Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Hosai
Directors may have price sensitive insider information....so cant buy
plus....no matter how much you feel the company are doing the right things...there is always the outside world you are up against ....and so..I guess at the moment it is all a bit of a gamble against that....
Directors can be like everyone else ..preferring to wait until ..say. September etc to see how the big, bad world feels after some sun to hopefully calm the alpha males like Putin!!!
The aspect that makes me think about PE or MBO is the lack of director buys...I find it hard to believe they wouldn't be seeing value at this level when they rejected close to £4 billion in 2018. If it doesn't though am obviously happy to hold long term.
Kando
Chairman’s statement in annual accounts, indicating news of a restructure end of June 22
We know the trading operations have been restructured at a Entity level - via Companies house filings
It’s just what format ?
I also really like that Charles Allen is on our side such a great choice and he will be all over this especially his experience & connection at Goldman means he will know exactly how to play this.
From 2008 to May 2015, Lord Allen served as a Senior Advisor to Goldman Sachs, advising the firm’s private equity portfolio and banking business.
AS1 - agree, trying their best to hold it down.
At what point do they chuck in the towel...
Sit back, relaxed, waiting patiently with my popcorn lol
ONE WAY OR ANOTHER GAME CHANGING NEWS IS COMING..
"The market ‘ knows ‘ something is being worked on by MM one way or another" - based on...?
Totally agree so much more easy money to be made in other Stocks going short than sticking with THG which is now a very high risk short play for them…Fun & games starting…
That’s my view
The market ‘ knows ‘ something is being worked on by MM one way or another, how do the ‘shorts ‘ exit without getting clobbered ?
THG down 85% from its highs doesn’t leave much left in the tank, the risk capital of the shorts can be better allocated in todays market
This is gonna get really interesting as Shorts know they are the wrong side of this… Exit in an orderly fashion or will 1 blink first and have to buy millions triggering a surge as other panic! Just wishful thinking as the big players that are short have nerves of steel mainly because they are not playing with there money like we are!! All I feel are Tailwinds blowing North…
As MM said ' heads down, lets carry on and see what happens'
Clearly alluding to further offerd/improve bids will come over coming weeks.
Patience
accumulator snapping up stock and at work here - as time goes on i expect we are nearing offers coming in here and i anticipate they will be well above the current share price. Plenty won't get a chance and this will rerate in a flash and don't be surprised if we rise in large sizeable chunks imv
"Personal opinion we are heading for a Buy Out, makes sense on every level".
"This is going Private, we will wake up one morning in the near future with a Red dot offer."
You're quite funny Okehurst. I think every post you've ever made on this forum asserts that this is going private. For what feels like the nineteenth time, you shouldn't need it explaining why that's both unlikely and also not the outcome shareholders would want. Just be patient. You frothing at the mouth for a quick takeover windfall isn't going to make it happen. Cool your clogs.
Oke I’d be happy as Larry if this goes private. As long as it’s near £5
I’d buy you a beer
Goldy
Fintech News story
Goldy Capital LLP supplies all staff with coke purchased from its recently BUY rated THG
suggests all FMCG's firms to use similar model for D2C to capitalise on cost of living savings for consumers
Goldy
This is going Private, we will wake up one morning in the near future with a Red dot offer which may entice private equity to try and outbid
But MM has the joker card in his back pocket … no one can take ‘his’ business off him with the Golden Share
MM can’t lose this final round it’s just at what price he comes in with ?
“What do we do for L’Oréal?
I’d take this quote with a pinch of salt. Unilever might be one of those classes as “on the books” as it was a client of Hanger7 but only for hosting
These type of quotes are exactly the problem with the infamous capital markets day. They are vague and lead to things being over imagined. I’m not saying there isn’t great stuff on the horizon. I obviously hope there is. But until we see one of these “multi billion GMV” clients. Take with a big pinch of salt. What THG does for coke is not multi billion GMV at all (btw I do buy the coke can on subscription from Ingenuity - it’s a great service)”
It was you lot got all nervous and wet. Thinking this was deramping! It’s quite a fair and accurate comment
Don’t blame me if you’re so scared of seeing anything that isn’t 100% positive
Twatty