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closed* period

clsoed period

closed period bumb ass

Closed period - directors can’t buy

Valued on 2 to 2.5 months revenue. Insanity. Market is pricing this ASOS and THG to go to the brink.

Valued on 0.2 x annual revenue. Wow

Remains intact. I've made a speculative purchase at 8.6. Valued at 10% of 2023 revenue and just over 1 x ebitda (which has been reconfirmed). Issues appear to be historic and the share price is forward looking. Sure, a discount should be applied to the SP until this is cleared up but I can easily see a 100-200% gain here. Feel sorry for the LTHs who simply wont get back to b/e for at least a few years.

No chance this finishes the year sub £1. The valuation is ludicrous and should be £2 plus at least

Rejected multiple offers at almost 200% higher than current share price… and all with the support of key institutional shareholders. Either the board and shareholders have messed up, or some monster value is about to be unlocked. #depressed

So yesterday the market values THG at 75. Today a broker comes out and states the value should be 40% higher and the share price tanks. Sign of rock bottom sentiment towards the share that even the most pessimistic broker outlook values the company materially higher. Just have to let this be and the value will out in time.

Main share tip in the Sunday Times today. Turning bullish on value clothing retailers… tide turning IMO

Since BOO’s IPO, the share price has increased 10%. In that time it has increased revenue by over 20 times and generated hundreds of millions in profits. Take advantage of this market cycle and buy in. Fear is your friend here. Current valuation is laughable IMO.

Prices for the summer range are also higher than last year. Margins protected off the back off insane demand.

https://www.retailtimes.co.uk/boohoo-launches-destination-categories-as-demand-for-holiday-outfits-soars-by-825/

Boohoo bonanza - can see this year being record sales across all brands.

Is that online retailers are due a major bounce back in valuations.

If you look at Boohoo, ASOS, THG (my protein eg) web stats - they are all in boom mode - https://www.similarweb.com/website/boohoo.com/#traffic

Hybrid working has become the new norm, petrol prices are high (reducing the attractiveness of driving to a high street or shopping centre) and national strikes are surely tailwinds for online retailers.

Boo and Asos are valued on a couple of months revenue - If you can look through the supply chain issues and inflation fears, these companies are extraordinarily cheap.

Big picture, automated online retail is the future and Boo and ASOS have invested hundreds and hundreds of millions into technology to get to where they are. These are not easily copied businesses. With many retailers going under, competition weakens and companies investing in growth will prosper.

GLA - make your own decisions.

I'm afraid that this is a de-listing and orderly wind-up job. I hope not but that is my feeling.

Market cap now 4.6 months revenue…

Interesting to see that Inditex online sales were only down 6% versus the bumper covid year! Wonder if the market has seriously underestimated Boo… we’ll find out next week. Valued at less than 6 months revenue doesn’t feel right here

This is going to be a massive company. Valued at just over 1 year forward revenue and on a low p/e. Risk reward is very attractive at this price.

!