Member Info for RobertoLarcos

You are Knowbodyyouknow, with a new account name.

You write in exactly the same style, you post in exactly the same groups (ASOS, THG, WG) and your first post in July 2025 is exactly when Knowbodyyouknow disappeared

Am I right??

The risk of this business going bust in the next few years is being underestimated.. The landscape has completely changed, ASOS and BOO are no longer relevant and this is irreversible

🥁🥁🥁🥁 JAM later 🥁🥁🥁🥁

This is the most popular thread of all time for this stock.

And the title is SPOT ON!

who predicted it?

I mean until the next update.. 😂😂

Isn't that always the case with the bulls?

'we'll have to wait until the next update to see if the turnaround plan is working... management are saying it's working'

Another 6 months of waiting? Or have the bulls pulled the plug on this zombie company?

The winner takes it all :)

-Larcos was right all along-

Another sad week is upon us here at ASOS

Has anyone seen '£4 by September' James?

What a disaster

You are using these allegations as a distraction to avoid facing the truth... that this didn't 'rocket' as predicted, not in 2023, not in 2024, not in 2025

Whether there are multiple accounts or not, they were right about this stock all along

What's the clown still doing here?

Are we heading towards the 100s?

Yeah sure we believe you

Another sad week for ASOS comes to an end...

The pain is real (but thank you for not listening)

You never got it right. You got it wrong every single time since 2022 (or earlier)

Come on Jimmy, everybody knows you're clueless..

She's stuck in the 200s

She's stuckkkk in the 200ssss

What a disasterrr!

She's stuckkkk in the 200ssss!!!

And here we are... the stock is officially dead

What I do or where I work is none of your business.

Haven't I predicted this correctly? Haven't I explained why? Haven't I explained in detail how this is a breakeven company?

Haven't I held the same stance for 2 years and been proven right time and time again? (the bin juice who's always right)

The most recent 'hike' to mid-400s I warned that this would drop back to the 300s pretty quickly. Then warned that even at the 300s the limited upside isn't worth the risk.

And here we are 2.5 years later, stuck in the 200s

Give me some credit

She's stuck in the 200s...

https://postimg.cc/ppXD4ZMC

"and then, and then, and then" ... as predicted, more 'Jam tomorrow'

Suddenly you wake up one day and your in 2029 still h(c)oping 'this will be The year'

News: ASOS released its FY25 trading update, with lower than expected GMV, and group revenue slightly below consensus (company compiled -8.4%), gross profit margin up c.350bp yoy, and adjusted EBITDA towards the lower end of the guidance (£130mm - £150mn). Free cash flow in FY25 ahead of broadly neutral guidance (consensus £7mn), ASOS' Test & React model reached >20% of own-brand sale, and flexible fulfillment reached 10% of third-party GMV. FY26 guidance introduced: FY26 adj EBITDA/FCF in-line with consensus (c.£173mn/c.£8mn).

Implications: We decrease FY25E adj.EBITDA to £130mn (from £140mn), driven by -10.9% cFX sales growth (from -8.1%), and lower adj EBITDA margin to 5% (from 5.3%), reflecting fixed overhead gearing, despite a better 46.9% gross margin (from 46.4%). Given the group's lower sales momentum, we reduce FY26E cFX sales to -1.1% (from +0.4%), driving £162mn adj.EBITDA (from £169mn). Our financial assumptions are set out within. TP to 275p (from 305p);

Sell rated.