Member Info for 100notout

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.

We may indeed be stuck in a range for a period of time but a bid could easily come in at 4x the current price at any time so I am happy to sit tight and wait. Asos represents a good risk reward purchase at this price imho.

If Gem find a similar stone to the Lesotho Legend then that will be the game changer. That sold for over $40m, that would make a mockery of the current mkt cap. It's highly feasible that they at least find a stone with a higher value of the mkt cap. I would say it's just a matter of time and at this price it's worth the hold.

It's homeward bound for ASOS. It's a safe enough bridge over troubled water for Mrs Robinson and Cecilia to cross. The shorters will be slip sliding away soon to Scarborough fair like old friends seeking shelter in a hazy shade of winter.

Yes I agree, having a well informed website is a must. I think Kod have to get into the mentality that they are transforming from an explorer to a producer. They know what is going on but for new investors they would have no idea with the existing outdated website. There are many of us here who would appreciate a few photo's and in some cases a brief explanation to the progress and a new website would be the best way to communicate. New investors will then be able to see what KOD is all about rather than having to trudge through the past RNS's.

Has increased since the November agreement and yet Kod's price is struggling to get past .50. Surely we are due to rise back above 0.7 and hopefully build on it with confirmed resource data and site development news. There is no major reason that Kod is trading below Hainan's buy in price.

LMR have the same size short they had a few days ago. Same old guff about trying to create fud. The ship is turning and the interested parties know it. My bet is on a Shein takeover.

It depends on how much MA wants the TS brands. He knows there are other interested parties so a bid could come sooner than many think. I find the hedge positions interesting considering this. I can see a few reducing in the coming months especially with news on interest rate cuts.

The purchase of MMIC will lead to operational efficiencies and cost reductions going forward. The four diamonds discovered this year and more to come will soon pay off the debt.

Do you think the market makers haven't seen the RNS?

If they find a few more it could get rather messy for the shorter. Let's hope so as the mkt cap is a joke.

That's very welcome. Surely thats probably worth about a third of the mkt cap. It's the fourth one over 100ct this year so let's hope they can pull a few bigger ones out.

I don't think they can float in the US so London is a possibility.

I think 4 to 5 times the price is achievable and most holders would go for that but what the 3 big holders want is another story, but perhaps they would like a stake in Shein. All we need is one party to make a move and many more will come crawling out of the woodwork. The risk reward is looking decent here especially with so many hedge funds shorting.

If Shein are seriously considering listing on the LSE and are interested in acquiring TS then surely it would make sense for them to consider doing a RTO with ASOS. It would be cheaper and quicker for Shein than doing an IPO and there are many advantages going forward.

It could move the share price as hedge funds may think to themselves that the turnaround is happening and there is also a potential of a sale of TS or a complete buyout. The hedge funds collectively have a lot of shares to buyback. I wouldn't want to be shorting this if I were them, would you? There are much better prospects out there for shorting, the risk reward is moving away from the hedge funds with regards to asos. I'm sure they would prefer the prospect of buying back below 500 opposed to buying back over 1000 plus.

It's no secret that MA wanted to buy the TS brands. With the share price where it is I wouldn't be at all surprised to see a full takeover of ASOS.

The problem though if they sold TS separately and commenced a share buy back it would possibly put MA and Poulsen over 30% which would cause a dilemma.

With the turnaround plan working and renewed interest in TS the share price should be way higher. Interesting times here.

Perhaps the performance shares were awarded for the most successful company in destroying shareholder wealth.

If they had anything about them they wouldn't reward themselves with shares after such a poor performance.

The directors, the Lesotho government and community have all benefited over the years to the detriment of the shareholders. I wonder how they plan to benefit all stakeholders!!!

Recovery is on track and lots of shorts to close are good ingredients for a speedy share price reversal.

Announcing a takeover and shareholders accepting is another story. At this moment in time it would be a good time for Hainan to pounce and try a cheeky 1p bid but shareholders would be better holding out for production and an increased spod price. Not to mention the potential value of the gold portfolio as this is rather vague at the moment.

For someone not to buy ASOS clothes because there are not enough white models is absolutely astonishing. What an idiot. They are probably best served going to Fred Flinstone's outfitters.