Member Info for Itmustbeluck

All you need to know about MA is he doesn’t give a f… about you me or any other joe punter.

He’s here for money, influence and serving his own interests, I just happen to believe that in the short term his interests align with mine and I’m happy to piggyback off the upside I believe will follow.

Why would you want to buy a flop?

He’s buying in to a turnaround strategy that’s been successful so far.

You’ve got a month to wait to see if they can build on their plans.

If either party wants to take ASOS out at £10-12 quid a share they will get my vote.

Getting to 30% first isn’t going to make a blind bit of difference.

Getting to 30% is far from owning the company.

You’d need at least another 20% for control and you can bet your life there will be another party bidding.

Even if the 2 largest share holders combine they are well short of out right ownership.

I’m convinced there will be a bidding war hence I’m in long.

I believe 30% is the threshold when an offer has to be made.

IMHO this is no brain investment.

I believe the turnaround strategy is working regardless of 1 pending Q that may be weather effected.

In addition 2 major share holders who look bent on ownership or control.

It’s up one way or the other.

I think china is under scrutiny, its economy is staring in an abyss.

The entire uk population could be housed in there unsold empty properties. 60-70 million+ no one knows how many for sure.

Massive youth unemployment, western business quietly moving their manufacturing else were.

This happening much faster than people think as the y are avoiding upsetting the Chinese if possible.

The western is finally understanding how damaging for their own interests a sea change is underway.

About the only think the Americans agree on is reducing Chinese influence curtailing further growth at our expense.

China is facing its day of reckoning and so will many of its companies

I agree, I don’t think MA cares about 1 month, qt weather effected lower sales.

It’s the underlying metrics that will decide which way it goes.

At least some analysts flagging next and pointing to increases in last minute holiday sales and online strong performance.

ASOS look ideally placed pick up on these trends.

Interesting seeing the headline and the sp reaction!

Seem at odds if your online.

This has taking a bit of a slide the month, any comments on what’s driving this?

Online has an inherent advantage over the high street, there’s still huge growth from winning this market share.

Only a handful of retailers make money on the high street, convenience never reverses as the guy from Bloomberg says.

Online competition is to be welcomed

Just fat fingers and doing two things at once!

If you sell utter rubbish for peanuts where do you go next?

ASOS is a strong brand, it owns significant brands and resells brands.

It’s about to turn a profit, major cost reduction plan.

Dramatically improved stick control.

To build a business from scratch with the customer base and revenues asos has Is going to cost you time, a lot more than 500 million.

I’m long in here for clarity but you say nothing that supports your suggestion it’s going to move positive

Haven’t you seen Matthew McConaughey in wolf of Wall Street?

No one has a clue which way shares are going.

Shien and temu make junk! They don’t have brands.

ASOS is a brand and has brands.

Circa 50% of the shares in this company are owned by 3 players who are buyers or holders.

The significant shorters who are professional, organised, coordinated can instil panic in small retail investors who are seldom have any of these attributes.

I’d rather be a buyer or holder.

If you’d been shorting since 2001, you’d have lost your shirt house the whole thing for the first 15-20 years.

Not a clever post.

M&S figures were driven by food sales.