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One area that is quite interesting is valuing shares and when you hear media etc saying things like "sky high valuation" "Eye Watering valuation" "over priced" etc I never hear them say what price they think is fair value for the company?

You can look at P/E ratios and if the price is £168.40 today, at what point would people say yes this is now a fair or good price to buy the stock given future earnings predictions. Do they think £1.40 is fair or £1,20 or 50p? There is not much assessment based on logic, but then perhaps it is more difficult to value companies at this stage of growth and investors are gauging the level and consistency of earnings within the wider economic back drop. What do people think of Broker forecasts? Realistic targets or is there some other motive if they are also brokers for the shares?

I always think it strange when people are negative about the share and then claim they are either invested or don't have a short.

This week I have been accused of being a completely different person. V strange. Anyway.... on to the share.

Its a shame yesterdays gains were lost at the nth hour. Its really looking to push through £1.78 / £1.80, but is stuck in a range. It makes sense that Market Makers will be moving it around to where the majority of business is and they really won't care where the price is, just as long as they can make commission on the volume of trades they will be happy. Be nice to finish late £1.78 + tomorrow to set us up nicely for next week, but difficult to say at present.

Try not to let peoples negativity on here get to you. Old Mutual have it right. It really would make no sense for them to top up the other day if they were convinced this still wasn't a solid investment. People talk about this being a horse race and pie in the sky, but the facts speak for themselves - The company isn't loaded with debt, revenue keeps growing, their markets keep growing, the brand is more and more well recognised, online continues to grow. Its not immune to brexit, but certainly better positioned to weather the initial storm, should it happen.

Looking at the yearly chart, we are forming higher bases to give us higher highs and a good peak period will see this topping £2.50 again. I know it seems hard to believe when you look at it day to day and you see more red than you would like, but the time where sentiment is changing will come soon.

"Prey?" Jokers, couldn't be more wrong. Just an optimistic Boohoo investor. <br /><br />Do you actually have a view on the share price? prob better to talk about the company.

Having another crack at £1.80. If we breach it, things will move quick. Sentiment on the turn. Wrong View have made their profit. With the state of the markets, they will be more cautious about banking profit. Expect them to close pre - 26th. In fact this little boost today could be a small reduction. it goes without saying that they have no view point on the fundamentals of the company, but saw an opportunity between updates to strike. Fair play, but the Canadians failed and so will they. People will flock to this share Brexit deal or no deal. Wage growth improving, more money to spend. People need clothes in good times and bad. Warehouses will be up to scale next year setting Boohoo up for a bright future. Saw Taxi in London this morning plastered in Boohoo advertising and a PLT poster on the underground. Man, these guys know how to market to their markets. So excited for peak. Look at the yearly chart. This month is the last time you will see the share under £2.00. Good luck all. Ps - Why are people saying i'm Bon Bon or Jambo or whatever his name is.

It is a good article, but from the research notes this is a very conservative estimate of what is to come on the 26th. The positive outlook after some operational adjustments is correct though and this is why the market will react very positively in a couple of weeks time. They will all be positioning themselves for a great 2019. Old Mutual are getting in early as per usual. Very wise.

lol I did hint at it below. You will see a few little tricks before the 26th, but I may as well say I have read a research note from Old Mutual as I have a couple of uni mates there now frorm back in the day and I can say things are looking exceptional. MM's are dropping the price every so often for some big orders, but am expecting a huge gap up on the day and we will be late £1.80s before hand. Expect a little surprise on the day as well regrading PLT ;)

Ooohhhh Capeview didn't like that. Starting to break resistance at £1.78, so they unloaded some Ammo. Think they are worried we will hit momentum getting into the £1.80s. Don't let it spook you.

Capeview - You saw what happened to the Canadians. Be Warned SS and MS.

They will run out. Why would they risk a huge Gap up on the 26th. Summer has been great for BOO and the peak trading season is going to be exceptional. The High Street will suffer, Online will break more records. Expect to see some large funds topping up on the results. This is one of the most secure investments out there. So much cash on the balance sheet. No risk here. Anything in the £1.70s is a bargain. £3.00 this time next year.

1) Fiercely competitive market - There are lots of competitive markets. Boo is a top performer and has quite a specific target market globally.

2) No USP - they sell cheap clothes. They do it well, but so do others - Their USP is their speed to market, own brands, ability to deliver fast, value for money products. They have a very secure balance sheet and years experience in the industry with exclusive supply chains. They also understand their customer and use of Social Media better than anyone else.

3) Suspect sales tactics - there is always a clock timer sale on. Service isn't great. A limited time promotion?? Why is that suspect? If you are delivering such huge volumes, there is always going to be some scope for a customer to not be 100% happy. Nature of the beast for all retailers.

4) They clothes are utter tat. About as downmarket as you can possibly get. There is surely a limit to the absolute ****e that people will buy. - Its fast fashion. Customer numbers are growing exponentially. Wear once, through away. Boohoo are just meeting what the customer wants. They know there market.

5) The family owners will always look after themselves first. Always. They don't run a business out of the goodness of their hearts. We share in their success.

6) While online will continue to grow - its past its peak growth rate. hahaha - Amazon just hitting 1 trillion. There is huge scope for growth in the global market for online spend at a faster rate.

7) Margins look suspiciously high. Unsustainable. Its clothing? The structure of the industry is high margins.

8) A good run for the shares seems always to end with director sales.They wont sell on every update. Just won;t happen.

Either you are short or you have pointlessly decided to air a weak view on the share price direction. Neither is going to help you in anyway.

Wow, what a lot of negativity. The share price went from £1.40 to £2.00 in little over a month. What's to say it can't do the same % move from £1.70 past £2.00. Every time there is a period in between updates there is always going to be a few doubts and Hedge Funds use the low volume as the perfect opportunity to short and put downward pressure on the price. Sentiment will change soon. After such a hot summer, there is no way there won't be a positive update. A few funds will top up and a Director buy. A couple of reasons why it can be frustrating is because either you have put in too much for your tolerance level or you time horizon is too short. Stay positive, good things will come in my opinion.

This is the problem:

CapeView Capital LLP 0.50% 0.03% 23 Aug 2018

You can always spot them unloading shares as you see the sharp drops like on the 23rd. I have watched the same patterns with all of the large shorters on Boo over the last few years. At the moment there just isn't enough buying power to counteract it. the price really struggled to get past £1.80. However as we have seen with The Canadians Pension Plan Investment Board they can get very badly burnt when they don't close quick enough. Its funny how the shorts always open right around when negative broker and news come out. The company is growing in all its markets and with increased revenue and earnings all the time this WILL be reflected in the price. Not too long to go. I place bets on no Director sells this time round and an upgrade. That articles in the Mail and from Peel Hunt looks like a fair assessment for the near to middle term on Boo.

Just a matter of waiting for the trend to turn and it will.

If you look how it went from £1.40's to £2.18 in just over a month the same % movement can happen again and that was previously with a lot of pressure from Short Sellers. Every year that passes the company gets bigger and will hopefully pay a dividend at some point or buy back shares or take the rest of PLT or Amazon buy them out ;) It will get knocked about by Brexit fears and general market uncertainty, but the share price will reflect the growth / forcasted growth in earnings in the future. So as long as you can hold for a while you'll be okay imo. Biggest threats for September update as we know are director sells, margin drops or earnings downgrades, all of which I have a hunch won't happen. Sales will have been stellar this quarter and with the hot weather I don't think they will have needed to sacrifice margin in over marketing as the brand is more well known now and the youngsters will naturally gravitate towards Online Clothing retail to buy their summer gear.
The Love Island effect lol

I think Boo has been a bit unlucky lately. As soon as it makes progress something crops up to take the shine off with Broker Downgrades and this Amazon Tax announcement, which has by no means been confirmed. <br /><br />With the hot weather I would imagine they will be well ahead of sales targets and I would love to see a Revenue / Earnings upgrade RNS like they used to do. I'm in at £2.03 and now down, but honestly not in the slightest bit worried. I have been through this scenario so many times with Boo and it always turns good. You just have to stomach seeing a bit of red for a bit. Nice to see no major short sellers about. Good sign.