The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
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Drapers Today.
Asos' 2030 "fashion with integrity" programme is focused on minimising the etailer's impact on the planet, delivering positive benefits for people who work in fashion and meeting increasing demands from customers for greater choice in responsible fashion
https://www.drapersonline.com/news/asos-unveils-sustainability-goals-for-2030
Will you be tuning in at 3pm rag?
Really useful the two previous capital market events by Asos. Great insight into how they do what they do. Might be useful for you to see inside the yoghurt factory rather just dropping the milk outside?
Kallu bit harsh but i hear ya, i know Nick pretty well, hearts in right place he is not great orator but i do agree with his sentiment Asos ahead of the pack for this and path is set, . I am botn a supplier and investor bought in at 22 sold at 52, bought back in today at 30 , absolute steal as is Boo Hoo atm.
@kallu if you want to expose a “boohoo gambler” then nows your chance. Ask rag how he calculates these two businesses to be “absolute steals” other than just price used to be £x so this is less.
Even more ask what they should be worth. If you say they are “absolute steals” you must be able to say at which point they aren’t (common logic rule I forget the Latin) but also mentioned by all analyst and “stock tip” writers. So let’s see what rag say here
Also worth asking him why by a business where the ceo see it’s fully integrated and data driven platform as it’s largest asset? He doesn’t think they exist. He wants a retailer with growth why not buy Next or JD?
Happy hunting!
Dan - we are all painfully aware that you constantly want to take every possible opportunity to trounce ragtrade. I have already shared by view (for what it’s worth) that you do have a tendency to take a piece of information out of context sometimes and you insist on bringing up what are essentially old untreated issues in an attempt to score points. Which is unfortunate because I think the good stuff you have to offer is in danger of being lost amongst the petty.
But regardless of whatever battle you think you still need to fight with rag (especially bearing in mind that he doesn’t even see your posts) encouraging kallumama to spout even more of his diatribe in order to try and make a point that let’s be honest only you seem to care about really doesn’t add value to the board (again only my opinion but from the comments of other posters I don’t think I am alone).
Maybe it really is time to prove that you are a grown up and just drop your issues with rag and concentrate on offering your views or opinions about boohoo and related issues?
Pmoran we’ve seen you play this game before. I nice long moral post calling me out but never a word to rag. Are you two old mates?
There’s absolutely nothing wrong with asking someone too say why a stock is an “absolute steal” to tell me there is is just condoning ramping and I’d have thought you were better than that
The noise of what I say is lost? But again this has happened as rag has taken every opportunity to say I’m wrong on everything (despite comments, quotes or articles even words direct from the ceo himself while he tells us stories of pennywise)
What I say is lost on this board as people on here are plumbers, ex-salesmen or small shop clothing manufacturers. What they own is a share in a business which has a valuation
Rag has been spouting “everything’s on the table” and “in fashion you chase a £1 where you can” despite this business driven by a clear strategy (it’s on the website and in all results updates). Again as there’s a gap in understanding between profit to valuation
Why not mediate the right way for once (no comments about the ginger and other offensive language below P?) and I’ll help educate on value
Or why not ask to answer the question once for yourself and you’ll see
But I suspect you’ll do as you did the other two times now. Just not reply or try and get rag to back up what he says in terms of value
Is a share. It’s directly represents value of a company. If you can’t get to that then you don’t know what you’ve bought. So how can you claim “absolute bargain”?
Have a go P ask rag to tell us then you’ll see how useful his contribution is (add to all the thing he says boo is doing wrong - which are actually the strategy!)