ASC.L ASOS Plc Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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10:35
Jan 22
Jan 22
ASOS is cheap with cash runway and margin recovery
Author expects a premium buyout because nearly 70% of the float is held by two funds and the chairman, with Frasers Group, Anders Povlsen's fashion group, the chairman, or Asian buyers such as TEMU as possible acquirers. He argues strategic consolidation would let buyers merge fast-fashion portfolios or gain European distribution and a London listing, and says similar top-heavy accumulation preceded buyouts at Walgreens, EA, Skechers, Metro AG and TKO/WWE. The stated risk is that he could be way off and the buyout may not happen as soon as he feels.
HIGH
10:06
Jan 19
Jan 19
Undervalued ASOS likely buyout target with concentrated ownership.
The author argues ASOS is one of the cheapest $1bn+ revenue stocks, trading at P/S 0.13 with £318m cash and cash runway to 2030+, and that concentrated ownership (70% by two funds and the chairman) plus strategic interest from Anders Povlsen, Mike Ashley, and possibly Asian e-commerce make a premium buyout likely. He cites similar pre-buyout accumulation patterns in Walgreens, EA, Skechers, Metro AG, and TKO/WWE as precedent. The main risk is that a buyout may not happen or be delayed, so he also holds shares as a longer-term investment.
HIGH
08:15
Jan 19
Jan 19
Deep-value ASOS buyout candidate with margin recovery and cash runway.
Author argues ASOS PLC is one of the cheapest >$1bn-revenue listed companies, citing a £340m market cap, £318m cash, positive FCF, and a CEO-led margin recovery since 2023. He claims top-heavy ownership—two funds plus the chairman owning nearly 70% of the float—and repeated share accumulation make a premium buyout likely, with Frasers, Anders Povlsen, or an Asian listing-seeking buyer as possible suitors. Main stated risk is that the buyout may not happen as soon as he feels, so he also plans to buy shares in case it takes longer.
HIGH
10:16
Jan 16
Jan 16
ASOS undervalued; insider accumulation may trigger premium buyout
Author claims ASOS PLC is undervalued: £340m market cap, £318m cash, £2.46bn revenue, P/S 0.13, cash runway to 2030+, and flipping FCF positive with adjusted EBITDA up 60% and margins up 45-47%. He argues top-heavy share accumulation by Heartland A/S (28.3%), Mash Holdings/Frasers Group (23.4%), and Camelot Capital (15.4-15.5%) mirrors pre-buyout patterns seen in Walgreens, EA, Skechers, Metro AG and TKO/WWE, making a premium buyout likely. He plans to buy more ASOS shares and calls, while acknowledging he could be way off the mark.
HIGH
About ASC.L Investor Commentary
Across the available history and selected sources, Buzzberg tracks ASC.L (ASOS Plc) across 4 sources: 4 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 4 total trade ideas tracked. Latest voices: u/Stonkgang_.