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
  +0.00p +0.00% 180.00p 172.00p 178.80p - - - 0 08:04:05
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Retailers 701.2 -7.0 -1.6 - 825.82

AO World Share Discussion Threads

Showing 501 to 525 of 525 messages
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DateSubjectAuthorDiscuss
25/4/2018
10:21
So are quite a few recently Effortless -- which is what piqued my interest.
bones30
25/4/2018
10:15
I don't see a bull case. It's a business losing money selling commodity products. Gross margin is going nowhere. All three of their administrative expense categories show reverse economies of scale (the more revenues grow, the more the expenses grow as a percentage of revenue). Tangible assets are minimal. In my view, it is close to worthless. However, I'm down on my short!
effortless cool
25/4/2018
08:59
Can someone please help me with the bull case here? Looks a compelling short to me. How is the share price hovering like bricks don't?
bones30
06/4/2018
15:13
Seems the market agrees with Rathean today!
effortless cool
06/4/2018
09:08
It was actually a very mediocre trading statement. Revenue marginally above expectations, adjusted EBITDA marginally below, and still nothing to indicate that this will ever be a viable business. I can't see any reason why anyone would want to hold these shares. To my mind, the short thesis remains intact and I am happy to maintain my short position.
effortless cool
06/4/2018
08:48
Popular share? Decent trading state that without being spectacular. What is their debt position like?
rathean
11/1/2018
13:41
like a kite
tjbird
11/1/2018
12:45
Today's RNS suggests that at last AO is on the road towards a profitable future, as critical mass seems to being achieved. One of the big advantages is the AO Recycling facility, as the disposal problems increase for other small/medium sized sellers in the market.
clocktower
23/11/2017
19:40
1.21 close, not bad, hit 1.02 last week, but don't follow why. Although can't seem to go far on the M6 without passing an AO. Lorry or even three.
shepc
21/11/2017
14:00
So turnover up but so are losses seems a trend with these! If there is some sort of correction then I believe shares like this with no profits and no dividend are probably just the type of share to get hit hard. I stated earlier that they could be a target for DC at some point however I think they would have to fall a fair bit from here first as DC have their own problems at present and paying the current market value for a company that makes no profit would likely not go down well with shareholders but longer terms economys of size and increased online market share could be highly beneficial for them.Although DC has not had a great tack record in Europe so not sure how they would feel about getting involved there again!
tim 3
21/11/2017
11:10
#Walbrock82 a good post re: CPW is simply a better business... for now. The question here is does one become a takeover target for the other? CPW is the UK market leader by a clear margin, would it consider buying AO to take the fight to bigger more profitable online competitors, Amazon being the obvious example?
rathean
06/11/2017
09:07
Whats a carphone?
binarypilot
06/11/2017
09:04
Any reason why share price has dropped today?
maddyc123
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
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
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
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
28/7/2017
06:28
Hows their banking facilities going?Are they bust yet?
my retirement fund
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
29/6/2017
15:11
On the slide!
greatwhitefunkmaster
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
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
07/6/2017
18:42
120 calling!
tim 3
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
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
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