Occupation: Private Investor
Interests: Emerging Markets, European Markets, International Stocks, Stocks, US Market
Location: United Kingdom
The blow up at Tasty (LON:TAST) isn't really that surprising. First of all, the economics of the particular business that they operate are really not strong at all. I highly recommend that you compare Tasty (LON:TAST) to a similar business like Restaurant (LON:RTN) to illustrate this. By all metrics, operating margins, free cash flow, number of shares in issues, return on equity, Restaurant (LON:RTN) is…
Sorry, to quote myself, but I have been doing some more number crunching. I really am just trying to reconcile how Boohoo have reached 50% revenue growth for the 2016 years earnings. Here is the breakdown of Boohoo revenue for interims and full years, along with implied estimates for 2016 end of year. 2015 H1 - £90M 2015 H2 - £105M 2015 FY - £195M…
When Boohoo.Com (LON:BOO) management talk about Pretty Little Thing's revenue being consolidated into their results, are they talking about all the entire previous years revenue being consolidated, or just the portion of revenue (1.5 months) that they will own from when they triggered the option at the start of Jan 2017? If they're going to consolidate the entire year's revenue, then I think that the…
Can anyone explain why the margins in Quartix and Trakm8 differ so greatly? Quartix has a 30% operating margin while Trakm8 seem to hover around the 10% mark.
When you look at other large retailers, many of whom trade at a multiple of well under 10, the valuation attached to Fishing Republic (LON:FISH) just looks crazy.
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