Member Info for Itmustbeluck

There are no warren buffets on here.

I’d like to think so but this stick has f——d me several times in the last 3 months.

Half the upside is cpi news welcomed though it is.

I personally think uk rates will fall more quickly than most think. The x2 x3 mortgage increases coming through every month for home owners is going to smash disposable incomes and have the economy on its knees right quick so will have to be reversed.

Mortgages have never tripled in 12 months before!!!

Fortunately asos customers don’t have mortgages although their rents are going up.

I admire your optimism, an all cash takeover by a Saudi wealth fund wouldn’t move this north.

Its hardly changed, and with respect, giving so much time to the shorts fulfils their narrative nicely.

They are gambling plain and simple but they have a huge advantage, In my opinion short positions shouldn't be published as just the revealing fact asos is shorted damages its prospects and other business subject to the same treatment.

Ignore them and buy more shares

Renishaw reported today instead of the 14th.

Non event, pretty much as forecast and little or no change.

Actually went up in the days in between

In this idiotic market people are ignoring the near 20% position he’s built in weeks and focus on not extending 1.5% of options.

Every bit of positive news or data hasn’t counted for s—-t and clearly won’t until the results next week.

Beerenberg are joint brokers with Numis.

Patently they must see more of the workings of ASOS to be giving this guidance.

That’s exactly what you want hear!

Good to know the turnaround plan has tangible actions.

£3.92 it is!

Charts rule

True I’m buying a lottery ticket as a hedge

Barely 25% of the average.

As you say asos was + a billion cap this year!

4 x Q’s of consistent improvement and it will be again.

This am market makers opened ASOS 14 points down. Trading volumes are minimal.

If any of us really understood what's going on with this stock we wouldn't be on this forum.

It's painful as it contradicts all my amateur basic investing and it's still shorted 5% whilst all the while a turnaround play.

In the end we make our own decisions, I'm expecting a decent update next week and a spike up in the sp.

MA has more than enough money to play retail like monopoly. He's an opportunist in the true sense of the word.

Every transaction isn't necessarily part of a master plan.

That said I believe he has s real interest in ASOS, either he owns it or he makes Povlsen commit and pay up a premium for the rest.

If MA is selling misguided the brand to Shein. How is that bad for asos or boohoo?

Why would MA be buying Stock in both and then doing something to undermine them?

MA really wanted Topshop and probably still does. He’s calculated that misguided isn’t that interesting and if he can flog it to shien for the right money then great.

MA has zero interest selling any of his business to the Chinese.

What’s concerning? It was the 19th bumped to the 26th

That’s the date on their website

As you were.

Cheers