Discover and read the best of Twitter Threads about #Boo

Most recents (6)

$BOO.L
Working my way through the prelims, thoughts:

- If you are not a cynic one could make an argument that #BOO should be included in an ESG fund because going forward they are doing all that an ESG focused company should do & investing is about the future not the past. 1/7
- US growth was 65%. They have captured 1.5% of the UK apparel market. If they were to do the same in the US this would give them US revenue of $30 billion. 2/7
- Growth:
“Revenue growth for the full year to February 2022 is expected to be around 25% at a group level, with newly-acquired brands expected to deliver approximately five percentage points of this growth.

This implies halving of growth of the existing business. Credible? 3/7
Read 7 tweets
Tomorrow sees $BOO.L FY results announcement. An important day for me as Boohoo is my largest holding at 12.2% of pf. Last Oct 5th I tweeted My estimate of the FY outcome.

This was for a full year revenues in excess of £1,787m.
$ASOS.L delivered strong results so if I was to do anything I would I’d revise this revenue figure upwards. Further the purchase of the central London office would indicate that management think that they are on course to execute their long term plan. We will see tomorrow. #BOO.
$BOO.L #BOO I was looking for £1,787m or there abouts with a back of the envelope calculation, so am very happy with the £1,745m. All the profit figures are up 35% to 40% and Gross margin up 20bps.
Read 4 tweets
So, Bhavdip Sanghavi (@bhavdip143), profiteer of the pump-and-dump or stock picking guru? Read on to find out… #tldr #hesaguru
PREAMBLE: I follow a few traders and investors, the first being Assad Tannous (@AsennaWealth). His posting of trading setups & willingness to explain his process was intriguing. As a former accountant, I can do fundamental analyses all day long to pick the investments I like.
What I lacked was a way to get the timing right, meaning potential 30-50% returns instead came in at 10-20%. A technical trader sharing his insight and expertise, and watching the banter between him and other traders, was an opportunity to learn and improve for free. #thanksassad
Read 37 tweets
#DeepikaPadukone: #No_Hasty_Actions_Please

Warning: #Hash_tags in this article are purely coincidental and aren't meant to be taken seriously. Do not Google their meanings. You will end up on same page.
(1/N)
While the whole Hindu Right Wing is baying for Deepika Padukone's blood, I have a different take. I cannot shun this responsibility to post my thoughts about Deepika. I advocate no #Hash_Tea actions against her. Let me elaborate.
(2/N)
We should never forget Deepika is a woman of #substance. She is made of sterner #stuff. She's managed to create her own identity away from her father's shadow and done her best to #weed out nepotism in cinema field.
(3/N)
Read 10 tweets
It's taken a while for me to process the #AVCT news today, but I am now very excited by it.

AVCT has formed a global, exclusive sales and marketing agreement with Medusa19. It covers direct-to-consumer sales only (DTC).

Medusa is a new company, founded by Boohoo's founders. 1/9
Initially, Medusa will sell #AVCT's #COVID19 rapid antigen test, but will also sell other home tests developed by AVCT in the future.

The medical diagnostics DTC market is nascent. It is simple to perceive that the current pandemic and resultant lockdowns could catalyse... 2/9
...explosive growth for it (as is the case with most other industries that have always previously been brick-and-mortar retail-centric).

Medusa's founders - esp. the exec Chairman of #BOO, Kamani - has essentially mastered the DTC market for affordable fashion. Evidently... 3/9
Read 9 tweets
#Spooks. The CIA is famous for them. But this #Halloween, we’re sharing a different kind of #spooky story. Like everyone else, Agency officers love a good #ghost story. Here are some of our favorites we collected from them. #CIASpookyStories #Boo

bit.ly/SpookyCIA
But was someone there? bit.ly/SpookyCIA1

“Occasionally, the elevator would stop and the doors would open at a floor with no one there, and no one on the elevator had requested that floor…”

#CIASpookyStories Spooky elevator
#Ghosts practicing free throws? bit.ly/SpookyCIA2

“When I was making my security/safety rounds, I heard what sounded like someone bouncing a basketball…As I entered the room, there were no lights on and the dribbling of the basketball stopped.”

#CIASpookyStories Spooky basketball
Read 5 tweets

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