Member Info for Paulleydee

I agree

ASOS too.

Huge buys end of yesterday and same again today.

Something big clearly happening now.

Shorts reduced again.

Pictet Asset Management

Chris Beauchamp, chief market analyst at IG, said: 'It's clear from this morning's update that ASOS's long journey out of its post-Covid nightmare is starting to bear fruit.

'Restructured debts and lower inventory costs make it a much leaner operation.

'There are signs that profitability is picking up too, though the push to boost sales remains hampered by tougher times for consumers generally.

'Now it needs to show it can recapture the affections of its once-adoring customer base.'

Ashley really just has to make an offer now. What else can he do?

Refinancing all in place.

He’s a bit stuck for a couple of years at least otherwise isn’t he?

I remember those calls from Ashley’s team asking which way I was voting

Clearly he is desperate for debs

He needs to go for it?!

Yep, not nice for the workers being told earlier but the city usually impressed by such a move.

Well done Dan, it had to be done, it is good for the company and I’m pretty sure will result in another SP rise again tomorrow.

Https://www.bbc.com/news/articles/c4glv4n379jo

Https://www.proactiveinvestors.co.uk/companies/news/1077396/boohoo-results-show-signs-of-shift-to-new-debenhams-marketplace-model-say-analysts-1077396.html

This is so ripe for a takeover now with SP at this level

Thoughts?

Exactly! Sale sorted but they were cutting it fine on time. Well done Carol.

I never forget when THG doubled from these sort of silly SP levels

Will be same here

Exactly! Sale sorted but they were cutting it fine on time. Well done Carol.

I never forget when THG doubled from these sort of silly SP levels

Will be same here

I agree Reardon, PLT deal already there without a doubt. They were just getting tight for time. But that’ll be next RNS. Plus I hope big director buys.

If Ashley really wants Debs he now needs to act very fast. He doesn’t have any other option now bar just waiting to breakeven on his 29 per cent investment.

I agree Reardon, PLT deal already there without a doubt. They were just getting tight for time. But that’ll be next RNS. Plus I hope big director buys.

If Ashley really wants Debs he now needs to act very fast. He doesn’t have any other option now bar just waiting to breakeven on his 29 per cent investment.

100 per cent

Shein tried for topshop from asos too but lost out - but shows they are looking at potentials

I agree with Simon. This is a deliberate placing of the company in a precarious position.

Ashley owns nearly 30 per cent.

So what should he do to protect his investment?

What do you think his next move can possibly be? (He only has one move)

And that move also benefits Kamani. If he offers 30p a share to take it - it doubles the value of Kamani and family shares too….

The only was Ashley can protect his investment now is to make a bid. He already owns near the 30 per cent. The SP at an all time low, he needs to strike whatever the results are.

Clearly getting Debs is huge to him. Does he really want to mess it up a second chance at getting it?

Https://www.telegraph.co.uk/business/2025/08/22/mike-ashley-tries-to-oust-boohoo-chairman/

He should just make an offer

I think we know who will now feel he simply has to bid. Put up or shut up Mike…

https://businesscloud.co.uk/news/does-boohoos-eye-wateringly-expensive-175m-refinancing-make-it-sitting-target-for-a-takeover/

"With the re-fi complete, boohoo will release its FY25 results before the end of August. Given the recent weakness in the share price ahead of the re-fi, we believe the shares are likely to now bounce strongly," said broker Peel Hunt.