Member Info for Mattyboy-

https://seekingalpha.com/amp/article/4478642-boohoo-buy-opportunity-cheap-valuations

A little sobering for those who are Boo negative.

No you won't,for sure.

"The age-old problem of shoplifting continues to persist in these modern times. In fact, it is growing alongside the rising tag prices of items and commodities that are being shoplifted.
Whereas before, some companies will just have to consider shoplifting incidents as accruing losses and part and parcel of doing business, more and more businesses are pushing back as evidenced by the increasing investments in loss prevention staff and technology.
The thing is, as the technology gets more sophisticated, criminals also get tech savvier. Some got around to circumventing electronic tagging and POS security measures. The relaxing of laws regarding thefts as well as the high costs of policing and apprehending offenders may have tipped the scale with regards to the risks and rewards aspects of shoplifting. From the looks of things, shoplifting is a crime that’s not going away anytime soon nor show signs of slowing down."

With Primarks' demographic of benefit claimers being on the wrong end of inflation I fear the shoplifting is only going to accelerate. This is serious.

The good news is Boo don't have this issue. At all.

How short was Tesla at 200? What happened to those shorts Max?

Max..." to blame problems on outside factors is silly"

That's the best one yet mate.

Max...it is a forecast only.They didn't lie and you know it.
Market conditions change.
They are already returning toward our favour.
They will then have to announce that margins are ahead of forecast.
And the SP will adjust accordingly.

"The Group has gained significant market share during the pandemic. The current headwinds are short term and we expect them to soften when pandemic related disruption begins to ease. Looking ahead, we are encouraged by the strong performance in the UK, which clearly validates the boohoo model. Our focus is now on improving the international proposition through continued investment in our global distribution network, capable of delivering in excess of £5 billion of net sales, to support future growth."

All retailers raising prices in line with inflation....we will do the same and restore margins.
Freight costs already coming down.
Expect changes to returns policy and maybe postage costs too.Small tweaks will return margins.
9 brands....all growing.
Ignore the sowers of mis-information and doubt.

Gross sales up 28% in the three-month period, net sales up 10%

· Exceptional UK demand, validating the strength of our business model where our leading proposition across price, product and service continues to resonate strongly with customers across our brand portfolio
o UK gross sales up 58% vs FY21; 102% vs FY22
o UK net sales up 32% vs FY21; 78% vs FY20

Growth at 12-14% into temporary headwinds.
£5b sales coming.Margins to normalise.
https://seekingalpha.com/amp/article/4478642-boohoo-buy-opportunity-cheap-valuations

Pair of muppets.

The shorts don't always get it right.

Jan 2019 shorts @ 3.2% (where they are now) SP 155 and supplier/Levesen attack in full swing.....
Jun 2020 SP 410

SCB…yes Boo have endured all sorts of carp over the last few years and have always come thru it stronger.I guess they could have put effort into building a case for the FCA but chose to get on with running the day to day.
Watching THG situation closely.

Well the US are cracking down on this kind of illegal behaviour.
Shorting or hedging plays a legitimate part in market prices and there is nothing wrong with that.
A coordinated short attack based on mis-information is completely different.If proven by the FCA then I guess THG or whoever will be able to seek recourse from whichever hedge funds have been involved.

https://uk.finance.yahoo.com/news/thg-claims-attacked-hedge-funds-203328370.html

The UK is witnessing a shortage of supply of warehouse space after a surge in demand for logistics sites in 2021, according to new research.
Experts at real estate advisory firm Colliers said the take-up for large industrial distribution warehouses increased to record annual levels.
Around 50.7 million sq ft of large distribution warehouses were snapped up in 2021, representing a 3.6% increase on the previous year.
It reported that the soaring demand for warehouse locations has been accelerated by the pandemic-fuelled growth in online retail.
The logistics sector continues to benefit from strong tail winds driving online consumer spending to constantly elevated levels

The Office for National Statistics said last month that UK online retail sales increased to 30.1% of all sales in November, surging from 21.6% against the same month in 2019, before the pandemic struck.
Len Rosso, head of Colliers’ industrial and logistics team, said: “The latest ONS figures point to the fact that consumer shopping behaviour has really changed over the year.
“Rents will certainly rise, pushed by a landlord-favourable supply and demand imbalance, increasing land values and inflationary pressures on construction costs.”
Retail property owners have banked on growth in e-commerce continuing despite the easing of pandemic restrictions.

“the demise of department stores like Debenhams”

Debenhams went under for the same reason as a lot of other High St retailers.
It is now being rebuilt online if you weren’t aware and doing very nicely thanks.
The High St will always exist but the trend is still to online as per the ONS data.

And Jan 2019 I guarantee this board was full of Fira's and Kallumoron's predicting the end.

Jan 2019 shorts @ 3.2% SP 155
Jun 2020 SP 410

Those shorts must have really done their research!!

Wolf.....he's on the spectrum undoubtably.
Spamming a board with negativity 7 days a week including Xmas day and also the time taken to scour around for his links in an attempt to talk down a share price to the detriment of share holders....I mean....genuinely....
...what kind of wan kir would do that?