Ao World Share Discussion Threads

[blackhorse23] 14/2/2023 14:11

https://www.proactiveinvestors.co.uk/companies/news/1005917/currys-focused-on-restoring-profitability-says-broker-1005917.html

[blackhorse23] 10/1/2023 11:41

https://www.retailtimes.co.uk/barclaycard-continues-to-see-increase-in-black-friday-transactions-as-currys-records-56-online-purchases-per-minute/

[elliotset] 10/1/2023 08:28

Back to £1 level over next few weeks

[blackhorse23] 19/12/2022 13:07

https://www.bbc.co.uk/news/business-63737595

[gregpeck7] 23/11/2022 13:42

Better scuttle off to the cury board then.

[blackhorse23] 23/11/2022 11:32

I prefer CURY as well over AO , CURY well known name in market , pays dividends & buying back shares .. when AO will pay dividends or buy back shares & no more placing then i know it's strength , support it but meantime I will stick with CURY https://www.eurogamer.net/early-currys-black-friday-deals-2022

[csmwssk12hu] 23/11/2022 09:04

They can certainly sell items it’s the making profit they struggle with, placings and losses since flotation have exceeded profits over the last eight years and look set to continue, maybe the share price will rise markets love a loss maker

[tim 3] 23/11/2022 07:45

Been around a long time and every time there has been talk of recession people have still spent on electricals at Christmas.

Prefer Currys but still think these should benefit if thats the case.

[feelthepain] 22/11/2022 23:19

2nd half of the year is the most profitable. A decent world cup and then Christmas may help to see profit predicted

[quepassa] 22/11/2022 22:28

Shorters worried.

Misinformation and disinformation.

Likely to pop further in next few days.

all imo. dyor.
qp

[csmwssk12hu] 22/11/2022 20:32

Your right it could be £2m a week just reading through those notes in the accounts state only £24m left of revolving credit and if that’s the case based on the £1m per week that only leaves 24 weeks any thoughts?

[glavey] 22/11/2022 17:07

Things could be worse...

[csmwssk12hu] 22/11/2022 16:01

From the figures it suggests £1m per week cash burn anyone care to correct

[buywell4] 22/11/2022 10:09

Results better than forecast which is always good. But I never really trust adjusted EBITDA as that’s so easily to manipulate and of course it’s now in a period of contraction with the closure of the German business. The heady days of 300p aren’t going to return anytime soon.

I’ll keep this on my watchlist, hope it does well, did a good job with replacing my washing machine.

[quepassa] 22/11/2022 08:29

Very positive results.

Guided at top end of concensus.

Looking strong.

Both UPGS and Currys UP 30% or more since their results. Bodes well for AO.

ALL IMO. DYOR.
QP

[csmwssk12hu] 22/11/2022 08:26

Did this last results day and ended down 10% be careful

[csmwssk12hu] 22/11/2022 08:02

Raised £50m from shareholders and £1m more in debt than a year ago when is the next raise?

[feelthepain] 18/11/2022 09:18

Black horse can't see what you wrote because you are filtered. But even then I reckon its something about Currys being amazing and AO being bad.

[blackhorse23] 16/11/2022 23:48

Last Black Friday currys records 56 online purchase per minute. Highest in Uk retails. https://www.retailtimes.co.uk/barclaycard-continues-to-see-increase-in-black-friday-transactions-as-currys-records-56-online-purchases-per-minute/

[quepassa] 11/11/2022 13:27

Both Curry's and UPGS have seen their share price rise enormously recently:-

Curry's have gone from 55p in early October to 83p today + 50%

UPGS have gone from 90p to 145p in last two weeks + 60%


Good to keep an eye on sector peer group.

Bodes well for AO

ALL IMO. DYOR.
QP

[blackhorse23] 11/11/2022 12:45

Another newspaper highlighted CURY as best Black Friday deal. https://www.manchestereveningnews.co.uk/whats-on/shopping/best-amazon-sky-currys-early-25489731

[blackhorse23] 10/11/2022 23:12

Today's newspaper: market share is going to CURY. https://www.dailystar.co.uk/tech/news/currys-black-friday-deal-sees-28456245.amp

[hpcg] 09/11/2022 22:48

No position - but the worst time to be short is when everyone else is and there are no longs. Few shorts and an overweight fund makes for a much more pleasant environment. Tactically the substantial raise in July should see them OK for cash for the time being, and price hasn't moved much since then so there is no dramatic anomaly that justifies a position at this time.