Member Info for southcoastbather

I might even top up this week to celebrate.

It looks as though the sector has taken 2 years to bottom out out with all the outside influenced problems...

I believe we will see a full recovery over the next 18 month's to 2 year's.

The recovery has clearly started.

I've said many time this is where boohoo will be with ebitda within the next 2 years.

The company is confident that they can return to sustainable growth in the second half of the year. They are also confident that they can achieve their long-term growth targets of 15-20% revenue growth and 20-25% EBITDA margin.

Are some of the questions that were asked at the ASOS analyst call yesterday:

How is the company's new commercial model performing?

What are the company's plans to improve its gross margin?

How is the company's inventory management strategy changing?

What are the company's plans for international expansion?

What are the company's plans to invest in its technology platform?

How is the company's customer experience evolving?

What are the company's long-term growth prospects?

The company's management team provided detailed answers to all of these questions. They highlighted the progress that the company has made in improving its profitability and operational efficiency. They also talked about the company's plans to invest in its technology platform and customer experience. Overall, the analyst call was positive and gave investors confidence in the company's future.

Here are some additional details from the call:

The company's new commercial model is focused on improving order economics and profitability. This includes measures such as reducing the number of markdowns, improving inventory management, and increasing the average order value.

The company's gross margin has been declining in recent quarters due to a number of factors, including rising freight costs, higher marketing expenses, and a shift to lower-margin categories. However, management is confident that they can improve the gross margin by implementing the new commercial model and taking other cost-saving measures.

The company is taking a more focused approach to inventory management. This includes reducing the number of SKUs and improving the accuracy of demand forecasting.

The company is expanding into new markets, including the US, Europe, and Asia. They are also investing in their marketing and sales teams to support this growth.

The company is investing in its technology platform to improve the customer experience. This includes measures such as improving the website, launching a new mobile app, and investing in artificial intelligence and machine learning.

The company is confident that they can return to sustainable growth in the second half of the year. They are also confident that they can achieve their long-term growth targets of 15-20% revenue growth and 20-25% EBITDA margin.

Online retail on path toward growth after two years of declines, IMRG reports

https://retailtimes.co.uk/online-retail-on-path-toward-growth-after-two-years-of-declines-imrg-reports/

Asos posts quarterly profit as turnaround strategy pays off

https://www.retail-week.com/fashion/asos-posts-quarterly-profit-as-turnaround-strategy-pays-off/7043956.article

T4g this is me and you in this video..... We smell money while everyone else doubts it....

https://youtu.be/Bhf87Kn0ytE

Parsnip that tickled me i must say lol.

Lse should be ashamed.

Unhooked, the way people post when a so falls cracks me up....

Either sit back and don't watch or buy more....

https://youtu.be/5LLS9ZwRo3k

Apparently boohoo paid a fair price for plt according to pp1.....

Peoplepower1

Posted in: PFD.L

Posts: 6,785

Price: 97.30

No Opinion

RE: Why? Premier Stuck14 Apr 2021 13:47

I invested £100,000 in Boohoo shares in 2015. I have held them through every up and down. They are now worth nearly £1.3m. I research Boohoo on a regular basis. I will be keeping my Boohoo shares for many years to come.

Mahmud Kamani has never owned 60% of shares in Boohoo. Mahmud Kamani has more money invested in Boohoo shares than he sold. Mahmud Kamani would never let Boohoo fail. It is his passion, hence why it will continue to grow and grow.

Premier Foods use their free cash flow to pay down debt.

Boohoo have no debt and use their free cash flow to grow the business.

Boohoo bought US business Nasty Gal for £20 million and have grown it into a £100m revenue in less than two years.

Boohoo bought two thirds of Prettylittlething for less than £3 million. Boohoo paid a fair price for the remaining one third of Prettylittlething. Prettylittlething had grown to £500m revenue when Boohoo bought the last third of it and so it paid a fair price for it.

Sorry lidl turned you down daytrade.

Cwwx you seem to have been drawn into believing that anyone here is "all in" and desperate. That couldn't be further from the truth.

Mahmuds current holding now worth under 50 million.... Or you could say worthless as even if he did try to sellout the full holding he wouldn't get nowhere near the current price...

His peak value was around 600 million...

Directors shouldn't buy to support the shareprice regardless, but you would think there would be a level they would buy at. They were happy to buy in the mid 200s in recent year's!

It would be impressive if people were to put the percentage of returns per year to actually gauage the average rate of returns.

Money can you remember when you said people were buying wbi at 1.2p because they knew something good was coming..... The next move was to 0.2p....

Can you remember you also said the nav was 7p per share lol.... Before you got cut out at 0.2p after stating your average was 1.2p.... Then you state your loss was small..... A 90 percent loss is a 90 percent loss regardless of how much you have in a share.... In fact your whole posting history a list of what not to do.

Going to add to my position's tomorrow....

Based on nothing more than the frequency of pp1's posting....

Last time he posted this much it was the beginning of the drop from 400p and he was telling everyone to buy buy buy buy!!!

Now he is telling everyone to sell at 35p I believe it's going to be the start af the recovery and the time to buy buy buy!!

Now the funny thing is vcb claims to have blocked t4g... And what a disgusting way to reply someone also.

VCB2

Posted in: BOO

Posts: 3,661

Price: 56.78

No Opinion

Tradingforgood28 Jun 2022 21:28

...are you a professional cu** or are you just working hard at being one?

I'm out you nut job.

What happens now has become an irrelevance to me.

As an older guy who has been trading since you were in short trousers I find your cynicism quite unnecessary and adding nothing. Seemed quite a friendly board so I posted about my disappointment. Not meant to wind anyone up or cause controversy.

Luckily I won't be seeing any more of your drivel

Ldld I'd suggest he is likely "on something" rather than on to something....

As I pointed out before - during covid the boohoo shareprice fell from well over 300 down to 130 based on absolutely nothing - there were loads of poster's suggesting something was wrong.... Then what happened? Boohoo released the mother of all final results and the sp went above 400p.... The company can't contually nurse a sp - we as investor's have a choice to buy, sell or hold based on what we know.... What we do know from the last update is things are improving.

My suggestion is you stop making unfounded post's claiming something is clearly going on - this is market abuse.

Dc I believe you previously stated you expected boohoo to have used half of the rcf cash - in fact you were banging on about it daily.

I can only assume that your silence on the matter speaks volumes.