Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
How will this be communicated if this board closes down? I cannot see anything on the google about shareholders banding together yet.
Went with the kids for a 1215 showing. It was packed, lots of extra sales going on as well. The weather must be helping
Big numbers watching Bond at 5pm, still busy with new customers at 8pm
look at the 1,2.3 vol sales
No unexpected news. A good start on T/o. Very pleased with the US listing, they should have done this last year (Biggest market). Positive Q4. Lets hope it shows in the SP
Understand. I feel that the cash question is now best answered by receipts. We have had a year of cover messages, would be nice to read a positive forward picture.
We need tomorrow to update and fill in the forward strategy. Court case update, plans for Q4, and positivity.
We know what the current state is see share price.
We don't want cash and borrowings to be the headline.
The US becoming fully open/if not already, the majority of profits come from here. Some of the comments here are laughable. It would make sense for this share to delist on the FTSE and relist stateside.
so this is ASOS update in April
Increasing focus and investment to support global growth opportunity against backdrop of acceleration in online penetration and consolidation in fashion retailWell positioned to capture demand for event-led product when lifestyles normalise; retaining caution. etc.
So for a growth stock caution must mean 20-30% sales. Still miles ahead of other updates, highstreet inc Next
I know we are different however we are in the sector. AMC big drops (we did not benefit on the way up). They wanted to do a large share release, but not going ahead. Are we being dragged down as well? Plus shorts feeding off. If so we should we a quick return.
Need to hold for Aug update - let's hope management has something very good to say!
Without firm guidance on the £1bl of new sales here is my start. Jump in
Growth stock needs 20% sales inc, plus new brand (est £1bl sales, let's say 1/2 of this sum is accessible on line) = 32% growth in sales. We have this but very encouraging UK sales. (Early indicator as ASOS est brands in US and Europe.
However, profit should be far ahead. Mix change in favour and new brands at much higher margins profits could be 50%.
FX in favour overcomes shipping charges.
Any views, please?
Would not look good for Nick (CEO) if the price post results does not rise beyond £51, wnt he sold recently.
In favour an improving mix of high margin stuff now selling. Plus margin+ with new brands. Given they bought in £1bl in sales, they must give updated guidance