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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
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
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
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.
Wah wah wah, people aren't worshipping the ground that I walk on says Goldy. Why aren't they all saying how great I am? I put my name after each of my posts, so surely they must realise that I have posted. They are all a bunch of meanies. I am back to annoy the Boo board but will do my best to scour the interweb and find some more negativity to share with you soon. I am invested heavily here honest guv.
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?
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