Updates

Boohoo.com

February 2016

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

Another 2016 NAP to issue a strong Q3 trading update, with sales up 45% in 2015 to £73.6m and growth in all territories (UK+45%, Europe +33% and ROW +52%). The new third party wholesale accounted for £4m of sales growth, giving underlying retail growth of 37%. Net cash was £58.7m.Gross margin in retail came off sharply - down 2.9% to 57% due to delivery promotions, FX and wholesale - but was mitigated by customer recruitment/marketing savings. N+1 Singer notes that Boohoo has a commitment to reinvest sales beats back into growth and ebitda margin for the full year is being assumed at 50 basis points lower at 9.5%. But it looks like a strong H2 is in sight (+40%) against soft sales last year (-15%) and ...

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With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

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