Ao World Share Discussion Threads

[ashwani01] 10/7/2025 09:13:06

All very quiet. share price no movement. Have I missed something ?

[whites123] 18/6/2025 08:00:32

MASSIVELY undervalued.

I think everyone is focused on defense stocks and missing the gems like AO.

[edmonda] 18/6/2025 07:45:34

"Undervalued 5* power" - link to new research report note and audio summary:

AO’s FY25 results illustrate the power of its excellent customer service, rated 4.9/5 on Trustpilot.

12% growth in B2C Retail revenues and a focus on improved unit economics has led to LFL Adj. PBT rising 32% to £45m - and margin +80bps to 4.1%.

As already announced, FY26E will bring significant cost headwinds and so Adj. PBT guidance is £40m-£50m (we are unchanged at £45m). However, the medium-term outlook for AO is encouraging given the revenue momentum and opportunity for further margin expansion.

Trading on under 15x Cal 2026 PER and a 7.5% Cal 2026 FCF yield we believe AO is significantly underrated and we reiterate our 150p fair value, equivalent to a cal 2026 FCF yield of 5%.

[edmonda] 25/3/2025 08:00:14

5* service drives 5* growth above expectations - new research report freely accessible here:

AO has ended FY25E on a high with Adj. PBT rising c.30% (c.9% above consensus expectations), driven by its continuing commitment to excellent customer service.

We anticipate AO’s investments in its proposition, Five Star membership club, market-leading delivery offer and recycling facilities will lead to significant profit and cashflow potential which we think is materially under-valued.

Despite the macro cost-headwinds in FY26E, we forecast a 20% CAGR in Adj. PBT FY25E-FY28E which we think is undervalued, trading on under 14x cal 2026 PER.

We raise our Fair Value from 140p to 150p, equating to a cal 2026 FCF yield of 5%.

[ny boy] 23/1/2025 11:14:06

Consumer confidence in the health of the UK economy slumped in January, pointing to further headwinds in the coming months.

⏳🚨8680; Consumer confidence in the health of the UK economy slumped in January, pointing to further headwinds in the coming months.🚨8680;⬇️;⬇️

U.K. is finished, government debt pile is out of control and unsustainable

[martinmc123] 26/11/2024 13:11:37

AO. – AO World
3*
AO World posted Interims this morning confirming that the Group’s turnaround continues steadily with total revenue up 6% to £512m. Operating profit was up 11% to £16m, adjusted PBT was up 30% to £17m. Basic EPS rose 18% to 1.94p. Guidance was also upgraded for FY25. Adjusted profit before tax expectations were upgraded to between £39m and £44m on Group revenue of £1.09bn to £1.13bn with growth >10% in B2C Retail and capex of c£11m...

...from WealthOracle

wealthoracle.co.uk/detailed-result-full/AO./1021

[martinmc123] 26/11/2024 13:06:27

3*
AO World posted Interims this morning confirming that the Group’s turnaround continues steadily with total revenue up 6% to £512m. Operating profit was up 11% to £16m, adjusted PBT was up 30% to £17m. Basic EPS rose 18% to 1.94p. Guidance was also upgraded for FY25. Adjusted profit before tax expectations were upgraded to between £39m and £44m on Group revenue of £1.09bn to £1.13bn with growth >10% in B2C Retail and capex of c£11m...from WEalthOracle

wealthoracle.co.uk/detailed-result-full/AO./1021

[blackhorse23] 02/10/2024 09:07:54

Buying another loss making company

[dil 21] 07/8/2024 10:07:17

Lovely looking chart.

[bezinio] 04/7/2024 18:08:19

Its all in the long game just relax see the share price steadily rise

[thaiger] 28/6/2024 15:52:27

Such good result, yet share price down nearly 5%?!?

[blackhorse23] 27/6/2024 11:36:50

https://www.proactiveinvestors.co.uk/companies/news/1050699/currys-aims-to-power-up-shareholder-returns-soon-after-recharging-profits-1050699.html

[standish11] 26/6/2024 15:01:05

Jefferies raises AO World price target to 150 (125) pence - 'buy'.

[edmonda] 26/6/2024 07:21:43

"Back to profitable growth; let’s go!"

AO has completed its turnaround back into profitable growth and announced FY24 Adjusted PBT of £34.3m, nearly triple FY23. This was 2%-3% ahead of our, and consensus, forecasts and equates to a 3.3% Adj. PBT margin. Having gained over 600k new customers in FY24, and with an improved mobile offer, management is confidently guiding to at least 10% revenue growth in FY25E. This is an upgrade for consensus revenue growth of c.+8% (ED +13%), though company guidance for £36m-£41m Adj. PBT is in-line with consensus (ED FY25E £38.7m).

We recently initiated on AO detailing why its excellent customer service and AO Five Star membership club offer can drive repeat customer purchases and revenues, leading to improved profit margins. AO has confirmed again its 5% medium-term Adj. PBT margin ambition and though we conservatively forecast 3.9% in FY26E, our blue-sky scenario analysis shows the potential for AO to triple Adj. PBT to over £100m by FY27E. We reiterate our 140p Fair Value, equating to a cal 2025 FCF yield of 5%.

Link to note:

[blackhorse23] 10/6/2024 15:06:43

JP Morgan bought here below 50p & now 100p , same thing JP Morgan is doing now buying HVO , hopefully double like here

[bezinio] 10/4/2024 17:31:32

Nice steady rises now

[dil 21] 28/3/2024 08:35:11

Good trading update , everything on track.

[blackhorse23] 26/2/2024 09:12:11

Former Prince Andrew aide eyes role in takeover bid for Currys