Member Info for southcoastbather

Shameless ramper lol!?

All of my posts are backed up with company data and industry information - if that looks like ramping then guess what?! It's obviously a good company!!

Me posting the same drivel as pedro would be like this -
Its good, very good, its up to date and its good, i have no facts but its good, t rowe have increased its good, trust me its good.....

On the other hand..... I could do this....

THE TRUTH ..... JUST IN CASE PEOPLE HAVE FORGOTTEN THE GROWTH....

Dont forget boys and girls...

All air travel getting back to normal levels in the coming weeks.... Headwinds are soon to become tail winds....

Just for reference in case anyone is interested....

Boo are smashing the market up and beating the competition....

Take a look below

Just taking a look at BOO vs ASOS.... the rate at which BOO is taking market share is phenomenal....

Take a look at the revenue growth for BOO...

2012 - 67 million
2013 - 109 million
2014 - 139 million
2015 - 195 million
2016 - 294 million
2017 - 579 million
2018 - 856 million
2019 - 1.2 billion
2020 - 1.75 billion
2021 - 1st half revenue 975 million ( I can see full year being 30 percent more than 2020 so 2.275 billion)

The only short term issue is the shipping costs which is world wide in every industry BUT with air travel returning to normal this cost will also normalise.

If you look at the revenue growth of BOO in the most simple way possible from 2012 to today it has 30 x its revenue!! YES 30 x !!

Lets not forget BOO carries a margin of over 9.5 percent. (ASOS under 5 percent)

Anyone that thinks growth is about to stunt is completely out of touch with reality or they just cant read - Just wait until the acquisitions really start to kick in now we are in the post Covid era!!

The current warehousing and logistics are good for 4 billion of revenue as well so capex will drop back nicely for a few years.

Just take a look at this chart for revenue growth !! - https://www.statista.com/statistics/794862/boohoo-plc-group-revenue-worldwide/

Now compare the above with ASOS - from 2012 to today its revenue has gone from 570 million to 3.2 billion which means ASOS has increased its revenue x 5.7

https://www.statista.com/statistics/485103/asos-revenue-worldwide/

Boohoo and plt are solid brands that people aspire to wear....

Just looks what's in the boo stable -

Boohoo
Boohoo man
Karen millen
Nasty gal
Pretty little thing
Oasis
Coast
Miss pap
Warehouse
Burton
Wallis
Dorothy perkins
Debenhams

That's some serious brands right there.

Boohoo current trading.....

The company is currently ahead of the 20 percent growth achieved in q2....

Consumer demand has been improving through August, principally in the UK but also in key overseas markets such as Ireland and France, where there has been a re-acceleration in the rate of growth. This has again improved in September, where the rate of gross sales growth has increased compared to that achieved in the second quarter of the financial year.

Our expectation is for full year sales growth of 20%

Shorters who have no contact with the bod have increased their shorted 0.1 percent.

T rowe who own owned 10 percent of the available shares have increased by 1.1 percent to a total of over 11 percent (being such a large holder they will be in active dialogue with the board of directors as well)

So the position that T rowe have opened is 10 times that of Marshall wace.

Why did marshall Wace increase by such a tiny amount?? They could have opened a position 50 times bigger.....

Facts people facts.........

People get so fixated on shorts for some reason - i cannot fathom why.

2 percent of people are betting on thenshare price falling whilst 98 percent are betting on it rising.

I have been in boohoo on and off over the years and rode the waves... Its the one share I have always profited from.

It is a share that gets played with big time but that in itself creates opportunity.

The company itself is now so well positioned but private holders just don't have patience - this company has everything in place to tske the revenues from 2 billion to over 4 billion.... With underlying costs already returning to normalised levels there is going to be some big profits reported

The funny thing is people think that I am people power which is hilarious - I only bought back in since results so am very newly back in.

The streets - when this gets back to sensible levels I'll tell you who i am and you will laugh to yourself as you know me.

Shorters who have no contact with the bod have increased their shorted 0.1 percent.

T rowe who own owned 10 percent of the available shares have increased by 1.1 percent to a total of over 11 percent (being such a large holder they will be in active dialogue with the board of directors as well)

So the position that T rowe have opened is 10 times that of Marshall wace.

Why did marshall Wace increase by such a tiny amount?? They could have opened a position 50 times bigger.....

Facts people facts.........

As i said last night....

anyone shorting boo at 200 is pretty much gambling the same as the people that were buying at over 400p....

However people buying at 400 betting on this company growing like it has done for the past 8 years - its a pretty good bet....

People shorting boo at this level are gambling on one thing and one thing only - excess shipping costs.... We already know these costs are dropping and dropping dramatically!

https://amp.scmp.com/economy/china-economy/article/3153036/shipping-container-prices-tumble-first-time-year-chinas

Shorters who have no contact with the bod have increased their shorted 0.1 percent.

T rowe who own owned 10 percent of the available shares have increased by 1.1 percent to a total of over 11 percent (being such a large holdsr they will be in active dialogue with thw board of directors as well)

So the position that T rowe have opened is 10 times that of Marshall wace.

Why did marshall Wace increase my a tint amount?? They could have opened a position 50 times bigger.....

Facts people facts.........

As i said last night....

anyone shorting boo at 200 is pretty much gambling the same as the people that were buying at over 400p....

However people buying at 400 betting on this company growing like it has done for the past 8 years - its a pretty good bet....

People shorting boo at this level are gambling on one thing and one thing only - excess shipping costs.... We already know these costs are dropping and dropping dramatically!

More the merrier as far as im concerned with shorts - I hope they keep opening as they will sure as hell need to close and they make the rise oh so sweet..... Ocado style!

Voltaire think of it like this - anyone shorting boo at 200 is pretty much gambling the same as the people that were buying at over 400p....

However people buying at 400 betting on this company growing like it has done for the past 8 years - its a pretty good bet....

People shorting boo at this level are gambling on one thing and one thing only - excess shipping costs.... We already know these costs are dropping and dropping dramatically!

ONLINE IS BOOMING....

"UPS have released latest earnings today beating market expectations, citing stronger than expected e-commerce demand."

And online is 9 percent up "Despite relaxation of COVID-19 restrictions in summer 2021, in-store retail sales remain subdued; the proportion of retail sales online rose to 28.1% in September 2021 from 27.9% in August, substantially higher than the 19.7% in February 2020 before the pandemic.’"

THE HIGHSTREET IS DECLING EVEN WITH THE "POST PANDEMIC RUSH TO THE HIGH STREET"THT WAS FORECAST

"Footfall across UK retail spots is 27.9 per cent higher than last year, when lockdowns forced the closure of most high street shops, but it is 14 per cent below pre-pandemic levels in 2019."

BIGGGGG NEWWWWSSSSSSS

gggg21

Price: 189.40

No Opinion

RE: Boo timesToday 13:36

Online sales tax not expected in the budget tomorrow this was just on the news.

So footfall is 14 percent lower than pre pandemic. "Footfall across UK retail spots is 27.9 per cent higher than last year, when lockdowns forced the closure of most high street shops, but it is 14 per cent below pre-pandemic levels in 2019."

And online is 9 percent up "Despite relaxation of COVID-19 restrictions in summer 2021, in-store retail sales remain subdued; the proportion of retail sales online rose to 28.1% in September 2021 from 27.9% in August, substantially higher than the 19.7% in February 2020 before the pandemic.’"

So they say online being up 9 percent is substantial..... footfall down 14 percent is absolutely horrific.

RE: Leicester Garment and Textile Workers Trust launches with a £1m donation from Boohoo Group23 Oct 2021 18:10
Boohoo aren't just building an amazing company story..... they're also helping to build a better industry....

Morgan Stanley said Shein's current price advantage 'might not be sustainable should tax policies change' in China, Europe or the US.

French bank Credit Suisse said in a recent report that a reaction by Western governments 'to level up the playing field' with restrictions on direct imports of cheap Chinese goods could impede the company's progress.

"Shipping container prices tumble for first time this year as China’s Christmas exporting season slows

Average sale price of a 40-foot container in China has plunged by 22.5 per cent since the end of SeptemberThe price correction in container markets coincided with a fall in the shipping freight costs between China and the US"

That bit of information above is a hint to what is happening to the short term headwinds that boohoo outlined in the recent trading update.... The short term is going to be a lot shorter.... Roll on January....

Whats really happening in the uk.... ......

https://www.google.com/amp/s/www.business-live.co.uk/retail-consumer/list-shops-fallen-administration-2020-18177619.amp

https://www.google.com/amp/s/amp.theguardian.com/business/2021/mar/14/great-britain-high-streets-lost-more-than-17500-chain-stores-in-2020-covid

"Great Britain’s high streets lost more than 17,500 chain store outlets in 2020"

https://www.retailgazette.co.uk/blog/2021/03/another-18000-shops-may-close-their-stores-this-year/

"Another 18,000 shops may permanently close their doors this year"

DON'T LET A GOOD LIE GET IN THE THE WAY OF THE TRUTH HUH?!?!

ALL THERE..... THE TRUTH ..... JUST IN CASE PEOPLE HAVE FORGOTTEN THE GROWTH....

Dont forget boys and girls...

All air travel getting back to normal levels in the coming weeks.... Headwinds are soon to become tail winds....

Just for reference in case anyone is interested....

Boo are smashing the market up and beating the competition....

Take a look below

Just taking a look at BOO vs ASOS.... the rate at which BOO is taking market share is phenomenal....

Take a look at the revenue growth for BOO...

2012 - 67 million
2013 - 109 million
2014 - 139 million
2015 - 195 million
2016 - 294 million
2017 - 579 million
2018 - 856 million
2019 - 1.2 billion
2020 - 1.75 billion
2021 - 1st half revenue 975 million ( I can see full year being 30 percent more than 2020 so 2.275 billion)

The only short term issue is the shipping costs which is world wide in every industry BUT with air travel returning to normal this cost will also normalise.

If you look at the revenue growth of BOO in the most simple way possible from 2012 to today it has 30 x its revenue!! YES 30 x !!

Lets not forget BOO carries a margin of over 9.5 percent. (ASOS under 5 percent)

Anyone that thinks growth is about to stunt is completely out of touch with reality or they just cant read - Just wait until the acquisitions really start to kick in now we are in the post Covid era!!

The current warehousing and logistics are good for 4 billion of revenue as well so capex will drop back nicely for a few years.

Just take a look at this chart for revenue growth !! - https://www.statista.com/statistics/794862/boohoo-plc-group-revenue-worldwide/

Now compare the above with ASOS - from 2012 to today its revenue has gone from 570 million to 3.2 billion which means ASOS has increased its revenue x 5.7

https://www.statista.com/statistics/485103/asos-revenue-worldwide/

Boohoo and plt are solid brands that people aspire to wear....

Just looks what's in the boo stable -

Boohoo
Boohoo man
Karen millen
Nasty gal
Pretty little thing
Oasis
Coast
Miss pap
Warehouse
Burton
Wallis
Dorothy perkins
Debenhams

That's some serious brands right there.

Boohoo current trading.....

The company is currently ahead of the 20 percent growth achieved in q2....

Consumer demand has been improving through August, principally in the UK but also in key overseas markets such as Ireland and France, where there has been a re-acceleration in the rate of growth. This has again improved in September, where the rate of gross sales growth has increased compared to that achieved in the second quarter of the financial year.

Our expectation is for full year sales growth of 20%

ONLINE IS BOOMING....

"UPS have released latest earnings today beating market expectations, citing stronger than expected e-commerce demand."

And online is 9 percent up "Despite relaxation of COVID-19 restrictions in summer 2021, in-store retail sales remain subdued; the proportion of retail sales online rose to 28.1% in September 2021 from 27.9% in August, substantially higher than the 19.7% in February 2020 before the pandemic.’"

THE HIGHSTREET IS DECLING EVEN WITH THE "POST PANDEMIC RUSH TO THE HIGH STREET"THT WAS FORECAST

"Footfall across UK retail spots is 27.9 per cent higher than last year, when lockdowns forced the closure of most high street shops, but it is 14 per cent below pre-pandemic levels in 2019."

"UPS have released latest earnings today beating market expectations, citing stronger than expected e-commerce demand."

Ups release above statement.....

Kallumama says...."There is consumer boom going on at the moment so you cannot seperate the chaff from the wheat yet.".....

Ummm it looks like they did seperate the chaff from the wheat..... Online online online..... Boom boom boom!!

RE: Leicester Garment and Textile Workers Trust launches with a £1m donation from Boohoo Group23 Oct 2021 18:10
Boohoo aren't just building an amazing company story..... they're also helping to build a better industry....