The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
I’m sure I can speak for my chum ihavenoclue and myself when I say that I’d prefer an exit via a generously priced mbo. However, failing that, things are starry to look much rosier. And I’ve always felt that THG beauty, on its own, is a huge, under the radar, asset.
Slowly slowly catchy monkey.
I'm more than happy with this slow grind up.
However, if MM is reading this and wants to put me out of my misery, I'll be happy to accept an MBO at a price of anything from £2 to £6.27 (Crowman)
Very very nice people on this board. Many quite knowledgeable. Certainly compared to the aggressive lunatics on the advfn board.
The only thing I would say, is most here are completely delusional.
I think if an mbo or TO happens, we’ll be lucky to get £2+. No point calculating what the sop are actually worth. That’s not how things work. PE or anyone want to buy as cheaply as possible and have as much upside for themselves as possible.
The recent posters on here have talked themselves into believing that £3,£4 even £5 is not only possible, but very much on the cards.
The rest of the world currently think that THG are worth 85p odd. Otherwise they’d be buy it them in the open market.
Manifesto, obviously Id love you to be right. But, no one is going to make a bid (including MM) that starts with a £3.
I just like to point out delusional posters from time to time. Doesnt make me a bad person.
If MM does an mbo (as you know I'm doubtful because of the recent director buys), he will try to buy it for himself and his backers at a cheap price. Personally, if it starts with a £2, I'd be more than happy.
Distressed
As a rule, ignore all the posts, and you’re right there are many, that blame the sp movement on market makers.
It’s a nonsense. The share price will do what it’s going to do. Market makers don’t spend there time manipulating markets one way or the other for the hell of it.
Alas, those days are long gone. I used to be one.
I think I can speak for manifesto, Ihavenoclue and myself, when I say that we are all eagerly anticipating some sort of basis changing news in the not too distant future. Perhaps as soon as this week???
An RNS could drop at any time. Possibly when we least expect it.