Member Info for KarlTaylor

If you bought the rumour and sold the news then you may have made a whole 1 percent

A buy of £54m @ 72 a share got processed, which appears to be a trade from this morning which they have now put through, suspect in the background some serious buying and averaging down is happening

The combined company of Voda and Three will eat all the dinner of BT/EE in the UK for B2B and B2C very quickly, so expect post merger the company to be making some very big revenue gains.

secondly to that the new combined network will allow better international coverage and partnerships, so that will also drive the share price further.

expect a nice rerate this afternoon as funds free up money to buy and hold.

There was a 2 million share buy in the start of the day, and looking at the action now looks like the funds are trying to hold this down while they accumulate shares at this price, getting ready for this to pop back above 100 fast

The merge will be fine, now time to make some good money on the share re-rating to 100 by this afternoon

This will get approved by regulators due to EE/BT being too big already so need a counter weight

I'm expecting okay new tomorrow, followed up by an RNS saying that a takeover offer has been accepted for £8 a share with Anders to take the company private.

The takeover offer last year was from an external company, Anders owns 26% and based on the fact that the BoD didnt let Mike buy more or open the placing to other major holders, it would appear that Anders has total sway and moving to take the company private for potentially £8 a share (100% from here to justify).

Sounds great, expect Anders to take Asos private at £8 a share and roll into Zalando.

look forward to the payday from here soon.

Cant see amazon buying, they are pivoting away from direct involvement in their marketplace, hence the massive growth of third party sellers on their website, as they have moved to be a 3PL and focus on AWS (where they actually make money).

Anders to take private for £8 a share and roll into Zalando makes more sense.

Anders will take the company private at £8 a share then shutter it and roll out Zalando to replace it.

Mike will be happy as he will double his money, maybe buy another football club to compete with Wrexham.

Win win for everyone, I look forward to the takeover offer imminently.

Mike now waiting for the takeover offer of £8 a share from Anders to double his money.

Anders and Camelot Capital Partners could be working to take the company private. in which case we could see a takeover of £8, with them justifying it as a 100% profit from here.

I would be very happy for anything between £7 and £8 a share

Hopefully there is a bid of £8 a share, that would be a blessing.

I'll take £8 a share too now. that would be a big win from here, and happy for a takeover price in that region currently.

So that the share price can drop and leave us all scrapping our heads

Speculation until RNS

The veil has been removed, we can now see the bigger picture and wider world.

the fight by Anders and Mike to capture Asos is because they see the changed market, and how non-eu migrants have turned the streets into warzones echoing their homelands.

Anders own children were murder in 2019 by those that have turned the UK highstreets into dangerous places, he will have access to private security that have deep insights into crime stats that are kept from the public.

This is why the 1% are now buying homes in New Zealand, ready to flee.

The highstreet is too dangerous for casual shopping nowadays due to demographic changes, as such Asos set to become the leading provider of clothing in the UK.