Updates

Boohoo.com

October 2015

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.

There isn’t much new news to add from last month suffice to say that H1 confirmed trading is strong. Sales were up 35% to £90.8m, pretax profit by 39% to £6.27m and eps by 55% at 0.45p. Investec forecasts eps of 1p for the year to end Feb and 1.4p next year, which look eminently achievable.The period saw major investment (more people and mechanisation of the warehouse), which sent ebitda margin down to 8.4% in the short-term but there is opportunity to leverage this in future.Marketing expenditure was up overall but down as a proportion of sales (12.6% versus 14.5%) with more free delivery promotions. Gross margin was 60.1% versus 62.3%, as Boohoo cut prices (average order value down from £35.28 to &po ...

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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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