shabby 2 sox
22 May 2018
Re: Big Move In the Times today:-'America is perfect match for retailer'A fast growing online fashion rival to Net-a-Porter has reported double digit revenue growth. Matchesfashion, which was founded in Wimbledon, south London, 30 years ago, said full year revenues were up 44% to £293m. Four fifths of online trade was outside Britain, with America sales up 54%.
sage in the hills
22 May 2018
Re: Big Move Marks and Spencer announced in Nov 17 it is to close 60 stores .........today it increased that figure to 100 stores ...SAGE
younginvestor95
22 May 2018
Big Move Big move today, am i missing some sort of news? seems a big shift for the past few days where we have had little movement, not that im complaining that is! hopefully more to come!
younginvestor95
18 May 2018
Re: profit taking Sorry Sage, only just seen this.. I bought more when we were down at 150p so i have an average of around 170 ish at the moment and quite happy where I am. I can see the share going up this year quite a bit, and I think with the uncertainty before results, boohoo has literally smashed it out the park. all we need now are a few director dealings to start the rocket. Hope your well,YI
sage in the hills
17 May 2018
Re: profit taking younginvestor95 ......It hit 202p ........ and has come back to 193p ..........is this your buying opportunity ? ....SAGE
younginvestor95
02 May 2018
profit taking People who bought in at 150 getting out with a bit of profit and hoping it goes down again? fair enough I say as its an easy 20% on their money, however i do think we are pushing 200 again this year easily and results were really good considering nearly every other retail brand is failing at the moment from reduced customer spending.I think i'm going to hold it out and maybe top up if it continues to go downBW,YI
younginvestor95
30 Apr 2018
Re: from ADVFN news feed .... Imagine! That would be huge....and make my year for sure hahaWhat would the offer be though? Surely a big risk for amazon... YI
sage in the hills
30 Apr 2018
from ADVFN news feed .... Given Amazon's challenges in Europe's apparel market, some think it could try to repeat its success of buying scale and a site with a fashion focus through a deal in Europe. Amazon declined to comment on potential deals.Euromonitor's Ms. Le Rolland said she thought a purchase was a possibility. Amazon is cash-rich, and an acquisition would be "quite a big shortcut as opposed to building something out," she said.Write to Jeannette Neumann at [email protected] and Laura Stevens at [email protected] (END) Dow Jones NewswiresApril 30, 2018 05:44 ET (09:44 GMT)Copyright (c) 2018 Dow Jones & Company, Inc.SAGE
younginvestor95
29 Apr 2018
Re: my estimate In my opinion PLT is the best arm of the company and will continue to grow massively! its grown from a brand to a company in itself which is what boohoo wanted when they took it over.I think the acquisition of two brands, resulting in one brand taking off is very good for boohoo as each brand staying as they were would have been profitable in the long run for the company already, resulting in the success of PLT being a bonus, and one that im sure will continue over the next few years, especially in the US where their celebrity endorsement is huge. the cost of celebrity endorsement ultimately needs to bring in a lot of customers to be worth it to the company, and the amount they are using is a good sign that it is doing its job.I think there will still be a lot of good things to come from this company, and still think an estimate of 300 for the end of the year isn't too far away from what will probably happen
dimm
29 Apr 2018
Re: my estimate Pretty Little Things, another arm of the company
velocipede
28 Apr 2018
Re: my estimate "Of course Nasty Gal could do a PLT, then all bets are off"What's a PLT?
younginvestor95
27 Apr 2018
Re: Investec target 325p..... international growth is another factor that I think will grow the sp considerably. up until the year just gone boohoo wasn't that much of an international company and was trying hard to get their name out there, which was seen in the 99% increase in the international market. In my opinion this is something that will only grow further and further as the brand establishes overseas. there is a lot of potential in the international market and boohoo has just stepped foot in it. I wouldn't be surprised to see a further 100% increase over the next year. YI
sage in the hills
27 Apr 2018
Investec target 325p..... ....and, here is the rationale to expect to see more than current value .....PrettyLittleThing· Revenue £181.3 million (up 228% on 12-month comparative period)· Gross margin 55.2% (retail gross margin 57.2% (2017 12-month comparative: 57.3%))Nasty Gal· Revenue £24.4 million· Revenue and customer growth both strong from start-up on 1 March 2017· Gross margin 59.6%The size and proportion of these revenues, in the total group picture, means that as the PLT and NG revenues grow further, their enhanced margins compared to current Boohoo alone, will enhance total group margins and profits.....These two metrics being the most significant for sp growth.Good news.SAGE
brightonboyaswell
27 Apr 2018
Re: my estimate Of course Nasty Gal could do a PLT, then all bets are off.
brightonboyaswell
27 Apr 2018
Re: my estimate Hi Younginvestor95. I agree with you as I was expecting £3.00 by end 2017.I guess the valuation got too far ahead of events.I think going forward we need to be a bit more conservative on guessing the future price. The market seems to want the PE to be a bit more realistic, I think/hope for a slow drift up to 220. then we will need a trading update which is as good or revised upwards in a few months before we go above 220.As for directors buyingMost of them have so many why buy more ? " I would'nt "
