Member Info for ragtrade

@Danman, THE BIG PICTURE for you is me, lol, results day was epic, much thanks.

@Windy aka , if you want answers to Daman's questions, then look no further than posts by 42Traders, just scroll down a bit. Sums it up perfectly, best posts of the day.

Mmmmm Windy aka , i'm not sure about you, you're actually dragging yourself into this, not many posts and only seem to be when Danman and me have message board tennis, your also very subtle, in putting him down saying he's always being right and saying i hope Rag gets one back on you , lol, one day and backing him, like i say all very subtle and concentrated.
So Windy that's my take on it and of course you don't agree, no issues, whilst there why don't you slap a valuation down, all better still don't get drawn in, yawn.

Just one last point , i want to re-iterate something that i think is probably being overlooked. Debs, Burtons and DP's barely had any stock when BH purchased, if you do not have any stock you of course cannot generate revenue, this stock inventory is only starting just to starting to bare fruit, it's right at the very beginning, this will be stock from Turkey, good margin stock from the Far East has not even touched the sides and it runs into hundreds of thousands of pieces, come the summer they will be motoring and if the weather is good then it will be stratospheric, however come AW21 they will have had much more time to develop not just the clothing ranges but the website, a big if here but if Covid is still at bay then Xmas will be off the chart, with a roaring 20's bounce back expected then all the stars could align at once and i expect the 25% to be blown out of the water.

@Windy, sorry fella your wrong, i simply never quote Dan ever, what i do however is respond when virtually every single post he mention's me, if he did not mention me then i'd never mention his name again , happily, i will not be bullied on line and having worked in this trade all my life i have a right to defend myself. with trade knowledge. This is an old story I don't think you are aware of the History, you cannot reason with Dan, i do not start the jibes but i def finish them tho because he has less banter than an Egyptian Mummy.
He wants a future valuation from i haven't got a clue, why, because on one else has either, spring last year the value was off the chart, everyone saying its over valued yet still it climbed, i was aware of underground chatter and bided my time, i bought heavily into Asos when the market tanked. BH is not for the light hearted, the Company has grown out of the Manchester Wholesale scene, which is not shall we say as kosher as it should be. I've no clue if he owns or not at mo and don;t really care but perhaps he wants to look at his own u/s of the future value of this share, because he was happy with it own when it had less t/o and was one dimensional with less chance of growth, yet today as far as i'm aware he doesnt own, he was valuing it £4.50 or £5.00 at one point but now isn't. So i addressed valuation and now you seem to be pushing me as he is on the Platform (website) call it what you want it's just words, i have already been down that rabbit hole with him and i'm not doing it again, if you really want to know then go back an loom at my previous posts. What i concentrate on with this share is the day to day noise, i work with this account , i posted y.day that they are moving into ES (extra sizes) not many will pick up on this but it's doubled the size of the orders, this added huge revenue for Asos when they did this, easy incremental business. Its is the minutae that will make up the revenue because this is what is builds the Platform not the word Platform !!!!!! I invested when the cracks appeared, still some small ones but if you want to see the potential then look at Next because i can tell you Next are looking at BH and are concerned. Now yesterday was results day and as Danman insisted on calling me out again i had some fun with him but i'm NA for a while now, currently this share is ridiculously cheap, a 25% increase in revenue to 2022 is perhaps why but i think this is just the Mancs going in very very low end to then say they pulled a rabbit out the hat, Q3/Q4 we will see fireworks.

@ Daman sooooo sorry fella , you didnt have to be Miss Marple to realise, this is Rag.
Its sooo easy to find a concensus and opions on EPS so i take with a pinch of salt and add to what most are not privy to, a direct line to BH, is stood me very well btw Burtons are buying into ES (extra sizes) very overlooked and bang on thier demo , its doubled the size of their orders, your welcome, again !!!
If you really want to know EPS suggestu to just google it and cut n paste , accountants on here will love you.

Errrrr Danman , not sure how to tell u this.

What i learnt is to literally scroll down a few posts and right click on my mouse and do this thing called cut n paste.

Thanks to all too many to mention who enabled me to shine in Danmans eyes , i will be forever grateful for many reasons.

This eps thing is a piece of p#ss.

Thanks Danman that means a lot coming from you, i learnt my lesson, looks like im finally an accountant , awesome.

BTW you valued it at £4.50!!

@Danman OMG you dumber than i thought !

Yes i'm extremely proud, lol.

T4G give me break we haven't had banter like this for weeks and weeks, in fairness Daman went off to mining, i was quite worried i thought he'd fallen down a shaft !!! besides it's results day anything goes !
To be fair you have upset me i thought i posted some good earnings stats, Danman even called me an accountant, boom !!!

@Daman Sachs i forgot you got it wrong, i sound like an accountant, not looking like one, that's you fella, i tried to help you by getting you into a pair of 14 Wale Cords but you turned me down, big mistake you'd have nailed it down the pub sipping your Pimm's, bet your thanking me for those height increasing shoes though, your welcome.

@Danman, no pleasing some, lol, lol, in my pocket wee man.

BTW Good Luck to Chelsea tonight.

Hah ha hah come on now Danman bullet points, lol, your such an accountant, too clever for your own good, fleagate, still kills me to this day.
Ok share value, now i think i've nailed this but there does appear to be a massive amount of debate and many varying opinions but i think this is a fair summary of where we at.
My personal view is that below starkly demonstrates that BOO shares are priced completely wrong, given the growth track record & prospects and in particular my own insight not just to the trade but BH and the teams.
Consider these latest forecasts:
FY 02/2022: Revenues £2,194m, Adj PBT £185m, Adj diluted EPS 11.81p (PER of 26.8, at 316p per share)
FY 02/2023: Revenues £2,741m, Adj PBT £240m, Adj diluted EPS 15.31p (PER of 20.6, at 316p per share)
Also Broker consensus is currently 10.7p EPS for FY 02/2022. BOO normally comfortably beats forecasts, which are raised throughout the year. Newness not yet hitting down hence I’m working on the assumption 12p+ is more likely for the current year. At 326p per share, the PER would be 27 times - which is a bargain, for such a strongly growing business, with almost unlimited growth runway internationally, and with multiple brands not to mention make up.
And just to add I don't know what the short term share price will do - we've seen that it's extremely volatile & unpredictable, hence why I ignore it , but i know you lurrrrrrrv it, u never used to but i think your much more comfortable with less risk and D/T, so stick with it, you should at least get your Friday night takeaways paid for.
Anyway i digress, here's a quick summary of previous guidance, which we can use to measure performance today against:
Trading Update, 14 Jan 2021
4 months to 31 Dec 2020: 40% revenue growth
10 months to 31 Dec 2020: 42% revenue growth
Guidance for 12 months to 28 Feb 2021: 36-38% (raised from previous range of 28-32%), adj EBITDA margin c.10%
Medium-term guidance: 25% p.a. revenue growth, and adj EBITDA margin of 10%
Stockopedia shows broker consensus for FY 02/2021 of: 8.47p
And so today we see
Revenues: up 40% - ahead of guidance of 36-38%
Adj EBITDA margin of 10.0% in line with guidance
Adj EPS 8.67p is a beat against broker consensus of 8.47p (2.4% ahead)
Adj EPS of 8.67p is up 47% on last year
Strongest growth geographically was in USA, at +65%
New guidance for FY 02/2022: 25% revenue growth (of which 5% from newly-acquired brands) - note that guidance tends to be raised as years progress.
Current trading - trading in first few weeks of new financial year has been “encouraging”
Returns rate - benefit from a lower customer returns rate in FY 02/2021 is expected to “begin to unwind”
Carriage & freight costs - significantly elevated, expected to continue
I cud go on but i've nailed it, however if you really want to get hard then check this out Danman you'll love this, chart porn for you.
https://www.marketscreener.com/quote/stock/BOOHOO-GROUP-PLC-16023307/financials/
How'd i d

@Danman you make a quote about the trading year and say market place is not relevant for that year, yet minutes earlier you post this.
"no mention of marketplace at all! No mention of beauty? Maybe I’ve missed this but worrying if there’s nothing in for this atm."
This sums up the way you work, even the most obvious of statements where you f#ck up you divert and are in denial, so any debate with you, let alone the value of this company, is a complete and utter waste of time for the board and i cannot tell you how futile it is.
As for your free shares and gains, lol lol lol, of course Danman of course, go treat yourself to a Chinese Takeaway but i think perhaps half a crispy duck otherwise you'll be literally eating into your savings, lol, lol, the small round window Danman.

@Danman yes indeed, lol, you're all over the place fella you even mentioned it again this morning.
"no mention of marketplace at all! No mention of beauty? Maybe I’ve missed this but worrying if there’s nothing in for this atm."

Your inability to have an insight into this share price means you can only value it by current earnings and statements, retrospective yet again, it's why your so nervous with it, btw same way as a big profit isn't a big profit until you sell, less profit isn't less profit let alone a loss until you sell !!! I thought you were an accountant !!!

@Danman, oh please, you are every entrepreneur's worst nightmare, the small grey accountant sitting in the corner hanging on every word of the year end statement. So how did that last lot of guidance they gave you go , the one where again you banged on and on about the Marketplace and it all being oven ready for quick revenue ???? Did it make any difference when you sold on Fleagate and USAgate, oh God i forgot they must have mentioned fleagate in the last RNS but because i didn't look at it ten times i missed it, damn !!! . Lots going on with BH some things good others not so good and unproven so i can't mention on here. I specifically told you personally , systems, people and time is needed to see the true potential of this company, you of course dismissed it praying at the BH Altar and CEO Statements yet then sold, your full of sh#te fella, yeah read all the reports, statements etc , did you no good in all the scandals, you were like a cat on hot tin roof worried about burning your Hammy Balls , lol. I listen to what management have to say and i also listen to the drum beats that i'm privy to and will express some of them on here to those who are interested and make my own judgement call on this share . My belief is it's looking good for Q3/Q4 and has huge potential, this is when we will really find out what this Company and Management is made of, in meantime you crack on fella, congrats i'm sure you've managed to clear your costs D/Ting it and banging on about the RNS , which in fairness as we both know was always going to the case because without a statement you have no insight and this a problem for you so your always retrospective.

#Danman Sachs clueless, last time yadda yadda marketplace , ranting on and on , markeplace good to go yadda yadda. I told you this is going to take time, you didnt listen , in meantime cra##ed yourself twice you can only ever comment on here when you have a report , its how accoutants work , the end bit. Btw Topshop, lol lol.

As i mentioned before its way way too early for any significant impact of these new brands, despite what people think it takes time, this set of results is the starter, main course and the potential will not come thru to Q3/Q4. Ton of stock is inbound , for me the biggest clue of how far this company can go will be the next statement not this one. If we have a stella summer then it could be epic.

Get to bed early Danman, your twice yearly monologue is nigh . I predicted this btw some weeks back, your the small round window and i can see right thru u, full of chat but bigger balls on a hamster, all the charts, graphs and earnings count for jack sh#t when a curved ball gets thrown in,you run for hills and all the cr#p you talk counts for nothing, on my reckoning this is the 3rd time you've done this , giving it the big earnings lecture on run up to results to then end up being spineless with no conviction, you were after all the devoted follower who worshipped at the Alter of Boo Hoo but turned to the Dark side in selling BH (fleagate , USAgate lol) then proceeded to **** BH off and buying Asos shares , a company you vilified for months. No cred Danman Sachs full of bullsh#te.
For the record i was happy to let bygones be bygones but u cant resist mentioning me so leave me no choice to keep telling u how vapid your are and you know thats me being kind. Now get to bed.