Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
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Hosai - Concerning for the Bitcoin holders ; ). Wee joke after a long day.
bitcoin is far more stable than THG LOL
hey Hosei
if Bitcoin is up....anything has a chance .....Putin has probably now changed his short to long ..he was looking to buy another palace and now has his funds ...all his cronies too lol
Good posts pokerchips...though if we're trading in line with bitcoin that's slightly concerning lol
" Stocks mount stunning comeback on Monday with Dow closing in the green after earlier 1,000-point loss"
https://www.cnbc.com/2022/01/23/stock-market-futures-open-to-close-news.html
3-0 down at half time and ends with a 5-3 win away...... stunning ...
This is the first time since the aftermath of the financial crisis in 2008 that the Nasdaq Composite had been down more than 4% intraday and closed up.
For the Dow, which was down 3.25% at its low, it was the biggest comeback since the wild trading of March 2020.
Bitcoin up 10% off the day lows
markets now believe the FED cannot do 4 rate increases this year ....which was what the market was previously pricing in
EU not recalling any diplomats from Ukraine .... Russia wouldn't be ready for another 2-3 weeks minimum to start any invasion and would need more troops
media frenzy taking the fear to new heights to get readers again
"A bunch of low margin businesses"
most businesses are low margin .....it isn't as if that is particularly unusual...
Dow Jones has pulled back 600 points from the day low
S&P500 has pulled back 116 points from the day low
What will attract an investor? A bunch of low margin businesses and maybe a much touted standout one in Ingenuity but under 10% of sales. Claims of it's value which crumble into dust on examination as Softbanks 1.6bln offer was conditional on all sorts - a seperate spinoff, proper corporate structure, they want MM gone etc.. and Executives who cost hundreds of millions.
All the signs of 'buying growth' with possble large writedowns coming (See warning signs - https://www.investopedia.com/investing/impairment-charges/). No probable investor has any idea of margins or profits per unit and no information provided to assure them of a path to some value and that his investment will be safe with high corporate governence and ethics. On top of this the group has huge demands for capital to keep it all going and growing - without generating it from the low margin businesses (which is not likely) the balance sheet (and SP) will worsen quite quickly.
24-Jan-22 17:11:46 131.27061 550,000 Buy* 121.30 121.50 721.99k O
Musclehead has been taking too many steroids and has become paranoid.
You are protected - there is liquidity of about 60p of cash on the B/S per share. However, over the longer term that is unlikely to last - that money has to feed the huge capital requirements of THG. Depends on the hundreds of millions in executive compensation, the pace of aqquisitions etc... I think about 80-90p will likely be a medium term support short term before it worsens. It's not a desirable investment
Superbigmac- MM and his mates have too many shares for a hostile takeover.
" If this was going private, why would someone pay £3 per share while you can get this for £1.22 per share???"
you are a newbie..... whilst you can buy a share some other scared small that is holder is selling ....that doesn't mean that large holders are daft enough to sell you the whole company at 122p a pop
musclehead
part of the acquisitions price is the customers that, that company already has....you buy the customer base too ..and the costs of marketing and signing on new customers isnt cheap....
It takes little to build Tik Tok...but the value is in the number of people using it
If this was going private, why would someone pay £3 per share while you can get this for £1.22 per share???
musclehead
True what you say.....AOL – TIme Warner merger being the top of the disasters at that time......even worse maybe was Royal Bank of Scotland buying ABN Amro in 2007....
At the time of the DotCom bubble the US economy was growing at 4% and interest rates were 6% ....something quite different to today
The US economy is not over-heating ..and there isn't a chance it can handle interest rates at even 3% never mind 6%... given the MASSIVE increase in debt since that time....
Microsoft buying Activision Blizzard for $68.7 billion..will that be another OTT price paid ..or even Adobe last year buying frame.io for $1.28 billion ?
It’s not. He’s scare mongering
I dont understand how you losing 10k in the 2000's is even relevant. do you remeber what kind of p/s ratio it was trading at?
Musclehead whether or not the acquisitions were overpaid for THG have £2.2 billion in sales and project 22% to 25% growth for year plus the money for recent acquisitions was raised from a share price of 500p and 596p so arguably doesn't effect newer investors who got in below these prices so not sure how relevant your story is.
I lived through the 2000 bubble. Owed a growth company. My 10K investment (which was huge back then) went all the way to 150 quid. £4 to 2p. Why?? What happened was sudden writedowns on the balance sheet of hundreds of millions of aquisitions - all those companies that the CEO bought to grow turnover/revenue/sales where - only much later - found to be just total crap and low quality and he had been MASSIVELY overpaying insane amounts just to grow sales - (the excess over fair value is booked as goodwill). So - much later - the goodwill and assets were written down as worthless. But when that happens the equity (book value) - also known as shareholder wealth is utterly utterly trashed by hundreds of millions. The company was actually profitable - but profits are like a knat ****ing in the wind compared to the immense destruction of shareholder wealth/equity/book value from 'buying growth'. A mixture of disbelief and bad news and the hope that it would all turnaround and I would get back to 4 quid a share kept me in. I mean your not going to buy at £4 and sell at £2 right.. Over the long term it would come back.... It went to 2p - because it had debt. It didn't come back. And management didn't goto jail - they all made out like bandits.