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Finally some movement and in the right direction for a change
I would like to better understand the strategy behind these targets and the parameters of 'exceptional' performance. If the uppermost share price paid out for (£10.43) is the same, is this a genuine and achievable business target, and how does the company mean to get there e.g. is it reliant on international expansion, or could it be achieved through UK alone? Does 'exceptional'performance begin at £1 a share, or £3, or £5, etc.?
Thanks
Correction: between 40p and 1043p (!)
Where on this very scale between 40p and 700p does 'realistic' end and 'very ambitious' begin?
The statement had a typo indicating that it had been edited to add "the directors believe" to the assurance of 'medium to long-term' value creation.
Grateful for thoughtful, genuine perspectives please
Thoughts?
Company today announces a restructuring of its Value Creation Plan, to better reward "exceptional performance".
Presume previous scheme hasn't worked out too well of late (to say the least!), so they're wiping the slate clean and cobbling together an easier scheme.
Nice for them, but hey, don't forget us shareholders.... do we get a new Value Creation Plan or are we left with the usual Value Destruction Plan?
Conveniently just below 40p for buyers, before continuing down ?
I certainly have my eye on this as a possible recovery play (was waiting for under 40p and now its there..)
Market is missing the potential £2k worth of share at £500.. never seen such a barmy valuation..imo
Has someone conducted another little tradie off the lows again ?
Better than expected results and much lower than expected German business exit costs. £20m EBITDA in FY23 would be quite healthy given current mcap!
Loss as expected (£30m) and quite consistent with previous 6M period.
I've some serious doubts about AO.' getting back above break-even level over next year or even two.
Sure is, I really thought sub 40 was in the rear view mirrors, that’s shares for us
So frustrating! :@
Just needs to push back over 50p! Keeps trying!
Re: ...Someone is really trying to drive this down...
There's nothing to drive down, it goes naturally, they've been hardly profitable to begin with and recent scaling down and falling back into loss zone (6m interim results) just helps market to understand it's real value.
In order to get higher sp they would need consistently relevant level of net profits (£25m+ pa)
So far over the last 5+ years (on total basis) it was just slowly burning capital (aggregated/non-discounted loss is roughly -£27m over 5+ years). Potential salvage value of their assets (high weight of intangibles/goodwill, prop/equipm, some inventories as per paretto liquidity rule) is bringing their on-paper equity value (90m+) down practically to nil.
IMV - AO. are very high-risk and relatively low probability of success..
Someone is really trying to drive this down for some reason! Gets above 50p and then crashes back to 43p! It driving my crazy at the minute! I wish I would have sold at 53p and rebought in!
That in pounds actually
Below I wrote euro300
It's 250m now, was 300m when I posted
You got to inc the new shares
Seems whoever bid it up last week has been selling short since.. no rns but maybe to get in cheaper still?
Ao is 200m mkt cap.
It states online as today for some reason?
Says its in September online
https://www.ao-world.com/investor-centre/events-calendar/
What is being said at this AGM? The share price is everywhere today!!