Member Info for RobertoLarcos

I guarantee you there will be absolutely no impact on the share price

Just another round of wishful thinking from the eternal bulls on here who are still getting burned.

I admire their optimism, but unfortunately reality seems to have a different agenda.

Larcos

Good morning everyone.

What's the verdict?

Based on what? And why now?

KBKY poAsting wishes again

😂😂 positive spin syndrome!

Bringing this topic back by popular demand.

What are your thoughts 2.5 years after he took over?

Note the share price is 50% down since he became CEO

Positive spin syndrome detected!

PS - who's 'we' ?

Congratulations Redemption!!

10/10 of your posts are about me 😂😂

The 🐌🐌🐌 are out!

Don't shoot the messenger :)

PS - pls don't make me expose you. I can see you made some really, really bad investments

Now you're just being sAlty because I was right and you were wrong again...

This comment did NOT age well..

Undeniably another sad day for ASOS

I think you made a typo.... you wrote grabbing instead of GAMBLING

Imagine how much money you would have saved, if you listened to me

I'm tired of being right all the time!

Why not? You can't stand the truth?

It's been 3 years we've been watching the bet on ASOS fail miserably.

I won't comment on the rest as I find your post / arguments extremely childish

No, you don't understand.

What I'm saying is that the c.£800M enterprise value that is implied from today's share price , already prices in the turnaround as planned by the magnificent Mr. Calamonte

So even if the "turnaround" is achieved, this company will only be making marginal FCF

PS - Where did you get the correlation information on forecasts? (I bet you made that up 😂)

It's been 3 years of decline already... and we know it won't be cash flow positive for at least another year...

Also sorry to say but what you are describing sounds like a total gamble / roll the dice and 'hope'

Wait 5 years for (maybe) £60M of FCF ? That's what you're in for? Even at 20x that's £1.2B valuation which is a 50% upside from now

It's already valued at £800M Enterprise Value. How much upside do you think there is there for such a high risk investment?

ASOS is juggling on a tight rope, one poor trading update and the SP could sink. Not to mention the looming debt.

Not much upside given the risk of a wipe-out / dilution from another rights issue