Member Info for PortfolioPower

Just a few weeks left now for the last of the panicked shorters to close out as the heat starts to get turned up on them as each day passes.

Tick tock.

By the time the next trading update lands (which will be yet another profitable year demonstrating ongoing growth (despite the temporary pandemic linked headwinds) the whole globe will be getting back to business as usual and we'll have a positive forward guidedence to look forward to.

The shorters are is a frenzied panick now as the clock is ticking and they know it.

GLA.

The bear argument is slowly being dismantled

The naysayers have been reduced to making generic statements that aren't necessarily specific to BOO.

Most are issues that many businesses globally are having to deal with post pandemic and aren't as a result of poor management as the naysayers would like you to believe.

Wages going up increases liquidity in the markets as billions of inflows Happen every single month via ever increasing automated pension contributions.

Logic dictates that Supply chains can only IMPROVE from here as the air freight channels continue to increase month on month.

We've gone from grounded airplanes all across the globe to flight paths reopening.

Things can only improve in that respect.

BOO had 18 million active customers in 2021, up 28% Year on year.

BOO premium membership is £12.99 for next day delivery. Feels like there is definitely room to increase this over time.

Amazon prime membership is going up to $139. Still cheap imv to get products delivered the next day.

Prime / Premium members are going to be making multiple purchases every month.

If you want items the next day, the market shows consumers are happy to pay a premium to get it.

Continued switch to online shopping isn't showing any signs of slowing and our automated distribution centres are only going to get smarter over time.

As an online fashion retailer, we are well placed to capitalise on the growth opportunities
that are arising from globally changing shopping habits, with an ever-increasing number of
consumers now shopping online. We know what they want, and we are committed to providing value for them.

Underpinning our growth potential, we continue to delivered in all major KPIs –
including new customer growth, which
remains high – and across all our brands.

We have continued to grow our market share across all geographies. This has been supported by our world-class marketing abilities, enabling us increased presence as our customers’ use of social media further expands.

We know the 2022 year end figures will carry the additional Covid related costs and acquisition and implementation costs relating to gearing up the Debenhams online model and building the new Manufacturing Centre of Excellence.

As the directors have stated these costs are transitory in nature and these additional costs will be running off as the pandemic eases and we have established the new Manufacturing Centre of Excellence (which went live on Friday) so these establishment costs will be written back into 2023.

Even with all these costs we still remain highly profitable. Something the naysayers conveniently forget!

Expect USA to be the major engine room for growth by the time we see the 2023 figures and the SP to be multiples of where we are now.

GLA

Our multi-brand platform comprises boohoo, boohooMAN, PrettyLittleThing, Nasty Gal,
MissPap, Karen Millen, Coast, Oasis, Warehouse, Debenhams, Dorothy Perkins, Wallis and
Burton, and targets fashion-conscious 16 to 45 year-olds in the UK and internationally.

Boohoo full year 2021 Revenues:
£1,745 million, up 41% (41% CER)
• Strong revenue growth across all
geographies, with UK up 39% and
international up 44%. International revenue
is now 46% of total, up from 45%
• Gross margin 54.2%, up 20bps • Adjusted EBITDA £173.6 million up 37%, with Adjusted EBITDA margin of
10.0% (2020: 10.2%),
• Robust balance sheet with net cash of
£276.0 million (2020: £240.6 million).
High cash generation with operating cash
flow of £201.1 million (2020: £127.3
million).

From the last trading update...

"It is the view of the board that the factors currently negatively impacting the business are primarily related to the ongoing impact of the pandemic and are, therefore, transient in nature."

Turn on the TV, read a newspaper, the pandemic is easing, everything is re opening as each day passes.

Therefore these short term 'pandemic related' increases in costs will not be a prevailing headwind moving forward and with each resulting trading update this will be made clear to those that are unable to understand that we are moving out of the Pandemic.

The bear arguments are rapidly evaporating at a rate of knots.

Thats why folk are now positioning at these levels as they can see further ahead than a day/week at a time.

GLA

Smart money accumulating at these levels

Directors can't buy at the moment due to being in the close period

The close period, in accounting, is the time span covering the completion of a company's finances and the subsequent release of those financials to the public.

During the close period, insiders are prohibited from trading company shares or making any relevant information public before it is officially announced.

This period typically lasts for one month prior to quarterly or interim reports and two months prior to annual reports.

As a short seller, you’re going to get caught in some bad spots.

This often results in attempts to convince yourself (and others) that upcoming profitable announcements are somehow a bad thing on a stock that has already priced in a scenario akin to a loss making report when reality is far from that situation.

Hence the incoming bear trap being set here.

A bearish catalyst, usually supported by bearish short-term price action, suggests that a trend reversal is imminent, prompting bears to put on large short positions at precisely the worst time.

The stock then moves to the upside, forcing many of the shorts to cover.

The short-covering makes the situation all the direr for the holdouts who held onto their shorts,

A bear trap is the culmination of several avoidable factors that can you leave ruined on the short side.

A bear typically loses multiple times their average risk per trade in a bear trap

Most traders in bear traps freeze when a stock shows signs reversing to the upside.

And because several other bears are stuck in the position as well, this has a magnifying effect on the trend reversal.

GLA

The SP is deep in oversold territory due to the recent forced seller.

This situation has now been made made very clear for even the most stubbon of bears to comprehend.

I think we are about to witness a classic bear trap reversal play out here.

GLA

Yet more Good News alongside today's newspaper articles providing the clarity on the Jupiter sale.

In addition to this, Boohoo opened its brand new Manufacturing Centre of Excellence at Thurmaston Lane on Friday.

Our new 23,000 sq. ft. factory will create up to 200 brand new jobs and is a state-of-the-art manufacturing site for our products.

More Good News incoming folks!

Boohoo is lauching its own range of beauty products with the new product offering going live this weekend.

If BOO goes on to achieve just 1% of market penetration of the cosmetics industry via its existing channels this would generate a staggering 5 billion in additional group revenues.

All to play for.

Seems a VERY shrewd move by management
moving into a complementory sector alongside the strong fashion offering and one that demonstrates a proactive drive for ongoing growth.

We all have been presented with a VERY RARE window of opportunity here to aquire a bargain shareholding in a quality profitable UK company with a strong balance sheet and highly scalable proven business model that is on the cusp of truely going global over the coming years ahead.

600p price target linked to directors incentive plan.

Happy loading up at these bargain levels ahead of the herd.

GLA

We all have been presented with a VERY RARE window of opportunity here to aquire a bargain shareholding in a quality profitable UK company with a strong balance sheet and highly scalable proven business model that is on the cusp of truely going global over the coming years ahead.

600p price target linked to directors incentive plan.

Happy loading up at these bargain levels ahead of the herd.

GLA

The close period, in accounting, is the time span covering the completion of a company's finances and the subsequent release of those financials to the public.

During the close period, insiders are prohibited from trading company shares or making any relevant information public before it is officially announced.

This period typically lasts for one month prior to quarterly or interim reports and two months prior to annual reports.

There is a present disconnect between the SP and company trading performance over the long term

This presents opportunity.

The company will be soon remind the market that it continues to grow revenues, remains highly profitable, is throwing off cash and has a war chest within treasury to navigate any short term headwinds.