AO World Share Chat (AO.)

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
AO World	LSE:AO.	London	Ordinary Share	GB00BJTNFH41	ORD 0.25P

	Price Change	% Change	Share Price	Bid Price	Offer Price	High Price	Low Price	Open Price	Shares Traded	Last Trade
	-2.00p	-1.77%	111.00p	112.75p	115.75p	115.75p	112.75p	112.75p	20,359	16:35:10

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
General Retailers	701.2	-7.0	-1.6	-	509.26

AO World Share Discussion Threads

Showing 476 to 500 of 500 messages

Chat Pages: 20 19 18 17 16 15 14 13 12 11 10 9 Older

Date	Subject	Author	Discuss
21/9/2017 14:11	Looking at AO World, there are a few reasons as an investor (not a customer) why you should invest in Dixons Carphone, instead. Apart from Dixons paying you dividends and consistently produces profits. There are other things on AO World would raise some red flags, such as: -During their IPO, the company raised £60m but paid the bankers £20m in fees, which is 33% of gross proceeds. And afterwards, the shares have consistently drifted lower. -Also, during the IPO, their prospectus stated net income of £6.1m and soon after they never made a profit again. https://imgur.com/gallery/Te32TVu You may think the company is investing a lot of capital to grow sales/turnover because, since 2011, sales did rose from £160m to £700m. Think again, because since 2011 capex total £31m and depreciation total £21m, leaving £10m as growth capex. In other words, AO World manages to utilise £1 to increase new sales of £54. Meanwhile, Dixons has a ratio of £1 = £19, and manage to produce profits. To give some credit to AO World, their UK division is turning over a profit, but their European division is sucking all the profits out. Making matters worse is losses reported in Euros are exacerbated by weaker Pound upon conversion. Still with a £500m valuation attach, investors should be seeing profits of £20m and profit growth of 30% EPS. The above is a summary, and for the full version (including one major factor why I don’t like Dixons), the link is here http://bit.ly/2wBWPHO	walbrock82	Read Full Thread Reply
31/7/2017 15:40	Tim3 - good point, well made. Just think that the likes of Asda are struggling to see where future growth is coming from. They have massive customer base, they know they need to diversify and the parent Walmart already sells this type of stuff in the states. Salty.	saltaire111	Read Full Thread Reply
28/7/2017 10:45	My Retirement Fund, Re your 497: "Hows their banking facilities" From the finals: Group net funds position7 as at 31 March 2017 was £12.0m (2016: £25.4m), with cash being £29.4m (2016: £33.4m) and the balance sheet was strengthened further after year end through the placing of 9% of existing share capital, raising gross proceeds of £50m. I can see that there was some debt at the balance sheet date: Borrowings - Repayable within one year (3.7) Borrowings - Repayable after one year (13.7) But otherwise no material bank facilities. What am I missing? JakNife	jaknife	Read Full Thread Reply
28/7/2017 09:11	Hi Saltaire Not sure about the supermarket potential takeover although its always possible.. Sainsburys takeover of Argos was a masterstroke by Coupe imo because it allowed massive potential cost savings by moving Argos into the Sainsburys stores helping with the overcapacity issues and bringing more customers into Sainsburys at the same time. Of course AO is online only so there is no potential for cost saving by closing stores and there is the small issue of it consistently not making a profit. There may be a potential for a takeover with somebody like Dixons though as their product lines are similar and it would increase there online presence and save money by merging operations as well as improving buying power with manufactures. IMO	tim 3	Read Full Thread Reply
28/7/2017 06:28	Hows their banking facilities going?Are they bust yet?	my retirement fund	Read Full Thread Reply
27/7/2017 22:11	I'm sort of interested in buying some of these. My reasoning is that the major supermarkets are moving into new areas - Sainsbury bought Argos, Tesco buying Booker. Why not Morrisons or ASDA buying AO? Stranger things have happened. Why would they? Digital commerce footprint beyond the traditional boundaries of their existing business, international expansion, new revenue stream, diversification benefits. Might make sense? Salty.	saltaire111	Read Full Thread Reply
29/6/2017 15:11	On the slide!	greatwhitefunkmaster	Read Full Thread Reply
13/6/2017 08:28	Well so far support behaving as it should be technically could be a nice bounce here provided wider tech market does not crash imo.	tim 3	Read Full Thread Reply
12/6/2017 12:10	And there we have it 120 big support here but with tech sell of could go,very little fundamentals to support it.	tim 3	Read Full Thread Reply
07/6/2017 18:42	120 calling!	tim 3	Read Full Thread Reply
07/6/2017 17:26	larva 10 May '17 - 17:55 - 484 of 490 0 0 biggish gap to 300p >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> LOL. The "gap" has got a lot bigger since your post, larva!! LOL.	papillon	Read Full Thread Reply
07/6/2017 09:41	What were the terms of his £1 bet, did the company have to remain solvent for a given period of time? A bigger example of stockmarket IPO hubris you would struggle to find (well maybe not as there are plenty to choose from). To be fair though, I found their actual delivery service to be first class	septimus quaid	Read Full Thread Reply
06/6/2017 19:31	Am certainly not a fan either. If they were a traditional retailer making a loss year after year rather than an internet one what would their share value be? One thing for sure if the market gets ugly and starts looking at fundamentals again then these could fall a very long way. I guess there is always the possibility of a takeover. Closed below support, next (major) support 120.	tim 3	Read Full Thread Reply
06/6/2017 10:35	Cant see the attraction myself. Anyone can increase market share by shifting boxes at a loss.	phowdo	Read Full Thread Reply
06/6/2017 10:35	Chartwise there is good support here however the rapid fall looks worrying and could see support broken. On fundamentals it just seems to be one reason after another for not being profitable.I also don't remember Dixons being so negative about the UK outlook when they updated a short time ago.On a positive side the increase in profitability in the Uk is encouraging but will it continue.	tim 3	Read Full Thread Reply
06/6/2017 10:19	brave ! good luck though	dellwood86	Read Full Thread Reply
06/6/2017 07:59	finally had a few	larva	Read Full Thread Reply
10/5/2017 17:55	biggish gap to 300p	larva	Read Full Thread Reply
09/5/2017 22:15	Why the rise of the past couple days?	shepc	Read Full Thread Reply
09/12/2016 17:46	Said it before but this stands and falls on whether you believe that Appliances Online can truly become Anything Online and keep branching out into new product sectors.At that point it becomes interesting.Punt tackle.	greatwhitefunkmaster	Read Full Thread Reply
08/7/2016 10:30	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.	walbrock82	Read Full Thread Reply
12/6/2016 23:02	Thanks hpcg.	tim 3	Read Full Thread Reply
12/6/2016 19:30	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.	hpcg	Read Full Thread Reply
12/6/2016 05:45	hpcg Interesting. Can you not short them through the bookies IG ECT?	tim 3	Read Full Thread Reply
09/6/2016 09:58	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.	hpcg	Read Full Thread Reply

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