Member Info for G_G_G

Unbelievable. I sold 7k shares this morning for 397p to top up another stock. Thankfully I still have around 60k shares remaining :)

Reckon this could be the start of our re-rate. Anders has just taken another few %. Hardly an insignificant increase to his already massive holding. Another 3% and he's forced to make a bid. If I were short this share I'd be buying back first thing tomorrow. The big question however is whether Anders and Camelot (& MA) are building for something else. They now own 60% of voting rights between them. And over 50% of common shares. And there's no other +10%ers. Interesting.

It's a good point about the poo and gas plus wildfires over the q2 period. I'm getting slammed at work but would appreciate people's thoughts (and working for those who provide them) on the potential impact of these factors. We know q3 is going to be well ahead of budget, but q2 could look a bit ugly. Figure it's better to brace for us dropping temporarily if it's going to happen. GLA

Hopefully another 1 or 2 TR1s this week. At some point the market is going to completely flip here when it realizes the major holders are going to continue adding to their holdings. Shorts will recognize the water is getting too hot and get out. Traders will start thinking they should hold for a little while longer. And just like a mini-re-rate will occur and we'll be above 450p. We just need a couple more TR1s because the shorts aren't ready to close and will try to push this down another 20-30p before they rinse / repeat back up to 400p. Either that or we need a 'game-stop' moment and have 10000 PIs throw +£500 at the company and spook the shorts. The sudden change in price will start attracting more investors who think a bid is incoming and we'll be at £7 in a flash. Sadly the p&d crews on lse are a dozen or so people f@cking with micro caps. AIMHO GLA

Well that's another 250k for me. Thankyou sellers for this morning's drop. Bonkers valuation here. I thought it was a great deal at 10-11p. Will keep buying whilst under 10p. GLA

If all three of them team up they can take us out for a song. It makes no difference whether we like it or not. They're the only +10%ers and they own close to 60% of the company. I believe t/o rules state the bid must be higher than what has been paid in the past 12 months...? That's bang on £10 until February next year and it decreases with every month afterwards. Between Anders and Camelot they now have approximately 40% ownership. So they could take over the company but not have full ownership as MA can hold onto his stake. Interesting times and amazing how the market is sleeping on this. I wonder how many more % Camelot and MA need to acquire before people start saying 'hang on a minute...'

Well at least we know why the sp has reacted this morning. Camelot is def teaming up with someone. They knew about the Trendyol bid and blocked it alongside Anders. I now worry all three could be teaming up for a bid to take us private. They now have close to 60% between them...

Not sure when the market is going to wake up to what's happening here, but there's most certainly something happening bid wise.

Knowbody, I mentioned previously that I think MA is lending out his shares to shorters and accumulating at the same time. It's a genius move really, where he can keep a lid on the sp whilst still building his position. And he gets paid a fee at the same time. If you've got billions and you're dealing in the tens of millions it's very easy to manipulate this share. There will of course be a limit where PIs stop p!ssing their pants and allowing him to pick up loose stock. When that happens the sp will surge. All it will need is some good news / results and his chances at these prices will be gone. Very clever of him.

I'll certainly be surprised if we don't bounce back above £4 with MA continuing to add. The only reason he has been able to do this is the general malaise in retail due to horrendous weather and depressed headline economic data. As many have pointed out the recent bad weather disproportionately impacts bricks and mortar. Many also fail to recognize that Asos main customer isn't impacted in the same way by mortgage rate increases. But they are being given wage increases at the fastest level in 40 years meaning their disposable income profile hasn't been f@cked like most families. In other words, the weather and macro doesn't apply / impact Asos in the same way as other retailers. We'll find out soon enough, but a general read across for retail isn't the way I'm looking at things. GLA

Vmax not sure what to say after your last post it's that f@cking stupid. You're funny.

Clearly you've got nothing Tony.

didn't realize it was a popularity contest tony.

as for the post that got a response from vmax and stas, care to take a stab at what i've said that is inaccurate...? or do you believe the mgt team have been great at providing the market with timely updates? and that they're constantly working hard at promoting the company to investors, which also happens to be a key part of any senior mgt position...? the only cr@p that is getting spouted is by people making excuses for mgt when we have a valuation gap versus our fundamentals and peers of close to 50%.

and as i've said, i'm more of a buyer at this level, so not sure how this is talking down my investment. i'm just not being a bull****artist. hopefully a hostile bid lands and we can all walk away with a lot more money than we have now. gla

man some of you guys are comical. firstly i'm not a 'trader'. if you had the slightest idea of what traders do you'd understand that someone who shifts part of his holdings from one company to another every few months isn't defined this way. i've never dropped below 3m shares here, and i was also a shareholder when liberator missed. so that makes me a long term 'investor'. i'd suggest educating yourself on what traders do before you make yourselves look like f@@ls.

also, i have the right to post whatever i want on this board, which is supported by the fact that i've always been a major pi here over the years. if mgt do a good job i say 'good job'. if mgt f@ck things up, or don't do things that are part of their job, then i'm critical. it's very straightforward the direction of my posts and the reasons why.

and to say that i should be perennially positive on mgt even when the sp is 12p would suggest you feel everyone should be disingenuous over what they believe to be a problem (when there is one). you guys behave as you see fit, but i'd rather be critical when its due, than full of ****.

finally, to think that i can influence the sp by sharing my views based on what the sp is doing means you're a f@cking m@ron and need to get a life. the reason why the sp is down here has got nothing to do with pis on this board. it has to do with what mgt have (and have not) delivered over the years. like it or not, the market has very little trust in our mgt team, which is why i believe we should stick up a for sale sign. anyone thinking we're going to get back to 20p without a commodity super cycle being the reason clearly hasn't been here very long.

vmax, you were right about one thing, i'm not selling down here. i'm more likely a buyer as the valuation is so laughable that it's near impossible to lose money (he says).

My god this is getting embarrassing. Majid likes to remind us that 70% of our NOI comes from liquids. Well poo is over $81 and we're valued at less than 12p now. That's 12p!!! Goes to show the level of trust the market has in our bod. They need to get on top of things. Starting with getting out some timely updates. And from now on if they have an impressive f@rt they need to do an interview about it. Quite pathetic how they drop bombs on the market then go silent. With our production, reserves, assets, and NOI we should be 18-20p. Time to sell up if they can't close the gap.

Would someone mind posting The Times / Betaville story? And yes it's very interesting the stake building going on. MA is one thing. But Camelot are something altogether different, as they are the 'kingmaker' for Asos. They're not going to bid on their own, but I have no doubt they would be willing to team up with Anders or MA. Between them they could buy us out for pocket change, then re-list on the NYSE for double to triple the value, and use the additional cash to go after the biggest, most important market in the world - the US. Reckon they could take it private for £10-12, which would be $1.2-1.5bn. If I had that money I'd drop it in a heart beat then re-list and double it within 12 months guaranteed. You simply can't lose when you've got this sort of cash and going after UK stocks. Most oil, gold, tech, banks etc. on the lse are under-valued against their American cousins by a factor of 50-200%. If I were an American fund or billionaire some companies over here are such a bargain that it would be like printing cash to snap them up and re-list. It's certainly looking interesting after this recent accumulation.

Appreciate if someone could re-post the article.

We can only hope Vernet. Poo and gas up 2%, we're down by the same amount. And that's from an already laughable valuation. The sooner we're taken private the better.

very simple way to fix local retail who pays its taxes - change the tax laws. it will stop the market being flooded with cheap chinese ****. consumers won't be worse off without it. the issue is the tax loophole wrt online competition. not that temu is better. until the tories start closing gaps that work against the good f the nation this sort of thing will happen. british money is basically going straight from our pockets into chinese pockets without taking an taxes. f@cking shameful.

sad thing here is the only drawback on sentiment is the f@cking weather. if it had been a scorching summer, like the previous 5, then we'd be at 500p right now. i'm expecting a pop form asos in the coming days / weeks providing 400p holds firm. the shorts will close and take their 5% and then we'll rinse / repeat until results. aimho gla

back to the 12's again. quite the ****show.

i agree scrwal. i also believe mgt haven't done enough to get us on investor radars on both sides of the pond. question for mgt is why don't we move to a canadian only listing? we don't need to be uk based as our finance partners are no longer based here. and there's no production to speak of. and let's face it, the uk is a **** place to invest and fast becoming a joke economy. it's the reason why so many companies are now talking about dual listing in the us or leaving altogether. the funny thing is every time a company mentions it their sp jumps.

I think it's more about the macro and some people taking profit off the table. Remember this is being driven by PIs, not the major holders. If we get an inflation print tomorrow that sees -0.5% then I think we'll move back to the 420p range. The news everywhere today about wage increases doesn't help with inflation and could have been the catalyst for the sell-off yesterday and today. Unless inflation is stagnant or increases (heaven forbid) then I don't see how the sp can fall further. The market has already baked in another 25 basis point increase at the next BoE meet. The key is to see 0.5% or more decrease tomorrow, which will make the market believe that we may see a pause in rate increases after the next meeting. AIMHO GLA

Good question Nonegs.

Tony, I've asked you this a few times so would be good to get your views. We all know the value disconnect to peers, the question is why in your view does it exist? And what could mgt do to fix the gap? I see we're back in the 12's now with poo still above $80.