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"It’s not my problem if 14 of you can’t work out why this post is relevant to Softbanks ingenuity option
Yes that’s right 14 of you! That’s a pretty shocking number of people who don’t understand finance and the use of comps or actually much about SoftBank"
You continue to just try and pick fights... Yes you may not have started it but carrying on like this certainly isn't going to end it is it.
Be better.
Algo.
Exchange email addresses and spare the board.
18th Jan. defends himself against being a ramper. Someone defends themselves of being accused a deramper (when my posts are relevant and factual) but then it’s “boring”
The irony
OK 2 bores then.
It’s not my problem if 14 of you can’t work out why this post is relevant to Softbanks ingenuity option
Yes that’s right 14 of you! That’s a pretty shocking number of people who don’t understand finance and the use of comps or actually much about SoftBank
Goldy
I’m just responding. There’s two in a conversation you do know that?
Stop whinging G. It's boring.
Don’t think I was tbh but look again 2phevs post calls me out for quoting something said by Matt molding himself. Somehow that’s “deramping”
It’s from Matt!
Continuing to be a d**k to people while bemoaning people being d**ks. I think this is a dead horse.
I told you why it wasn’t unprovoked. A few weeks ago I shared PZ Cussons had left ingenuity. Direct quotes and statements from PZ and apparently I “de ramping” and “spreading FUD”. You’d think I had 1) either made it happen or 2) just made it up. The news is the news. Sorry if it hurts
Another on here shared that a bank had cut target price. Again, lynched
My point here was can we drop this attacking anything negative and look at what great insight this article gives. Not my fault if the fan club (not everyone on here) couldn’t work out the link and therefore attack out of fear that something is negative to THG
I was hoping they’d see what I wrote and hold their tongue and maybe do as Canary had done and say “what is it you think is worth seeing here?” And the forum can discuss/ debate. Instead the fan club did as suspected
Goldy
And what do you expect to gain back attacking an attack? Unprovoked on this thread I might add. Do you think behaving like that will all of a sudden make people behave how you think they should?
Pure transactional analysis, if you communicate like a petulant child, don't expect to get adult in return.
Be better.
Algo
Algo. So what. Look at the responses people get here
If it wasn’t this way I wouldn’t make the comment would I?
I never attacked anyone only that I knew I’d be attacked. Not my fault of the others can’t see why this is relevant (comparing g to a school closing)
"I assess all points of view and share. I’m an investor. Not in a fan club but appreciate your point Canery"
Again... Can't help yourself but have a dig at people. This is the bit you don't seem to get / are ignoring. If you attack people expect fight or flight. You can't seem to help yourself, it is entirely possible to share information without belittling others.
I don’t think it does hint at trouble ahead at all as it’s quite obvious ingenuity is valued at £0 by the market atm. It’s hard to get a valuation lower than £0 so where’s the trouble?
“Strongly amended” yes but no one has ventured by how much. That’s what this post shows. It gives you a comp data point. If this, or any similar guide, is useful then it can’t be “strongly amended” as Matt wouldn’t accept selling the stake for a valuation of less than £1billion
And I for one would rather he didn’t! I’d rather we keep 100% than accept a poor valuation
I don’t spread FUD. I assess all points of view and share. I’m an investor. Not in a fan club but appreciate your point Canery
Goldy
Goldy.
Your post strongly implied ‘there’s trouble ahead ‘ to me.
This BB has been saying very clearly that the expectation is that the deal will lapse or be strongly amended, so posters are aware of the changing world.
But i apologise if you didn’t mean anything of the sort of thing i got from reading your post.
I don’t think THG will fall at all from this headline. I’m purely saying it shows part of what Matt said “the world has changed”
This is part of that change. It’s also relevant for how much cash SoftBank have to spend
Hosai, you blow like the wind. When I’m positive you’ll be polite and when I’m negative you’re offensive. I don’t care if you “worship the ground I walk on”. My point is the board would be better if we can share all views so the board operates as it should
Notice how Citi saying shares are worth 220p is taken without any hesitation and any analysts with less is just FUD. Can’t remember who it was who got lynched for sharing analyst updates. He didn’t make the news. Just shared it and got murdered on here. It’s not right that that happens
Be better
Goldy
These overvaluations and inflating the value of the ‘Unicorns’ through subsequent financing rounds has been known about for ages and was first brought to the attention of the public through the fall of Woodford in the UK.
That is for this time around, it happens every 20 years or so, see Boo Hoo first time around as a good example.
In the states there are business that are unicorns with little or no revenue that is where the real pain will be felt.
I would suggest its part of the reason why the SP of THG is where it is, so IMO that is it is priced in for ingenuity.
In fact the the Lord sees it as overdone IMO, thats why he invested a million quid.
Pointing it out on the board is great as it does give some additional information, but to suggest / imply that THgG has a load more pain coming because of it is just wrong.
Woodford, Chrysalis were the cheerleaders exploited by the II’s, in Chrysalis it is Jupiter that made some easy money and are now leaving their investors holding the baby as they invested in it through multiple funds.
I suggest that people thinking that THG will fall by a large amount because of this headline need to calm down a little.
Reread the opening post on this thread. If you cannot see why it was met with a negative response I would suggest some self reflection.
What’s being a twat about this?
I shared some information and got attacked exactly like I knew I would. You all couldn’t read the information like adults and take it as part of being a considered balanced investor
If SP hadn’t had attacked me would there be anything to be Twatty about? No of course not
What do you want this board to be? For investors or just a THG fan club?
- PZ Cussons all over again!
Goldy
Nope - you did. Proven the point. It's not about the information but the way it is communicated.
You can talk about the short and medium term challenges and risks we face as a cohort or you insinuate people are idiots etc. Which one is going to lead to constructive conversation?
The joke sort of highlights that this is a little friends fan club then and not an investor forum?
Shot yourself in the foot there it seems
Again the other day you tried to call me out saying “when was the option expected in 6 months”. Just like the below thinking it was FUD. Although the comment came from Matt Moulding and you retreated to the corner
It’s a stock. Share and learn both sides of the coin. It’s not a fan club. You’ll make more money in this game if you remember that
Goldy
How on earth is this trolling? And this is exactly my point about this board being a “fan club” you can’t share anything relevant which might be slightly negative. The vast majority of my posts here are hugely positive on THG
Klarnas drop in valuation is hugely relevant. It’s a core holding in VF2 and was considered profitable. SoftBank is pulling back massively from investments and this huge write down on reduces their ability to make investments. They invest but have to maintain their leverage ratio. The higher the ratio, due to lower asset values, the less cash they can invest!
Also it shows that SoftBank and the market, when using comps for analysis, won’t be looking at just a 20% cut for the ingenuity option, the decline are far steeper
It’s very relevant. It just happens to be negative (I can’t help that I don’t make the news I’m just sharing it)
This is like when PZ Cussons left ingenuity. I didn’t cause that I was just sharing the info. Took a whole morning before you accepted that as your little world crumbled
But look through most of my posts on THG. They are fairly but in the main positive. I don’t make the news. It’s your fault if you can’t see the relevance of VF2 largest holding being slashed by 90%!
Goldy
Do you actually have a life?????
I see people love you on the Boohoo board hahahaha.
Nothing but a full time troll! Must be a very sad existence indeed.