Asos Share Discussion Threads

[netcurtains] 13/4/2021 13:59

Dont all cheer at once.

[netcurtains] 12/4/2021 16:11

ASC is the new Top Shop..... I'm in.

[discodave45] 12/4/2021 11:09

Only the 6.3% of shares and it's for 2026. That's my take on it anyway but DYOR.

[dalailama] 12/4/2021 08:47

They want it down, not sure how low but thinking should be nearer £80? Credit to NYBoy!

[micha14] 09/4/2021 18:45

OK, but then that values the company at 79£ a share, does it not?

[discodave45] 09/4/2021 13:14

'The Bonds will be convertible into preference shares of the Issuer (the "Preference Shares") which will be exchanged for ordinary shares of the Company (the "Shares").'

[micha14] 09/4/2021 12:53

They are not diluting the shares but rather secured 500m of financing at a coupon of just 0.75 of a percent. I mean, if you could borrow 500m at 0.75pc you would. Regarding margins- These have improved hugely, and we already have an 18pc RETURN on capital employed!!! Asos has a higher EBIT margin than ZALANDO , yet Zalando trades at twice the valuation. Outstandidng results and outstanding acquisition of topshop/topman. This is one of those Peter Lynch ten baggers. It currently has a depressed valuation because it british. Just 3 years ago it was at 65£. if we take the valuation of 3 yrs ago and that of Zalando, the shares should be trading at 120£!!! 3 times sales of 4bn. Out of boohoo, and zalando, Asos is the most outstanding business, not to mention they sell itno 200 markets. Growth of 60pc in places like Israel and Saudi Arabia!!!! Hold tight, and actually at 54£ not a bad time to add

[discodave45] 09/4/2021 12:21

Arent they diluting because the £500m bonds will be exchanged for 6.27m ordinary shares which is 6.3% dilution?.

[greco600] 09/4/2021 12:08

They aren't diluting the share price!Its capital to help them continue the growth, basically a long term low interest loan

[telbap] 09/4/2021 11:16

Bottom line is expect 6.6% dilution hence the drop.

[dalailama] 09/4/2021 09:52

Doubt it, no reason for fall, will recover today! 😁

[ny boy] 09/4/2021 08:08

Hoping to pick some more up around 5000 🤞

[greco600] 08/4/2021 11:36

I agree keeps going up.

[bulltradept] 08/4/2021 11:16

The price appreciates though so what more do you want?

[peteret] 08/4/2021 11:03

All that profit year after year and still no dividend.Probably explains the share price fall each time.

[martinthebrave] 08/4/2021 10:09

Excellent Results IMO. Guidance raised to reflect H1 performance. H2 left the same despite having the first 6 weeks "in the bag." Seems ripe for further Upgrades.

[greco600] 08/4/2021 09:28

It's not! I'm not going to list everything just read the results. Market often acts in strange ways, but results are good.Margins may be slightly lower due to extra costs some of this due to covid.But they keep making more profit and gaining alot more customers, future is very bright and there in line with forecast

[josh 32] 08/4/2021 09:02

Very bad news then ???

[greco600] 08/4/2021 07:13

Brilliant results!Going from strength to strength.

[olivert] 05/4/2021 16:53

What are your thoughts? Share price range this week with results: In the range £63.19-£64.24 based on share price uplift for increased eps or post tax profits..

[chainsaws] 29/3/2021 08:44

A.S.A Rule Breach by Boohoo.com UK Ltd in association with Luke Mabbott =================================================================================== A TikTok post on Social Influencer, Luke Mabbott’s TWITTER account @lukemabbott, featured a video of Luke Mabbott wearing two outfits with the caption alongside stating “Which look do you prefer” and “Outfit from @boohooman #boohooman”. The A.S.A complaint challenged whether the post was a marketing communication without being obviously identifiable as such. Boohoo.com UK Ltd (Boohoo) stated that BoohooMAN and Luke Mabbott had a contractual agreement in place, which included an obligation to promote and market Boohooman products. Advertising rules state that promotional and advertising material must be obviously identifiable as such, and that this must be made clear, that there is commercial intent, if that is not obvious from the context. The A.S.A discovered that there was a “commercial relationship” between Boohoo and Mr Mabbott which involved a contractual agreement that covered the post. The advertising post fell within the marketing and promotional activity conducted by Mr Mabbott on Boohoo’s behalf The A.S.A confirmed that the post would have appeared in-feed on TikTok and it considered that there was nothing in its content, which would have made it clear to those viewing it, that it was an advert. ======================================================================================= Boohoo.com UK Ltd and Luke Mabbott were publicly warned by the A.S.A. that any future advertising must be obviously identifiable as marketing communications. =======================================================================================

[donaferentes] 26/3/2021 14:36

PS successive stockbrokers persuaded me to sell far too early, because it wasnt on their list. Cost me £10ks. I'm no longer in it but like to keep an eye on it.

[donaferentes] 26/3/2021 14:25

Ive always since, since sub-£1, if youre feeling seasick about thevpricecaction, look ahead to the horizon 10 years hence. Even then I hardly dared think £10.

[transhoneyqueens] 26/3/2021 14:12

ASOS will be 100 pounds & BOO will be 20 pounds within 5 years