20 May 2019

Re-energising

AO World Plc (AO:LON) | 89.0 0.3 0.3% | Mkt Cap: 516.5m

- Tony Shiret
- 9 pages

We have met returned CEO (founder) John Roberts. Our overall view is that he is motivated to re-energise the business over so long as it takes and to protect the value of his investment. He is clearly a top sales person so some context will be needed at the Prelims and probably more meaningfully the 2019/20 Interims in November. But overall we came away positive.

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Re-energising

AO World Plc (AO:LON) | 89.0 0.3 0.3% | Mkt Cap: 516.5m

Published: 20 May 2019
Author: Tony Shiret
Pages: 9

We have met returned CEO (founder) John Roberts. Our overall view is that he is motivated to re-energise the business over so long as it takes and to protect the value of his investment. He is clearly a top sales person so some context will be needed at the Prelims and probably more meaningfully the 2019/20 Interims in November. But overall we came away positive.