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It's pushing.......
#onwardsandupwards
GLA
Oke endearing himself on the BOO board by extolling the virtues of THG as an example for his investing strategy. Bringing a bit order and balance over there, funny and worth a read if you feel inclined.
#onwardsandupwards
GLA
Oke stated on BOO he sold 50% and left his free ride in THG, as is his modus operandi for investing.
#onwardsandupwards
GLA
Aucuba, I agree,
Pardon the pun but the pipeline needs some new places to go. I'm afraid small wins or existing contracts being renewed will not cut it with the market. Big, shiny, and new does it, especially from Governments or State owned entities, but then that would appear not the priority....at the moment. In part due to legacy issues and the predisposition to mitigate against possible future impairments. However, there is only so long you can keep the business ticking over before it gets strangled by cashflow issues, and then another bid may ensue?
GLA
I doubt the THG bid price would've got to around £1.20 if the premium the article states was correct. Possibly might even be a typo and should state 146%? A more subtle form of a hit piece? It's all in the past, albeit quite recent, so make no difference. I would love Matt to refute and clarify, but not disclose. Alternatively, that might also be the plan, to get the Apollo price public in readiness for the next round of potential bidding. Apollo and others are now armed with the major TR-1 holdings details, and could be forcing the issue due the surprise GS going early. There is potentially now only a short time frame for lower (or genuine) priced prospective bids, and shorts, to make their decision, based on the wider positive sentiment that is appearing since the AGM, solid TU, GS going, Middle East trip, potential large buyer, and new MyP offerings etc etc
#interesting
GLA
May be the market has seen the contracts PFC has been winning, and thinks it's small change in comparison? Time will tell.
GLA
As a side note, and off THG topic, nice to see Oke bringing some balance to the discussions on the BOO board. Not so much of a cesspit over there now Oke is on there :-)
We are so undervalued, but I don't aspire to the dizzy heights of £4 - £5. The economic climate has changed forever, what was once, is not now. Be cautious and practical with your expectations, and come to your own conclusion of what THG is worth to yourself and when you hope/expect to see that value materialize in the natural order of a company bouncing back, or, building back better, to borrow a recent political soundbite. I wasn't happy at all being below my average, for any great length of time, because I knew it was nothing to do with me making bad investment decisions, and that's why Matt needed telling through any way shape or form of his shortcomings as a CEO of a listed company, and hopefully this board and via other mediums the 35% voice was eventually heard.
I have some spare funds to invest, and if we dip below 80p next week, I'm a buyer again, although with my own investing plan/timeframe of seeing where we go in 18 months, it really doesn't matter if I buy in the 70's, 80's, or below a £1. I'm expecting £2+ naturally in 18 months, anything else that happens through a capital event which we realistically have no power over will be a bonus as far as I'm concerned., as per my post of yesterday, £2.50 - £3.25 for me, but that's just me, I don't really have a large holding compared to some of you, just 25k shares....at the moment, and 25k in PFC, which is in a very similar position (and price) to THG and I'm expecting good things from PFC over the next 18 months to. BOO is a trade for me until the end of summer/autumn, and WG., well I work there and expect things to get moving again later in the year!
#onwardsandupwards
GLA
Once again the shorts prove me wrong, but in a nice way this time. I'll take that finish any day of the week, and especially on a Friday it's so much sweeter, like sucralose over aspartame.
#nextstopapound
GLA
I will not be selling short of £2.50 minimum, at least.
Happy to wait to see full or near value return, £3.25+ for me
#itnowstartswithathreeforme
GLA
I reckon we'll finish bang on 80p, I hope I'm wrong and it's higher, but I expect it to dip in to the close, if it doesn't then we are business, bulls will have it.
#keeppushingmatt
GLA
Gapping back up now though.
GLA
LOL, spreading FUD, give over.
GLA
Message for Oke from THG message board:
"steveinhull
If you see Oke can you ask him what happened to Fearless Frank who he was adamant was building a position in THG"
GLA
Personally I'm holding BOO only until the September trading update. Short-term trade from recent lows, looking for 40-50% then I'm out, nothing long-term....hopefully, just a place to park some short-term cash, seeing where it goes over the course of the summer? < ^> v ?
GLA
I agree it's growth, but by the same token it's also diversification, which at least shows some foresight.
GLA
Oke is on the BOO board quite a bit of late. His views and figures on BOO are persuasive, however, the BOO board is total nuts compared to this one, I admit, at times the bar is not that high though :-)
I hold both, by the way
#keepitupmatt
GLA
Nothing to add what's not already been covered.
A good day and just the start of another THG rollercoaster, the addiction is palpable. Couldn't attend today due to work commitments and still dealing with the fallout from the Apollo walkaway at WG. Check out WG. sp.....bargain if you ask me, but I'm biased, and have no inside knowledge other than my own thoughts on the matter, which is private for now.
Anyhow, we all look forward to what's to come with THG.
#welldonematt
GLA
A bit like Sparta & Kelso here then, and more (of the 65%) to follow come September if nothing is in the Dubai pipeline.
GLA
I see BOO are going hostile with REVB. Is it correct to say MM has a stake in REVB?
GLA
''''...hopefully not the future!
https://www.bbc.co.uk/news/business-65916892
GLA