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Saturday, 2 August 2014
Morning Mumble: The name change has worked http://erraticmarketcoverage.blogspot.co.uk/
More analysts concurring with your analysis on ML for ASOS Fraser. An excellent assessment not far off the price now. Exceptional work. enjoy your hols some brave very accurate calls. JP can do better than the galvinThanks BF
FE- thanks- yes, the jury found against them first time but there is $500m or so at stake and the case was v complex so it seemed likely that they would appeal. They also have the Microsoft case trying to claim against the v same patent coming up this autumn and that prolonged procedure here could encourage them to settle out of court. In the meantime Apple have asked for $500k or so for their legals and so these costs need to be taken into account, but the legals must feel the risk/reward ratio makes it worth going on here.
Update on ASOS, parties will be interested to learn save for the speculation of a takeover ASOS hit my target price of 2250 and went sub! One wonders post any "no" news on a takeover where it will head again. With results due soon, surely any majority shareholder would want the price/deal tabled before then! Atb Fraser
Fraser- we done-- it looks like rain in the background- just like here... :-))
ReplyDeleteCheers. The Leggie
I'll play about see what options I have:)
ReplyDeleteCongrats on the change better layout & looking forward to the return enjoy your holidays. dinner on me @galvin when the hols are over?
ReplyDeleteMore analysts concurring with your analysis on ML for ASOS Fraser. An excellent assessment not far off the price now. Exceptional work. enjoy your hols some brave very accurate calls. JP can do better than the galvinThanks BF
ReplyDeleteFE- thanks- yes, the jury found against them first time but there is $500m or so at stake and the case was v complex so it seemed likely that they would appeal. They also have the Microsoft case trying to claim against the v same patent coming up this autumn and that prolonged procedure here could encourage them to settle out of court. In the meantime Apple have asked for $500k or so for their legals and so these costs need to be taken into account, but the legals must feel the risk/reward ratio makes it worth going on here.
ReplyDeleteCheers. The Leggie
Update on ASOS, parties will be interested to learn save for the speculation of a takeover ASOS hit my target price of 2250 and went sub! One wonders post any "no" news on a takeover where it will head again. With results due soon, surely any majority shareholder would want the price/deal tabled before then! Atb Fraser
ReplyDelete