Member Info for Peoplepower1

WeeWee - from the link on AIM

AIM is seen as a more speculative investment forum due to its relaxed regulations compared to larger exchanges. The regulation for companies listed on AIM is often referred to as being light-touch regulation, as it is essentially a self-regulated market where nomads are tasked with adhering to the broad guidelines.

WeeWee - try reading this link about AIM being a less regulatory market.

https://www.investopedia.com/terms/a/alternative-investment-market.asp

These are the reasons I left this board before because there's no debate and discussion about shares. There are insults, offensive behaviour, personal attacks and much worse.

This is not the way I like to lead my life at all. Maybe it suits you, it doesn't suit me in the least.

Share boards aren't about winning an argument, they're about learning from other posters so you can become a better investor hopefully.

This is what I look for in a share board.

When I receive offensive, insulting and attacking behaviour from others then I leave. I may return, that's my choice.

I have better things to do with my life than allow vicious behaviour towards me to continue.

I hope you get what you want from your Boohoo shares, try to be open to all opinions and you might learn something from them.

WeeWee - you're not a corporate lawyer, so you don't know what you're talking about. You're very good at putting things across as though you do know it all, albeit in an abrasive style. However, you don't know it all. Speak to a corporate lawyer about why companies choose to be registered in Jersey besides tax and listed on AIM . They're the experts, not you.

Your opinion on this isn't fact. It's your opinion and nothing more.

The Liberum note stated as follows:- expect a return to growth at a cost - at a cost for me means it's going to be costly before Boohoo get back to growth.

It may not mean that for you. Everyone has a different opinion. Everyone's entitled to their own opinion.

No-one's entitled to be offensive nor insulting nor personally attack posters nor try to get posters to stop posting on here.

That's not allowed under the lse rules.

Try to think about what you post. A lump on a testicle is totally insensitive towards those who have gone through this and died as a result of testicular cancer.

Think before you post or don't post at all.

WeeWee - no -one knows what Shein's numbers are. This sounds like putting your head in the sand.

The info I posted was from Liberum.

I'm sure Liberum like any Analysts have a good idea. They're used to working on numbers and there are ways and means of finding out what Shein's numbers might be, like, through pay channels, for example, Visa, Klarna, etc.

I'm sure Liberum can pay for this information or whatever information they need to find out about Shein's numbers.

So, your thinking that they don't know Shein's numbers may not be the case.

Analysts have to work on future estimates for companies' results so I'm sure they've got an idea on how to work out Shein's numbers.

WeeWee - it's not simply for tax reasons, Jersey law is less onerous for business.

And yes Boohoo has to follow AIM Rules however AIM Rules aren't as stringent as the FTSE or the NASDAQ or the S and P or the Dow.

There's a lot more to registering in Jersey and being on AIM than you make out.

There's no need to behave like a condescending prick.

You're all holding Boohoo shares and want the share price to go up and that's fair enough.

Nobody knows what's going to happen, not even WeeWee.

For me, I think expectations may be too high for the USDC. I may be wrong.

I'm no expert, no-one is. This is my opinion.

Read the full note from Liberum copied by me below. Here is a paragraph from it:-

Given the ground already lost to Shein and their plans to open further local distribution centres in the US, we think boohoo will struggle to reinvigorate growth back to historic levels even after the opening of their new DC, although we would expect a return to growth at a cost though.

Opinions are not misinformation. They are opinions just like yours. Troll is an offensive and insulting word used to intimidate and bully posters away from this board, in my opinion.

I'm not saying your opinion is wrong. I'm saying there are counter arguments to your opinion.

I've listed these already so read them and present counter arguments to them.

Boohoo will never list in USA. You need to understand Mahmud Kamani. He likes less rules and not more rules, so hence why Boohoo is registered in Jersey and listed on AIM.

Oke - I don't know of any price target for Boohoo by HSBC

Don't call posters trolls, it's offensive and insulting. If you don't like what people post present a counter argument and not with questions.

Lse rule is while debating and discussion is fine, we will not tolerate; rudeness, swearing, insulting posts, personal attacks, or posts which are invasive of another's privacy.

Stop the personal attacks.

Personal attacks make you look desperate.

Read Liberum's note which I copied below.

Read Zeus estimates for Boohoo.

Read Stockopedia's estimates based on an average of Boohoo's analysts estimates.

The information is all there. You may not agree with it, that's your choice.

It takes a long time to get the USDC fully operational. It's on a step by step basis.

It looks like the USDC isn't going to help Boohoo anytime soon.

As stated below Stockopedia's estimates are an average of all the analysts' estimates for Boohoo.

Oke - HSBC is the new corporate broker for Boohoo.

Zeus Capital and Jefferies have been corporate brokers for some years.

Note by Liberum:-

Boohoo is targeting a return to double digit revenue growth and 6-8% EBITDA margin in the medium term, but this is well below historic run rate of 20-25% growth and 9-10% EBITDA margin as cost pressures, heightened competition and structural changes in the market (amongst others higher returns rate) have dented the group’s long-term prospects.

Boohoo has not gained much share of the UK online clothing market in the last three years and has clearly lost massive ground to Shein in the US and to online marketplaces in Rest of Europe.

Given the ground already lost to Shein and their plans to open further local distribution centres in the US, we think boohoo will struggle to reinvigorate growth back to historic levels even after the opening of their new DC, although we would expect a return to growth at a cost though.

On profitability though, a number of headwinds, in particular sea and air freight, are now turning into tailwinds.

More importantly, this will see a return of the group’s test and repeat model which is so crucial to driving stock turn.

Efforts to reduce overheads should support margins, but some of these will need to be reinvested into pricing, marketing, and improving the consumer delivery and returns offer to reinvigorate growth.

Our forecast of negative FCF till FY’25E, diminished prospects in its key markets and lack of visibility on the scalability of its newer brands, we believe there is better value elsewhere.