Member Info for RobertoLarcos

They now effectively sold it for £180m

What was the guidance for full year EBITDA?

How much did they buy Topshop for?

What's the strike price of the convertible bond?

How much they bought Topshop for?

Sales are below guidance why isn't anyone worried about that?

I've noticed a positive momentum in the past 10 days with the SP moving up slowly but steadily and shorts dropping.

Thoughts? Is this driven by shifting expectations about the results or just another random walk?

GLA DYOR

Netzeroready = Bot. If you look at his posts he's been saying the same thing for over a year now

Who’s Gone Bust in Retail?

Who’s Gone Bust in UK Retailing in 2007-2024?

https://www.retailresearch.org/whos-gone-bust-retail.html

AO isn't a growth stock...

ASOS was priced as a growth stock as the market expected revenue growth. Now not only revenue is not growing but it's shrinking. Competition is too high and it's fallen out of fashion

Great analysis, thank you for your input 😂😂

You will never know the full picture beforehand. But you need to use whatever data is available to try and predict it.

So far, it's not looking good at all

Website visits are down 20% in between May and July vs. last year..

That's much higher than the 5-15% guidance on revenue decline. And supposedly H2 should be better than H1 so even worse for the year overall. To state the obvious, website traffic is directly correlated to revenue....

Professional investors have access to these data that most of you don't they are 5 steps ahead of you.

That's why the share price is trading so low

That's why shorts are so high, and finally...

That's why sCa(m)lamonte nte did not put any of his own money to buy shares

It sounds like it's 50-50 from what you're saying. Why don't you play the roulette instead? 50% chance it will land on red / black

What makes you so confident?

Since he was appointed CEO, the share price is 65% down.

The share price needs to triple JUST to get it back where it was when he took over.

Share price in decline for the past 40 months...

Now let that sink in

And look where that got you..... Calamonte is a scam

I have mentioned this before...

ASOS will miss guidance for the full year, revenue decline will be higher than expected, cash generation lower than expected. Turnaround plan pushed back for another 6-12 months

Management will blame this on weather, low consumer confidence and geopolitical tension (same old story)

Problem is.... debt providers don't care about excuses. Refinance unlikely without another dilutive rights issue or more radical restructuring (administration)

Another one?

well, well, well, if it ain't the face****itis .....

That sounds perfectly reasonable to me... Price goes up on the expectation that a business is doing well, and vice versa