Ao World Share Discussion Threads

[phowdo] 25/9/2015 10:34

Richard Rose, the non-exec Chairman, sold most of his back in March. The CEO hasnt sold his, yet...

[tim 3] 25/9/2015 10:20

Thats the problem with shares like this far to easily manipulated.

[davidosh] 25/9/2015 10:17

CEO selling his entire holeding ?? where have you seen that ?

[hpcg] 25/9/2015 10:14

It will be some moron growth fund manager who has only been running money since 2008 and has mistaken their above average performance to be skill at stock picking and not a just an alignment with momentum. From that vantage point revenue growth and market share capture is more important than profit and thus AO looks great "value" at these prices.

From a selfish point of view if this forces shorts to unwind so that it can be sold down to its true worthless value once again then I am all for it!

[liam1om] 25/9/2015 08:52

Broker downgrades, poor trading updates, CEO selling out his entire holding and the share price rises??? Amazing.

[davidosh] 21/9/2015 13:44

Cazenove "We reduce our FY16 UK EBIT forecast by £1.5m to £14.2m, reflecting the accelerated advertising spend. Ahead of more financial detail we leave our Germany forecast (FY16 loss of £14.5m) unchanged. The change to our UK forecast drives a reduction in our FY16 group PBT forecast from £1.0m to a loss of £0.5m."

[tim 3] 21/9/2015 12:39

Maybe profits are not part of their business model lol

[hpcg] 21/9/2015 11:02

Indeed; we all know what the omission of good news means. A transparent statement which has not fooled the market.

[m.t.glass] 21/9/2015 08:06

Yes - very noticeable that they mention only turnover, nothing else. Except a warning that they've been spending more than usual:

"..We have accelerated our investment in the AO.com brand over the quarter through tv advertising and other media, which is essential to the long term future of the business as well as growing revenue in the near-term..."

Sounds like they are laying down excuses ahead of revealing profit/loss figures in November. And that the increased turnover is only being achieved by expensive promo campaigns.

[gripfit] 21/9/2015 07:56

turnover vanity , profit sanity. mkt cap ridic !

[greatwhitefunkmaster] 21/9/2015 07:15

Seems the 10 point rise into the close on Friday was well informed!

[tim 3] 09/9/2015 09:15

Here @ 150 is first big test.

[hpcg] 08/9/2015 19:51

Cracking selling opportunity being set up here. Would be great if it could get back to 185 or so.

[dlku] 10/8/2015 11:50

lew stules 21 Jul'15 - 16:00 - 393 of 394 0 0

Still a sell for me with an 80p target now.


im calling it down to 40p

[hpcg] 21/7/2015 16:20

Salpara111 - I think you may see some of the same posters hanging around Ocado and Just Eat. Ocado is very very similar to here, but AO aren't trying to sell an amazing compute system which uses a robot to pick a washing machine off a shelf and put it on a van.

[lew stules] 21/7/2015 16:00

Still a sell for me with an 80p target now.

[hpcg] 21/7/2015 15:53

Bit of a battle over price today. I wonder how many bulls who read the announcement did a word count on "challenging".

[salpara111] 21/7/2015 15:51

No position here but you could ask the same question of Ocado.
Still trades on a forward p/e of over 40 which is still rather too rich for my blood.
Apparently the reason for the rise this morning was a number of short positions closing out

[lennonsalive] 21/7/2015 15:13

The question would be..."Are AO World worth 1/2 billion for a website and distribution service that makes no money?"

[tim 3] 21/7/2015 14:59

Yeah so based on an update with virtually no new information they have halved their target...you couldn't make it up could you.

[hpcg] 21/7/2015 12:01

Wow - Jeffries has gone from insane to wildly optimistic.

[m.t.glass] 21/7/2015 09:07

Jefferies Group Cuts AO World PLC Price Target to GBX 192 (AO)
July 21st, 2015 - 0 comments - Filed Under - by Samantha Reynolds

AO World PLC logoAnalysts at Jefferies Group reduced their price target on shares of AO World PLC (LON:AO) from GBX 410 ($6.40) to GBX 192 ($3.00) in a research report issued to clients and investors on Tuesday.

[seagreen] 21/7/2015 08:32

far too many shorters out here...waiting to get it up the jaksi