Member Info for AnacottSteel1

Can someone post what Moulding said about Apollo/Ingenuity

Holding 60’s is pretty amazing as we had the bad results not reflected due to the bid.. ASOS dropped 27%.. Possibly because it’s know something will happen prior to September. Certainly all Mouldings matés haven’t piled in to lose money.. It’s coming they obviously just don’t need PE.. Interesting.. Onwards we got to September!!!

Apollo have obviously tried to Nick it on the Cheap & Matt along with all the big holders who would have been consulted said NO.. Onwards to Matts Plan B which he has to boat before GS expires…

Yes @Blinky sadly we will probably see 50’s…

Last time THG came out & rejected the Bid this time they haven’t and they are still talking.. Apollo bring in specialist advisors. None of Moulding’s mates or Big ii have sold. Shorts have closed. A deal will be done IMO what it looks like I have no idea but Apollo will not walk and be out for 6 months just as GS is expiring.. IMO Diamond Hands Here.. GLA LTH

Pushing ALL my chips forward I’m ALL IN sometimes you have the edge over the House this is one of those Rare opportunities… Diamond Hands .. 250k Monday Flip your cards Boys.. GLA LTH

All the players still IN all the shorts have left.. Read the Room. A deal if not with Apollo with someone else prior to September.. First beer open enjoy your evening everyone..

You two are making me nervous unless you are Australian of course as they are always confident of a Win.. Let’s hope you’re right I feel like it’s very unlikely Apollo would walk and they are masters of extracting a deal. But let’s see as Market normally does the exact opposite to what I think!! GLA LTH

No RNS only 3 days to Go.. Looking good IMO

Just Qube left short 0.63 another 0.10 reduction from them. (Based on short positions above 0.50).

Yes William Hill

Your job must be so boring @STE.. No life mate don’t you feel like life is passing you by stuck at your keyboard doing this.. Surely you’re better than this mate or have dreams this surely can’t be it!!.. GLA LTH

Yeah BOO & ASC down 10%!!!!

So In Feb 2022 Apollo were meant to be circling THG according to Bettaville & visit THG HQ. Interesting if they were interested then & here we are now 3 days to go I think negotiations will go to the wire before compromise & a deal gets done. IMO

https://uk.fashionnetwork.com/news/Thg-shares-rise-as-private-equity-firms-circle-reports,1375736.html

7 days ago…

https://news.sky.com/story/former-coty-ceo-puts-gloss-on-apollo-bid-for-beauty-retailer-thg-12871291

@Oke is spot on with his last few messages. And the key point I totally agree with & also the main reason why I see absolutely no reason for me to sell is if it is not Apollo - ‘A deal will be done with others - in whatever format.’

I hold firm awaiting news.. Offer £1.80+ IMO DYOR

5%+

Online retailers getting hammered today THG, BOO, ASC,OCDO are all down 5%*

Apollo will get this Done..

Private equity is the cornerstone of Apollo’s equity business, with $92 billion in assets under management as of September 30, 2022. Private Equity is led by a global team of partners with unique industry expertise and a longstanding track record of working creatively with management teams to transform companies. We seek to drive value for our portfolio companies and across our portfolio, and we believe that we take a bespoke approach with every company, recognizing that each brings new sets of challenges and opportunities.

While we have grown the business significantly over 30 years, we continue to foster a nimble and close-knit apprenticeship culture, as well as a commitment to drive progress and innovation. We also take our contribution to the global economy seriously — our portfolio companies employ ~335,000 workers, providing us with a unique opportunity to make a positive impact on our communities.

Apollo’s investment strategy for over three decades centers around three principal transaction types: buyouts, corporate carve-outs, and distressed investments. We believe our strategy has succeeded by focusing on innovation at every turn, and seeking to deliver value to build better companies. We believe our patient, creative, knowledgeable approach to investing serves to further align us with our clients, portfolio companies, employees, and the communities we impact.