Member Info for Teddy100

The sales is not the headline here: It is cost savings, profitability and a new direction and it delivered.

I also liked this:

''Asos has not lost any relationship with its top 100 suppliers''

That story had a detrimental affect on us, it is complete rubbish.

"I am confident in the direction we are going, we have restored profitability''.

Well that it folks. We know the free float has shrunk, so if it good news tomorrow the leverage will be on our side when the II’s start loading up.

They would if they were buying it for their own book.

He is angry with life, he took a massive hit with Purple Bricks.

we have been talking about ii’s selling for a few weeks now, but where are the tr1’s? i remember a couple of weeks ago when the share dipped 10%, again, there were shouts of ii’s off-loading, no tr1’s. they must disclose within 72 hours on 1% increments. i tell you, it is pi’s ****-ing their pants and the mm’s selling to each other.

Don’t throw yourself off a tower yet. Boo were down nearly 9%, so we weren’t as bad as them. I expect to see a bit of negativity in the press over the weekend to shake out weak hands. I am convinced that this is PI’s selling, not for the nervous this one. if PI’s genuinely believe this is going bust they will sell at any price, create maximum fear. If you understand business, that notion is laughable. They are not going bust, it will be a different scenario this time next week, everything will be in the open. The brand is worth more than the Mcap.

17% down in a week! For all the hype she is not delivering, it won’t be a slow burner, if the mood music is not good next Thursday, she will end up in the twos and be taken private for a fiver. There is something not right about this price action. I have more shares than Jose, but I am not selling, it good be the best or worst position I have ever made, who knows?

Typical.

We will probably see another dodgy auction.

When I see comments like these from Neil and also on conversations with people like Neil, I always think of that great line form ‘Good Morning Vietnam’ and have a chuckle to myself:

“You are in more dire need of a blow jo-b than any white man in history”.

Good things come to those who wait.

Talks of bids, MA buying in, shorts closing, I would have thought that the Free Float would be tightening up.

Wow, 4 Million trade go through on an ordinary.

It will be interesting to see if any further shorts closed out on Monday, it is strange price action following MA’s top up this morning and shorts dropping to 2.25%. If it was easy money everyone would be doing it, my strategy is to hold and hold.

What a strange chap, clearly quite angry about something.

Without doubt, he is shrewd player and has plenty of friends in the City. His team will be all over this and a softly softly approach appears to be working for him. I am surprised that with the limited free share issue in the company we are still below 400p. The BOD have a couple of trading updates left and if they are negative they are toast. The fact that the shares were 5400p two years ago has no bearing at all on the current price. If the company can’t turn this around, 10 pounds looks fair value for a new player.

It also adds a bit more pressure on the other potential bidders, he is doing well in picking up those shares at these prices. Once one of them breaks rank, it will fly.

It’s like a coiled spring ready to snap. MM’s won’t be able to hold this down much longer.