Member Info for B1nky

Thanks.

You haven’t mentioned what a great investment KELSO is in a while. Please try and rectify that situation too.

Manifesto

As STE55 pointed out, anyone working on a bid or mbo will definitely NOT like a MM LinkedIn post. They’re absolutely paranoid about things like that. So you pointing out “likes” to prove your narrative, actually proves the opposite.

Also, BOOM16, great post you made today at around 14:00, just read it.

I suggest the likes of Manifesto, OSG, etc. All the crazy gang, have a read!!!

OSG

“ 22 Jul 2023 23:36

Wouldn't it just be nice if you could actually find a reason for over £200 Million pounds being wiped off a companies value at one point, in only one day”

I’ll explain, once again, what happened.

THG is very leaky. Fact.

Word got out that something was afoot.

People assumed it was the much touted bid or mbo.

When the RNS came, people were, obviously, disappointed. The people that bought for the bid sold.

It changes nothing. If the selling is all done, we’ll resume our upward trajectory, if there’s more to be done, we’ll continue to sell off.

Patience is required. And if you still believe that a bid is coming, buy more. And if you’re Manifesto, and you think that bid will be £4+, you’ve now got a chance to buy many more.

Manifesto.

Every institutional investor would accept £3., having seen their investments below £2 for the last 24 months, and as low as 34p.

They must surely have realised by now that their investment at £5 was not their wisest decision to date.

I, too am not holding out for £5.

So, not for the first time, I’m suggesting you get real.

I’m usually most critical of MM, and I certainly don’t think he should be running a PLC. However, I really don’t think there was anything wrong with his linkedin post. And the papers obviously couldn’t see much wrong either. It’s just this BB that over analysed everything, good and bad.

I wonder if the uber bulls and rampers, such as manifesto and the likes, predicting £4,£5+ will calm down now. Or still hang on to their delusional predictions.

I would imagine if we’re up a couple of pence on Monday, they’ll be back with even crazier predictions.

I think the market may have been expecting something more exciting than the RNS we had.

THG is leaky. It’s a bid stock. GS gone. People put 1 and 1 together. From that point of view this RNS disappointed.

This is what I think will happen now.

THG will grind up slowly over the summer to 150p ish,

With no corporate activity whatsoever.

Then, beginning September, when all the lawyers and PE and bankers, etc. are back at their desks, having spent the summer quaffing champagne on their yachts, moored off St. Tropez, a bid, mbo (possibly both) will happen.

I don’t think it’s more imminent than that. The volume is just not big enough.

At what price the bid? I couldn’t say. I suspect 200-250p, but, obviously, would hope for more.

Either way, you’ve got to be in it to win it.

TOL

Absolutely right. And once one does, they all will.

They are sheep. Their mindset is, “if I’m wrong, but everyone else is right, I’ll lose my job. But if everyone is wrong, I’ll still keep my job”.

I have an extremely low opinion of anal ysts.

We saw the same thing at 80p. struggled to break it, but once we did, decisively, we left it in the rear view mirror.

I expect the same pattern to repeat itself. Next stop 117p.

manifesto. just because you’re a delusional twat, who bleats on about the same thing twenty times a day. please don’t advise other (more intelligent) posters not to engage with me.

and what the **** are you doing referring to me as “they”????

SNB and 100NO

You both make fair and valid points. And you are both more correct than me.

I just have huge trouble imagining that someone will bid more than 200p for THG. (As you’ve probably gleaned from all my posts)

I hope I’m proved to be very wrong. 😀

100notout.

Nice comparison to buying art at auctions.

But I think the stock market is a much more efficient pricing mechanism. It a live market, electronic, prices beamed around the world to thousands of brokers, analysts, investors, etc.

To use another analogy, if a house is on the market for £1m, priced by an estate agent, who got his estimate by comparing to other house transactions, historical price trends etc. , it may sell for £1.1m or £1.2m, if there is big demand. It won’t sell for £2m, and certainly not £4-£5m. It just doesn’t happen. Sorry.

Pvdave

“ And yet,how much is the share price up since the article wrote his article?”

I thought the current share price is irrelevant and indicative of nothing?????

You can’t have it both ways.

Licker

You mention Kelso.

Even they, who have researched and mentioned every possible positive scenario, eventually go with Liberium’s optimistic target of 225p

They realise that, even though they can back it up with in depth professional research, that to say anything higher is just not credible.

Manny

We don’t know if the Apollo bid was anything like £2. All we know is it was more than 65p.

I know speculation is rife on this bb that it was well in excess of £2, but we don’t know this for sure.

So, ignoring all speculation and hype, what we do know is that THG are currently valued at 97p. I appreciate that stocks get under/over valued temporarily. But the only thing that is factual is the current sp. With that in mind, it is unlikely that anyone will pay more than £2. And downright moronic to hope for £4-£5.

Please refer to previous post for other bid numbers.

Manifesto.

That is why I say £2 - possible, realistic. £3 - ambitious, optimistic. £4 - delusional. £5 - moronic.

Thank you. You can use this chart.

Manifesto.

With the price at £1, fairly valued or not, no one is going to bid more than £2. It simply won’t happen.

MM knows the value, he hasn’t got the cash, he’ll need backing. His backers will not pay £3 for something that is worth £3! They’re not in business for their health. Their in it to make money.

The market is currently Valuing THG at 97p. Whether

We like it or not. Some people think it’s worth much more. Some people think it’s worth much less. That’s what makes a market. Either way it’s valued currently at 97p. A bid or mbo, if it materialises won’t be north of £2. Sorry!

By the way, I am saying this as a result of following bid situations for more than 20 years.

Sage.

You make some valid points. Especially your last sentence.

You shouldn’t headline it 500p etc. because when I first saw the heading, I thought “oh no, another delusional idiot”, but then reading the post, it made sense.

Most people seeing that heading won’t bother reading it. Unless they’re another moron who thinks that £5+ is a possibility.

My personal, unpopular, view is that posters that predict ridiculously high targets are as bad as shorters predicting “next stop 57p”, and the likes.

Well said Manifesto.

And don't forget the Golden Share!!!!!!

Schlemiel

We are likely not going to see SP in double figures again for a long time. '

"More Nostradamus on acid rather than any genuine attempt to provide guidance.

How can any reasonable person state such a thing with a straight face?"

This irks you??? All the predictions of anything from £4 to £10, you let go as "providing guidance"

But thinking that we'll soon think of 100p as a low point, and you question it!!!!