Member Info for Cong

Shorts have reduced, but then I see it as they now have part of the pot back to churn, which I think is happening.

Mike A , wonder if he's busy as well playing both ends as well as other groups.

I don't see any whales selling personally oke , why would you sell THG now when you will get 15% more on demerger, just based off current info. To sell now would mean you would only break even if the SP dropped by more than 15% from rough levels now?

The options are stated in the rns, I am pretty sure you have to opt in to get shares in ingen or other options or you get nothing. Could be wrong and havnt doubled checked rns. Best practice, assume you have to opt in

Yorek this is from HL iPO page , only info I have :

Expected timetable

Applications close: 9am Wednesday 23 October 2024

Allocations announced: Thursday 24 October 2024

Conditional trading starts: 8am Thursday 24 October 2024

Unconditional trading starts: 8am Tuesday 29 October 2024

@LD those are my gripes as well

I can't remeber exactly, I slightly remember coming out with a ratio of 6.5 though

Wasn't ingen valued at 100mil for raise and that value is now static for transfer purposes and market cap of THG was 700m? So I am guessing ratio will be 6:1 - 7:1. If the SP stays at 49p. Basically your going to get 15%ish dilution back if you get rid of all ingen.

Probably same thing as tax maxx?

Shorts want the SP low, those that want to trade THG shares want SP low, but those that want to trade for ingen shares more than there allotment would benefit more from higher SP

Well at least it looks like they won't get the share awards tied to the ftse 250, YTD 8% vs -35%.I say that and I imagine it will happen anyway .ha

I'd say he did ( took part) the transaction date might simply just be when he received the shares and the fact it's 49p. Not like the TR1 that state date percentages changed.

1 mil at 46.7 :/

Yorek I think it states 11th as date threshold crossed and 15th for reporting for QIA

That is to say latest group of buys was before placing, been around a while as well

I bought too early ( before placing) , took a bit at 48 but going to have to have self control and not buy unless it drops below a certain point even though I want to.

Think my total is around 53-54 average.

@MIc

The way I worked it out is if SP goes up or down you always get same amount of ingen shares.

IF the SP goes up, you get less and less shares in remainCo on exchange ratio. But not if it goes below 49p. The ratio can never go better ( more remain Co : ingen) basically if your share in ingen is worth £5,000 now, it will always be worth £5,000 if you swap it back to THG

IMo ( idiot warning and liability waiver agreed by reading this)

So some will have benefit for it being lower, some won't care and some higher ( those than want to trade Remain co for ingen)

This view would be based off you don't look at the SP, but the sum of parts value or ultimate SP.

New money benefits over LTH**

Sole I agree. I thought all this was to add value to THG and benefit LTH. How does it help to bring the SP to its knees at 48p?

All this has done is benefit the shorts and those that aren't LTH, only nee money be edits the most.

Maybe they have THGs old accountants already. Jokes

Kbyk be good to know. Feels like standard trade / short or w/e it is where gets hit up a bit then pushed as hard as possible to get lower and lower. Rinse and repeat

1.1 b total valuation is a joke