind to come.
Departures from BOO top level are always welcomed - Get Captain John to walk the plank & up goes the Jollies
Might make sense to all the flat packed furniture crowding this board.
3 old cheers & a jolly half of Rum...

JH, J, DT, DC & Hamish La Plank could all do so much better if they didn't keep raising targets for T4G to splatter.

A snail race could make better predicts than yous'.

DC2007 gone to the promised lands in search of a 30p entry. Follow the sign posts - all say "Wrong Direction". Very dry in the desert, take some fluids. Best to not walk in the sun or mirages may be seen.

DC2007 - like an old battery, expired.

BOO has fresh cells & is rechargeable +52p day today.