Ao World Share Discussion Threads

[tjbird] 07/4/2015 15:18

been buying a wadge of AO.

[dangersimpson2] 26/3/2015 16:12

andy, that's nonsense I'm afraid, for a SB company to hedge short risk in the market they borrow and sell shares. If they bought then they would double their exposure!

They generally don't like to do this though so will try and only match short exposure with existing client longs.

[andysand] 26/3/2015 16:04

Yep. And by the same token, when it starts falling, and shorts cover, it will be a vicious spiral down.

[whymps2] 26/3/2015 15:01

Seems logical andysand.

[andysand] 26/3/2015 14:56

If you are wondering why we get these odd spikes, I believe I can give the answer. When a spread better goes short, the company has to lay off the risk by buying the equivalent number of shares if it can't match it within its customers. So shorting the stock can actually send it higher due to its illiquidity. And I think a lot of traders are short!

[steveo18] 25/3/2015 15:58

A website selling fridges and washing machines and making no money from it, instead all the money from plugging warranties, perhaps illegal in due course




120p next stop on way to 50p, then 24p





What do we want? Profit warning

When do we want it? RIGHT NOW



Rubber dinghy rapids bro

[whymps2] 25/3/2015 09:11

Setting set up to move lower here?

[tim 3] 18/3/2015 17:56

Yeah he is so concerned about liquidity that he is prepared to sell his own shares to help,a true corporate hero ;)

[septimus quaid] 18/3/2015 12:17

"The share sale by Richard Rose follows the expiry of the post-IPO lock-up and will help to further increase liquidity and the number of shares in public hands. Richard remains committed to the Company, both as a shareholder and as its Chairman."

This reminds me of the kind of corporate bull that you used to get in the 90s (usually followed by the firm going bust).

[tim 3] 17/3/2015 22:56

Chart wise £1.50 test is of course the key area if it holds could prove to be a bottom for the time being and see a move higher, if it fails which I think is likely could be heading much lower.

Either way will be surprised if this area is not tested soon.

Imo.

[lennonsalive] 17/3/2015 21:51

Where is £10 Cat gone?

[tim 3] 17/3/2015 21:49

Anyone who says they have never been wrong in this game is talking BS we all been there.

[g2theary] 17/3/2015 21:43

Splish6 even I've laughed at myself you reposting that! Clearly I'm fully wrong ha ? I still remain confident for a longer term view, look at ASOS now looking much healthier on foreign sales. I kinda got lucky with some of these as I sold off 5500 of these at 196 a couple of days before the drop, to buy TLW at 324 which at the moment appears to be a bad move ? So hopefully I can get out of TLW with a bit of a profit to buy back these. I still hold 10k at just over £2, happy to hold these medium term 3-5 years However yes I was fully wrong ha!

[tim 3] 17/3/2015 20:58

I think most agree the company has plenty of positives ,fast delivery and customer service to name a couple.

However its about valuation and future growth and as has already been reported that may not be as easy to come by as previously thought.

The large white goods market that AO specialise in is hardly likely to grow spectacularly so for future growth they need to either expand into other product areas or further afield.

High tech items like TV/Tablets/laptops are items many particularly less tech savy people like advice on so are more likely to visit traditional stores such as Dixons Carphone warehouse and they will often take the product home with them so quick delivery is not so important.

Expanding abroad as many retailers in this country have found is far from easy!

[hpcg] 17/3/2015 16:34

I went short here after Rose sold (thanks to PP for the heads-up in his column). The concern with mania stocks is that the buyers are unhinged so there is no telling where the price can go. However the bear case is so strong given insider selling that it is a safe one way bet.
I have also purchased from AO and they were very good, but no different to John Lewis, just cheaper. I don't even remember the follow up call if there was one. Scuttlebutt ain't what it used to be.

[tim 3] 17/3/2015 16:19

Exactly liamIf you are at chairman level you are obviously aware how the company is performing yet you are selling shares .it's hardly likely to be because you think the company will over perform !

[liam1om] 17/3/2015 15:58

Tim 3 - I could name you many companies where the Chairman/CEO sold up, a few months later the share price has halved.

It seems to happen over and over again. Give it a week, or a month or two and I'd bet this is nearer 100 rather than 200.

I personally used this company to buy a TV over Christmas and they were great, I just think this is way over valued at the moment and its seems the CEO agrees.

[tim 3] 17/3/2015 15:50

Why ever would a chairman of a company sell his shares if he thought they would go upActions speak louder than wordSuspect you will be quids in with your short pye

[splish6] 17/3/2015 07:03

John Roberts, Chief Executive Officer, said:

"The share sale by Richard Rose follows the expiry of the post-IPO lock-up and will help to further increase liquidity and the number of shares in public hands. Richard remains committed to the Company, both as a shareholder and as its Chairman."


`.`.`.`.`.`.`.`..``.
Of course he does.

[splish6] 17/3/2015 06:59

g2theary 9 Mar'15 - 07:49 - 282 of 288 0 0

Directors won't dump!


....`.`.`.`.`.`.`.`.`.`.

Really.

What is your view now bearing in mind you added this month at £2.00 avg.

[splish6] 17/3/2015 06:55

From todays Telegraph
AO World, off 9½p at 182.1p, was shaken by news its chairman, Richard Rose, had sold stock worth £10m. Some 5.6m shares in the online goods retailer were offloaded at 180p a piece, a disposal that came less than three weeks after the stock plunged following a major profit warning. Director share dealings are closely watched by investors, and when a board member sells, investors invariably follow suit.

[cockerhoop] 16/3/2015 08:29

At the Mello meeting in November John Roberts gave a key note speech titled 'Bargain or Bonkers'. At the beginning he asked for a show of hands of who in the audience thought AO. was a bonkers price - 99% raised their hands. He then asked who thought it was a bargain and pretty much only Richard Rose and companion raised hands.

I guess Richard has changed his mind.........:-)

[pyemckay] 16/3/2015 08:18

Thats a pretty chunky sale and doesnt send the right message. Stll short and happy to remain so of this overpriced "website"

[greatwhitefunkmaster] 16/3/2015 07:17

Oh good, more liquidity....