focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar 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.
Hahaha - that's funny coming from someone who posted this quote at 9.36 this morning.
The standout line in THG's FY23 results showed free cash flow breakeven was achieved vs an outflow of £213.4m in FY'22 and debt should fall from here as capex in the distribution network is largely complete (capex dropped to £46.3m compared to £94.9m)
Why would this be of importance if all companies are valued as multiples of EBITDA?
You know what the sad thing is you'll now post what you think is some terribly witty response, clearly misquoting / misrepresenting anything and everything to try to distract from the fact you've contradicted yourself yet again - followed by some sort of winking emoji so everyone thinks its just a bit of banter - its all pretty sad and tiresome.
I pencil, thanks for your contribution on this issue.
Can you help me understand this issue please.
Ive several more senior members of society who have been asking about the tracker funds.
Are they compelled to buy?
If so how much/ many %?
Are they able to buy & sell at will?
I cannot advise them as I'm unsure of the inn's & outta. They want to increase their already 6 figure holdings.
Thanks in advance
Thanks 1pencil appreciate that. Looks like you say weeks away…game changing
For anyone having trouble sleeping, here's the final draft rule set for FCA regime changes.
Actual wording of timetable is:
'The FCA currently expect the changes to the listing regime to become effective early in the second half of 2024 – with the FCA proposing to implement the changes approximately two weeks after confirming the changes.'
https://www.lseg.com/content/dam/ftse-russell/en_us/documents/policy-documents/ftse-faq-document-uk-listing-regime-and-ftse-uk-index-series.pdf
Probably about 30 trading days to H2, so not far off.
Thankfully you won't be doing the valuations. If you were then we would never get there :)
@craftyinvestor
You can value THG anyway you want as long as I get my £35 a share. Do you want my bank details to transfer the cash - since its you I'll sell you them for £32.
Ste has obviously been busy today shorting $GME
Maybe wait for the UT next time before confirming the closing price eh Ste?
It was actually up 0.55p on the day Ste. Just saying.
So you waited all day just to say that Ste?
At least it's a rise. Given that we jumped 7.5% on Friday, we could all be forgiven for expecting the price to re-trace somewhat.
S2K, you're back, I think you're the only poster that's referenced the rise at all this afternoon as small as it is 🤷
Correction 0.3p rise
So much noise over 0.85p rise
SP holding is great. Take another run at 70p tomorrow and then £6 next week. Smashing! 🧨
Some folk go to Iceland and some folk don't think a Revenue Multiplier is a realistic way to value a business.
Even though this is the most preferred option and is the best option for their investment.
Defo some crazies in all these forums ;)
City Spy is the Guy in the know all things the Hut 😃
And here’s Ste2k second account, aka badtimescoming
Well, given the volume, SP movement, nothing in the news and no RNS........
not much of a leak then.
Considering most people on this forum seem to be underwater or breakeven at best, you'd have to have a pretty optimistic view of the world to think anything posted on this forum has any influence over anything.
Personally the only things I take from it is a sense of amusement that certain contributors go down to their local Iceland to check what range of THG products are in stock and where about they along with a degree of comfort that I'm not the only lunatic in the asylum.
Dangerous GTC.
Much dangerous ramping today has trapped more people in at 70 as it plummets back to 67
I wonder what level of bid would have to come in for BoD / MM not to automatically classify it as seriously undervaluing the company. Sometime it feels that he doesn't necessarily care if the SP grows or not, just so long as he stays in control.
I don't think any of us that have been round long enough take STE2000 seriously.
Going on to THG. The macro is definitely improving which can hopefully get the SP moving. First hurdle is 70 which seems to be a rough area of resistance. US CPI on Wednesday is key for this week.
Steve, it doesn’t feel like someone who is short to me, it just feels like FUD. There is no analysis of the THG situation in his comments, just negativity for the sake of it. I don’t think for one minute that the THG story is that everyone in the City has it wrong and all the investors have it right, it is much more nuanced than that but what it definitely isn’t, is a massive house of cards waiting to topple over no matter what Ste seems to indicate.
ITS only time for this thing to come back ...and it will