Member Info for 100notout

I thought this was the THG board but when you mention anything about THG the post gets removed. Most strange....

Maybe we will be getting some positive news.

I don't know if it has already been posted with todays exciting news but the spod price is up another 3.5 % to 1190 which bodes well going forward. Surely if Hainan were to make an offer it would be sooner rather than later if the recent rise continues.

You would have expected Kod to be in the 40's after this milestone event but it's gone down. I wonder if Hainan are shorting in order to suppress the price for a takeover. It's also suspicious that you have a barrage of constant negative posting from a few posters. They clearly have an agenda.

Forget 49p, I reckon we will be in the 60's at least in January. Although I welcome the latest brokers notes comments, the price target of 55p is stingy. There is bid interest in THG Ingenuity at 89p. The same brokers were saying this was worth next to nothing but it's more than doubled this year.

If both divisions continue to grow it's not unconceivable to see this going past 100 in 2026 and you never know that takeover interest could emerge. You never know they could be in talks right now.

This new Topshop collaboration with THG Ingenuity is exciting and shows vision.

It would appear that Boo's director's aren't happy with MA's involvement as a major shareholder. In supporting its decision, boohoo pointed to the action of "a major competitor who is a significant shareholder of Debenhams", referring to Frasers, who it claimed has sought to "disrupt the Debenhams Group's growth strategy and operations". I wonder if the ASOS BOD are of the same opinion. It would seem that when MA gets involved in buying major stakes in companies the prospective share prices fall.

I'm still of the opinion that ASOS will get taken over in the next 6 months.

I think a disposal or some sort of corporate activity is going on as the directors would have bought shares and they haven't since they were buying a year ago at higher prices but look what has happened since then. For example the US beauty division alone would probably be worth more than the current market cap. With regards to getting the VAT back that would be the cherry on top of the cake.

What we all know is that the SOTP is far greater than the market value. Will MM sell off a few companies piecemeal or just sell off a whole division. I think we will find out in the next 6 months.

aka the ****sters.

Ingenuity have doubled in price on good news and THG go down on good news. The difference is that the hedge funds can't manipulate the price at Ingenuity. If MM took THG private the share price like Ingenuity's would be at least in the 80's now. This is just market manipulation. Another subsidiary sale will highlight how ridiculously cheap this is. Probably not too long to wait.

I think getting north of 0.5 will do for starters and then a climb to the 0.70's in the near term being a good base in expectation of a takeout or improving spod prices.

The city doesn't like him and he knows it. He can't take THG private unless he has some help from his friends and could it be the likes of MA shorting his position to curtail any rise for a lowish offer. If this is not the case then perhaps MM will entertain listing in the US and combining Ingenuity again, it could make sense as it looks as though he wants to grow there and doing deals with Google and Mars will only help this direction. One thing for sure is that THG is massively undervalued.

MM has given up the golden share, divested Ingenuity, restructured the debt and reduced it, sold off Claremont for a decent profit and created new partnerships with global businesses yet the share price is languishing in the mid 40's. For the first time in a long while both nutrition and beauty are growing, still no director buying and I'm certain that they would if they could so we can also assume they are in discussions to sell a subsidiary which would reduce debt further.

We also have a potential of a £45m vat refund. Ingenuity is also not the dud many were saying and even the negative brokers are becoming bullish. The price will rise eventually.

Or could it be a large shareholder using the hedge funds to bash the price for a takeover...

I have been here for four years too but I'm up 40% but fortunately I had the insight to average down in the 20's and 30's. If I didn't believe THG will be higher in the future I could have sold for a good profit a few weeks ago but i'm of the opinion that they are worth a lot more. The Ingenuity price increase shows that with a run of good news the price will rise. I note there are still no director buys, I wonder who they are in discussions with now!! Perhaps you may not have to wait that long Oculusprime.

It's a pity they didn't delist THG and perhaps we would have a value of 80p or higher now. It's clear as the light of day that the LSE listing is a waste of time, it's just a play ground for the hedge funds and its minions to manipulate prices. Patient shareholders will benefit as there are plenty of positive drivers going forward. We will have our day...

Let's wait and see.

Perhaps it's worth looking behind to see who uses certain hedge funds.

It looks as though this is being walked down for a takeover probably between 450-550.

Not that I'm aware but many THG shareholders like myself have. To think some in the city were valuing it at zero well their reputation is going to be in tatters. Google can obviously see the future. Great news for both THG and Ingenuity. Keep the good news rolling MM, well done.

Of course it's great for THG. The shorters are well and truly buggered. Forget the 50's , let's have a short squeeze into the 70's. They are the ones who pushed THG down to stupid levels they can now push us back up.

It looks as though the pump and dump crew have sold and want a new low. What long term investors need to think about is that this is the best position the company has been in for a long time yet the share price is in the low 40's. THG has dramatically reduced debt, sold a subsidiary for a good profit and has both divisions performing. In this time MM has hived off Ingenuity and given up the golden share, he is doing everything the city has asked. The final piece of the jigsaw is to improve the margins on the growing revenues and then we should see a proper rerate.