Member Info for sj74

Looking like good value here now.. top CEO, with a proper plan and a juicy dividend. Could be a good 12-24 month hold from here..

What a great week 💪

Too ramptastic even for me 😂

Looking like it.. only couple pence off..

No of course not.. if I'd of given up it will be at a higher price than this.. the updates aren't too bad. And I don't have enough in that will cause me sleepless nights so I'm quite chilled with it 👍

Ahh well it's been a 'fun' ride 🤣🚀

They don't produce guidance until FY results in a few weeks. I'd take stable to 1-2% growth for now..

I've not said 2026 is the year.. it's calamontes year of whether he can deliver customer growth..

Https://www.retailgazette.co.uk/blog/2025/10/asos-customs-duty-claims/

I think to be fair to him, they have hit all the guidance they have set for themselves for the last couple years.

Biggest test now is whether they can grow again and how well this re-engaging customers 'hearts and minds' goes. Considering that is the primary focus for FY26 it's a huge one for him. Another significant revenue decline wouldn't be acceptable.

And if there is no bad surprise?

Nearly your buy in territory Roberto..

Regardless of it being immaterial it's not good from ASOS. They need to be more stringent with stuff like that especially in the midst of a turnaround. Any negative pressure, sentiment will badly affect its trust with investors. Imo.

Something would have to go massively t*its up for a market cap around £100million.. i.e. bankruptcy.. possible of course but not imminent.

£1... Jeez 😂🤣. I suppose a few more years of negative revenue growth and No free cashflow could do it.. never say never 😅

Hopefully we will get an update on the new partnerships within the next month.. any other news before Xmas a bonus :)

Pump and dump can do what they want.. the company has and is getting fundamentally stronger. Nothing up in a straight line.. higher lows will be made if THG starts snowballing positive momentum now.

Yep I think it's fair to say you would of expected director buying.. they couldn't due to Claremont sale.. the recent Q and A mentioned formal approaches and a strong hint something is going on in the background re another disposal.. again they can't buy shares because of that either. Could take a while. The Claremont approach was last year and didn't get disclosed until sale closed a few months ago. Interesting times nevertheless.

If that happens Stanley then anything is possible 👍

What's breakeven?

Yes I'm thinking this is just the start of its new growth trajectory.. IF it is then watch this space. Plenty of ups and downs and will be very volatile but fun to be in 😉😂