Member Info for Peoplepower1

The problem with the Boohoo share price is that it's only private investors buying. Unfortunately, they become anxious too easily and so sell with losses.

Reppyrr - maybe time for you to get out of Cine and all your other shares too!!!!

Relief is often only short term.

OracleofOldham - take the jealousy and envy elsewhere.

You sold Boohoo and went into The Hut Group. Sounds to me you didn't do your research very well. You're chasing a profit and that's not the way to invest in shares. The way to invest in shares is to do your homework thoroughly so you know it's a share that will grow in price and you stick with it. Giving up on a share that is going through a bad time and will come good is also not the way to invest in shares.

Chasing profits is the way to lose money.

Your name fits you well, you think you know everything.

No-one knows everything, not you, not me.

Learn to be less spiteful and more respectful to others in life.

The reason Boohoo shares haven't moved is because institutions aren't buying Boohoo because of the supply chain.

Private investors aren't enough to push the Boohoo share price up. It needs the institutions buying back in again. I've already said this a number of times on here.

It will probably take to the global list of suppliers is published for the institutions to start buying back in again. This list is due to be published in September 2021.

By September 2021 more information will also be available on how Debenhams is doing.

https://www.theindustry.fashion/boohoo-set-to-open-one-debenhams-store-to-secure-major-beauty-brands/

WolfofWarks - Yes, they see huge opportunities in Rest of Europe and Rest of World beyond Australia and New Zealand.

The figures are down for Rest of Europe because they were so high at the beginning of the pandemic lockdown last year in Europe and petered off later in the year. However, they maintain they have loads to go at to increase market share in Rest of Europe and Rest of World too.

Reading the Zeus Capital Report on Boohoo, they have a very conservative DCF valuation of 418p.

Zeus Capital also have a very conservative model for future Boohoo revenue growing to £6.6bn by 28 February 2031, that's about 4 times the revenue for year ending 28 February 2021.

moose2010 - I felt sorry for you at the time because nearly everyone on here was slating you.

You seemed to think candlesticks were the be all and end all.

The difference between you and me is that I was willing to find out why you thought candlesticks were the be all and end all.

I also found out that you weren't willing to learn anything beyond what you think you know already. In my opinion, this is your greatest limitation.

You also turn on people too easily which means you lack loyalty to those who tried their best to support you when you were being slated on here.

My advice to you is to try to be more loyal, less arrogant and maybe even more open minded to learning from others.

No-one likes an arrogant prick.

And, if possible, stop trying to score points, they don't help anyone on here with their investments.

moose2010 - I didn't imply anything. You read that into whatever I said. The insult was you do talk rubbish. That's an insult in my book, maybe not in yours.

You've been here since July 2020, presumably only invested in Boohoo since July 2020 and think you know everything about everything.

You don't. No-one does. Try learning and stop posting.

1,717 posts since 9 July 2020 is over the top particularly when most of your posts add little in terms of researching Boohoo.

moose2010 - insults only go to show your lack of being able to take advice.

Try to learn from others instead of insulting them.

You joined this board in 2020 and yet you profess to know everything.

No-one knows everything, not even you.

moose2010 - Presentation skills aren't key. Words are key, what is said is key. I've been here since 2015 as has Neil Catto. Neil Catto says it as it is and that's what I like about him.

Slick presentation skills can often be used by too many fraudulent businesses.

I'm not interested in slick presentation skills. I want to hear it as it is.

moose2010 - it's what's been said and not how it's being said that matters.

Excellent Conference Call, interesting to note that they will be working on increasing ROE and ROW, stating there are loads to go at for both of these.

Marshall Wace upped their short on Boohoo by 0.09% to 0.71% on 7 June 2021 - not exactly a great deal of money.

0.09% is peanuts.

Total number of Boohoo shares is 1,258,899,050

0.71% is about 9 million Boohoo shares and the upping by 0.09% was a measly 1 million shares

So Marshall Wace had a short of about 8 million Boohoo shares before 7 June 2021 and upped it by 1 million Boohoo shares to 9 million.

Sounds pretty paltry to me.

Trying it on by the sound of it.

https://www.debenhams.com/

Online - the easiest and most enjoyable way to shop

As consumers become more and more accustomed to making online purchases, fifty-four percent of global shoppers now prefer online window shopping to browsing instore, according to April 2021 research from Bazaarvoice. The study, conducted on more than 8000 consumers worldwide, has found that they not only enjoy browsing for items online, but also find it less of a hassle.

Indeed, data shows that almost two-thirds (64%) of those surveyed found browsing online easier than doing so inside a brick-and-mortar store, while a further 61% said they discovered new items more frequently online than in store. Analysis of responses revealed the top three reasons for better product discovery online were convenience (55%), greater choice (46%) and the ability to research items and any corresponding reviews (45%).

The report suggests most of this online product discovery is happening on mobile devices. Forty-six percent of consumers claimed they spend their time window shopping on mobile, versus 26% on desktop and 10% on tablet.

However, it seems consumers are significantly more likely to make an impulse purchase, as well as spend big, in store than they are when online shopping.

As in store retailing ramps up, these findings sound a clear warning for retailers with high street presences, particularly when it comes to ease of browsing and product discovery in store.

From the article at https://econsultancy.com/stats-roundup-the-impact-of-covid-19-on-ecommerce/

Boohoo Group sees 41% year-on-year rise in revenue in Q1 2021
In a full year financial statement ending 28th February 2021, Boohoo Group announced its revenue rose 41% year-on-year to £1.745 billion, beating its revised estimates of 36-38%. International revenue for the Group grew faster than that of its home market over this period, at 44% versus 39% respectively. It also reported a 28% increase in active customers, totalling 18 million.

The past year has seen the Group absorb a number of struggling multichannel fashion retailers including Debenhams, Oasis, Warehouse, Dorothy Perkins, Wallis and Burton, which will undoubtedly help boost its overall performance moving forward. As coronavirus restrictions begin to ease, and consumers return to brick-and-mortar shops, Boohoo says it expects its total revenue growth for the next year ending February 2022 to reach around 25%. This also accounts for additional factors such as a predicted increase in returns following an unusually low return rate at the peak of the Covid-19 crisis.

Thanks to its strong performance, the Group has acquired a third distribution centre, with a fourth expected to begin operation in the second half of the calendar year.

From an article in https://econsultancy.com/stats-roundup-the-impact-of-covid-19-on-ecommerce/

With a strong IP position in an increasingly attractive high power energy storage technology we believe CAP-XX remains under appreciated and undervalued versus its market position and potentialMand therefore iterate our buy recommendation at 15p valuation.

From Cenkos Report dated 10 June 2021

FY21 performance: FY21 revenue of A$4.1m to A$4.2m (ACLe: A$4.1m), up c. 15%, represents a creditable performance given the disruption caused by COVID-19 and the execution of the Murata project. Within this, we would anticipate accelerated growth in Product revenue as Royalty and Licence fees reduced as expected, particularly from Murata. Given the higher gross margins associated with the latter revenue stream, an EBITDA loss of A$2.1m to A$2.2m (ACLe: A$2.4m; FY20: A$4.4m) points to strong cost control. With the increased capital expenditure on the new Seven Hills manufacturing facility, we expect year end cash of c. A$0.6m with an R&D tax rebate of A$2.6m due in H1 FY22. This, plus reducing losses, means CAP-XX should remain comfortably funded.

From Allenby Report at http://www.allenbycapital.com/research/research-cpx_48_1505694532.pdf

"The sales order book continues to grow and currently stands some 127% higher than at the end of the 2020 financial year, reflecting a combination of new customer enquiries and repeat orders from former Murata customers," the company said.

from this article in - https://www.marketwatch.com/story/cap-xx-expects-rise-in-fy-2021-revenue-ebitda-losses-sales-seen-in-line-with-views-271623314625

This will include seeing if Boohoo sticks to a plan to publish its list of global manufacturers in around three months' time – a transparency measure which will be the key to restoring its reputation.

From an article in This is Money at this link:-

https://www.thisismoney.co.uk/money/markets/article-9677751/Lockdown-boost-keeps-Boohoo-financially-robust.html

https://www.debenhams.com/

Check it out