Member Info for Arun100

Not going to risk averaging down until some news and upward momentum. Was tempted to but would seriously be underwater if had. I mean I am considerably down from an 80p buy but luckily on a relatively small amount

https://www.sharesmagazine.co.uk/news/shares/investor-focus-at-thg-shifts-back-to-fundamentals-after-bidders-walk-away

Hopefully can open it. Are Numis the ones who sent that note last year? Can anyone comment on the views on the cash burn figures highlighted? I was under the impression they were aiming to be cash neutral for the year ahead. Numis views Might have contributed to the share price fall from midday.

https://www.sharecast.com/news/news-and-announcements/petrofac-shares-slip-as-ec-unit-tipped-for-small-loss-this-year--9861743.html

This will explain fall today. Apologies if posted already

Trev, good to hear you attended the event. Any highlights to share? Thanks

Thanks Pokerchips, appreciate your comments. I understand the unpredictability of it all, the different agendas at play and how as PI's we have no real input. Dropping suddenly by these margins on no news when the market as a whole is plodding on is hard to bear but I get it is the nature of the beast. Just a very unloved stock with a lot of potential if management can get it right and rebuild the business.

Really been through the mill with this share, (close to 40% down) not as long as some of you mind but expected a corner to have been turned after open offer and positive contract news. Shouldn't have bothered getting extra shares at this rate. I know it is a medium to long term holding (aren't they all) but got caught out with dilution and have thrown plenty of further funds at it. Frustrating to say the least. Any reassuring thoughts welcome

https://citywire.co.uk/funds-insider/news/expert-view-thg-experian-sse-watkin-jones-and-mccolls/a1583878?re=91239&ea=1669117&utm_source=BulkEmail_FundsInsider+DawnChorus&utm_medium=BulkEmail_FundsInsider+DawnChorus&utm_campaign=BulkEmail_FundsInsider+DawnChorus#i=2

BMO: Ignore the noise around THG
BMO UK High Income (BHI) fund manager Philip Webster believes concerns around THG (THG) are mostly ‘noise’ and says he remains ‘comfortable’ about the e-commerce platform’s prospects.

The manager used his £129m investment trust’s latest factsheet to address worries about THG, formerly known as The Hut Group, which saw its shares spiral after an unconvincing capital markets day last month. The shares, which were up 1% at 182p on Wednesday, have plummeted 77.5% in the year to date.

However, Webster said although ‘some of the accusations are valid, most of it is noise’.

The manager said: ‘I can always be wrong but as Warren Buffett famously said: “The stock market is a device for transferring money from the impatient to the patient”.

‘Quality businesses don’t get cheap that often and, when they do, it’s because there are issues. We need to work out whether these issues are structural or cyclical.’

He believes tech plays like THG are now ‘exceptionally cheap’.

‘Let’s judge them over a relevant time period of three years and not three months as the market is currently doing,’ he said.

Anyone have any ideas as to why this is in freefall? Have a holding average close to 80p and not sure whether to top up or alarm bells should be ringing. Can't see any news to warrant this fall, cloise to IPO price with all I can see significant progress over the last 6 months

Yes, I think the potential splitting of the business has spooked investors. They are not sure what they are buying into hence the kicking and flexing of the power the city wield. Confidence is key. I don't think anyone can see the merit in spinning off your most profitable part of the business. This was valued at £5.00 at IPO by the same bunch. It is a difficult painful watch to see this drop but have to remain patient and hope he will come round willingly and detract from seeing this as a personal attack and see sense. Fingers crossed sooner rather than later or it may just keep drifting. GLA

I'll go for 198.6

Not much movement!

Nicely put! Fully agree. I too like many tried to catch the bottom to make a quick return, only to be sitting on a paper loss of -30%. We seem to have settled around a 190-220 range without real news so hopefully clarification on the business split, Christmas numbers, chairman appointment, getting brokers on side, Softbank stepping up, MM buys, possible profit next year etc will hopefully get it back to a min £4bn valuation which it deserves and we can all recoup losses/make some money. There's no way on fundamentals this business merits it's current position. Nothing has materially changed from its £8bn previous valuation (which was probably too high) but sentiment

89% prevention of death and hospitalisation for high risk individuals may well be the catalyst that this share needs! Just bought some GLA

I spoke to HL today . They have said offer should be available later today to take up and should be getting a secure message with instructions. Also you can purchase open offer outside of the ISA without encashing portion to pay for it if you prefer and add it to fund and share account if you have one. Of course this will not have ISA wrapper and will mean you adding fresh funds which won't suit everyone. GLA

Agree, I reduced my holding unfortunately at a loss. Lost faith somewhat with this latest fiasco. I know it's Aim and the risks but I felt with this close to production and all the right noises they were good to go. I will leave these for a while and hope they will recover but definitely lost me from a trust perspective. They knew the terms and should have been transparent. Also the way institutions had wind of this and were running the share price down for no apparent reasons We shall see but definitely frustrating.

I too have tried locating SOP prices but with no luck. Found MOP prices which are deflated at present (around 200 dollars per tonne down from highs of around 275) but not sure whether SOP is following same trend. Obviously would have large impact on profitability going forward. Reading the Australian hotcopper board comments on SO4 seems falling SOP prices and weakness in Australian dollar against USD (prices quoted in USD) accounts for weakness in share price. Greatful if anyone has any greater insight into this area. Thanks

Glad someone found it useful GLA

https://stockhead.com.au/food-agriculture/premium-grade-potash-stocks-are-growing-nicely-on-low-crop-yields-strong-chinese-demand/

Need something to lift this share price. Backed this last year when it was close to 30p and have added at times but overall am disappointed close to production market has not backed this. Let's see if we can get back to 30p fingers crossed!

Can't really understand it as share price has been considerably higher with much more uncertainty. Seems to follow ASX listing from overnight which has dropped to 0.42cents from 0.50 not long ago. Did have a little top up to average down so not complaining.