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AO World Share Discussion Threads
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|Did a bit of research and found out about the following:
1. Sales growth in the last eight yrs averages 28.5%/annum, but no profit made!
2. Sale per employee fell from £317k in 2008 to £286k today, while the cost per staff went up by 65% over that period.
3. AO World paid bankers' fee "1/3" of gross proceeds to float on the market compared to BOOHOO's 4.6%.
4. Since listing it made an average loss of £6m/year, but management claims these losses are down to the costs of its European division.|
|IG has had no borrow for as long as I can remember. I have managed tiny quantities with City Index but only ever after long periods of strength - which is handy in a way. Squeezes always a worry with so much already short.|
Can you not short them through the bookies IG ECT?|
|Except it is now near impossible to short and has been for a while. Which would also makes it a dangerous short too; institutional shorts will be able to secure stock when the capital raise comes, no such opportunity for PIs.|
|This really needs to be priced in pennies rather than pounds and pence imo, a most excellent shorting opportunity if ever there was one.|
my retirement fund
|So losses at AO widen yet again.
I have my doubts that you can make a profit in electricals with an internet only operation.
For all the internets popularity profits often come from physical stores where you have the opportunity to sell customers more and in particular profitable add ons it also gives you a valuable edge as people can actually see/use before they buy.Without this you are really just competing on price and there are plenty on the net happy to sell at virtually no profit or at a loss.
The one positive is that if the valuation dropped enough it may become attractive to an existing (profitable) retailer where with integration they may be able to make it profitable.
|cash running out here|
|how much cash left|
|Been wanting to short this for ages. But to be honest, I wouldn't do it. It's too volatile and unpredictable. The sudden rise today demonstrates this only to well. It's interesting to watch but I want no part of it. I can't buy it as it is way overvalued in my opinion. And can't short because it defies gravity:)|
|Need some buyers so it becomes possible to short again.|
|But why the rally?|
|shorts at the ready|
|Brokers lowered forecasts last week then trading statement follows a week later to say "meeting market expectations"
Funny way to do a profits warning|
|Assume figures due in next day or two.|
|They just got some good free advertising on Radio 4's You and Yours.|
|anyone got update on cash pos|
|they are so running out of cash|
|Not if they loose money on every sale....|
|Decided to close my small short position this morning (at a loss). After recent floods suspect insurance replacement could materially play out in their favour.|
|Better off with ASOS or BOOHOO. Boo is making good money and has a cash pile of 60m, growth is +35% which international is growing fast. Market cap is half this.. Makes no sense|
|Interesting that Sequoia view this as good value at current levels - no wonder share price has shot up recently. Bill Ruane is a heavy hitter, not to mention the mighty Seth Klarman connection. But this little fish is not deterred, not least because it's not unheard of to find Jim Chanos on the other side of the deal to Warren Buffett.|
|Yep cash call would not surprise me they fleeced investors at the offering and will probably try for more imo.|
|running out of cash here|
|MT agree with some of your sentiment regarding sales rather than profits, this lot do really echo Ocado in that respect. I'm not so sure about the cash call though, there's enough newly printed paperwork sloshing around out there to lend to even the riskier companies. Whether AO can afford debt and expansion at the same time is another matter.|