Member Info for sj74

I'll hold my hands up if the turnaround fails but it ain't over yet, and I won't lose sleep if it does fail. C'est la vie.

Not yet, not until the fat lady sings this ain't over yet.

Reveal yourselves.. tick tock, time is running out in this bear market . :)

Hi Robert 😘

If they can show revenue is stabilising and the new stock is still performing well then that would be a massive boost. The drop which is very ASOS specific has to be attributable to something or just people giving up and capitulating which would be the best thing imo.

Https://www.bloomberg.com/news/articles/2025-03-17/asos-s-new-bearish-analyst-sees-stock-tumbling-to-2001-ipo-price?embedded-checkout=true

There all jumping onboard after the drop now.

IR have been good at ASOS in all fairness, always responded within a few days apart from when it's in a closed period. I've fired an email this morning. Doubt I'd get a response being so close to results though.

We don't know that's what's been planned. For all we know the company could be doing just fine and hitting guidance. However, it's rather quiet..

It does mention that Samb, in the FY results. The option is there if the company performs more poor than what it has stress tested. They wouldn't do that unless it goes worse than the downside scenario which is quite a bit lower than the base case. Think it's in the 'goong concerns' part of the results.

It's true what is said but nothing to justify ASOS being worth £100 million less than Boohoo now..

Nothing we didn't already know. Just making sense of the massive drop in SP like everyone else. We still await ASOS to actually tell us how it is performing.

Alot of this move is very ASOS specific though. Boohoo now valued at £100 million more than ASOS. USA only accounts for 10% of revenue here.

Yes mate 25p a share

This point exactly..

He did Roberto but the SP didn't have in value.. or drop everyday since end of Jan. It is what it is, maybe it is a rights issue but doubtful.

People that like to throw in '35 years of trading history' time to switch off 🤣. Usually crap if they try and throw a brag in lol.

I think it is a capitulation event, that's my hope anyway and it's nothing company specific.

No idea.. your guess is as good as mine. Nothing company specific has been leaked, very quiet all round.

Nope it reiterates FY25 aswell..

The impact on FY25 free cash flow is expected to be broadly neutral. ASOS re-iterates all other FY25 and medium-term guidance.

£280 million! 😱😂..