ASOS have dropped quite significantly in the past week for no particular reason and I view this as the perfect opportunity to invest as I can see them bouncing right back up to the 5.50p mark in the next 2-3 weeks. STRONG BUY!!

Personaly i think 7000 in blue looks very sexy :-)

DC - Sunday Times Biz is whence i got my info .... it's quite a long article .... ST reckons t/o in Q4 to have gone from £249m last year to £335m, and on that basis, and to repeat above, assuming those figures are about right, then sp of £68.99 gives p/e of 93 on this year's earnings

i hold no position, so i have no axe to grind

Lol. Cynic got axe to grind because he's holding so-called expert position here (and there).
As dc didnt laugh out (loudly) cynic's PE claims , cynic got no place to hide when is grabbed by the neck so is trying redirect from me.
This year earnings after not known q1 yet are what ? Or is it this year a past year ended in August ? If current FY than is EPS include fixed assets or without it or is china cost included or not ?
Im not sure we may find out from selfmade-based-on-articles expert..
Lol

I bet he's digging down that article now..to see if is anything there about china..there will be nothing about fixed assets so he'll google it what is it...lol

NXT, which i believe has the largest uk on-line fashion sales, has a p/e of 19.23 on this year's earnings makes an interesting comparison with ASC at 90!

now let's see what the market makes of ASC's figures tomorrow .... the city really is besotted to what common sense (which seems not to apply) says is a preposterous degree

As you clearly showing no understanding for matter you have to wait for fact to happen and comment then-it will appear that you know something .lol

Cynic was simply saying let's see what tomorrow brings given the relative valuations of the two companies. NXT is a company whose market strategy seems to be spot on. ASC is as well, but is much, much more highly valued - for now!

I know what he'saying and what he doesnt. Dont need translation. I hope you know what you saying since you marked your 'understanding' of matter some time ago already.

Trading Statement

Highlights

· Retail sales +38% year on year (UK +37%, International +38%)
· International retail sales 60% of total (60% last year)
· Retail gross margin up c.90bps on prior year
· 7.9 million active customers* at 31 December 2013 (+41% year on year)
· Strong balance sheet and cash position

*Defined as having shopped in the last 12 months

so t/o is a little better at +38% than ST predicted at 35%
no idea how good the other figures are

anyway, i remain an interested spectator to see how the market reacts, though with pretty heavy falls across the board indicated, any sharp tumble for ASC (perhaps sp will perversely rise) may be dismissed, certainly by the resident expert

analyst reaction will be more interesting

Yep, as you got no clue you have to watch analyst, press and sp movement to get some picture..all meaningless for that matter. Its like sp move on the news indicate anything significant after meaninful run up to the news before that news was even 'known' (to the public).the whole game is done and now is time for suckers.

So we got 3% drop , is that means anything apart of the fact that whale having fun with running small and mid size traders stops? There is even no taking profit volume hitting the tape.profit taking was made on run up.reality is brutal for many .

you really do spout meaningless and unintelligible gibberish
only yesterday, you were whooping and hollering when sp hit 7200, from where it has currently tumbled 500+ (about 7% and NOT 3%)
yes, that amount is relatively piffling, but it remains to be seen what happens next

Lol , bloody hopeless..Im trying to find version of idiot of you wich taking into account complete stupidity and mixing it up all together , but i cant find it..this is unknown area for me and hardly believeable..how do you surviving?

Cantor Fitzgerald Hold 6,677.00 4,700.00 7,200.00 Retains

at least i'm not a flake and a fake who pretends he can only write gibberish pidgin, or at least when it so suits

Cyners looks like Evil K and his shorting brigaide are at work here. Be carefull.

:-)

PANMURE GORDO STOCK RECOMMENDATIONS

ASOS : In-line IMS but ex-Europe disappointing
Recommendation – Hold
Analysts – Simon French +44 (0)151 243 0974 & Karl Burns +44 (0)151 243 0976

ASOS has announced Q1 sales marginally ahead of expectations reporting 38% retail sales growth compared to consensus forecasts of 36.1%. Total sales increased 37% (consensus 36.1%) and the gross margin increased 90bps (consensus 100bps). By territory UK sales increased 37% (consensus 29.0%) and Europe increased 69% (consensus 59.0%) but US increased ‘just’ 28% (consensus 38.8%) and ROW increased ‘just’ 19% (consensus 27.8%). The group comments that the business continues to trade in line with expectations and we expect no change to consensus forecasts of c£70m PBT. This leaves the stock trading on a CY 2014E P E of 95.7x and we think the stock is at best fairly valued so reiterate our Hold recommendatio

2014E P E of 95.7x........you weren't far out then cyners