Asos Share Discussion Threads

[moorsie2] 09/2/2016 13:42

netcurtains - please listen - it is not to do with the sales or how good a company it is or not.

The market is based on sentiment - when things are good hot money follows hot areas to drive up valuations to unachieveable multiples of future earnings like ASOS

When thing are bad then the high multiples are attacked as they are the most unlikely to happen.

It is simple business sense and risk versus market sentiment

[netcurtains] 09/2/2016 13:25

I would have thought a share like ASOS that had a good lead to christmas, a good christmas and a good january sale and a bright future ahead of it should be going up not down. The market is insane. How can a sane person pick a share? Lets be honest,

its better to put money in the premium bonds (I'm not joking) , you get the equivalent of about 2% interest (in prizes) and can win a million quid without any risk whatsoever.

What is the point of doing anything else?

If asos can't head north no share can,

[moorsie2] 09/2/2016 13:00

Thank you for some sanity here Hosede

[hosede] 09/2/2016 12:01

Some of you guys amaze me! Can't you grasp that we're in a major (worldwide) bear market and it doesn't really matter a toss what this Co. does, the share price will fall (over the next 9-15 months) - probably until the PE is in single figures.

[moorsie2] 09/2/2016 08:47

lets have a 1 day wager...

It will end down imho

[netcurtains] 09/2/2016 08:12

CityAM free newspaper. Says "Retailers happy... Sales picking up well".



We should be heading NORTH today.

[netcurtains] 08/2/2016 10:52

harebridge: I don't really remember no. I thought it ended with me being more or less vindicated (not sure though as people like to see what they want to see).

I have both ASOS and Boohoo. Making quite good money on BooHoo and making a loss on ASOS. I don't like BooHoo that does not mean I'm not entitled to make money on it. Im not that big a fan of Asos either - I think the Amazon portal modal is old fashioned (as I went into quite a lot of detail over the weekend) and on the way out. Why post just positive stuff what is the point??? Are you REALLY suggesting that what is put on these THREADS with about 10 to 20 active users can really have any meaningful affect? We're investors not football fans or day traders... Pull yourself together..

[harebridge] 08/2/2016 10:27

Netcurtains, stop pretending that you are invested in Boohoo. You've fallen in love with ASOS, which is down trending & you obviously missed the huge rise in Boohoo.Remember that you were run off the Boohoo thread & reported for the following lies:Netcurtains - 11 Jan 2016 - 18:41 - 1124 of 1422 - 0Tonight's evening standard doesn't think tomorrow's news will be that good and indeed they think the price will fall a couple of pennies. They also said the warehouse fire might have some negative effect.Anyway, too late for me to sell now. Its all on the results!!!From what I understand Boo is quite widely used "up north" but not so much in London. ASOS is way bigger down here.Good luck all holders!

[moorsie2] 08/2/2016 10:21

No problem - good luck to you and best wishes

[netcurtains] 08/2/2016 10:08

Moorsie2: I think you overestimate how much money I put into shares or how much weekly swings have any meaning to me. I'm not a day trader. Sorry. I just like writing about shares. Sorry if I gave you the wrong idea. This share, will, i suspect , fly once results are out.

[moorsie2] 08/2/2016 09:58

I hope you have a hard hat netcurtains - this decline is going to be very painful for you.

You are too emotionally blinded by this company and are not looking at the fundamental numbers and valuation multiple to earnings.

[harebridge] 07/2/2016 22:25

The Guardian lol! Has to be accurate then!

[harebridge] 07/2/2016 18:12

Comparing Poundland to Boohoo- LOL!Stick to ASOS mate!

[netcurtains] 07/2/2016 12:10

harebridge: Best will in the world ASOS was never the poundland of fashion.... As fashion editors note: "She points out that 23% of the prices at Boohoo are in the £5-£9.99 category, compared to only 11% of Asos products. “You start to see who that shopper is they’re targeting.”"
I think BooHoo have taken poundland of clothes as far as it can go - take a look at Poundland share graph to see what happens next.

[harebridge] 07/2/2016 09:10

Netcurtains, it's not as simple as looking at graphs. ASOS is the undisputed internet king in fashion retail with sales of £1 billion and commentators still reckon Boohoo.com is at the stage of development where ASOS was in 2010. On that basis, if history repeats Boohoo.com could grow its sales to £1bn in the next few years. International expansion could see it grow into a global giant.

[woodie3] 06/2/2016 20:12

5 Feb Goldman Sachs 4,200.00 Buy
19 Jan JP Morgan... 4,000.00 Overweight
18 Jan RBC Capital... 4,000.00 Outperform
15 Jan Nomura 3,110.00 Neutral
15 Jan Liberum Capital 3,700.00 Buy
15 Jan Deutsche Bank 4,000.00 Buy

[netcurtains] 06/2/2016 17:47

harebridge: you say "different stages of growth".
If you look at graph shapes on both companies, both crashed and rose back up again. I don't see anything really different. "PrettyLittleThings" is a bit of a "con" if you ask me as it probably pretty much linked to "BooHoo" in so many ways already (daddies boys). So, it might have something in it, but I suspect its probably already in the price. I cant see any significant difference between the two. Isn't it possibly just a clever way to get £5M out of the company?

[harebridge] 06/2/2016 17:27

ASOS & Boohoo are at different stages of their growth.Boohoo is possibly where ASOS was 5 years ago, so could see a better return in the medium term.These sort of companies are notoriously difficult to value & much depends on sentiment.

[netcurtains] 06/2/2016 12:31

harebridge: I am aware of that, but I am also aware that ASOS sold a big wad of stuff over Christmas and new year.

If I sell on the dip only to see it bounce back huge when the actual results come out I'd be kicking myself.

BooHoo and ASOS are both roughly in the same market. Its pretty much a "no brainer" if BooHoo has done well ASOS will have too..

ASOS have the distinct advantage over BooHoo of being an "Amazon" type of site - people will nearly always go there first.

From papers concerning Amazon:
"
Amazon did well. Sales in Britain were double last year's, and worldwide they rose 55%. Unlike would-be imitators, Amazon, the first big etailer, has a household name, marketing muscle, and outstanding delivery. Such strengths always mattered on the High Street, and are now helping traditional retailers muscle on to the web.

"

I would say ASOS is a "household name", "marketing muscle" and "outstanding delivery"....

So I'm caught, I can see that 9 times out 10 shorters are right. But on the other hand I've got to stick to my principles, If I think a Company is Good, I stick with it "hell and high water"... Its the only way to be an investor who has a very busy day job (AngularJS developer for half the high street).

I take CAMDEN fashion over MANCHESTER - Sorry - no offence but I'm a Londoner first and foremost.

It is quite possible that this is a "manufactured" dip so the big girls in the city can buy a wad of shares cheap - We know what these city types are like - short like hell so they can buy in..... If true, they will not be getting any of my shares! lol

[harebridge] 06/2/2016 10:06

Netcurtains, Trading Statement for the four months ended 31 December 2015 was only announced a couple of weeks ago. The markets weren't at all impressed & the shorters are all over this now. Could be worth cutting your losses here.

[moorsie2] 05/2/2016 16:41

I have been short since November and am very happy to stay short all the way to sub 2000

[netcurtains] 05/2/2016 08:00

Ni Moorsie2: No - your views I have to take seriously as shorters tend to be more experienced than longers.

I will take that on board. However I'm going to wait until results etc because, judging by "early indicators" I suspect they will be better than people think.

Being on the FRONT PAGE of the DAILY MIRROR for SLAVE T-SHIRTS (for example) will definitely increase teen traffic significantly, and its all free. lol