Member Info for Brewman91

Google showing 110.80 that would be a great start

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.

A little frustrating. Hopefully something pops up over the day.

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.

The suspense is killing me.

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?

Just mentioning KLSO SP is back at the price before it's RNS on investing in THG.
Could be a great investment for people here at this cheap price.
Ride both sides of any further RNS'

Okehurst.

When you say enjoy a carry in the new shell, what so you mean?

Break it down like I'm a total idiot novice please.

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.

HeresHoping

How would they fund it though? Only £3m in the fund and that's already invested?

If there is a buyout, would Kelso go up by an equivalent amount with it being nearly solely invested here?

The spread on that share at the moment is brutal. 5p sell vs a 7p buy. It has to go up 50%before you can break even

1pencil

Is that you suggesting Dr Martens could be one of the big ingenuity customers?

Well that was a kick in the goolies.

The most comments I've seen on here though. Not surprised after a day like today.
Off to the THG self help group.

Does the cancellation of the 70m loan take us down to £430? Or is that excluded as it was never drawn?

Unsure from the wording.

I was ctually meaning the news of whomever the whale is that was supposed to be announced today.
It would have been a major rocket into tomorrow's figure announcement.