Member Info for 1pencil

Lol, it made me laugh so it worked..

Okay, the first link is what you would normally view as a UK shareholder, as mentioned it's pretty static with one or two movements, Goldman Sachs are listed as owning 44,631,711 or 5.16% -

Now look at how Hong Kong report the same position (L) is long, (S) yep you guessed it..

https://sc.hkexnews.hk/gb/di.hkex.com.hk/di/NSAllFormList.aspx?sa2=an&sid=344192&corpn=HUTCHMED+(China)+Ltd.&sd=22/10/2021&ed=22/10/2022&cid=0&sa1=cl&scsd=22%2f10%2f2021&sced=22%2f10%2f2022&sc=13&src=MAIN&lang=EN&g_lang=en&

Under HK rules you have to disclose all positions, both long and short, not just a one sided view as we have here ..

Evening dpw, had to think about that one for a second, HB = Pencil ?

If so here is some non THG info, the following company is unique in that it has three listings, London, NASDAQ and Hong Kong, its also super compliant to every rule in the book so complies with each exchanges listing rules, HK as already mentioned is much more transparent than London which is perhaps why its growing while London is down almost 40%.

Here's the share holders which are pretty static, company has been around for 20 years with many holders staying the distance.

https://www.hutch-med.com/shareholder-information/shareholders-analysis/

If anyone is interested I can post links to the HK exchange which unlike London has full two way disclosure, its very evident once you see each of their holdings.

Lets keep the forum friendly no matter what happens to the share price, a huge part of investing is about phycology which may not suit everyone, that's why we have investment funds..

An increase suggests they are trying stop the price running away whilst exiting, what we see is only one side of the trade - each could have bought long double what they have sold short.

The book is totally different to a week ago, only last Sat posted about the proliferation of props either side, now there is only a handful.

Without the props there is less churn so could be orders being worked.

SCAP have been close to bid/offer all day so, likely they have a buyer in size.

Update cannot be materially away from recent guidance, otherwise no CEO purchases would be allowed.
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Oke, good point, not really sure what Candy can bring to the table anyway.

Wondering do Qatar need the Candyman ?

Sorry, the '7' key is wobbly on my keyboard should say

- Less two major holders who may well have objected to a 170p offer, less funds to placate.

Canary, agree - CEO is held in high regard and rightly so imo, hence attracting further investment.

Hypothetically speaking, how difficult would it be for Candy to come back in December with QIA as a backer?

Compare the bid landscape in June to now >

- Jupiter have been squeezed out to what degree we don't know, also what's happened to their share sales?
- Softbank option has expired, Softbank have also sold their entire holding
- Directors and Chair have picked up large amounts of stock
- Investors are fatigued and well accept a reasonable 180-190p offer
- Less two major holders who may well have objected to a 10p offer, less funds to placate.

Total speculation of course, but the chess pieces have been moved into place..

The two Chinese newspapers that I often read (links below) always have the same or similar format, that is to lead with US/China tensions but then underneath in the business section are a host of deals by overseas companies, Tesla, battery supplies, pharma across the board.

Obviously the chip sector is a no go but everything else seems normal in terms of investment.

Take a step back and think about what is happening, borrowing shares from someone else to artificially drive the share price down way under any realistic valuation, what kind of a business model is that ?

This negates the idea of market prices being achieved through supply and demand, you have a false and unsustainable supply.

Well played whoever's working that book !

Notsofastyou, if you can't stand the heat get out of the kitchen!

L2 there's a buyer biding their time, shorts throwing everything they can to regain ground, thing is could be digging an even deeper hole for themselves ..

..can't keep selling borrowed stock, what kind of a business model is that lol

Awful lot of stock changing hands after hours, for what purpose?

If anyone is going to make a move on THG including MBO its going to be soon, price is still on the floor with macro and shareholder sentiment low.

Correct me if I am wrong but there's not a single large shareholder likely to oppose THG being taken private - both Balderton and Sofina are long term (10 years plus) holders with portfolios of unlisted companies ready to IPO at some stage, QIA no restrictions there as self regulating.

There is still a lot of stock swirling about with smaller funds and retail holders, collectively could easily block (if organised) any low ball offer, not that I think that would happen.

If this is going to go private then I would expect one or more of the holders above to start hoovering up the float, QIA would have to pick up another 2.5% to cross the next threshold.

The scenario highlighted by Hosai yesterday with Candy/QIA connections sounds plausible, it could be Candy has brought QIA in at this point or Jupiter may have played a part somewhere along the line.

Its been a crazy roller coaster for sure, but I honestly think the real rewards are over the long term rather than a quick buck short term.

Qatar TR!, no additional shares purchased (yet)

https://www.londonstockexchange.com/news-article/THG/tr-1-notification-of-major-holdings/15681352

Its buttons though, not much more than LIBOR over night rate.

If it was mr softy loaning out stock it allowed shorts to push it down to ridiculous levels where they sold, what were the losses 450m?

Gotta laugh..

Its always struck as ironic how long term shareholders lend out stock to hedge funds in order they can undermine their own investment, seriously what are they thinking..

Its become so blatant and obvious as to what's going on it can be simply ignored.

BOL!!!

Hasn't liked this one though - "at least goldy sold before the rise"

QIA may have one day grace before issuing a TR1 given its Friday, that's if they are still buying which is unknown at present.

Today's price action has been dominated by props looking for business, there is none lol.

Key players going forward >

Matt & Co, I say 'Co' as this would include family and other directors

Balderton

Sofina

QIA

So just the four then, if this is going to be taken private the less decision makers there are the better, its going to be much easier to come to an agreement with only four major holders

QIA can bank roll this without breaking a sweat, all that needs to be done is mop up the free float where available,