Ao World Share Discussion Threads

[chiragmahe] 01/10/2014 14:41

what do you folks think of the german exapnsion?

Pass or fail?

[gripfit] 01/10/2014 13:24

flippin heck another craking city ' valuation' down the pan!! did derren brown get this floatation away??

[dlku] 29/9/2014 12:52

Gentlemen,

Take a look at the prospectus and notes to the accounts, 15 and 22. The profit, such as it is, is through insurance commission credited on Day One.

This is all fine and dandy but what happens when this commission is cut back. It has happened before.

Simon Cawkwell





I think it could head to 80p

[mikepompeyfan] 15/9/2014 11:09

Is the CEO still looking as smug as when he ridiculed Dixons on flotation day ?
Their shares are up 14% since that day.
These are down 32% from the flotation price.
Doubt he gives a toss. Already made his fortune at the expense of the punters who overpaid for an over-hyped business.

[septimus quaid] 11/9/2014 15:19

Who knows, sub £1?

Not saying business is no good just the stupid valuation.

[chiragmahe] 11/9/2014 13:43

how far down will this go you recon?

[septimus quaid] 09/9/2014 12:58

I have been puzzling over the reasons behind AO.'s market cap and was listening to their CEO on the radio the other day. I was left with a bit of a feeling of "cult personality", not in a David Koresh type way but as a friendly, bloke-down-the-pub type chap who happened to take on a bet and leave you with a warm fuzzy feeling after chatting with him.

A bit like Neville Wilshire.

[pyemckay] 09/9/2014 12:44

very weak since lock in period.

[pyemckay] 02/9/2014 12:28

yes, should be now

[loss-leader] 02/9/2014 09:49

So are the handcuffs off for staff to sell now?

[dewtrader] 12/8/2014 12:59

Geographic expansion. some degree of EBITDA dilution at group level.

[gripfit] 12/8/2014 11:17

hmmmmmmm , 'kin idiots

[dewtrader] 12/8/2014 11:12

Jeffries - 410p target for AO.

Q1 15 AO website sales near +40% YoY, Germany getting close

[lennonsalive] 12/8/2014 11:11

LOL, positive tone.

Can't wait to short this overpriced company again soon.

[dewtrader] 12/8/2014 11:10

Jeffries - BUY AO.


AO World (AO/ LN): Positive Tone from NYC Meetings
Rating BUY
Price Target 410.00p


Key Takeaway
The AO management set a positive tone in recent investor meetings. Despite the downward trajectory of the equity price, the core business, UK TV and the prospective German launch remain very much on track. Q1 15 AO website sales near +40% YoY, Germany getting close, natural search issues linger however. With repeat customer revenues nudging 40% of the mix, brand momentum and customer experience seems in good shape.

[septimus quaid] 07/8/2014 10:01

Thought successful listing of Dixons-Carphone may have put a downer on things here

[mikepompeyfan] 06/8/2014 11:15

Does this founder care ? He bigged them up, dissed Dixons and has run off with his over-sized cut of the flotation proceeds.
Look at where the respective share prices have of the two companies have gone since.

[gripfit] 06/8/2014 10:10

£1;90 gone..................... how the heck this saw £4 , I haven't got a Scooby,, and all those London city boys supporting a ridiculous floatation price, the mind boggles.

[anony mous] 28/7/2014 23:05

I am considering buying these at sub 1.00Anyone tell me if these are worth a punt at 10 or 15p ?

[fruitninja84] 27/7/2014 22:20

180 days from 3/03/14 so i would think 1st of september,
Could be a rush for the exit? There may be a restriction on shorting so maybe get in sooner? IG Will let you short but you will have to call them,

[loss-leader] 26/7/2014 18:07

I'm new here! When do the lock-ins expire? LL

[gripfit] 25/7/2014 12:51

how the heck did the city get this one away then paul??