Member Info for Spideystreet

Maybe it's a post via the Shorters Tradey

Some en mass cooked up conspiracy to bring the share price crashing down today

The damage already done kiddo

The comic is how he starts off polite "what dept"

Then you'd get "well, I used to work in blah blah blah"

If Boohoo’s transformation were going even moderately okay:

They’d be shouting about it.

They’d have dropped full-year results months ago.

Analysts like Deutsche wouldn’t be slashing targets to 15p.

Lol

What did the usual suspects keep flogging in here ?

"exposure to higher US tariffs following the removal of the de minimis threshold for small parcel imports"

UK

proactive logo

Boohoo shares slide 7% after leading bank cuts target and questions path to recovery

Last updated: 14:30 04 Aug 2025 BST First Published: 14:21 04 Aug 2025 BST

Written by: Ian Lyall

About this content

View

Boohoo Group PLC

AIM:BOO

Boohoo Group PLC - Boohoo shares slide 7% after leading bank cuts target and questions path to recovery

Boohoo Group PLC (AIM:BOO), now operating under the Debenhams brand (DEBS.L), saw its shares fall 7% to 16.68p after Deutsche Bank lowered its price target from 26p to 15p and maintained a 'sell' rating.

The downgrade reflects mounting concerns over the group’s lack of financial visibility and uncertain outlook.

The business announced a rebrand to Debenhams in March, but has yet to deliver full-year results for the period ending February or set out clear expectations for its new, platform-focused business model.

Investors are still waiting for detail on how a shift to a “capital-light” approach, prioritising third-party marketplace sales over holding stock, could shape future growth and margins.

Deutsche flags several additional risks: the absence of trading updates, media speculation around refinancing needs, and exposure to higher US tariffs following the removal of the de minimis threshold for small parcel imports.

With shares down roughly 50% since the start of the year, Deutsche says it remains cautious. Until management provides clearer guidance and results, the stock is likely to stay in the doldrums.

In afternoon trading, the shares were off 1.22p at 15.46p.

View Price & Profile

No Investment Advice

The above has been published by Proactive Investors Limited (the "Company") on its website and is made available subject to the terms and conditions of use...

TERMS & CONDITIONS

|

FULL DISCLAIMER

Lloyds, Barclays and rivals could collapse without bailout, says BoE

Discover

Nationwide Building Society customers to receive cash bonus after £2.9bn Virgin Money deal

Discover

smartlifetrendscircle

British Millionaire Reveals: If You Have £250, Do This

Read More

Skip

Cadbury owner disappointed after Charles dumps chocolate brand off royal list

Discover

Trump inflicts £14bn blow to the UK drug sector with tariff threat

Discover

British Millionaire Reveals: If You Have £250, Do This

smartlifetrendscircle

|

Sponsored

Brits un shock this morning: Banks want to keep this a secret!

Laxofooh

|

Sponsored

About

Meet the team

Contact

T&C

Work for us

Follow us on:

© Proactive Group Holdings Inc, 2025

Proactive Investors Limited, trading as “Proactiveinvestors United Kingdom” is registered in England with the Company Registration number 05639690. Group VAT registration number 872070825. You can contact us here.

Market Indices, Commodities and Regulatory News Headlines copyright © Morningstar. Data delayed 15 minutes unless otherwise indicated. Terms of use.

"But it was in the pennies so looks really cheap"

"Surely it can't go lower"

This is how dumb money follows and this board is littered with examples daily with those confirmation bias gamblers

From the acclaimed enlightened one blaming the market ,iffy mm's , lowered solely for Ashley, shorters in cahoots and the list goes on and on and on.

You've tried popping this up all the way down bfd and chickens home and roost kiddo as predicted by an en mass of posters you abused on here .....your looking thick I'm afraid (again)

"You must be either the thickest investor or the least convincing troll on LSE"

The acclaimed 15p monopoly top up likely next bon.

All fantasy nonsense of course as denial goes into overdrive as has done all the way done whilst trying to fool folk a plenty on here.

"Do you realise the amount of shareholder fury you are creating by your pointless silence"

Oh come for gods sake !!!

I can only imagine the posturing nonsense that would occur as Tradey tries to play the big shot.

"Look out BFD's going to make a phone call to sort this mess out... he cant get anymore ridiculous"

After the usual suspects acclaimed monopoly top up.

Expert lol

Deutsche Bank Research cuts boohoo price target to 15 (26) pence - 'sell'

"Garbage"

Jesus what a stretch of Bfd trying to re write history

They literally flagged that Boohoo were booking 100% of PLT cashflow while owning 66% and warned that buying the rest could be expensive.

Boohoo swore blind there was “no merit”… then changed the accounting policy the very next day.

The only reason it wasn’t £1bn is because scandals and Covid tanked the valuation and lucked out and got it cheap.

But sure, keep pretending Shadowfall were wrong

Next will cite it was those pesky shorters

Fair analysis vs the usual under the carpet on here :

The Telegraph article is based on the same two supplier cases first reported by Drapers, but it is not the same impact.

Key differences:

1. Amplification:

Drapers = niche trade press.

Telegraph = national business paper with a much larger audience (investors, lenders, analysts).

2. Framing:

Drapers: Two suppliers complaining about late payments.

Telegraph: “suppliers accused Boohoo of owing hundreds of thousands” and links it to refund delays + £175m refinancing.

It frames it as a cashflow concern, not just an isolated grievance.

3. Timing:

Telegraph printed this right before refinancing and overdue results, so it carries weight in the City.

So, same examples – but the Telegraph made it a much bigger deal by connecting the dots

Lower lows .

15p

Faced with multiple red flags, tradey picks the narrowest possible interpretation (“just two suppliers”) so he doesn’t have to face the bigger picture.

Same old denial

“Just two suppliers”, you said bfd

Ridiculous as ever

Telegraph now calls it hundreds of thousands owed, links it to refund delays and a £175m emergency refinance.

Not as shocking as your acclaimed 2% weighted portfolio I'm afraid

Peas in a pod with misleading

Back on earth away from fairy "bfd" land

Debenhams Group / Boohoo (July 2025)

Trustpilot Ratings:

Boohoo: ~3.5★ (mixed – 1 in 8 reviews is 1★)

Debenhams: ~2.3★ (dominated by 1★ reviews)

Key Complaints:

Late / missing deliveries

Refund delays (weeks or never)

Impossible to reach human customer service

Poor quality / missing items

Supplier Issues (Drapers 29 July):

Suppliers owed hundreds of thousands

3+ month overdue payments, ignored emails

Business with the group has “dropped off a cliff”

Still placing orders despite unpaid invoices

Financial Backdrop:

Revenue down 17% (to Feb 2024)

£147m pre-tax loss (to Aug 2024)

Relies on £125m revolving credit facility (expires 2026)

2025 results delayed until end of August

Market Mood:

Share price ~19p (52‑week low ~16.8p)

Analysts nervous, visibility low

Frasers (Mike Ashley) holds 29% stake and is circling

To: The Boohoo Board

From: Mike Ashley (Frasers Group)

Subject: A Generous Proposal

Dear All,

I’ve been watching your share price sink faster than a pint at St James’ Park,

and I can’t help but feel you need a helping hand.

Here’s my offer:

10p a share.

Why 10p?

Because, frankly, that’s about all anyone thinks this silence and chaos is worth right now.

I’ll even throw in a complimentary Sports Direct mug for every director who votes “yes”.

Think about it:

No more worrying about refinancing.

No more “quiet period” anxiety.

And you can let me do what I do best – plaster “90% OFF – EVERYTHING MUST GO!” banners everywhere and call it a turnaround.

You’ve got until tea time. After that, I’m off to watch Newcastle and the offer drops to 9p.

Yours (generously),

Mike

Professional Bargain Hunter