Asos Share Discussion Threads

[bmnsa] 19/12/2018 15:22

I'm out. Further to fall IMO

[pal44] 19/12/2018 15:17

zog after ~40% drop we do expect share price to perk up no ?

[ny boy] 19/12/2018 12:50

Bought back 2350, sold last lot 2730

Bought PMO back 59.64p

Just a bit of Christmas trading, see what happens GLA

[knowing] 19/12/2018 12:41

Nicely in profit and now for some BOO as well

[roulettewheel] 19/12/2018 12:34

It more than halved in 2014, was not around then to buy it. Seems not far off a decade low. Bought my "token" amount, so can keep an eye on. Its one of my lets see if it halves or doubles stocks!

[tomboyb] 19/12/2018 12:19

Another 10% down -

This is a bloodbath for asos -

[mjones727] 19/12/2018 11:18

Fair value here is about 500p

[tomboyb] 19/12/2018 10:48

That was a general comment on the retail sector NOT just ASOS -

And yes I have -

Try it yourself -

Unless u think RETAIL is doing extraordinarily well - ( where have u been!)

[tomboyb] 19/12/2018 10:04

Was down over 5% -

now 4.8% -

Retailers in for a HORRIFIC ride -

One reason must be brexit having spoken to a few businesses -

The uncertainty has delayed and REDUCED spending -

[albert zog] 19/12/2018 10:03

ASOS raging short, even now

1— Liquidity issues, look at b/sheet; 2— Logistics, Brexit will impact badly; 3— Valuation, ludicrous on risk / reward basis

Unlikely to go bust. But could well halve again from here

[tsmith2] 19/12/2018 08:54

I can't think of quite a few actually..

[tonybaloni] 19/12/2018 08:53

If you take an average of all the recent broker regraded then the average is still in the high 3000 area.

[hooley] 19/12/2018 08:48

Why pay 25 times historic earnings with no dividend which has a vague earnings outlook?

[tsmith2] 19/12/2018 08:47

Its possibly a broker comment, so MMs will mark down first thing..

[ny boy] 19/12/2018 08:17

Plenty of dead cat bounces can happen after large falls. This one could take a while to settle down imo

[tomboyb] 19/12/2018 08:13

share price is really being taken apart -

[bullsvbears] 18/12/2018 16:35

Now corrected:-


18 Dec Liberum Capital 2,800.00 Hold
18 Dec Barclays... 4,000.00 Overweight

[bullsvbears] 18/12/2018 16:34

Noted - copied verbatim from another site....

[tonybaloni] 18/12/2018 16:24

Liberum downgraded the stock to 'hold' from 'buy', slashing the target price to 2,800p from 8,000p.Not 4,000p

[bullsvbears] 18/12/2018 16:01

Seems Brokers mostly remain optimistic for their outlook.



18 Dec Jefferies... 3,500.00 Buy
18 Dec HSBC 4,500.00 Buy
18 Dec Societe... 5,217.00 Buy
18 Dec Credit Suisse 3,500.00 Outperform
18 Dec UBS N/A Buy
18 Dec Liberum Capital 4,000.00 Overweight

[tomboyb] 18/12/2018 14:09

Needs a few directors buying to go to 3000p -

Good to see -

[bullsvbears] 18/12/2018 13:52

Two directors make a decent purchase each. Unlikely to be expecting to have thrown their money away........