Member Info for triumph1

what a ridiculous point number 7 is. Remember back in 2000s when some nutter was posting bombs to tesco customers, attempting to extort money from tesco? Its like me saying primark has risks from this sort of terrorism or terrorists planting bombs in busy retail stores whereas boohoo don't. ridiculous point!

point 6 is of far greater concern to primark than boohoo. Primark employ nearly 180,000 staff whereas boohoo....just under 4000 lol.

point 5 makes no sense so don't even know what you are saying there. I think it is about the 2% short position...not exactly the big short is it, not even in the top 20 and not really a higher short position than it has been on average over the past 5 years.

point 3-4 god help brick and mortar stores come next rent review/business rates hike! it will make the proposed online tax look like chump change.

point 2 is equally as laughable and wishful thinking at best. Cases and deaths are doing nothing but rising, but there you are basing your point on a dodgy model that cases will drop whereas the vast majority of professionals in the NHS and other experts are seriously concerned with the current trajectory of covid cases.

point 1 is as dumb as comparing official CPI figures to a price of a loaf of bread. how can you use a metric as vague as "online sales increased by x%" and try to extrapolate this into boohoo not meeting growth targets without a scrap of context re business model historical success. Hilarious.

Must try harder.

Take what you can from the rise of she in. it goes to show in particular that the market she in/boohoo and ASOS but somewhat less are fighting for really don't give two turds about ESG. Boohoo was virtually unaffected in revenue terms from the ESG scandal last year and the rise in she in reinforces this fact that the 16-25 demographic who use these sites simply don't care. Those that do care spend their money on guardian subscriptions and molton brown bath foam as opposed to she in or boohoo. Seems like she in are not having too much of an impact in boohoos conquest for market share thus far, but certainly one to watch.

More concerning however is the rise in she in seriously undermining the efforts Boohoo and others have made in "cleaning up" the industry. Now if a company like she in are allowed to run riot whilst UK companies are scrutinised, hounded and made to pay millions in ESG related expenses like boohoo was last year putting them at a natural cost disadvantage, this doesn't sit well with me at all. Surely governments will take action to level the playing field not only to make tax regimes fair, but to prevent undermining the work put in by UK firms regarding ESG.

After all, why on earth should boohoo , ASOS or any other UK retail investor pay for ESG related expenses whilst companies like she in are allowed to exist in their current form completely unchecked.

Looking good here. This will bag in the coming months as asia begins to open its borders and domestic flight restrictions lifted. Should see £2 next year as asset writedowns begin to reverse and NAV begins to climb again.

Great to see back above 1p finally. Haven't got that much, but enough to keep me interested and been holding for quite a while now in the hope this can do a ggp or eua. This is the most likely company on aim to 10 or 20 bag with the right flow of news in the coming year.

GLA

No sign of oil slowing down, no sign of gas squeeze easing, therefore no sign of shell SP hitting a ceiling yet. £20 before the year is out seems more and more likely with each passing day the way things are going. If shell can show us a blowout Q3 with a fat divi increase coupled with oil hitting 90s, £20 will happen. Only 11% away from current SP.

The poster is on day release I think. Posts are filled with utter garbage that a 10 year old can rip to pieces, then finds more nonsense to post the next day lol. Boo and asos have now consumed this posters life... Director buys have already started in the sector; 100k director buy over at asos....surely will follow here soon.

This has to be the most tarded dribble to come from kallus keyboard yet. Nice to see some new material though. Every single company uses 3rd party software. Heck the entire fintech industry is built on whitewashing 3rd party software. Its what you do with the software and how you integrate it that counts. There are too many tiny software nuances that have drastic effects on viability to list! If you think it's so easy, go build yourself a company that competes with boohoo that flogs 2bn of gear in a year. Just whitewash a few bits of 3rd party software, smash together with a proverbial sledgehammer, and bobs your aunt....a 2bn rev company.

It's like saying everyone is born human, so therefore everyone can be like Einstein easily as they are made from the same stuff. You don't need to be Einstein to work out how ridiculous this argument is. And you have the audacity to say others don't understand technology lol

You really need to find a new hobby...you are terrible at your current one.

Best strategy is to buy in tranches, with buy points being a function of volatility. Buying on the up makes no sense....too many false dawns, and once the picture becomes clearer you will be buying way up on the rebound. You are not better off. Of course the buy on the down only works for fundamentally sound companies....which ASOS is.

Reminds me of the oilers when oil went negative...same flavour of muppets like kallumama spouting nonsense about oil doomed, never go back above $30 ect ect.....got a bit of egg on their face now is a light way to put it regarding how wrong they were, and bagged since the 850 lows at rdsb despite similar muppetry on these boards. Same will happen here for those who hold. A bag to be had from here once macro woes normalise. This is bread and butter stuff of bottom feeders.

Haha are you now telling us kallumama that boohoo didn't grow 20% in H1? A remarkable achievement considering the huge growth in 2020, and to continuing to compound 2020 growth where others have fallen right back or shrunk is impressive.

One unsavoury quarter given the macro climate does not make a trend kallumama, and most of the issues are not even boohoo specific. Boohoo continue to expand market share hand over fist. So much more space to grow and opportunity to be had.

Of course you will now have a response considering you spend on your life on this board, rambling some convoluted lies in a desperate attempt to forward some odd agenda considering the only people you probably scare away are newbies with a couple hundred quid to invest in.

Make sure your life spent on here is worth it and grab some boohoo shares before it bounces. You know as well as all of us that sentiment will flip suddenly and violently.

Porsche what a laughable thing to say "told you muppets I was bang on". Let's run through a thought experiment....so imagine this; you just woke up randomly in a bright room with no idea how you got there or how long for. There is a clock in the room that says 12pm with no battery. Would you believe the time on that clock? Can you see where I am going with this???

You are the muppet if you actually believe anyone would have ever listened to you. Everyone knows the current situation with asos/boohoo and the panic going on at the moment. People are on edge, look at the fuel situation. Sentiment turns on a dime. Times like this is when normal investors with cool heads become kings. Big money to be made from these levels if you expand your horizon beyond the tip of your nose and filter our noise such as yours. It's all a big game of psychology really.

Ftse is dog doodle because the companies that make up the index are 19th/20th century industry, with very few tech stocks as they just get trashed by UK investors and the UK market doesn't attract them. Ftse is stuck in the 19th century.

Anyway...how about this for a crazy idea. Asos and boohoo merger to combat shein. Makes an awful lot of sense in my mind, and we have seen it a lot in other sectors such as national express&stagecoach. Obviously a different industry, but there are comparisons. Both would complement each other fantastically.

Here we come. Choo choo

No need to sell whilst the storm putting gust in the oilers sails intensify.

Enjoy the ride and don't sell yourselves out short like many already have done. We deserve this

I wouldn't engage with this troll kitty. Mabye this poster can't see the irony in telling someone else who is invested to get a life, when this poster literally spends his life taking a dump on boohoo and asos boards. A troll of the highest order!

No one spends this much time writing excrement on these boards without an agenda

I remember last year in a press conference saudi arabia warning shorters in the oil market not to bet against OPEC or else....

Boy they should have heeded that warning.

Agreed pmoran. 1 bad quarter and they think it is all over. Growth slowdown in USA has been taken completely out of context, as if this is a problem unique with boohoo and completely forgetting the covid and macro backdrop apparel companies have to work against.

I remain convinced that these are one offs that should sort themselves out by next year. When these reduced growth rate levels become a trend and in more normal conditions, then there is cause for concern.

The founders of this company built boohoo from a market stall and have brought it to where it is today. I think I will put my faith in those guys as opposed to a few traders on a BB who are at best illiterate and think they have the right and acumen to tell these guys that they are running their business wrong and that they know what's best for boohoo. Unless of course any of you have managed to build a company from nothing and now have sales of 2bn yearly. Somehow I doubt that.

Fcuk the shareholders I would be saying if I was him. Imagine if amazon were listed on the UK markets. They would never be the company they are today if they were!

Let's just stop growing and focus on cost cutting and making as much profit as possible to keep the UK SH happy. Lol I don't think so. No one should be investing in growth companies if they don't understand the costs involved to keep them growing.

Keep revenue growth at 25%, and I'll remain a believer

Low expectations for tomorrow.....good! It will probably rocket in that case.

Forward looking statements re supply bottlenecks, shipping costs ect will probably take centre stage. Obviously this headwind is somewhat priced in, but seeing it in black and white could rustle some feathers.

Other than that, any pleasant surprises should send this up. I am more confident now than I have been going into previous earnings

Companies have spells where they are not shone in the greatest light which could present buying opportunities. After all, they are run by humans that make mistakes. Companies can recover from most things fairly fast and the market is relatively tolerant with most things.

However messing with the numbers; that one is unforgivable and quite rightly too. Do anything, but dont mess with the accounting. They pretty much broke the only unbreakable rule, and now they will be punished. Wouldn't touch anything like this with a barge pole as if history is anything to go by, years of pain follows.

Ohh err. That's one way to lose 10k.