Member Info for Skysthelimit89

...and you are a genius who spends his 8am to 6pm weekday shifts on asc lse forum

Lower bid, but we are keeping design and distribution rights and not selling to our direct competitor... Surely it makes sense?

I state facts: Rob almost never posts outside of working hours. Qube research analyst? lol

Lol you're like a bad fart which just keep lingering Rob. Cheer up it's a good day

Whatever you say, fact of the matter is that its holding up remarkably well after the rise it had. The churn is huge, the entire company would be traded by eod - this is why I continue to hold. 10am to 1pm lull is usual. If the volume dies down I'll consider

This is not that difficult to read

Mate I'm watching the trades and MMs literally collecting shares for the next rip. Guarantee you

And there you have it... Lesson: always make up your own mind, don't listen to morons. Lovely to see Earl with an egg on his mug

Say what you want but the churn here is truly immense. 20% of the company in 20 mins - was in at 1.1 and gonna stay in to see how this plays out

If it’s on telegram then it must be true….

I checked and It worked literally 5 mins after you posted. Think you’ve gone full on beautiful mind mate.

Congratulations, but you are giving us total Shein's numbers across the globe and not using weighted averages when calculating for growth. Any valid points for discussion which do not fit your agenda you simply ignore. It's quite tiring so I'm done with you, best of luck

Bobby as you say, with respect to revenue generated by Shein I would be interested to know how much of this is split between UK/EU/US/rest of the world. I understand that significant portion of their revenue increase is attributed to US market. Obviously they will take Asos' UK and EU share also but that's fine - as you say the customer base isn't loyal, a couple of articles on slaves working in their factories/health issues/bad products/etc etc may put a dent and slow their growth.

Also if Shein gives you such hard-on, have a think about what would happen to it if there's a whiff of China making any major moves against Taiwan (which in my view will happen sooner than later). And guess who would take their market share after they are sanctioned.

If anything its nuts that the company managed to maintain 15% growth over 5 year period (thats simply comparing 19 and 24 and not accounting for 21 and 22 when its outperformed), with the share price being 88% to where it was this time 5 years ago

Bobby are you seriously comparing 2019 vs 2024 revs and putting it against the inflation numbers whilst the share price down over 80% since that point? This is insane - I genuinely put some weight behind your words previously, but alas you are an idiot

Baby reindeer why

... send from my iphne

but in all seriousness, i'm not hating as you genuinely make some valid points - but for the last month you have posted nearly 100 messages solely on asos board implying that it's a dog **** share. my question is for what purpose? a knight in shining armour protecting the little guys? or smth else? you gonna admit man you are either obsessive or have an agenda - either one of these is cool

You can't be claiming to provide a balanced view though Rob... You spend a significant portion of pretty much your day to bash this one particular stock - fair play if you are shorting it, just go ahead and say it. But otherwise you are giving away baby reindeer fat lady vibes

The disregard for the shareholders is criminal tbh, nothing is stopping the company from issuing an update - we should have heard from them 3 weeks ago at the latest...

Surely if MA/any PE was to make a move the next few months would be the time? Unless they would want to wait until the next update to ensure that the turnaround is working. I am convinced that this would be the perfect fit for Frasers Group as it would give them an additional platform to manage inventory from the other brands in their portfolio