Member Info for gregpeck7

Just watch the panic kick in. 15

Mins and counting. Something is going down here. I’m sure of it. And an offer will emerge.

Https://www.ft.com/content/4a6d6202-3496-4a27-9d15-424e3fae7007

Bidding war coming

Bring it on

Has to be on the cards now.

Yep and considering they have already gone for THG they are clearly in the market for this type of company.

An offer is surely coming. Just watch people now start taking positions. The board are braced for it. Load up. I think 800 to 1000p will be where it lands for starters.

Should read ‘braced’ as per the results call

That’s their words. I would not be surprised if one lands as early as next week.

Don’t forget most private equity firms. I think they will be getting ready with a bid.

Almost certain someone will try and buy this. Just look how many times thg has been approached. Following the last unsuccessful approach I suspect attention will love over here. Just look how jittery they are. The market knows it’s very likely so it’s already spiking. Agree big gap up Monday. May well be an approach next week. It’s very vulnerable now.

Huge global customer base, its simply way too cheap, and the headwinds are fading and will soon propel the margin higher which will turn this whole investment case around. You buy in before this happens to get the best price. This has 1000P plus all over it very soon. Someone will make a move now while its cheap IMO and try and take it out.

Ashley is no idiot though, he will realise things here can turn very fast. With 4b revenue margin improvements feed through very fast.

I think an 8 to 10 pound offer is imminent.

Any number of suitors in play currently. I think someone’s gonna try and get this on the cheap.

Turnaround plans are ahead of schedule and headwinds are easing. With this size of revenue things here can change very quickly. Stunned at the sp reaction yesterday. It looks to me like the worst is behind Asos.

Ridiculous SP reaction IMO.

Oil prices down

Gas prices are down a ton

Sainsburys said today its now cutting food prices

Inflation is coming down fast now.

Priced to fail and the ship is clearly now on the turn. Will be some big loading going on now.

Peter Jackson, Chief Executive, commented:

"The Group delivered a very strong Q1 performance with pro forma revenue growth of 29% achieved through continued execution against the Group's strategic priorities.