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Michael Broom Smith Profile picture
Michael Broom Smith
@MBroomSmith
May 6, 2021 • 7 tweets • 2 min read
$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
May 4, 2021 • 4 tweets • 2 min read
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.