Member Info for KarlTaylor

Back on track to be worth over £4b, so now for the hold time until xmas to make lots of money from here :)

The great thing is now the peace of mind that I can leave my money in these shares and in a few months have made 100% profit.

That UT is just more fuel for the price to keep going up.

And the good news we now have the Winter/Autumn season about to start and the new 2000's era fashion trends are landing to ensure a massive update of wardrobes across the world!

Well done to the CEO, and thank you for the hard work : )

Very small free float now, keep holding the MM and funds will need to raise the price back to the £20 to be considered reasonable now with the new improved Asos becoming a profit beast!

No real sellers, writing is on the wall that Asos is back and better than ever!

Comms through, US partners now in the office and reading packets from UK offices..... and very positive noises being made.

Only 119m shares, and the PI army is now here to hover up any free float, plus the shorts will be desperate to clear position now that Asos is moved back to profit.

and Mike ashley is on the hunt to take over Asos to roll into fraser group will he can, or suffer from having a giant that can kill Fraser Group.

Mike only has 10% currently, 90% short of full ownership which he will want.

realistically, as the bid from the Turks got rejected, he would need to make a much more compelling offer, and based on the turn around, revenue streams etc... this would need to be an offer of circa £20 a share.

However, in the grand scheme this would be "cheap" considering the damage that Asos can do to Fraser Group, and also the international in roads that Asos opens, plus getting his hands on Top-Shop.

Keep in mind the takeover bid from Mike wouldnt be money from his direct pocket, it would be a leverage loan buy out, so over a 5 to 10 year period even paying £20 a share would be a bargain relative to the cost reductions and additional revenue, plus removing a major online rival.

Mike would need to make his move within the next few weeks/months, once we get passed August and the Autumn/Winter and Xmas shopping season starts, based on the new improve Asos structure the share price will move beyond his hands, and his 10% of shares he owns would be eaten up by the market/funds so wouldnt even matter if he dumped them.

The issue that Mike (fraser) faces is that a lot of their market is low income / low fashion churn.

Asos fix this by being a market with a bit more cash and change fashion more often.

as such, despite mikes history, buying Asos for circa £15 to £20 still would benefit his overall empire and ambitions for growth.

Asos has the power to drain Fraser group of revenue, and turns out the CEO of Asos is actually very good, so completely worth it for Mike to make an aggressive takeover move, even if this costs him.

Still 50% from May 2023, this could re-rate to 700 by the start of next week......,

I hope we see news that this is going ftse250 in a couple of months, and then boom, back to the £20 region

Potentially overvalued still, and will people going for cheap mobile deals and keeping handsets longer, plus the dominance of BT/EE in the B2B space, we could see this enter the 60's soon.

I assume if the share price keeps going at some point there is potential this will be going back into the FTSE250.

If that happens I assume that the price will jump again with tracker funds buying?

Anders will have enough to get the £8 takeover in place tomorrow with the following voting in agreement

Aktieselskabet AF 5/5/2010 26,004,404 26.0%

Camelot Capital Partners LLC 15,224,716 15.2%

Baillie Gifford & Co. 5,409,675 5.41%

Jupiter Asset Management Ltd. 4,981,871 4.98%

T. Rowe Price International Ltd. 4,291,279 4.29%

I hope so, I managed to buy another 2518 shares at 325 today, so looking forward to selling at 800 when Anders takes this private in a week

Expect the share to drop again hard tomorrow.

the news is out, and it wasnt liked today, which means more heartache tomorrow

And hopefully we get a private takeover from Anders for £8 announced tomorrow

The whole stock market is a complete and utter joke at the moment.

best off going liquid and stocking up on water and ammo.

And how many people or funds did that..... very few compared to the amount that are underwater currently.

I expect the current weighing down of the shares is funds in the background buying everything cheap, once they have drained the well this will jump to the 80's