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
	-3.00p	-2.26%	130.00p	129.00p	129.80p	135.00p	127.40p	135.00p	699,309	16:35:08

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
General Retailers	796.8	-13.5	-2.9	-	596.43

AO World Share Discussion Threads

Showing 501 to 525 of 525 messages

Chat Pages: 21 20 19 18 17 16 15 14 13 12 11 10 Older

Date	Subject	Author	Discuss
12/9/2018 08:44	I acquired some AO. yesterday - I had a very good experience purchasing from them recently and think they'll push the Currys and others off the high street eventually. It's the way retail is going.	value king	Read Full Thread Reply
14/6/2018 10:15	Thanks, walbrook, interesting analysis.	effortless cool	Read Full Thread Reply
14/6/2018 09:40	I know its late, but here are my views and opinions on what’s going on at AO World: http://bit.ly/2JA0dJL If you want a background knowledge of AO World business strategy and their aspirations, click: http://bit.ly/2JAaSV8	walbrock82	Read Full Thread Reply
25/4/2018 10:21	So are quite a few recently Effortless -- which is what piqued my interest.	bones30	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
06/4/2018 15:13	Seems the market agrees with Rathean today!	effortless cool	Read Full Thread Reply
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	Read Full Thread Reply
06/4/2018 08:48	Popular share? Decent trading state that without being spectacular. What is their debt position like?	rathean	Read Full Thread Reply
11/1/2018 13:41	like a kite	tjbird	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
06/11/2017 09:07	Whats a carphone?	binarypilot	Read Full Thread Reply
06/11/2017 09:04	Any reason why share price has dropped today?	maddyc123	Read Full Thread Reply
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

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