Asos Share Discussion Threads

[goldilocks1] 01/4/2015 08:45

my short is still in profit, but confess i'm amazed at the positive reception of the latest figures

[telbap] 01/4/2015 08:33

Goldilocks, looks like your porridge is cold my dear! Lol, I know this share price has a massive range, we hit 45 just a few days back on an intraday high, I can see us back there again. Step back, don't.look at the here and now, look at 10 years down the road when asos is a coca cola type company and making real profits. I can see the share price wellbover the £100, insane, yep I totally agree, but sometimes you have to go with the flow.

[kidknocked] 01/4/2015 08:06

Lol. I'm so wrong ! The market love it, well done longs.

[riyazpatel] 01/4/2015 07:20

I agree, with a company valued as highly as this you expect results that exceed expectations.

[kidknocked] 01/4/2015 07:15

I'm a big fan of this firm and stock. However......the results today didn't blow me away, they're good, but not stunning. I don't hold at the moment, but will keep an eye on this today.

[goldilocks1] 31/3/2015 13:57

not necessarily and/or much may already be built in - stupidly high forward p/e already - and/or the weak € will have done no favours at all

[admin900] 31/3/2015 13:34

With 6 months trading statement out tomorrow it will only get better expect to hit 4100p

[goldilocks1] 30/3/2015 21:30

you wish!
closed 3662

[telbap] 30/3/2015 20:59

Baxk upto £40 we go, this company defies all the rules....

[admin900] 26/3/2015 12:15

I think investors should worry at this stage.

[liquidkid] 26/3/2015 12:11

So what is this so called Price Investment that has become the superlative in describing the turn around in Sales.

N Brown say "one step backwards from an operating profit perspective, but two steps forward” for fundamentally changing the business mode to drive future growth.

Price Investment even from an accounting view sounds great - Capitalise the coat hangers and tags and depreciate them off later?

What's it going to do to the cash flow for this half? We are told that £11mn
profit is in the swag bag already - a million or 2 more than that should strap another 100 to 200 million to the market cap based on the current modish valuation multiplier.

But is Price Investment improving the cash flow? The trading statement gave all the nice little revenue increments but what is the cash flow statement in H1 is going to be?

Price Investment
"This awkward nomenclature is what retailers like to call it when they accept
lower margins to remain competitive."

www.producebusinessuk.com/opinion/fresh-opinions/2015/02/26/why-price-investment-is-a-flawed-retail-policy

People keep pushing free delivery, same-day delivery, incredible levels of customer service, but someone has to pay for that," said consultants at Kantar Retail. "And if shoppers aren't going to pay for it, it's going to have to be shareholders. The end-game will be click-and-collect

[donaferentes] 26/3/2015 11:12

chart seems to be maintaining a very healthy up channel - pole-flag-pole-flag-pole

Buy on the flags, sell on the poles!

[admin900] 26/3/2015 09:17

Suddenly drope?

[woodie3] 26/3/2015 09:06

26 Mar Goldman Sachs 4,330.00 Buy

[admin900] 25/3/2015 09:51

Asos will jump on next week if result good first quarter 1 April.

[goldilocks1] 25/3/2015 09:27

i have been short from 3906 and am very happy to stay that way

is a weak € good or bad news for ASC?
as they declare in £, i would have thought the latter

[admin900] 25/3/2015 09:09

Well not good nast couble days but result is due 7 days

[dalailama] 23/3/2015 14:40

Quiet here!

[goldilocks1] 20/3/2015 15:21

and the market says ...... go south young man!

[greek islander] 19/3/2015 11:38

There is a need here to start cutting the discounting and try to increase profit margins. Trading retail is very good and sales keep increasing and the negative elements should appreciate that at any moment ASC will take off in some or more of their new foreign markets where discounting is not so prevalent. The potential here is absolutely massive. Also economies of scale will continue to become more important. Ignore the shorters on this BB who have clearly their own agenda.

I would like to see some foreign acquisitions to merge into the business and act as a catalyst for these increased foreign sales. Momentum increases are not the only way forward. Also, it would be something to think about, to have a London retail High Street presence which would not only add to the bottom line but also be a big promotional tool.
ASOS is at the crossroads. The relatively high APR is a helluva lot less than it was - if it was still in those areas the share price would be nearer £100.
It needs some imaginative lateral thinking management to move this one forward and keep the snowball rolling at the current pace.

[telbap] 18/3/2015 15:56

Wow, this is not a day trade stock. £40 the next boundary.

[johnyee 7] 16/3/2015 17:49

Glastonbury! never again,toilets put me off for life,I may try Glamping though.