The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Moniman - conspiracies are for a different board I’m afraid. THG is not the only investment SoftBank have lost big on in recent years and even they would probably admit that it’s the stock market and that’s what can happen. QIA are enormous, wonder what they think?
Again Kelso only care about their own share value and I guarantee that they couldn’t care less about anyone else’s regardless of what they say. And I don’t blame them as they are in it to make money. I just don’t think they are worth mentioning multiple times a day as they are irrelevant and have now proven it.
Questions have to be asked about Moulding and his rants but I suspect there is something in the pipeline short to medium term that gets the SP back on the way to where it should be.
I remember when I first came to this board Moniman used to bang on about FUD, literally every other post was about the spread of FUD. These past few weeks that’s all Moniman has seemed to push. What happened Moniman? Were you the other side of the fence the whole time?
For someone who claims to be invested you go on a lot about negativity and Kelso. Kelso have already proven that they are nothing more than an outfit that will speak out to push up their own book and clearly if they were serious about the long term they wouldn’t have sold any shares. You can’t say they sold that clip because they knew what was coming, as it prices was above a quid when everyone was euphoric. They didn’t even update the market until weeks afterwards, and they had already released an RNS about their thoughts on THG after our update. Who cares now about Kelso?
Moniman, I remember similar things being said about sports direct when it floated and the SP disintegrating. I am optimistic that THG will deliver over the next couple of years, if indeed it hasn't been bought out by then.