Member Info for Webba1

shocking reporting. as if you can do this on Zoom.........

possibly is a bargain. Price is so far off as risk of limited additional business in MEast after the revelations. also the danger of more skeletons in the closet. if you're happy with the risks, as always the rewards could be huge. its not for me!

same here, i really considered selling and banking profit but my plan here and target is £4.20
time is not important but i'd expected it by full year results. the reduction in short helped my view also as at lowest level for an age alongside some positive broker views.

can we break the 500 mark for the day?

@london

not sure what your point is, the results are against comparable period. Dont try and measure consecutive qtrs as thats just going to give you so many other considerations.

To the muppets gloating, trying to call any share for close and open 30 mins is a 50/50 gamble.

just dont sell at the bell..... if you believe a) fundamentals are strong b) there are no underlying issues in the business.

i simply dont see an issue - performance upgrade for full year ahead of expectations, the only down side is the 50 bps margin drop that the board sees being recovered in EBITDA performance coming in at the 10% target. i'd expect them to beat that easily.
if you want evidence of madness on results day- look at Tesco- amazing numbers and a 51p divi confirmed and the share dropped. ABF - awful numbers and the shares rising..... stick till end of day. Big buys hoovering up the panic selling this morning

So lots of late sells, however the UT price at 372.4 should be tomorrows open price from what i've gleaned from the stars on this board.

Results will hopefully push the price up, we do know there will be intra day dips so good luck, don't panic and remember the results and business will be great so selling and taking profit if thats what you want to do is good.
just dont try and guess the top and bottom and have a strategy.

Mine is to wait till £4.20 or a range of £4-4.30 depending on timing and what else is interesting out there!

at that point i will be selling off and reinvesting in a share that starts to give me a Divi as well as SP growth!
GLA

so difficult to call, all down to your risk profile, need for cash and timing.

up 25% over last month vs Asos +18% same period so you could argue this is also priced in - however as we all know, Boo fell harder and further based on its "issues" that are addressed.

my gut says to take profit but every time i have done that and not been patient i miss out. i'm holding as my other two target shares are bumbling about. Think Tesco will jump tomorrow on good results

never sell on open and beware the 8.30- 9.30 witching hour which always sees a pull back.

i have no idea why the price is different but the difference in the quality of websites / pictography and look and feel of the dresses is material.

i'm just intrigued as to why your research into the share fundamentals takes you onto dresses.......

as if posting here makes a blind bit of difference. its cathartic at best. sp moving, unlikely.
I think you're right though, the drop is people managing risk and selling pre the results. each to their own. If you dont like risk, put your money in a cash isa.

yip, even then!

With a fair wind, the share should rise this week with stellar results. Good rise on the day and then grow to the SD but will drop off the morning after it goes Ex Div ( 11th Feb? DYOR) the question is will it then recover so you end up with a 51p dividend in cash per share and hopefully a share that will recover as its low and the balance sheet and share consolidation will make the SP look cheap in comparison! im tempted to pile in here but dont have huge amounts of spare cash as another share im in will have a similar Trading update on the 14.1 and when ever i pick sides i lose....

Boo is the closest i could find as a growth "tech" style share in the UK market.

I thought the US Tech bubble was vastly inflated, although i would have made a shed load more than i have so far if i'd pitched into the usual suspects. Still think the tech bubble will pop as we come out of covid and from a cyclical perspective money moves into the depressed sectors such as retail.

There was very little like boo when i looked around the UK. AO world ok, but having spent a few years in that industry, the margins are paper thin and struggle when there are recession as big ticket items drive growth - Euro 2021, lots of new 75" OLED tvs pls.....
I also thought the UK markets had simply lagged behind US and Asia with the Brexit hang up and the FTSE made up of legacy stocks.
I've stuck with Boo, traded in and out of a couple of the dips to increase my holding and will trade out again once it gets to my target or i see a better opportunity. I still see a combination of Minerals, Oil, banking as giving a decent uplift this year. Boo's model is a simple one but bloody difficult to get right. They have done lots right, using influencers, investing in highly visual locations and making the product ridiculously value led and accessible
The most intriguing stat for me in the trading update will be how the integrated brands have performed over the first key season for them, how many new customers they have acquired and which markets they have targeted and grown. So many businesses have tried to take the US on and failed, mostly bricks and mortar but fundamentally get the offer right there and get the delivery speed the customers want and the market opportunity there sees the next few years of growth. The next stage is then the well discussed path of how they acquire the next generation of shoppers, the Alpha generation. The ranges and brand/ marketing is not hitting the 12-15 year olds who are not on Instagram, they are on Tik Tok and Snapchat.

Dan, i wholeheartedly agree and that debate has kept me an interested investor. This board is definitely livelier than others i follow.
However i'm too old for playground insults and thought only politics illicited this level of drama. I'm half expecting TCM to start chanting "fight, fight, fight"
There you go, get in the ring together, raise some money for charity, if Youtubers can do it, no reason why our own social media stars can't generate that level of interest...... i'd pay to watch you two slap each other!

danl90 you're acting like a petulant child. You and Rag both have valid view points albeit diametrically opposed and i enjoy reading some of your posts as they aid mine and others thinking, but to be frank, point scoring in every post is a touch dull.
If i ever deteriorate into some sort of warped Vic Reeves caricature shouting "he wouldnt let it lie" i'd hope someone would tap me on the shoulder. Now disappear off to Mrs 90 and ask her to order some more stock from Rag's warehouse in a size 8 of course. yawn......

looked at this a few days ago but cant buy the shares on my platform. shame as see this having a good recovery with 100m cash raise. cant see why Boo would buy it now?

Any view on this? seems to hit 370 and then drop, not tumble.

Morning Razors, always like to see the summary, thank you!

any reason why you dont mention the Asian markets as they are usually my first barometer of the day ahead?

An interesting debate played out by any sensible brand as they look at the changing consumer and the different expectations and wants.
The ethical piece has always been trumped by price in the younger generation, quite simply as they have less disposable cash to make those informed choices. I don't think that companies can rely on this any longer. Companies are falling over themselves to address CSR credentials, not only for investors but more importantly for the next generation of consumer.
The challenge is "brand" needs to stand for a lot more than just price and speed of delivery and the winners for the fledgling "generation Alpha" will be those that can adeptly tie in the speed, convenience and price with conscience. This is the amazon generation- anything is accessible in minutes as long as they have internet.
To the specific question, which put bluntly, "are we targeting a demographic who either dont get it or dont care based on our price? - inevitably price attracts and gives access to a lower income target market, however the growth the business needs means that the bolt on brands targeting more affluent consumers cannot be dragged down by poor CSR credentials. This generation is growing up in a media dominated by peers such as Greta, seeing the issues around climate change and challenging brands to address this. They have the power to move loyalty very easily with online shopping removing a lot of the "moat" businesses had before. To stand still and avoid negative press, companies will need to be industry standard, to succeed those businesses need to stand out