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Canât see them listing in London, personally. It would be a disaster for them - from a value / business perspective- unless, of course, thereâs some kind of CCP motive driving the listing.
I almost want to see a mass exodus of companies like Shell etc⌠- teach these dinosaurs a lesson. However, it wouldnât be good for London or the U.K.
Might go some way to explaining the short increase yesterday.
Fractional miss and retail shares take a bath. Still, ASOS ploughs on. I do however get frustrated with this tu*d of an LSE. The values are absurd ..unless youâre oil, insurance, or defence systems.
One day Rodney.
GLA
Nothing underpinning anything this account says. Obviously a bot. Ignore.
(I realise I also responded once - never again)
GL to the humans among us.
Why do you respond to robots?
I suspect the BOD would want to defend against it, if one materialised ⌠unless theyâre made an offer that simply canât be refusedâŚ
Itâs not my investment case here but this must be absolutely primed for a bid right now. Reasons are well documented and understood here, so wonât rehash them. Havenât listened to the conference call but to those that have, was a potential bid mentioned?
Itâs also moved through a bunch of technicals, like a knife through butter. They have to reduce now but it also needs to close above 362, for a decent move up towards the 200mda.
GLA
If the price is right (ÂŁ300m +) - clear some debt / share buy back, and a distribution deal âŚotherwise donât you dare, Jose đđ˝
Donât see them selling TS, personally am but whoever knows.
âŚmy liking.
Pace of the turn around, I mean. And the inventory control has been a disaster as we know. So personally, not always pleased.
Not entirely sure what update youâre reading because thereâs no detail to your post but if youâre so certain open a large short position.
I wonât respond again for obvious reasons but I wish you and whoever switches you on and off good luck.
Not really (if youâre referring to me) - the pace was a little too slow of the mark for
Please do.
Iâm sure you wonât, but hey - hereâs to hoping.
PS, itâs easy to see why Barker smashed into it with another ÂŁ2m.
Without wanting to make âexcusesâ, if this wasnât the LSE this would have taken off today. Itâs going to be a long slog but pleased (so far).
Hi Jamesss
Just tuning in and didnât catch the call as Iâve been travelling today. Looking forward to catching up on it all. But personally, I feel very pleased with todayâs update. The turnaround is taking hold here and at some point it will be difficult for the market to resist the pull of the story. Perhaps later this year. Meanwhile let the short seller play to the technicals - no problem. Bit by bit the risk is evaporating here and Iâm glad to be part of the long term story.
One word: phew.
GLA
âQuiet on here today, all things considered.â
Itâs all been said, I think.
Itâs a pivotal movement, I believe (even though a nothing update (if thatâs what it turns out to be), might make it appear less so).
Typically, Iâm travelling to a remote island today and wonât check in until the market reaction is well underway.
See you all on the other side.
Good luck to anyone trying to make money here - one way or another (ok, with a little bias towards longs :)).
âTheir physical stores are always empty, and have been for years.â
Same with TED - also mentioned in the article.
Agree with sj74âs comment too.
Yes and no.
I doubt JD is disappointed as heâs going to gain absolute control of the company for peanuts - even despite his insider buys at 79p (and much cheaper).
Lots of risk here for sure, but I donât see the two situations as having more than a vaguely passing resemblance- at best.
Yes - good call (if youâre human).
âBrave of Julien to fully underwrite this, but he must anticipate very few SHâs will be willing to participate. Q.is why is he even bothering, hope he doesnât regret it.â
Why do you care about his regret? This is a retail âbroâ that has basically driven this company into the ground in a relentless fashion. Now he grabs it for peanuts.
Glad I smelt the coffee at 34p and jumped out with a tiny loss.
Toffers and the other robots here tucked people up like kippers.
GLA
Getting in the action.
Thereâs even someone in the comments section complaining about black models. Obviously, they know better than the ASOS marketing team..
Green models work for me. Yellow ones are ok too. Donât even mind the odd white one. In fact, honestly couldnât give two (add what you want here) as long as sales improve. Thereâs a actually a whole bunch of research about this sort of thing but I wonât burden you with the details - only to say, in the West when it comes to young people, diverse / Urban is king (or queen) ⌠canât be too woke (whatever that bullsh*t word means anyway.
https://www.thisismoney.co.uk/money/markets/article-13307237/Asos-results-loom-amid-slumping-sales-left-fashion-investors.html#comments-13307237
âlittle beta males that drive electric cars and eat avocado on toastâ
What a ridiculous statement. By the way, the 1970s is on the phone asking whether youâre ready to check back into your facilityâŚ
At the moment, itâs us who appear to be on the wrong side of history.
Long/medium-term, my conviction is that this *should* change and swing towards those of us bulls here.