Member Info for Babyboom2021

A summary of the most sensible posts we have had recently

there is no reason for the city to buy into THG, therefore we havent got a tailwind, good news isnt leading to sustained buying as the narrative isnt compelling for fund buyers (aka the improved trading and consitent meeting of expectations, the last 3 updates)

at some stage MM takes this private, no brainer. the question and gamble we are all dicing with is at what price - the fact the shorters are happy to get involved at 31p is worrying, does this indicate the plan is to take it out at 30p or lower?

what can we do to stop him taking it out at a lower price?

value, sales, market share mean nothing if we cant get reasons for people to buy the shares.

someone suggested a Gamestop type surge would help, without a shadow it would - but why would folks buy? whats the story? CEO/owner/founder seeks to take private for as cheap as he can, lets run it up to foil him ?

I had hoped for 60p take out to go private, not as confident as a I was 6 months ago as the sales and pipeline has been so good, so consistent that taking private cheaper is the only reasonable explanation I can attach to these levels

I hope very much to be wrong!!

Totally agree on no surprises.

I have voted against all motions, seeing an increase in the vote against motions is the only way to make a statement. I don't trust the 'enable us to return money to shareholders narrative' - they are two separate motions and whilst I wanted to vote for that one, to enable these crooks further is in none of our interests

I know Stanley calls it FUD, but am I the only one wondering what the angle of those shorting at these levels could be? the positives everyone regularly talks about, VAT refund, possible sale, growing sales

when the options were announced a couple of months ago, are there loads of other options waiting to be granted?

any theories as to what sends this down? as I am clearly missing something....governance aside

Astec, lets not be getting giddy, its 2 blue days that gets us nowhere near where it was 3 months ago - the rerate got derailed in Jan, hopefully this keeps going but talk of £1 in 3 months is just ridiculous (unless he takes it private in that time).

I am long and certainly not short, so its not deramping, just a reality check to the usual over happiness and over gloom that comes with the oscillations of this SP

I’m baffled why this isn’t much higher

Buy back a great idea and if he does want to take it private it takes more shares out of the market

Would need shareholder exceptional approval as would take him past the trigger point for a bid if 10% taken out of the market I think

There is no way a bid is coming, cloud cuckoo land, everyone getting giddy after the Huel sale

best hope is a profit, decent FCF, ideally sell something to pay down debt and an update on the VAT refund

With Matt buying another large slug of shares this shows there is no 'surprise' or good news coming in the short term, nothing on the VAT, nothing of a sale - his purchase would be even more insider trading than it presently is. So without good news to bump the price its easy to see it heading to 32p (the price of his massive convertible loan)

pop these under the bed and just hope when it goes private its above your entry price

Look I hope you are right as it would immediately see a rerate, the first hurdle is getting the VAT refund, not a shoe in or they would be making more of it - although maybe more at year end reporting?

Not sure about that special dividend stanley, I can see it being paid off debt

Theres not many shares available in the market, I tried to pick up some more yesterday and couldnt get a quote.

buyback will take the few left out there and we are due the trading update in February I think

break 330p seems to be todays challenge, and then I think if we rise more than 10% in a week then the buyback has to be paused

Share buy backs recommence, should see a couple of months of mopping up in 10k chunks if the same form as Q3 moves forwards

supply seems to be tight in the market at these prices, it either needs another tree shake to flush out some sellers or a nudge up, all my opinion, look forward to the buy back SP pressure

Not sure about doubling, but my target price is still £4.50

I believe the buyback has to be paused where the shareprice has moved 10% or more within a week, so we will have that buying momentum added back in when the rise starts to plateau a bit - all positives either way

I watched it and whilst it seems like things are going ok, I didnt get that level of miss by the markets - they are very confident that the business is undervalued which will mean that buy backs continue, great to see 20k purchased yday and I suspect another 20k today

theres over 1.5% taken out of the free float in buy backs recently which can only be good news moving forwards.

I remain a holder and target of £4.50

Solid but not fireworks, hopefully the buy backs restart to give things a boost, I get the sense steady away and unlikely to be massively up, I may be wrong

Theres no way its canaccord, surely the house broker cant significantly reduce their stake and tell others its fundamentally undervalued

unless there is an agreed exit that was needed to become the house broker and they had to sell their stake to avoid a conflict of interest? otherwise its just plain dodgy

The share buy backs are going to catch up with the price pretty soon! I think the directors taking options rather than salary, especially at 345p is a positive sign to me and good corporate governance and alignment with shareholders

Tiny revenue, would need to keep growing at 800% to even start to make valuation worth it

watr trading on a very low forward PE, making profits now, share buyback, cash generative - its no comparison for me

so in summary, no opinion on them either way :)

Pete will be hoovering up free market shares, what do we want? RNS

When do we want it? Now!

Solid set of results, standard Q2 very positive going into H2 sprinkling of jam tomorrow.

The none payment of performance bonus is good for cash but a bad sign of the model for the future, ultimately you want to make these payments as it shows the business is performing well