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Burford is going to collect thus the the share price is cheap and I’m continuing to add .. it’s just a case of when will they collect but when they do or announce meaningful discussions I would expect a big jump in the SP. This was c£6 12 months ago… Well done all LTH but we still have plenty to go with pretty much zero down side
Very subtle Mr Rider … Mr P Lotz will be back soon enough with his neg posts… however I’m going to have to postpone my $20+ Miami Lunch for now due to not reaching $20+… 😂
Mr Marroc apologise to Seb but please assure him when Mr Milei agrees his 70% discount sweet deal with Mr Bogart and the $20 arrives the restaurant choice is his..
RR was c 70p 18 months ago and is now 370p (500%+ increase) and there are numerous similarities to THG - the main factor being RR refocused on margin. THG SP has been hammered since the days of 800p - in my opinion it was never worth anything like 800p and rightly smashed down along with rightly or wrongly MM’s hubris. However I’m backing MM and the wider team to come out fighting and prove Mr Market wrong on today’s valuation. Cash is king and they have loads of it and it wouldn’t surprise me if a bidder comes in - as a pile of cash smooths many a deal along…!
Can’t buy anything of a reasonable size..
Https://www.investi.com.au/api/announcements/tbn/3633c670-017.pdf
.. I’m invested - this is what THG has built.. Great find carefree 01
https://www.cnbc.com/2023/10/07/a-big-ai-and-robotics-idea-that-has-attracted-walmart-and-softbank.html
Added more last week.. I expect at some point an acquisition.. they have a lot of cash. The director buys are very strong