Ao World Share Discussion Threads

[greatwhitefunkmaster] 23/11/2021 10:39

LOL Me and you both knew eh? Hope all well with you. Cheers Twisty

[greatwhitefunkmaster] 23/11/2021 10:38

Me and tou

[farrugia] 23/11/2021 10:05

it would be too late by then tim. this is ripe for a takeover. which stock would you prefer holding - thg or ao at this price level? anyway i'm in it for a trade.

[tim 3] 23/11/2021 09:43

If ever there was a lockdown share this is it.

As someone once said a share is never so cheap it cant get cheaper, until there is at least some evidence of an improvement see very little reason to buy.

[american idiot] 23/11/2021 09:37

Lots of growth here....

Especially in operating losses and net debt

Group operating loss of £11m (HY21 : profit of £16m)

Net debt at 30 September 2021 of £102.2m (31 March 2021: £28.1m; 30 September 2020: £20.7m)

As a result of these factors, the all-important current peak trading period is significantly softer than we anticipated only eight weeks ago. As a result, we now expect full year Group revenue to be flat to minus 5% year on year, with Group Adjusted EBITDA in the range of £10m to £20m.

So, these goons are running at a loss and will be doing for at least the next 6 months. Great way to run a business, shareholders must be thrilled.

[allenquatermain] 23/11/2021 09:27

NYBOY has buying these before todays crash

Everything he buys turns to lose

BWAHAHAHA

[farrugia] 23/11/2021 08:44

the directors are heavily invested here and people love ao WWW.trustpilot.com/review/www.ao.com

[csmwssk12hu] 23/11/2021 08:37

I think the fact it’s debt has risen best part of £100m, it’s not going to make money, it’s sales are heading down from a previous exceptionally high stuck at home covid situation, come on guys if they didn’t make serious money last year they probably never will, no point selling lots of stuff if it doesn’t make a profit, your just a busy fool if that’s your policy, hey but don’t worry the directors will be just fine.

[ny boy] 23/11/2021 08:36

Not my best timing but added more this morning should be back to normal with their supply problems next year and probably be taken over. Strong hold now for me but don’t recommend short term speculation on credit, just buy and hold. Will check back in later next year

[farrugia] 23/11/2021 08:18

bought some but mostly for a trade. I think this is now very cheap - could be ripe for a takeover too!

[jammy bastard] 23/11/2021 08:14

@ 160p


NY Boy5 Oct '21 - 09:38 - 779 of 795

Common sense here, share price is cheap imo accumulating

[jason_scrap] 23/11/2021 07:46

Results out. Numbers themselves are not as bad as expected. Could argue the damage is already priced in now. The outlook statement on the other does not read well at all. I fear it likely goes a bit lower, especially if the main market continues its recent decent. Have to wait and see I guess. GLA

[jackson83] 23/11/2021 07:35

SHORTING opportunity RED FLAGS TODAY ...
POOR RNS today I remain a seller .... wait for sub 100p ..growth is flat & worry re cash burn

[salpara111] 12/11/2021 10:47

Yeah, the next FTSE 250 review date is 1st December, it is pretty much inevitable that they will be demoted so there will be forced tracker fund selling.

[kooba] 10/11/2021 10:24

Wondering why continued weakness i note they are at the bottom of the ftse 250 and might be moved out of the index on next review Dec?

[feelthepain] 09/11/2021 14:42

Been buying as it drops but so far failed to catch the bottom. It just continues to fall. Hopefully Christmas will be better than is priced in and we will see a rise.

[redbaron10] 25/10/2021 12:57

I've personally had a rollercoaster ride with this share ever since i invested just after the IPO.I added all the way down from £3 to £1.When the share price exploded during the pandemic i sold my whole holding at 330p just relieved to get out of my position with a profit.I was aware of the company's expansion but i never saw any AO vans around our area.Now i've seen them, and actually used the website and bought a brand new tv,I'm well impressed with the prompt delivery and excellent customer service.I looked at Currys and Argos during my research buying a new tv, but either the brand and screen size i wanted was 'out of stock' or not available for click and collect at the nearest stores.I ordered off AO World and it was delivered the next morning.That is good enough anecdotal evidence to have confidence at reinvesting again in this company.I feel the share price offers value at its present level.The company has a track record now and is growing.As another example of distribution and logistics problems, i've ordered an adjustable/power recliner armchair from DFS in July and i'm still waiting for it!!! Sadly, this share, like many others in our FTSE,is daily traded aggressively and has large swings to the upside and downside imho

[jason_scrap] 22/10/2021 18:06

Seems any logistics issues are being thoroughly addressed. New depot opened today. 29 new jobs openings at the branch, to go with the already existing 1500 employees across the company's network... Plus another 100 driving jobs created, with bonus schemes etc to entice new employees to start. The growth continues, despite what idiotic short seller's think. GLA.https://www.ukhaulier.co.uk/news/road-transport/recuitment/ao-invests-in-leeds-following-huge-recruitment-drive/

[mcmather] 22/10/2021 09:01

I know a few - not ao drivers mind - who have moved employer due to being offered daft wages re the current 'shortage'; the t/u touched upon some issues: "with growth impacted by the nationwide shortage of delivery drivers"

[jason_scrap] 22/10/2021 08:52

Lol... did they not already have they're own fleet of HGV's etc long before this latest media crisis existed...? Did all they're existing network of drivers and contracted delivery companies all just decide to get up and leave they're jobs in the past few weeks...? I think not haha

[bookbroker] 22/10/2021 08:31

That is if they have the drivers to deliver the goods!

[jason_scrap] 22/10/2021 08:23

Somebody just shat themselves straight into my buy order haha. Lucky me!! What's wrong with people...? This is a fantastic business and our best part of year is starts less than a month away! Only way is up haha!