Member Info for Matty20

Yeah I’ve voted against the good lord and MM

Deutsche Bank Research raises Asos price target to 400 (375) pence - 'buy'

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JPMorgan raises Asos price target to 285 (240) pence - 'neutral'

I got an email from an online pharmacy that sells GLP1’s also saying they are stocking MP. Good move that one

On Proactive it’s saying JP Morgan has increased EPS forecast as part of a sector note and references THG

Yeah AI is saying 2028:

As of their latest financial maneuvers (late 2024 and late 2025), their debt timeline looks much safer:

• September 2028 (The Next Major Hurdle): In September 2024, ASOS executed a massive refinancing package. They repurchased a large chunk of the looming 2026 bonds and issued £253 million in new convertible bonds that do not mature until September 2028. 

• 2030 (Term Loans): In November 2025, they successfully refinanced their main asset-backed loan facility into a new secured term loan. This extended their maturity out a full five years to 2030, added £87.5 million in extra liquidity headroom, and actually reduced their annual interest costs by about £5 million. 

In short, the 2026 cliff-edge has been neutralized. They have bought themselves several years of breathing room to execute their turnaround.

Still a month away from trading update though.

Fingers crossed eh?

Milk and whey prices have become disjointed though double more processing power for milk in to whey comes online then whey will still high.

From what I’ve seen it’s suggesting back end of 2026 for this to happen.

Lower milk prices though can’t hurt can it 👍

Ignore previous.

I asked the AI and it couldn’t give me a link just this summary …

What he said (The J.P. Morgan Summary)

The note released today highlights these key points from his session:

• Sum of the Parts (SOTP): He argued that if you separate the three divisions (Nutrition, Beauty, Ingenuity), the current share price implies a valuation of zero (or negative) for two of them.

• US Listing: He hinted again that a US listing for Myprotein remains a logical step to get a proper valuation (comparing it to US peers like BellRing Brands).

• The "Mars" Strategy: He reiterated the "100,000 doors" target for offline retail (getting into supermarkets/convenience stores) as the main driver for 2026.

Is it the THG a mars a day thing ?

Have they removed it ? Can’t see it in this thread.

Sorry if I’m being thick

Where is it this interview then? I’ll have a listen

Yeah he was very average on the call and vague

He just said VAT being appealed again at a higher court but value now to THG is £55m if appeal upheld. Nom recognised so would be boost the balance sheet.

Looks good.

The working though does my head in. I read 14% and thought img that’s amazing and then read the qualifying statement.

Great results no need for them to put the nonsense in !

Anyway sounds like we are in for a good day so GLA

I see ceres power also had a good day yesterday, so could be a sector wide jump rather than a specific news / leak for afc

The went to the APN factory in Liverpool and lightly slagged off the MP flapjack.

Plenty of shots of the impact whey protein powder tho.

What are we thinking for update timing ?

Last years was 20th Jan, year before 16th

Yes and let’s not forget it’s in his interests to repair his relationship with the markets, be that here or the USA for when he wants to float ingenuity which is holding a fair bit of his wealth.

Let’s hope anyway.

Great insight.

Anyone know where this info is for the actuals?

Mine pinged in on 2nd dec to II account.

However it’s been paid in euro?

Is that right or have ii messed up?