Re: Two big trades Thanks for info Sage.This augers well..........MM´s..........helping "buddies" to stock up at these low levels. Look forward to seeing broker estimates of 2.50 to 2.60 by Xmas.All the best.
Re: Two big trades BTW ...they were BUYSSAGE
Re: Two big trades ....well spotted woodee.....There was also one i noted for approx £200,000 .....someones ISA contents ?and another of those this morning , 8.30am ish ?SAGE
Two big trades Did anyone notice the two trades today, just before and after 14.00. About 11 million!!!Could this be an Institution topping up at 1.96?I did the same.....hope they were buys. Best to all.
Re: The latest at ASOS ....... allegedly
Re: The latest at ASOS ....... This has got to be the most well advertised, earliest announced, most discussed, and agreed rate rise in history.......it is likely to be 0.25 %.............and , of course, it is already factored in to stock market pricing, in all relevant sectors.SAGE
Re: The latest at ASOS ....... It IS the higher levels of personal debt, distinct possibility of rate increases and inflation that has been the key scenario for me being "cautious" on these. There is a possibility that when the date for a potential rate rise passes (Nov) that there could be a rally. See these trading fairly flat (200p +/- 5p) until then...barring armageddonGLAPE
Re: The latest at ASOS ....... I expected a better showing from BOO on the back of ASOS results today. Perhaps 3% inflation and rising levels of personal debt are holding back buyers.On the other hand perhaps buying from ASOS and BOO are the smaller purchasers that consumers make to offset the bigger financial constraints elsewhere.
The latest at ASOS ....... Record pre-tax profits at ASOSStockMarketWire | Tue, 17th October 2017 - 07:11Pre-tax profits at online fashion group ASOS rose by 145% to a record £80.0m in the year to the end of August.Revenues of £1,923.6m were up by 33% on a year ago - 27% at constant currencies.The group said retail sales growth of 34% to £1,876.5m (2016: £1,403.7m) was once again driven by strong product, proposition improvements and further price investments across major markets.It aid that as previously noted, the continuing FX tailwind enabled reinvestment at a faster rate than initially planned.Retail gross margin increased by 10bps to 48.6% (2016: 48.5%) as price investments in the US, Europe and some RoW territories were offset by a higher full price mix.Delivery receipts grew 18% aided by higher next-day delivery usage and the expansion of Premier globally.Chief executive Nick Beighton said: 'It's been a great year for ASOS, with continued growth in sales and profits.'Our international performance was excellent, as we reinvested FX tailwinds and beneftted from our continually improving customer proposition. In a competitive UK market, we achieved strong full price performance whilst further increasing market share.'At the same time, we ramped up our investment in building the increasingly strong and differentiated ASOS proposition.'Our new agile technology platform is allowing us to accelerate our pace of innovation with great benefits for our customers, including new payment methods and additional language sites to come.'The investments we are making will see us add 1,000 new heads and will lay the foundations for a c.60% increase in unit capacity and c.£4 billion of net sales.'The new financial year shows continuing momentum in the business.'The potential for our company remains huge. We are confident we are positioning ASOS to be the world's number one destination for fashion loving twentysomethings.'SAGE
Re: Interesting data on buys..SAGE Pie- Can sympathise.Not a skier, but slipped couple of discs in my neck region Sept 2009 and then slipped on black ice Feb 2010. Managed to avoid damage to neck but absolutely poleaxed my knee and shoulder. Still, manage to get out on the bike and walk in the hills now so many worse off than me in that respect.PE
Re: Interesting data on buys..SAGE Pie- Nah none of that pony stuff!Good traditional local pies from local bakers.......half the price and twice as good!PE
Re: Interesting data on buys..SAGE Pie- That should take me through to my usual New Year major review and asset allocation act (I need paracetamol for that not the New Year's hangover!)I missed that session and problem last year....went skiing instead (that gave rise to bigger problems though....knee brace + crutches= more time for New Year review and asset allocation act ....)This year it will be totally different .SAGE
Re: Interesting data on buys..SAGE Pie- Pie- .... that certainly is a lot of pies !!....but you did not specify what type.... are we talking Pukka ? ...or Waitrose ?(I agree re concerns on MM treatment of Stop Loss systems.... i believe there should be an industry-wide review , overseen by LSE, FCA, and Consumers Association ...to name but 1 or 2 ..)SAGE
Re: Interesting data on buys..SAGE Pie- actually 189 and fractions plus charges if memory serves.....average total cost just under 191p according to portfolio tracker. which is what I look atPE
Re: Interesting data on buys..SAGE Pie- Thought it was you ! ....using up the last of the pound coins from your big piggy-bank !!!Yup......sacrificed my daily dose of Pies......a couple more limits set on 90 days......182p and 170p (for armageddon). That should take me through to my usual New Year major review and asset allocation act (I need paracetamol for that not the New Year's hangover!)Have to say getting less and less impressed with S/L systems, especially the automatic ones you set via the broker. MMs seem to play silly Bs when there is a lot of uncertainty and open with massive spreads. So, for example, you may set a 20% SL. On Tuesday evening it may be 202 / 200p. At 8am Wed am it is 204 / 192p only to recover in minutes to 202 / 200. If you are already 16% down you have triggered.....so you are actually losing part of your SL margin. I have started just using the alerts with a little tighter SL and then watching the last coulee of % movements. Easy enough to follow the odd line on a mobile unless you are up somewhere like Bowfell in the Lakes Always amazes me that the mobile provider says I am roaming using Isle of Man services when i am up there!GLA PEnow 39000 odd shares with a profit of 10p, less dealing charges = how many pies?