Member Info for G_G_G

fellas, email the company. i haven't heard anything back but normally a lot of angry emails reminds these ****s who actually owns the company and pays their salaries.

Another historically big volume day. It held up brilliantly given the interest rate news. Reckon next week will be the start of a strong rise over the coming weeks and months. Most of the bad macro is out now. Only way I see this going is up. GLA

There's a lot of support at the £40m mcap (4p) level. Beyond this will be a slow grind down toward £30m, which I believe to be the base. Mgt need to give the market something in the next few weeks in the quarterly update at the very least. If no permit but strong, positive words we will bounce. However I don't see us getting past 5p again until the permit lands. The market has clearly had enough of all the false dawns. AIMHO GLA

Big chin shot by the BoE but Asos has taken it well. I was expecting a drop to the 370 range with a sharp recovery. Makes you wonder what will happen here when the bad news has stopped and some goo news lands.

On another note, I'm absolutely amazed we haven't seen some TR1s. Mind boggling given the volume over the past 2 weeks.

Bounced off £500m mcap again I see. Once this goes there's little resistance to £600m (500p). T/o bid / offer rumors and Ocado is a good read on what could happen. I'd expect a re-rate to 700-800p within a week. Hopefully not too long for some fireworks.

Interest rate decision will cause a decent pull-back if they go with .5%, which would be very risky. Reckon a .25% increase will cause a brief dip but then recover as the market has priced this in (except for the m@rons). Will see tomorrow I guess. +500p within the next 4 weeks is my bet.

Jesus, another +2m volume day. Where the hell are the TR1s? We're currently bouncing off a nice round £500m mcap. If we close above 418p this week then I think the next major stop will be 500p. Reckon we'll struggle to go much higher until we get the next trading statement. But if it's as good as recent guidance then I'd expect 600p in short order. I have very little doubt we'll break 500p in the meantime. So a good 25% from this level over the next 12 weeks. And 50% if the next quarterly report is as expected. AIMHO GLA

not sure why anyone is talking about any dividend payment issues given the recent capital reduction rns. from august the company will have another £50m to distribute as they see fit. they had £6m in retained earnings at the end of may. so divi reductions are highly unlikely imo.

i do however think it will be interesting to see what they're thinking to do with the distributable reserves in august. even though the sp is ****, i'm very comfortable with my investment here and have a feeling they're about to start a bb program. i personally hate bbs as it's often just a way for funds to rebalance their portfolio and make an extra 10-15%, but something has to be one to wake up our sp.

fwiw i'm down to 3.1m shares but have my fingers in a couple of other pies and hoping they'll allow me to sell down and buy back here. my target is to have 5.5m shares in i3e before the end of july and start of the seasonal o&g price run-up. fingers crossed.

TheTrader, interesting pivot points. It doesn't look to me that 453 is particularly strong, however 505 has quite a bit of resistance, is that your view as well?

Certainly heating up here. Strong close above 418p this week and I don't see much holding us back from 500p. Would be lovely to see a TR1 (or two) form MA i the next couple of weeks.

Close above £500m mcap this week would be great. Next target and major level would be £600m mcap (500p). Reckon we'll bounce around that level for some time once its reached. Hopefully in the next 4 weeks. T/o offer or approach and all bets are off.

The re-trace is pretty much spot on what I said would happen if we went weeks without news following the conference. This will bounce off 4p (£40m mcap) for the remainder of the time taken for the permit to be approved, or for the project to be killed. I simply cannot see them killing the project after so much time and money spent. But who knows how long it will take to get this bl@@dy permit. At least there's a quarterly report coming up in the next 4 weeks. Following this is the CLNs needing to be renewed end September. No doubt a sweetener will be needed for that to happen again. Permit arrives in the next 6 weeks or there will be potential problems opening on a number of fronts. AIMHO GLA

Agree lodan. The stake I think is a strategic one where he wins concessions from the acquirers in order to gain his support. If Anders and Camelot make a bid and gain his support they can effectively force the t/o between them. Worth noting that Anders is in-line for £100m pay day from Numis soon. That worth +20% of current mcap and 10% in a £1bn offer. If I were him I'd go to the full 30% before getting Camelot on board.

Volume is still quite chunky by historical standards. At current rate it will be another +2m day. Mgt better announce next time they get an approach. F@cking criminal them not saying anything to the market about the recent +£10 proposal.

I think the market is just reacting to the expected .25% interest rate rise and a set of inflation figures above 8%. I can see us falling back to around 370p (£450m mcap) but then expect the climb to resume. There's no significant reasons for the sp to drop further on the back of the expected macro news, but there are lots of reasons for the sp to climb.

I'm absolutely amazed we haven't had a TR1 today. As I've said previously, if MA continues to accumulate there will be fireworks as it points to him as a potential predator, rather than just being a pain in Anders @ss. GLA

We'll find out soon enough who's been doing what. Another circa 2.5m volume day. There will definitely be some TR1s in the coming days given circa 10% of all shares have changed hands since last Monday. And 20% of all shares have changed hands in 15 trading sessions. If we get some TR1s in the next few days that shows MA is still accumulating then 500p will almost certainly go before the end of next week. How much further we get before the next trading update is anyone's guess. I'll be holding until the 500's at least. AIMHO GLA

Settle down guys. First stop will be placing price. Next major stop will be 500p (£600m mcap), which is a strong level we have bounced off on number of occasions. I don't expect a lot of resistance until 500p. Anything beyond this level before the next quarter's results will need some MA TR1s. If we see him continuing to accumulate I think we'll blow through the 500's and into the 6's. It will signal that he's possibly more than just being a pain in Anders @ss, and it will drive a lot of shorts to close. The response will therefore be sharp and swift. Hopefully some TR1s in the coming days. GLA

Has everyone here received their dividend? I'm with Barclays and still waiting - anyone else in the same boat?

Have to say it will be interesting to see what they report as having been achieved in the past quarter if there's no environmental permit. It's certainly a tough hold this one. Really feel for all you lth's. Fingers crossed we get some good news in the next 2 weeks. GLA

Up up and away. Reckon we'll breach £500m mcap this week, which happens to be the recent placing price. In the coming weeks I think we should get to £600m / £5. And if MA keeps buying and generating excitement I think we could even return to pre-placing mcap levels of £700m / 600p. If the company confirms a t/o approach then all bets are off. The sp will re-rate to 800p in a flash then who knows afterwards. First we need to breach £500m mcap level.

West, for inflation to come down interest rates have to go up. And for the UK to properly break inflation in the next 18 months, it will need a recession. You can thank Boris and his party of f@cktards convincing the average h@lfwit that Brexit would be good for the country and economy for this little quirk of UK inflation resilience. So there will be no soft landing in the UK. And because Asos is listed here, and the UK is its biggest market, there will be a significant decrease in revenue over the next 18 months. It's why mgt, I'm assuming, have focused on margin above anything else. So there's going to be good news maybe (margin) and bad news definitely (revenue). The business in under-valued in the event of the turnaround being successful. But the only way we get to double digits is via a t/o. And I imagine the new owners - Anders / Camelot and maybe someone else - will then ready a listing in the US where they will make back their money, clear debt, and retain a decent ownership in the company. They will then invest for growth in the US market and try to become the amazon of fashion. It's a no lose situation for them. But imo we won't get to £10 without a t/o. The fundamentals simply won't stack up. The maximum we'll ever reach is £12 and that will be a t/o. I personally don't see it being that high, but I also don't care because I'll be gone by the time we reach £6. I'm hoping a t/o will stop me from selling too soon, but a 50-75% gain will do me nicely. AIMHO GLA