Member Info for clairesmith

an Asos Zalando merger makes sense, as the synergies for cost reduction and market consolidation would support them through the tough times of 2023 - 2024 which everyone is looking at.
until Putin is dead the markets will be held underwater.

And with 26% Anders doesnt have enough power to stop a takeover if the other shares holders vote for Mike Ashley.
Mike Ashley knows full well that Asos and Zalando are a massive threat to this move into online and youth fashion.

Also whats to say that Mike doesnt have a bigger holding via private equity?
Look at the targets he gave his son in law when he took over Fraser Group, the best way to achieve would be an aggressive Asos takeover, followed up with asset stripping.

look through my chat history, i'm usually a dab hand at this trading stuff, you'll see that i was chattering on Strix and Focusrite and Marston, and all have gone into good profit.

yes, typed in 20000 and looked at the price, went to exit the bid and accidentally pressed buy. honestly not the first time ive done it, but certainly with the most amount of money, so a very sore lesson learned.

If Anders doesnt put his hand in his pockets and start buying then this could become a cheap takeover in the 500's for Mike Ashley. Fraser Group could buy the company to stop zalando merger.
And if Fraser Group manages to buy Asos for under 600's then they have managed to take out one of their biggest competitors for peanuts and also hover up the Top Shop stuff.

We are looking at this changing within the next weeks before the xmas break and could see Asos become part of the fraser group in the new year.

Okay, decided to eat the loss, ive made a ton of money on Focusrite and Strix the past couple of weeks, so overall my portfolio has done very well.
so going to write off the £20k I've got in here as a lesson to not mess about with the HL app while doing yoga.
a very expensive lesson to not be looking at buy prices while in downwards dog.

speaking of downwards dog, thats how this share is looking. all we need now is a turn of the knife mike ashley with him to start dumping shares and this will end up in the 300's!

Well I've done very well on this share. have just sold out, thank you for the nice profit.

the question now is to sell at loss and wait to buy when this hits the 400's

someone knows something bad is happening, this share is tanking faster and lower than any other fashion retail share today

if this company doesnt get an aggressive takeover bid while here, then is there any point in holding the shares?

cards on the table I accidentally bought some yesterday at 615 while messing about with HL app, and in normal times would be happy to hold for gold.
however, currently, i'm not sure, seems like Asos is swimming in treacle currently

the shorts are trapped.
they had a chance to bail in the 500's and didn't and now the floor is in the 600's, and soon to be in the 700's.
The shorts are trying to peddle news as bad, however, the interim CFO moving might be due to them being bad or the fact that they got a great offer from another company.

People are failing to understand that Asos is the main fashion retailer for a lot of people, and the months when people did not buy clothing means there is a back log of money to be spent on updating wardrobes.
Also its XMas and one of the main purchases during this season for 13 to 25-year-olds is clothing!

F**K the shorts, they are desperate to try and bring the price down, however they have run out of run way and now the rocket ship is getting ready to launch.

Great tech, however I can see Amazon or Adobe buying them up

Do you know how many companies have blockchain tech nowadays? It's lots, and few will ultimately be winners.
The fact is the major banks have been working for 5 years to build their own blockchain tech and their partnerships with the major tech companies will give them an advantage over the rest.
Sorry to be the bearer of bad news, but the idea of decentralized free crypto and blockchain is dying, and the central banks and major tech are going to be the winners.

Considering the buy-up of Top Shop was £300m, to get all of Asos for £600m is a bargain!
I would love to see a merger of Zelando and Asos, the synergy makes sense, and feel that if that news got floated it would become a bidding war to acquire Asos.
Fraser Group is becoming very powerful, however, I expect MA to exit soon as they need competition in the market to be the "cheap" brand retailer, Fraser Group is the Greggs of fashion.

From a share trading point of view, attacking the shorts is the easy way to make some great profit, and fully expect that there are a lot of funds considering this now that we have reached a floor.

Alongside that Xmas spending is big for Asos, and having plenty of inventory on hand puts them in a massive strong position considering the fashion industry is still dealing with bottlenecks.

Fair value for this company is still in the £2B region.

The £40b debt looks very dangerous, considering that Vodafone have little to no growth potential, and EE/BT are working to clean up the markets in the UK and EMEA regions.

Fools Ordering Missold Organisation? the free crypto market is doomed now that the major banks are rolling out their own versions. with FTX dead and Binance being investigated, JP Morgan et al are making sure that they control crypto just like they control fiat currencies

Shorts are now trapped, they are desperate to bring this price down but it has hit a floor in the 600's

Time to F the shorts and ruin their Xmas like they have ruined so many people's lives this year, buy and hold, now is the time to fuel the rocket ship!

Hopefully, we see a nice chunky buy from a large firm to further consolidate the available shares.

And hopefully with the ousting of the interim CFO the C-Suite are now in the head space to take Asos to the next level as a retailer

when i look at this share and see that over 7% of the shares need to be bought it brings a smile to my face, as that equals a lot of drive to send this share price back up.
Sure asos has had interesting times, however with the death of the highstreet Asos are THE digital fashion market place, and with a growing population and the ever present consum ego's needing new fashion to self soothe, this puts investors in a very lucrative positon.

Alongside this, Asos growing their own brands (Top Shop et al), means increased profit margins.

Shaping up for 2023 to be a great year!

just a few points:
1) most pub operators' share prices were down today, so it was a sector-wide share price drop
2) Morgan Stanley bought 5% of the share on the 25th Nov, and they would have done a lot of due diligence prior to the purchase
3) we are now out of lockdowns and pubs are being visited
4) marston demographic are generally mid-class an this group have continued to spend, inflation and the rest of the bs of the market is only really affecting working class (lower incomes)
5) the marston / carlberg relationship is a solid statement and fortress of cost reductions and growth

Marstons rejected a takeover offer of 100 for a reason, they know things are cyclical, and we are at the bottom currently and on the way back up over the next couple of years

Did you not read the RNS, they have reduced the debt, and have a plan in place till 2026 for further debt reduction.
Taking all things into account, and a business/sector that was hammered from 2020 to 2022, they are doing very well.

Fact is, if Marstons can survive where smaller operators collapse, they will be able to buy up estates on the cheap and consolidate more of the available market to themselves.

Having profit and available cash with the Carlsberg partnership under them puts Marstons in a very powerful position.

Marstons have survived the worst of lockdowns and the current inflation situation.
as such, as rivals close venues this will mean more money going to marston = more profit

golden opportunity from here to make a lot of money, or for another takeover bid at 100

Looks like some great consolidation of shares.
And the big firms are moving in to hover the shares for the lovely dividend!
Re-rate back to 115 on the cards,

Think laterally, the BoD have just put their hands in their pockets to buy shares at 110 a piece, a special divided would be a perfect opportunity for them to get some cash back and also buy more shares to increase their holdings:

The chairman will want a reward for the £200K they spent i imagine!

These Directors just spent the following, buying shares during the 115 placings:
Mark Bartlett CEO £15,000.00
Raudres Wong(1) CFO £100,000.00
Gary Lamb(2) Chairman £200,000.00
Richard Sells NED £5,000.00
Mark Kirkland NED £50,000.00

Also, the dividend payment has increased every time:

Year ending: 31/12/2022 31/12/2021 31/12/2020 31/12/2019 31/12/2018 31/12/2017
Dividend payments
Final: - 5.60p 5.25p 5.10p 4.70p 1.90p
Interim: 2.75p 2.75p 2.60p 2.60p 2.30p 1.00p
Total dividend for year: - 8.35p 7.85p 7.70p 7.00p 2.90p

I'm sick of the fact that us retail investors have been f-ed over by the funds the past year, that is why i calling bs with this current price drop, and want to ensure people have the knowledge of what is happening so we retail investors can actually win on this occasion.

by the looks of things the BoD will maintain the dividend, considering they themselves have just bought a ton of shares at 115, they will keep the dividend in place as a way to make some money back.

the company has said in their statement that they have already put provisions in place to ensure the china situation will not affect them that much, its just a blimp on the road.