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Kelso shares holding pretty firm at 3p Sell
3.3p Buy.
Last time they announced an investment the share rocketed to 9p.
Could be a great time to buy in and bank some big gains when THG deal goes through and then the next investment happens
Christ! 25% drop tree shake. Just how big is this buy order?!
Qube getting out?!
Someone big wants in cheap because they've heard the bid figure?!
Who knows, but so far that was an expensive trip to the shop haha.
Nice to see my KLSO investment performing well too. A decent rise there for relatively low volume. If some decent sized investors start making decent volume investments that could really fly.
THG could be around 10% of that new capital raised. Not all that small of an investment. And likely they see the £10bn+ upside from delisting, growing, restructuring, separating and re listing in a few years. Not a bad return.
https://www.google.com/amp/s/news.sky.com/story/amp/thg-searches-farr-for-new-director-as-apollo-bid-looms-12864585
The SP action over at THG could get VERY interesting.
Hopefully that translates here too.
So a buyout at £2.50 approx 4x KLSO investment returned, how do people see that affecting the SP here? 10p? 12p? 20p?
Any info on when the raise is due?
I'm pretty new to all this.
How would a company with only a £12mn market cap purchase a division of a company like THG?
£1bn is 83.33x their market Cap.
I just cannot get my head around it.
I'd appreciate a steer on how it would/could be done.
So if Kelso do make a bid for the whole shebang or a division would their share price go up by said amount if accepted? I.e. if they bid 1bn for Nutrition would their share increase in line with that as they would "own" that 1bn? Albeit debt driven to whomever.
Is that where the value lies in owning their shares? I can see from their BB that quite a few people here bought in.