Ao World Share Discussion Threads

[bookbroker] 23/10/2020 13:50

Might make a few quid if the competition does not raise its game!

[anderson3] 23/10/2020 12:38

When are next results, I know they have just had a tradings update, but they never mentioned profitability

[stallone10] 23/10/2020 12:12

One word Amazon buyout they are already a supplier on Amazon

[hardhatboon] 23/10/2020 09:55

All seems a bit wild on the basis of: P/E >1000 No profits Shareprice 50p in April. I'm out. GLA

[allstar4eva] 23/10/2020 09:23

Market still seems keen

[tim 3] 21/10/2020 18:24

Margins on electricals are incredibly low Dixons makes most of its profits from "add ons" I doubt these will ever be hugely profitable.

[netcurtains] 21/10/2020 16:07

Yeah I'll wait a day or so before buying! Thanks

[tim 3] 21/10/2020 16:06

Don't doubt that things are good but they have doubled in a month or so and while they could still go higher maybe a lot higher buying here is highly speculative I mean they are valued above Dixons! This is starting to look like bubble territory to me.

[netcurtains] 21/10/2020 14:49

I guess we can see that if BooHoo is worth £3B then its quite possible that AO should also be worth a similar sum in a year or two.. The turnover of both companies is already the same, all it needs do now is match profits.

[snowdinianp] 21/10/2020 14:26

Netcurtains21 Oct '20 - 15:18 - 657 of 658 0 0 0 Do we know why this went up today? Tipped https://www.google.co.uk/search?q=Pure-play+online+electrical+retailer+AO+World+(AO.+170.5p)+has+emerged+as+a+lockdown+winner.+Established+by+returned+chief+executive+John+Roberts+in+2000,+the+Bolton-based+business+has+been+no+overnight+wonder.+But+COVID-19+has+seen+many+consumers+shifting+online+to+make+their+purchases+and+AO+has+experienced+an+uncontrollable+surge+in+orders+-+so+much+so+that+this+month+the+company+unveiled+a+bullish+5-7+year+incentive+plan,+which+will+see+10%25+of+any+value+generation+over+523p+a+share+given+to+all+employees.+The+max+payout+to+directors+is+£20m+but+would+need+a+941p+price&ie=UTF-8&oe=UTF-8&hl=en-gb&client=safari httPs://www.scsw.co.uk/searchresults.php?textfield=Ao&ftype=

[thefartingcommie] 21/10/2020 14:24

....a few suggestions... ..relatively under the radar...and a dawning realisation that this is massively undervalued.(Ocdo mkt cap £18bn). ..talk to anyone about ao.com....most ppl assume its just about washing machines.Cldnt be MORE wrong...look at their website. ...AO is now more of a technology co. ,more akin to Ocdo...chatter about being accquired by Amazon.. ...reliable sources are talking of a £10+ share price

[netcurtains] 21/10/2020 14:18

Do we know why this went up today?

[thefartingcommie] 21/10/2020 12:55

fyi...if you havent seen this...top job... hTTps://webcasting.brrmedia.co.uk/broadcast/5f0840c74e934f0a0e3ec8d9 Reports And Presentations..Investor Centre

[tim 3] 21/10/2020 12:50

In some ways an Amazon buyout does make sense as they need the expertise for white goods installs that standard curriers cant complete.

[anderson3] 21/10/2020 12:49

Yes, where did that come from, barely profitable

[stallone10] 21/10/2020 12:32

Amazon buyout perhaps they already have links with them?

[allstar4eva] 21/10/2020 12:26

Short squeeze?

[stallone10] 21/10/2020 12:26

Amazon buyout perhaps they already have links with them?

[allstar4eva] 21/10/2020 12:24

50% growth is something else. I wouldn't short against that

[tim 3] 20/10/2020 15:56

Good luck with that!although having said that if market sentiment turns against tech could come crashing back down very fast!

[anderson3] 20/10/2020 12:45

Not looking good for my short

[tim 3] 20/10/2020 12:41

Its just relentless anyone manage to hold from way down?

[stallone10] 20/10/2020 10:59

Amazon will buy them out

[tim 3] 19/10/2020 11:49

Sure it's ridiculously overpriced but it's tech they have no stores sales are flying if not profits in the current environment not sure they will drop to far.