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Re. 404x.
The brokers and hedge funds work together to suit whoever is paying them the most. Some hedge funds were shorting Darktrace right up until the bid was announced and others publishing false negative reports about the company it seems. Unfortunately MM's erratic behaviour at THG plays into their hands at the expense of shareholders, especially PI's...at some point the rest of the 65% club will want to see a big return on their investment in THG and the clock is definitely ticking down now. JMO Adyor!
Peel Hunt probably useful idiots for a few firms in that regard, seem to remember they published a sell report on Darktrace casting doubt and including a quote calling the products snake oil. Doesn't reflect well on them.
Meanwhile they published a buy report on Victoria plc - not mentioning issues raised by auditor including fraud risk as FT pointed out at the time. That was in September last year, after their buy rating share price went on to fall another 60%.
https://www.ft.com/content/52ba07ba-fca4-40aa-aea7-756114e6da5a
"He does have 65% club, behind him"
How much would be left if the bid went higher this time ?
Sure there's a bunch of holders over at DARK who aren't that happy with £6, given it was knocking on the door of £10 not that long ago. Solid example of a SP decimated by short sellers, only for the company to be snatched up by US PE for a bargain. Perhaps these PE companies are in cahoots with the PE giants.
Really GTC? UT is 65.90, pretty much the day's high.
Here we go again. Shorts will run it down. All the time it happens
When is the bid incoming I wonder? Its been a year since Apollo put their proposals to THG, things in the markets look at lot better for online retail, especially beauty and healthcare. 240p starting bid would be nice...but the shorts would be paid to keep it down a while longer as they've being doing at Darktrace it seems? JMO Adyor!!!
He does have 65% club, behind him
MM can't veto anything he doesn't have a Golden share anymore.
Well put. He’s a scoundrel
MM will veto any takeover from USA affilations.
MM likes to call the shots.
MM is small minded CEO
The Darktrace takeover approach by US company bodes well for THG shareholders I believe, it shows US Private Equity and Companies are running the calculations on undervalued UK listed companies... JMO Adyor!
Wow just wow. So been a nice quiet forum this morning and SP fairly steady due to no real news at mo. Yet the minute it dropped slightly all the green boxes appear. Really does say everything about this Advfn style forum these days.
GLA genuine holders and keep those filters on, gawd knows what tripe is coming through.
The interview must have gone to his head, I think its time he took those rose tinted spectacles off and looked at the share price..!
I agree 100notout,
New shorts were being opened on Darktrace right up to the takeover bid, seems strange the shorts didn't know about it, as their spies on the inside would surely have been aware of the incoming bid? 😳 Obviously shorts on some sort of kickback to drag these companies down according to my conspiracy theory at least. Wouldn't be surprised to see another approach from Apollo or someone else soon..JMO Adyor!!!
Totally agree @100 it’s just a patience game here @THG & the reward will be at least a few bags from here.. Possibly the magical £2.50++!! Why spend £15 Million splitting the divisions.. Nutrition/Beauty lined up for USA in whatever format that is who knows.. All in the Macro Timing…. GLA LTH
Well my Dark funds will be coming into THG. My average is below 250 in Dark so a fair profit. It was obviously shorted down for a takeover and the tactics used were transparent especially by mr paratrooper and his 72 page bogus report. He should be facing legal challenges for the lies and crap he made up. The same crew shorting Dark are shorting THG, the same will happen here it's just a matter of time and a price that MM will accept. Like I have mentioned before the patient will be rewarded here. There are a lot of negative views on this board and they are here for a reason just like the negative posters on DARK.
More proof that the London markets are broken and losing companies to US markets and Private Equity buyouts...London is a busted flush run by a bunch of chancers. I think a lot more UK companies will delist themselves or be bought out by big US based Private Equity funds..
https://news.sky.com/story/hunt-calls-dorneywood-summit-to-boost-flagging-uk-stock-market-13123808
https://news.sky.com/story/hunt-calls-dorneywood-summit-to-boost-flagging-uk-stock-market-13123808
@yespsb, good post. Like you, I’ve been here longer than I was planning, probably because I don’t want to admit I’ve made a mistake and sell at a loss.
Because many people here have been talking about some form of corporate event for a long time now I just can’t ever see one happening, though I’d love to be proven wrong!
Kelso lol bought 8m sold to 5m. No one gives a s hit about them. Mould owns them
@yespsb
Totally agree that's why I moved on about a year ago becauseof MM's shenanigans, but Kelso's intervention attracted my interest again. MM the great deluded one is too vain to realise that he doesn't have what it needs to realise the full potential of THG's assets any more, as for the Chairman well he's been a complete joke. MM appears to be locked in a fight to the death with the city and media critics. Maybe the criticism that Kelso has publicity documented has brought a touch of reality to the situation and finally the great deluded one will start thinking of the big picture and the interests of all shareholders, instead of his personal fight with his detractors? Medium term hold for me now for Spin off or bid approach. JMO Adyor GLA
Moniman, I am totally with you. When Moulding decided to list the business, the listing came with rules and responsibilities, some written, many not.
If you join a "game" you know what you are getting yourself and your team into. You can't hope to join a game and then change the rules that have existed forever just to suit your mood.
There's no getting away from the fact Moulding has a very controlling personality, he is awfully vain for a guy over 30, he loves publicity but cannot handle criticism and none of those are positive traits in a CEO of a public company. I do think he and his team are running out of ideas. I buy shares to hold for up 2 and occasionally 3 years. I had a 12 month stance with THG and here I am 16 months later frustrated with myself with not cashing out around the Apollo bid. I reckon I will be holding a long while to see a decent payback unless Moulding goes.
He needs to schedule a few calls with loyal shareholders, he might learn something helpful.
If THG was valued on the same terms as Darktrace it would be £16 billion, not that I'm saying that is the true value of THG as in a different sector, but seems very undervalued because of the Deluded one sticking two fingers up to the city it appears. JMO