Member Info for 100notout

'Shorts increased last Friday'.

I was under the impression that Targes are acting for MA. Perhaps he goes short on a spread and sells his own stock to reduce the price. Similar sort of trades were going on at ASOS but every now and then the other two big holders spoil the party.

I'm not happy about the current share price But I do believe it will recover. I can understand shareholders being annoyed but I can't help feeling that there is a lot of negative sentiment on here due to shorters wanting to close. I'm sure we will get a positive catalyst soon enough.

Talking of RNS's what did you make of the Huddled groups issued on Friday. Apparently there was a false news article which has been removed about Ingenuity. They go on to praise the role of Ingenuity so perhaps Ingenuity isn't the problem a lot on here make out as it seems to be doing wonders for them.

If the Ingenuity price goes up a bit more it will have a bigger market cap than THG. That's ironic don't you think?

Nothing surprises me with MM that it's not out of the realms of possibility that Ingenuity makes a paper offer for THG.

THG paid £58m for the UK2 group in 2017 and it did go with Ingenuity. It was just sold for an undisclosed sum to Your.online so I guess that means it didn't sell for much as otherwise MM would be on Linkedin explaining what a good deal maker he is as he did with Claremont.

I suppose the business was surplus to requirements after the deal with Google.

I assume you are shorting THG then.

Can you please explain your findings with regards to MM extracting in excess of £300m.

Considering the tariffs in the US, would that add even more value to a non US company wanting distribution there? Also worth considering is that they have Bentley with regards to manufacturing too.

With regards to valuations, I'm sure some were overpaid but others would appear to be underpaid like Myprotein and Lookfantastic. All in all the sum parts are worth far greater than the market suggests. At the very least the share price should be 2 times higher. Moulding can't carry on making excuses about the price of whey, the Yen and hedge funds. If he can't do it he should do the honourable thing and step down.

If he gets the company into a profitable position then the hedge funds will leave and the price will increase and then perhaps we will get dividends etc.

I think that all the BOD should be buying in the open market at this price and if they can't they should tell us why. For example 'we are currently in takeover discussions' or 'we are in discussions with regards to selling a subsidiary'. That would put the wind up the hedge funds for starters.

It is up to the whole BOD to look after all shareholders interests not just a few and to equally manage relationships with them. This company doesn't even know the meaning of communication. I can't speak for the rest of you but I haven't had a single reply from them. This is beyond arrogance it's a bloody disgrace.

If MM can't turn the ship around he should step down and let somebody else do the job, perhaps his dogs could do a better job...

You forgot to mention Dermstore which they paid £260m for. That's about half of the current mkt cap. If they are successful with regards to the VAT reclaim that's another 10%.

It would appear that the bod are getting their ducks lined up before a takeover. Bernard has exercised his share rights, Steve is now a non exec and they have a new broker to negotiate the terms. The price of spod has risen, if analysts are right it will go up even more this year. Hainan knows the project works and would like a bigger piece of the cake but the question is how much are they willing to pay for it. Surely it has to be 1p plus.

I agree with Onsolid's comments. MM has limited time with turning around THG, personally I think this is the year he has to do it other wise investors will vote him out. I know I will if there are no dividend payments or a share buyback, as its no good just increasing revenue if profits are not forthcoming.

The THG investor relations department are the worst I have ever encountered. If they will not respond to shareholders by email perhaps they should open up the floor to shareholders at the AGM rather than let a few analysts ask questions after all we are the owners of the company. If MM wants to run THG as a private company perhaps he should make a generous offer to buy it.

MM has built up the revenue, it is imperative that he has to deliver profits this year. Supermarkets have passed on the rises of dairy products and meats etc on to the customer, MM has to do the same if the price of whey increases. He has talked the talk but now is the time for action. Shareholders will not tolerate jam tomorrow stories forever.

With regards to the incentive shares who will be getting these. The robots!!! I would like to think that the company was making some long awaited profits before any incentive shares were handed out. So much for share buybacks and dividends for shareholders...

You stick to your google research and I will stick to my own methods cantbelieveit. With regards to Kelso I did have about a 1% shareholding there but I decided to sell it so I see no need on posting on their board but I wish you well with your investment. I see they have taken up a stake in Saga, perhaps turning up a little late to the party but not a bad move.

You could be right Stanley with regards to MA. It's one of the few problems with investing in the same companies as him but he literally has a stake in all UK retailers for that matter.

I made a post on the KOD board a few weeks ago expressing my concerns about the price being artificially held down. It has risen about 70% since then. I can see it as clear as day when shenanigans are at play. This is being played about with at the moment too, but I take it as an opportunity to buy more.

There seems to be a lot of fud here at the moment but that is to be expected with the orchestrated short attack.

With regards to Ingenuity, the share price increase is down to the fact that Google is now a partner. Like I have mentioned before it's best to do your own research rather than listen to the pretend shareholders forcing their agenda for their personal gain.

It may not be stuck in the 200's for long if your paymasters continue to reduce their shorts. AQR have gone below 0.5%.

Personally I think it's rather rash to short THG. They could announce news on another subsidiary disposal or a VAT refund which would easily take this past 50. I bet most real shareholders thought that the last update exceeded expectations along with the Jeffries analyst increasing their target price. If he/she though it was bad they would have reduced it not raised it.

Hopefully MM will notify the market with such news when the shorts are at a high to really inflict a bit of pain on the spivs.

Personally I think DGE are cheap, that doesn't mean they can't get cheaper with hedge fund manipulation but I reckon Nayager has a better understanding of the business than them and he bought a sizeable chunk about 10 days ago. I continue to add at these prices.

The update wasn't bad and the subsequent fall is not warranted. What is bad is the orchestrated short attack. It's so obvious that most posting on here yesterday are not shareholders.

THG has made a lot of progress in the last year and there is a lot to look forward to. In my opinion this has been oversold and I have taken the fall to pick up some more and will continue to do so. Good luck to the genuine holders and I would urge you to do your own research as quite a few on here are muppets.