Ao World Share Discussion Threads

[gripfit] 08/4/2014 12:30

BELOW FLOATATION PRICE NOW,,,,,,,,,,,,,,,,,,,,,,,,,,simon, you closed your short too soon.

[fromtheblue] 07/4/2014 12:02

These are the same nonsensical price targets that were going around at the top of the internet bubble in 2000. We appear to be there again, but the masters and their sheep are still in bullish mode - begs the question when will reality strike. Valuations for AO, JE and BOO are unbelievable.

[someuwin] 07/4/2014 09:19

And JPM has 400p target...

07 Apr 2014
AO World AO.
JP Morgan Cazenove
Overweight
400.00
Initiates/Starts

[gripfit] 07/4/2014 08:10

i'll have a drag of what he's smoking

[someuwin] 07/4/2014 07:16

Jefferies starts coverage with 410 target...

07 Apr 2014
AO World AO.
Jefferies International
Buy
410.00
Initiates/Starts

[hosede] 03/4/2014 19:05

A lot of people think ASC is wildly overvalued, but at least it has a proven record of growth. I also guess that with bond yields at todays lows there is case for buying equities on PEs above the usual 25 max advocated by by Benjamin Graham in the Intelligent Investor: With Ao and Just Eat however, I can't help feeling we're getting into "Tulip" country. Similarly with several US offerings

[lennonsalive] 31/3/2014 16:56

Good call Simon, what was the reason?

[gripfit] 30/3/2014 12:47

does that mean you expect a spike up,,,then to re short it simon ??

[simon cawkwell] 28/3/2014 20:16

I bought this short back at 304p today.

[chinese investor] 28/3/2014 18:08

Easy Money !

[privileged] 28/3/2014 13:10

Good plan, normally I just use spread bet Companies for shorting.

Not sure TDW allow this but will try, and change broker if not! Wish I'd thought of that couple of weeks back

[gripfit] 28/3/2014 12:45

privelidged..... can you not sell some with a protracted settlement date ..ie t20 >??

[privileged] 28/3/2014 10:29

Anyone able to short? IG won't accept shorts due to underlying borrowing restrictions - bit gutted as been trying all the way down from £3.70

Anyone want to lend me some shares?

[gripfit] 26/3/2014 18:08

well done simon,,,,,, but I think it's getting close to bouncy bouncy time.

[gripfit] 24/3/2014 07:33

2 fingers or 4 !??

[greatwhitefunkmaster] 23/3/2014 17:22

Ten bob and a kit kat!

[gripfit] 23/3/2014 10:09

double it's mkt cap............£2,8 BILLION !!!! what floatation price could you get on your chain of stores GWFM ?? ;0))))

[greatwhitefunkmaster] 23/3/2014 09:13

Is the blue sky valuation based on a move to distribution of white goods throughout Europe or a wider expectation of the move to selling "anything online" hence the name change. Do we have the next Amazon?Or, more likely IMO, far too much hype for a company that is good at what it does but has no niche that can't be replicated very easily.

[knigel] 22/3/2014 23:25

About 30 top staff at AO, formerly Appliances Online, stand to share £25m if the company more than doubles its market value over three years (Sunday Times). At 100 times forward earnings I suggest it's a tough target...

[simon cawkwell] 22/3/2014 14:49

gripfit,

They are good at sums and know that if they improve, in the sense of lift, their estimates they get paid more. That's really skilful mathematics in operation.

Simon

[gripfit] 22/3/2014 13:33

back to ao simon,,,,,,,,,,,,,,,, how on earth does the city get to a flotation price of 2.85,,,,,,,,,,,,,,, I thought that those analysts were good at sums !!