Member Info for 2phevs

It clearly states it in a rns I dug out a few weeks ago when trying unsuccessfully to get golden to read rather than listen to verbal I'll dig it out again

Let's see if we get an admission from goldy7 if it's closed its 35000k short hehe

Thanks pencil 7 pages of disclaimers out of 20 with 13 pages of flim flan and guesses wow
This battle really looks the same as gladiator the film and thg is maximus being stabbed left right and centre with the final sly controlled stab from barclays and their paid trolls right before their own troops turn their backs on them (barclays backs away from Andrew Ross's report) and M***M*s get his revenge on the 15th September just glad one of my other positions Tnt up 40 % in the last hour of trading

The crowman is on 6 boards for the last 30 days all heavily shorted stocks another paid troll just look at its history if you click on its blue name

Thanks Steve1001 for the reply just before I attempt to find your questions posed this morning could you kindly tell us if you think the institutions holding these long short positions sold most if not all of the long positions after the bid was rejected hence the drop from 150p down to 70p and are all left with just the short cfd's
If you reply No please provide where you have direct knowledge of this
Look forward to your reply and then I'll look at your questions from this morning and do my best

defo a ticking timebomb to the upside 10 billion EV just washed away and debt levels imaginably created yesterday Rich
Very interesting responses by IR personally I think the liquidity remarks are due to the defamatory headline in the FT so a nice indirect clarification on liquidity brushing the FT headline away
Also strategic and operational update along with figures on the 15th YES finally they're ready after the holidays brilliant can't wait
Finally it would be nice of steve1001 to give a thesis of what happens to the shorts and the SP in a small free float situation if the news and figures are good on the 15th
Perhaps he could give us an imaginary headline like the FT did for the 15th

One more reply to you golden after you confirmed you hadn't even been to see the icon campus the last time we clashed
I am not biased at all I've been in and out of this and a lot of other shares over the last few years I'm just flabbergasted that this analyst can knock off over 80% of EV in 10 months
Just by reducing rev and margin by 10% and getting the debt figures wrong
I feel very strongly that barclays clients that purchased thg shares on the back of their original valuation 10 months ago should be sueing for neglect that's why I'm tenaciously trying to point out the rubbish from this analyst
Personally my average is now around 78 after top slicing and buying more at the recent levels so I'm not a blind cheerleader golden hopefully you'll put a sock in it know hitting back at me

No mention of reduced margin or rev just wanted to know about softbank and ingenuity is that really all the 10 billion taken off by him in 10 months unbelievable here's the very lame transcript from such an investigative analyst

I'll go to our next question now from Andrew Ross from Barclays.

Andrew Ross

Great. I've just got 2 more quick ones to squeeze in both on Ingenuity. The first one, in both Q4 last year and Q1 this year, the number of websites launched has been a bit slower in my model. And I guess there was Christmas and peak impacting back in Q4 and seasonally pointing to be lighter in Q1. But can you just be clear, in Q2, should we be expecting the number of websites launched to accelerate back to that kind of 40 to 50 added per quarter?

And then the second question is on SoftBank, and thank you for giving us an update on office store or good stuff that's going on there. Is there anything else we can call out in terms of how that relationship with SoftBank is evolving from an operational or perhaps financial standpoint?

Matthew Moulding

I mean I think at the same time, as those data points were touched on, we also increased the cost of the client base by 3% from September through to [indiscernible] As I touched on in the narrative, there's a much broader range of monetizing opportunities that we're now delivering across a broader range of clients coming for different types of services. But yes, certainly, you will see an increase in the number of websites that we're launching for clients going forward, yes, which reflects just the quality of the pipeline. The timing of some of the bigger ones is difficult to predict given the scale of some of those opportunities.

Steven Whitehead

And Andrew, briefly pick up on SoftBank. The SoftBank option kicks in once separation is completed. It completes in Q2, but there's nothing to update on that at this point. It would be something for later in the year and no other updates outside of AutoStore.

Operator

Our final question now comes from Nick Coulter from Citi.

Nick Coulter

A very quick one to close the show, please. And it might be a disclosure too far. But are you able to share what you expect your GMV to be in kind of around billions at the end of this year, please? Just to help us get a sense of the operating leverage opportunity given the potential disparity between a number of websites and the GMV potential.

John Gallemore

So the hard answer to -- it's an incredibly hard answer to give the -- and the reason for that is the timing of, a, signing contracts and be then launching them of material scale GMV contracts. Obviously, we give guidance on our own GMV. So if you were to look at the sort of 22% to 25% you can work out from there. That's probably, I don't know what £2.7 billion, is it £2.6 billion, something like that, £2.7 billion. Then on top of that, there are a number of accounts that we've talked to in the past that have got decent large-scal

22 mill long and 19 mill short hopefully they have closed all their long positions between this form 8.5 from the 17th June if they believe their Andrew Ross's report and are stuck with 19 million short cfd's to close up at 2.50 if as consensus believes here there's a MBO being planned

Nice little video there hosai like the bit about constantly beating targets and some nice shots of the autostore bots at work
It seems the consensus of yesterday is that MM is buttering everybody up to take thg private for 2-2.50 IMO he'd have to do it pretty quick because the actions taken by the central banks has had the desired effects quicker than they expected (nasdaq been outperforming the dow for the past couple of weeks) ie housing starts down and new car registrations low personally I don't think they can sort the labour shortages so companies like thg are really going to benefit from this environment like thg employee says in the video "we're breaking targets"

Finally the truth that's why 170 top is mentioned by the report to convince MM that's what thg is worth he is stronger than falling for this you numties

Sorry BB to say this but Rock8 and 1001 are polite smiling assassins here you can tell from the underlying insinuations that Rock8 just made about THG's chairman and 1001 politely drawing more targeted negatives from a back of a fag packet guess report please don't give them any respect at all or you can play with them like I do

Rock8 the way I read it today from the info available to me was 45p downside from 100p and 70p to the upside so 55-170 can you confirm this or do I need to go back over it
Please give us your new exit point so we can say goodbye when you sell

Ok rock8 your not prepared to give an opinion on the report so here's mine
Barclays macro enviro thesis relating to thgs specific markets isn't a given (sorry to use their wording)as the Fed and other central banks are targeting durable high view goods and housing
barclays mention 100p with 70p upside and 45p downside so 55-170 being as the announcement after bid rejected was hitting expectations so NO smaller baskets iIMO we're near the top end of that guidance and about to explode above with the right tailwinds
The word GUESS was used twice when relating to rev and margin

ok one last try rock8 in your own words please explain your take on how thg's EV has been reduced by 10 billion and do you agree with the debt figure in the FT table

OK Rock8 could you just simply explain why (or how they have explained it to you and others) they have reduced EV by 10 billion in lane mans terms

thanks but no thanks rock8 the tables I saw on the FT are a joke perhaps you could try and justify the 10 billion reduction of EV in 10 months when they are just changing the margin and revenue down by 10% which conflicts with the companies response after turning down the bid
And explain why they have 478 mill in debt when they haven't
Good luck

Funny that the upside case is 170p Rock8
could it be that the bank is trying to justify the bid that the BOD and major ii's turned down to MM after he was so disgusted with it
mmmm stinks

I think one UK bank had 22 million short cfd's that'll it'll have to close ASP

defo someone closing some short cfd's now I wonder who could it be a UK bank duuhhh