Member Info for Cuppycakes528

Peel hunt says buy lol they are so bad

ASOS sucking atm

Need growth more than a 1% rate

James

Working capital benefits gone

No growth

New teams

Sp slump

Fcf non existent

Vcp out of touch

These are bad results tho let’s be real

Fcf is not there

The fcf is concerning how du go from meaningful to in line with consumes to 8m it’s a joke

We need blue and 450 not red and good analyst comments

How silly new cfo is worded this update so poorly and there are signs of hope there

Can someone explain the fcf for fy26 shift from meaningful to in line with consensus of 8m

Fcf in line with analyst consensus

It’s only forecasting 8m

EBITda lower end

Rev down

Crap results really

280s

Hopefully climb to 320 after results then wait for Xmas rally

James are u bullish on asos

Larcos or barker who’s invested millions I’ll go with barker

ASOS has never really since Jose been out of guidance massively the only change I didn’t like was to revenue growth in mid term which changed from double digit growth to growth but guessing that changed due to top shop

Ofc it’s a year away that’s the outlook

205 ebitda

Capex 120

I test and loans 20

Do the math

that gets offset by increase ebitda and sales in fy27 and lower capex dip**** a

• +£50–65m (first positive year since FY21)

• EBITDA £177m

• – Capex £124m

• – Interest/leases £30m

• • Working capital release ~£45m

• – One-offs ~£12m

• = ~£56m

Take off extra 12 for good measure

44m fcf

Ebitda next yr 177m

6.3 % rate

Capex 124

Jose said