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“Please can someone explain why this share price is not between 148p - 162p?” Simple, sentiment has been shot to pieces so until that’s resuscitated you can forget all about fundamentals.

@dan. You could also add that £200m Raise they stung shareholders for @340p which promptly went to support buying out the remaining stake in PLT ! It’s all one way here.

Hopefully Liberum know what year it is !

Suspect the Chinese aren’t now bothering with batch testing knowing where they’re sending them to, they could all be useless for all we know. Well more useless than they started off being !

Yep, slightly above my target but very happy to be proved wrong.

Rich. The PW came about due to previous high expectations given, not being achieved.
These guys are on the ground the pandemics been with us for sometime they should have built in some caution, and taken note to what some of their suppliers must have been saying , but seems they were too focused on what the latest Turnover figures were saying.

Nice post, my only issue would be “Boohoo have a great management team” . In my book such teams don’t deliver Profit Warnings. I’m more of the view they’ve grown a successful business but can they take it to the next level, and not appear to wish they were still a Private Company with Shareholders viewed as a necessary evil to be held at arms length … witness Management bonus pots via Shareholder Dividends !

Now’t to stop them flogging AffiDX branded kits pending MeduFlow becoming available. As don’t see any urgency in trying to penetrate the EU Market just get the feeling they’re prime focus remains on the UK with low cost distribution via Manchester.

@dm. Like the contrarian view, will be interesting to see how that plays out and who best navigates thro the changing landscape. Certainly won’t be long before we know who’s right or wrong. GL.

Yep, could be a tough year with disposable income shrinking especially from April onwards as inflation should be rising nicely towards the expected 6 per cent level, with higher NI then kicking in; income tax bands frozen, rising council taxes, an energy price cap rise; interest rates / mortgage & credit card rates only going one way….perhaps time for BOO to be marketing a new range of Belt & Braces “

Must admit had a quick peek……bless the lad, harmless but shallow, would be the kindest thing to say but credit to him for finding a gullible following. Little wonder the City loves these guys !

Anyone know how that US NDC is coming along ? Latest Dec update said it was “progressing plans for its US distribution centre “ and expected to go live 2023. Just wondered if mentioned in Analysts call, before I pencil in possible slippage.

In a couple of weeks we’ll have a Q3 update . Hopefully that ‘strong momentum’ mentioned as going into the second half of the year , won’t have subdued !

The only slight positive I can take from Mr Huang’s £50m donation is that it will most likely be a small part of UK tax payers money he’s recycled into the Country, although suspect any Blue Plaque pinned on the University wall won’t acknowledge that !

AS should be seriously thinking of closing down the Wetherby site and moving to California !

Well according to that Times story today “Every time a parcel is returned, it costs an average of £20 due to everything from shipping and storage to repackaging and discounting, data by NShift, a returns management company, shows” .
If that figure is anything like accurate some changes need to be made pretty damn quick given their Pricing Model, as that’s an Achilles Heel bleeding cash, which calls for amputation !

Agree this is likely to draw comment from AS next Tues. as Media Rumours can cause harm . Guess Mr Peto is of an age (71 ) when he doesn’t care who he upsets or what he says and is pretty fed up being asked to defend the UK HSA . Surprised he didn’t go into Politics !

Yep would agree there’s a good chance the ‘Shorts’ will hang around till YE Results known. After all, they will include the critical trading period finishing end Feb. capturing Xmas Returns and known ongoing logistical issues plus the equally important Guidance as we move into an inflationary period. They’ll be hoping for mediocrity believing that will get punished. Looks a tough call.

@Kall. That sentence made me smile “if you want your money back ask Kameenas to give it back to you from the money they have taken off the table”
To be fair the Kamani Family are very astute. I thought that back in May 2020 when they raised £200m at 340p a Share in order to take “ advantage of numerous opportunities likely to emerge within the global fashion industry over the coming months”. What they failed to disclose was their intended purchase, 14 days later, of the remaining 34% stake in PLT for £270m !! Nowt like keeping it in the family. Seems such secrecy also extends to the Boardroom. Goodness knows what they discuss , maybe Umar’s latest purchases, as it can’t be Web traffic; Returns; Logistics; Covid contingent planning etc etc , given one Director recently made a share purchase at 190p just 6 weeks before a Profit Warning. I question who are the mugs here, it certainly ain’t the Kamani’s !

Yes, New Years Resolution Vegas, be helpful to others unless it may cost me money ! and no not angry, frustrated maybe but I’m looking at the larger picture with AVCT.