Member Info for RobertoLarcos

Netzero is a bot... if you look at the history of his posts its pretty obvious

it goes by the name: the 'wrong prediction' bot

I'm not trying to do that. Calamonte finished the job for me!

Positive spin syndrome detected again.

The business is not generating cash sustainably (2024 had one off inflows from selling out old stock). Do the math or take the arithmetic test I posted a few weeks ago.

Best

Larcos

Back to SQ1......

Positive spin syndrome detected

Thank you Calamonte

Come out come out wherever you are................

I think my work here is done now. The company and share price are ReKT beyond all recognition, as I predicted.

Well done to those who listened to my warnings for the past year and got out, I'm sorry for the ones who haven't.

Peace

Larcos

I'm not denying it might happen. Turning a loss making company into a breakeven company is management's target for the next few years.

Not good enough!

So a thank you would be nice.

Market has spoken. And I did warn you.

Lol.. eternal bull

Why is everyone overlooking the fundamentals? The market has spoken.

Management’s own forecasts show negative cash flow in an optimistic scenario for FY25 (see Arithmetic Test!). Despite this, the Calamonte continues to mislead investors, suggesting cash flow will be “largely neutral” next year – which is simply not the case.

Moreover, the supposed “positive” cash flow in FY24 is hardly an achievement; it’s merely a temporary boost from clearing old stock at deep discounts. They then conveniently “adjust” this out of gross margins and EBITDA (highly subjective excercise, to say the least)

Here’s the reality: this is a highly levered company, carrying debt at extortionate interest rates and burning through approximately £180 million annually in capex, interest and JV losses. Even under their best-case scenario, the EBITDA will not be enough to cover these.

ASOS is currently valued at around £600 million, this company is loss-making, forecasted to be cash-flow negative next year, and losing ground to competition. Not to mention a failed US expansion.

So someone please explain where's the upside? Why bother? So many other opportunities out there.

P.S. - Calamonte is a clown

Not to mention that all markets are up and ASOS is down again

Hello guys, following the results how low do you think this can sink to?

Great investment thesis.... I'm worried about how some people burn their cash on stock gambling with no knowledge whatsoever

Spot on

Here comes the "manipulation" card!!!!

"the crooks at city..."

gotta love it

You just don't know how to read results

It's not making any money, and does not forecast to make any money