RE: My ASOS Thesis1 Oct 2023 09:09
Great Post and agree when they set out the plan on the 25th October we will have visibility on the next 12 month plan..coupled with falling inflation and improving macros see this running up to Xmas in anticipation of a good 2024...
Shorts will work this out and begin to come down in next couple of months.
SP is at the bottom at the moment imo.