Stephan Bernstein, CEO of GreenRoc, details the PFS results for the new graphite processing plant. Watch the video here.
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The Big Middle Eastern backers within the 65% club are losing £millions every month, they could have earned vast amounts of cash if they had just bought Government Bonds or invested in US market trackers over the past 3 years instead of listening to the ramblings and false promises from the Great Deluded One. These guys will definitely want to start seeing a significant return on their capital very soon imo and The Great Deluded One will be having his feet held against a very hot fire before he knows it. The clock is definitely ticking down to something that should reward shareholders imo, the Great Deluded One is definitely becoming more isolated within the 65% club with his intransigent position you would assume. JMO Adyor!!!
@pencil: Is that good for THG?
BONDS
10-year Treasury yield dives below 4.5% as unemployment rate rises to 3.9%
https://www.cnbc.com/2024/05/03/us-treasury-yields-ahead-of-april-jobs-report.html
Agreed, anyone holding under the £1 mark is effectively in quite a safe position if not time sensitive.
Something has to give at some point. The SP impacts the businesses ability to borrow for capex and liquidity so they will NEED to do something about it.
Red or blue finish?
Personally I think it will be a friendly PE backed take private, taking out PI's with the II's rolling. Then use THG as platform to add some more Beauty/Nutrition brands, and pump some more volume through the Ingenuity platform. If they can do this, alongside some third party Ingenuity client wins, then THG becomes a very valuable group. The specialist Beauty market places are very valuable. What's the number that balances risk reward for PE so that they go alongside II's rather than wanting priority rights over nutrition/beauty as Apollo did (which killed the deal)? Probably in the £2's not the £3's. I believe this sort of deal is now doable as THG have stopped haemorrhaging cash, so any investor would be funding acquisitions not the day to day operation as would have been the case last year. Exit for PE would then be to break up the group once Ingenuity is at breakeven or dare I say it even profitable. JMO, feel free to critique
I suppose the question is will the next approach be 240p or higher? IPO 500p in September 2020, turnover has risen by circa 30% since the IPO in September 2020 and a £billion poured into Ingenuity and Brand promotion. I think the Middle Eastern backers within the 65% club would easily accept 300p today if offered by someone like Apollo? Kelso will keep pushing for something to happen and the Great Deluded One will have to yield his position at some point. JMO Adyor!
Agreed if you have got your average into a reasonable place and have time on your side, the upside Vs risk is definitely in our favour.
I do agree with @ moniman. The FUD narrative that this will just drift along at these levels in nonsense. II’s need a return. Either MM delivers a friendly event to unlock it, or II’s will break rank sooner or later and a hostile comes
into play.
A 0.8p discount on today's 64p high - get buying everyone. You won't get deals like this for long. A fine wolf of a company.
Reality is FUD have run out of bullets on this which is why all they can do is woof. Good news is coming and will take this up, whether it be improving macro, beating numbers, standard/premium rule change, capital event or a combination of the above. Just need patience
Ste2000 (green box) will soon be paid to go somewhere else when the rest of the 65% club force the deluded one to sell at 240p or more. They won't want their £millions tied up much longer when they could make £millions somewhere else than stuck in THG...the clock is definitely ticking down to some sort of capital event, be that a spin off or another bid approach by PE whether the 'Great Deluded One' likes it or not.. JMO Adyor
The latter...
Goodtimescombing or Ars01?
And on cue...one turns up
Woof woof woof
@Mezza, the price is coming off now, so I'm sure Ste2k and his cronies will start spamming the board soon enough with comments like:
"64p firmly rejected"
"This is a dog"
"All sellers and no buyers"
"Moulding has screwed the company"
etc etc
@Mezza If you miss Ste2k, I bet you are into S&M
I kinda miss Ste2k now
I predict a very big bust up within the 65% club, the Middle Eastern backers are getting impatient for a big % return on their shares as they see everything else rising around them especially on US markets. JMO Adyor!
Ste2000 will now have to use one of his other accounts to stand out. Genius.
These bids are going up nearly as much as the Ste accounts
300p bid being prepared?
Knowing of what we know about Moulding it’s probably already been in multiple times and he’s refused. They clearly believe the value of this company is higher so they’re going to look like complete idiots when things pick up but the business and share price doesn’t. I am prepared to wait and see if the decisions they have made will pay off.
240p bid coming in...?