Member Info for AnacottSteel1

Not don’t make the mistake of taking small profits £2+ over next 4 months IMO

Offer gotta be £1.70+?!!!

Like I always say ‘You can’t be outta this for 1 minute’ My 250k diamond hands GLA LTH

FTI Apollo

Apollo Global Management, Inc. is an American global private equity firm.[2] It provides investment management and invests in credit, private equity, and real assets.[1] As of 2022, the company had $548 billion of assets under management, including $392 billion invested in credit, including mezzanine capital, hedge funds, non-performing loans, and collateralized loan obligations, $99 billion invested in private equity, and $46.2 billion invested in real assets, which includes real estate and infrastructure. The company invests money on behalf of pension funds, financial endowments, and sovereign wealth funds.

Nice to see you @Rodders…

Soooo game on again with a preliminary offer.. It’s not like we should be surprised we’ve been calling it for months. Good old Daily Mail doing us a favour I bet they’re Livid…GLA

WOW!!

This is wonderful but a bit of caution we have seen the exact same move the day before results & then dumped on results day. So I’m hoping for the best but plan for the worse (Buying more if any large drop) I hate to say it feels different this time cos I think I’ve said that the last 12 months.. I’m just gonna sit back & watch this play out now over next 48 hours.. GLA LTH

Leaky THG

Betaville

https://www.betaville.co.uk/news/sunday-review-on-a-monday-thg-wood-group-and-netwo/

@algo I agree if it drops into the 50’s I’ve kept some powder dry.. Personally I think we are going Up but it’s THG!

Last results it was as too early to see the benefits of the Whey price drop but it should be reflected in these results and margin moving forward. Whey has fallen 65% since its Peak. Add to that the drop off in transportation costs Kelso flagged after a THG visit. On the flip side Not sure when Ondemand will be off the books but that must be a major drag on margin probably flagged during Seperation. Who knows tomorrow yet again a roll of the dice though this time with a lot more positives and some big cost cutting.. GLA LTH

Totally agree @DG.. 80p MBO some people are smoking Crack on a Sunday which not good for your health! (A Myprotein Pizza would be much healthier).. LTH will get out some stage prior to September one way or another £2-£3.. Can’t be out of it for 1 minute.. IMO DYOR..

Gutter journalism half the article is personal digs at Moulding. He really is hated in the City Media & the City hence the SP.. They are all gutted especially after the QIA deal and his recent purchases at rock bottom prices as he holds a much higher % of the company than at IPO & will potentially get the company at £2.50 an amazing deal for him after £5 IPO… But I actually think there will be a announcement of circa 20% of Nutrition or Beauty partnership?! He has to have Something up his sleeve for shareholders if not Tuesday it will be by September. So clock ticking if it drops on Tuesday I will buy more but I think that FUD article show’s desperation and that the SP will be Up on Tuesday… They want your shares…

Results Tuesday 18th
Inflation Figures Wednesday 19th

Stuck in the Dinosaur market -

https://www.standard.co.uk/business/britain-s-biggest-companies-would-be-worth-ps460-billion-more-if-they-listed-in-new-york-ftse-100-nasdaq-s-p-500-dow-jones-b1074084.html

Good article on US Shorts

https://stocks.apple.com/AYOp7ThCXQW23gV42zG4aSQ

If as some have said on here that online the Whey price is still high @ Myprotein they must be nicking so big margin back. I think they have taken the decision to track Bulk whey price and as mentioned they have kept price high so why should we slash our price. A good move & hopefully gaining back from the price protection..

https://www.clal.it/en/index.php?section=siero_olanda

A few musings.. If I’m on the same side as BlackRock I’m happy.. I’ve made some big mistakes on THG. Firstly Those of us that first bought in around £2 we all should have sold when BR pulled out @£1.75! Not taking the profit when the offer came in @£1.70 as we all thought a £2+ counter was inbound which actually did come in Via Kandy but never saw the light of day. All the said I still believed in THG as a business and massively undervalued that is why I bought all the way down to 32p holding 250k unleveraged and am close to Break even. What a ride the tide is definitely turning in house & macro. As this rises over the next 6 months most private investors will sell too early taking small gains and basically burn themselves twice as this is £3+ all day long & not 90p or whatever price you choose. GLA we are near the end game…’Hold the Line’…

After owning THG for 18 months the results on 18th April are a roll of the dice I have no idea if we will bounce or plunge and anyone who says different are lying. ‘Hope for the best expect the worse!. GLA LTH

Wednesday US inflation data is the big one this week.