Member Info for Newby12

Care to explain why you have a sell rating on your posts? Just want to hear your opinion. Thanks

I pray to God that we will bounce

But I cant see what proportion if those retails sales is clothing or online - can anybody help?

Keeps on talking about food

https://www.reuters.com/world/uk/british-retail-sales-rise-07-june-2023-07-21/

Sure sure yaaaawwwwnnnnn

Trot along

Hahaha, goodmorning Daz and everyone else! :)

Oh Clueless-1, also, after your late night posting shenanigans here on KOD, dont complain tomorrow morning if Daz comes over to the PREM board with his bulldozer and wrecks havoc, hahahahaahhah

Imagine if you are again down 10-15% AND you also get Daz on the board. Tstststs, you ll need a strong stomach! hahahahah

Bye byeeeee

Good riddance

:)

And have a lovely Friday. :)

Looking forward to:

- Completing funding in next 2 months

- Plant construction

- Updated drill results

- Gold updates

- Rising spod price

What are the trolls looking forward to? I will tell you what: a sucker investor to buy their poor quality spod hahahah

PREM seems to be sinking faster than the Titatnic did

Despite my attacks on the prem trolls here, I do feel bad about the ordinary folk with money in prem. Not least, because I have lost money on other shares in the past and I know that gut-renching feeling. I hope they manage to pull through somewhat

'I had tens of thousands invested in KOD. I jumped out at the right time for now. '

Sure you did. Another brilliant trader that bought at the absolute minimum and sold at the absolute maximum.

Yaaaawn

Johhnnnnyyyyy

Good to hear from you again mate! Glad you are well, after the shafting on PREM.

I also replied to you the other day but you didnt bother acknowledging, anyhow.

I am patiently waiting for you to share all your research on KOD, as you had promised, we are very grateful. Because, all you have ever shared with us so far on the KOD board is horse s h i t

With all my very best, as always

George, mate, you are completely off topic and out of context. Keep it relevant and enough with cryptos. I can also play the roulette online if I need to gamble!

'Selling pre existing stock for profit is sound but revenue is down 14%'

Taken out of context completely = DRIVEL

Adios

Hi DC2007

I understand you are still sceptical and negative about this. I do not share this much of negativity, and I am more upbeat, I have to say.

Even if P3 in 2022 was in the negative by 19mil, then their statement of 'increase of more than 20mil YoY returns us to profitability' is still correct. They would have made 1mil in profit. But as I explained in my reasoning, I think this is somewhere around 20-25mil

This discussion is good though - lets keep it going folks!

Hi DC2007

This is exactly what I thought yesterday as well and ran back to the 16 June 2022 trading update but didnt have an absolute value then. But I worked my way backwards from the results and trading updates of 2021-2022 and have reached the reasonbale conclusion that P3 in the FY22 was probably around neutral or maybe just in the positive:

- Final results announcement Oct 2021: their outlook for FY22 was adjusted PBT of 110-140mil

- Trading statement announcement January 2022: their outlook for FY22 remained the same for aPBT 110-140mil (they didnt give a value on what aPBT was in the first 4 months of FY22)

- Interim results announcement April 2022: they announced only aPBT 14.8mil for the first 6 months of FY22 and SURPRISINGLY maintained the FY22 outlook of 110-140mil. (This was after Russia invaded. I wonder if this was an early sign that the previous management was deluded and incompetent; I missed this point at the time; but nonetheless for them to re-iterate guidance, means that trading in March 2022 must have been descent)

- Trading statement June 2022 (this is the equivalent P3 statement from last year): again no absolute aPBT, but they came to their senses and updated outlook to aPBT 20-60. So trading in April-May 2022 must have taken a hit

- Final results announcement Oct 2022: announced aPBT of 22mil for the whole year. So in the months Feb-Aug 2022 the aPBT would have been 22-14.8 = 7.2mil. So some of this profit was perhaps in P3, simply because the squeeze on discretionary spending wasnt as tight, as mortgage rates and energy bills only started creeping up then

So in summary, I think the P3 2022 was probably slightly positive, which makes this year's P3 aPBT something around 20-25mil

Thanks Lloydyboy!

Sorry for my direct line of questioning - I now realised your ‘no’ was towards the previous poster on the same thread. A punctuation would have helped hahaha

Lloydboy

You mean there will not be a trading statement in the next 2 weeks?

I asked when it WILL BE?

If anybody knows, please share

https://www.asosplc.com/investor-relations/events-centre/

Anyone know when they next announce results exactly? There is no date in the ASOS investor relations events calendar and I didnt think I saw a date in the last results RNS. They usually announce beginning of July, the results of the 10 months to the end of June.

Thanks

Thanks Jonjo, for offering to come and spread your ‘research’ on KOD on this board. I am keenly waiting of it. When will you start spreading your ‘research’? Because the only thing you have been spreading here is horse c r a p.

Best wishes

Long term KODder

I heard about Kodal from JTT and Nettles (thanks to both of you!) - I researched a bit and with my very limited understanding I bought a small holding - thank Laverda, Daz, Merc for continously sharing info, which has allowed me to understand more and take the decision to invest more.

My exit point? not sure, but I think I am going to hold until dividends, if they ever come

Maybe this is crazy but heyho, whats life without dreams

I dreamed a dream

Good luck all

Thank you to those who have been providing us with invaluable info on this company - so far I am doing well with my small holding, and looking forward to a brighter future!

I have been meaning to ask - can someone please explain to me in simple terms what the off take agreement from 2021 is and what does it entail? I would be most grateful!

Thanks again!