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In the RNS it states Fraser invested in THG ( so I gen by proxy) as part of placing, is that not the case?

Thanks again, appreciate it

Get a higher div when shares are cancelled or does it not affect it

Hi auson, thanks for the reply. I'm probably being stupid, but I guess my question is is the dividend a set amount or set amount per share. So do we

When shares are bought back does the dividend remain the same or does it increase per share? If it remains the same then that's 5-6% on 5 bil that they save every year. If that is the case it could be cheaper than debt... If

That's if he even has a lot, it was dependant on performance vs ftse 250 ? We don't know the ratio and weight, but +20% vs -30% over 1 year should get him 5 shares 🙃

Ohh ahh, maybe they just didn't want it to look bad, coming in after a placing that they should have been part of scooping up shares on day 2-3. I do wonder why they didn't take part in placing, but then maybe they were all waiting for budget. They now sat around a table and made conscious decisions as a team to buy basically the same, 2*£25k and 2*£50k. With the other firing off 50% of yearly wage

I thought ingen. Alone had 4k staff?

Thanks for the post Yorek, it is a strange one. Will have to listen to them both

1 pencil did wonder that myself. 4k headcount with higher minimum wage and ni rise will be interesting

Thanks for the clarification OSG

Just put on my glasses and see you put MM's not MM. So remove that part of my comment :)

I'm assuming you meant MM with that?

It's actually inaccurate, it's in MM interest to make the SP rise as high as possible.

Anyone not selling ingen shares, and those that want more benefit more from a higher SP as the higher it goes the less amount of THG shares they give up for ingen shares.

I havnt really been following this recent kelso chat, but let me get this straight.

Kelso, who specifically called out getting rid of Ian Mc, are now partnering with said person to go out to buy a business at under 1 billion?

Wouldn't it be fun to see an article with city spys mentioned in it XD

No surprise there OSG

Thanks Yorek,I saw that earlier and considering the title the entire piece has barely any opinion or comment ehe. More a this is happening etc

You either give away ingen for no benefit ( you cancel out the previous dilution) , or you take a 15% dilution on your holding or somewhere between and get some ingen ( dilution has already occured , not new)

Saying the SP will drop is too simple, it may well do, but you need to look at the entire picture, your assuming that a valuable asset is leaving, but if you factor in the lease and how the company looks after it is more valuable than before it left.

The issue is about impact on share price, to say it's a dividend and calling it a day seems pointless, there are technical similarities but the demerger is much more complex and to asses impact you'd have to look at the terms of the demerger, not just saying money is being given away, because it isn't just that.

**** i forgot last time i got a dividend they gave me a few mil worth of liabilities. you reminded me i have to pay it