Ao World Share Discussion Threads

[2breakout] 07/9/2021 17:18

Closing price has been up for 4 weeks on the trot. Hopefully does the same this week.

[mcmather] 07/9/2021 14:56

Interesting; 8.5m trade @ 250p.

[ny boy] 01/9/2021 08:05

Ticking higher, looks to have found a bottom around 210 area. Holding long term for recovery

[mcmather] 27/8/2021 10:53

Re “Jefferies upgrades from hold to buy, targeting GBp 400” from 17 July 2021. They interviewed John Roberts a week or so after the results;

“2 million new customers” in FY21.

“8 million customers in our base”.

“Most advanced pure play GLOBALLY in our space”.

Double digit revenue growth FY22? “That is our guidance as we see things here today and we are obviously through Q1 (2022)......through (competitor) stores re-opening, etc”.

“In 5 years we believe that we will be in five territories”

“1 year ago we were circa £1bn of sales, we are now £1.7bn of sales and we plan to be over £4bn of sales in a few years time”

“2 years ago we hardly had any B2B business (house builders, insurance, etc), in the last 12 months did £100m. This has got a great trajectory”.

“The German market is twice the size of the UK”.

“We will update in November on how our thinking is evolving (re France, Spain and Italy)……there is about 16m people in the Greater Paris region so we would go and do the GP region. We’ve got all the capabilities”.

[mcmather] 23/8/2021 16:56

Wasn’t previously aware of this; ie two “stores” of sorts in addition to the tie up with Tesco.

“When an appliance is thrown and out and comes back to us, we inspect it and repair where possible. This is a more sustainable solution for those appliances that aren’t quite ready for end-of-life treatment, keeping them in circulation for longer and avoiding waste where possible. We were the first in the world to be certified to a new standard for turning waste electricals into reuse appliances. Once our experts have skilfully repaired the good quality and durable appliances, we sell at heavily discounted prices through our AO outlets stores as well as third party outlets.”


“AO opens new outlet store in Bolton, Dec, 2020 – Elek Direct”


And Elek Direct, Telford; https ://www.ao-outlet.co.uk/

[ny boy] 23/8/2021 08:29

Watch out for M&A activity from overseas predators, U.K. are great value at current levels imo

[mcmather] 20/8/2021 12:39

Interim TUs are sporadic. Unless this coming Monday / week (re last year’s 20 Aug 2020), the AGM is 29 September 2021 and the next TU might follow that.

[genierub] 20/8/2021 11:18

Any idea if there is any news expected here soon? Results etc.?

[mcmather] 19/8/2021 12:00

Hopefully; macd also nearing a centre line cross for the first time since 20 April 2021.

[ny boy] 19/8/2021 11:38

Equities markets down, interestingly hardly any reaction here, signs of a bottom in place me thinks!

[mcmather] 17/8/2021 21:41

17 Aug 2021 – Whilst awaiting the break out… Some PR and some rising numbers for AO.

“AO celebrates recycling over two million fridges…During the lockdown period of April 2020 to April 2021, AO received over 328,000 unwanted fridges at its recycling plant from customers, which is up by 68% compared to the previous year”.

[middlesboroughfc] 09/8/2021 20:59

hornacious move

[mcmather] 09/8/2021 20:13

Threatening to break out of the weekly trading range.

[ny boy] 05/8/2021 08:26

Will take another stake if we see 175/200p area then hold everything for a few years. Will check back on progress in Q4 - 2021

[mcmather] 03/8/2021 11:52

A bit like PRSM re cheap uk company. Like there, the cabal have also now taken a short position here.

[ny boy] 03/8/2021 08:35

Attractive entry in my books so bought two lots @219p for a 2-3 year hold. Another cheap UK Company..ideal for a foreign predator to snap up imo dyor as usual.

[glavey] 13/7/2021 04:38

Shop talk.

[mcmather] 12/7/2021 16:07

FWIW: "AO World: Jefferies upgrades from hold to buy, targeting GBp 400"

[pugugly] 01/7/2021 11:29

Very bullish interview on sky news but market ignoring - Still possibly recovering from being previouly over-hyped. p/e ratio while improving still possibly far too hight - up against major and much better capitalised competetion with much deeper penetration of potential consumer base.

[mcmather] 01/7/2021 09:16

Back to the 330s range fairly sharpish?

[babbler] 01/7/2021 08:13

Yet market takes it down. Go figure

[mcmather] 01/7/2021 07:51

Reads quite well:

“Over 1,200 new roles created across the business”̷0;

“Our market share in televisions and audio visual also showed strong growth, achieving total market shares of 6% and 4%, respectively. These are significant milestones in our strategy as a global electricals retailer”̷0;

“and remain prudently optimistic that we will be able to deliver double digit growth as we lap the strong Covid performance comparatives”…

Germany is bigger than the UK; can they get the German revenue (226) up towards the UK revenue (1,435)?

[glavey] 01/7/2021 07:22

Good heavens, they've made a profit!

[mcmather] 30/6/2021 08:47

Just for comparison:

30 June 2021: "Dixons Carphone posted a 34% rise in annual profit on Wednesday and said it would resume paying dividends after strong online sales helped the British electricals retailer offset store closures during the COVID-19 pandemic. The group, which trades as Currys PC World and Carphone Warehouse in the UK, reported an adjusted pretax profit of 156 million pounds ($216 million) for the year to May 1."

[glavey] 29/6/2021 14:47

Appointment of Joint Broker

Smokin'!