Member Info for Cong

If cgt is pushed up soon, worst case 40% that makes a big difference again on decisions as well, risk goes up and up

Yea mine are in an ISA which is a bit of a kick that it's going private and at a low value

I won't be doing 100% depends on how many THg shares I get, I'm over exposed ATM, but in a way I will use that exposure to rebalance THG shares so that my holding doesn't get diluted by folding all into THG by selling some ingen shares .... Or so the rough plan goes

Thanks Oxford

Any talk about what he thinks remainCo should be valued at after demerger?

Just mean I agree, no one mentioned it here yesterday the .... Was because my last post was just Y, because this damn site keeps dropping my keyboard and I hit post...🫠

.... Yorek, had the same thought! Was interesting but if news yesterday

Y

I do wonder what was the main cause of the drop from 64 now, was it people in the know, was it what most have said and lack of info and disbelief about demerger? If it's the second, we basically have all the I fo now and it's clear as day it's going to happen.... So how will the SP react to this? If only this was done 3 weeks ago, imagine a placing would have occured around 58

@LD

group of existing investors drawn from the top ten shareholders, and each of whom has indicated their intention to invest in the Placing, have indicated their intention to elect to receive more than their respective pro rata distribution of IngenuityCo shares if there are insufficient elections from other shareholders so as to provide THG with certainty that there is sufficient demand for a successful distribution of all of the shares in IngenuityCo pursuant to the Demerger. In the event that those shareholders were, subject to the outcome of all shareholder elections, allocated more than their pro rata entitlements of IngenuityCo shares, those shareholders would experience a proportionate reduction in their respective interests in RemainCo ordinary share capital.

Bottom of rns

THG will host a conference call for analysts and institutional investors at 9:30am 11th of October (UK time) via the following link:

https://stream.brrmedia.co.uk/broadcast/67068e9c5c401b3f38830f49

To ask questions, you must dial in via conference line using the below details:

· Confirmation password: THG Q3

· UK dial in: +44 (0) 33 0551 0200

· US dial in: +1 786 697 3501

I had some buys that I def wouldn't have done recently obviously... And got a little this morning, but would have had a bigger amount now and prob at the end of adding more forever 😅

Kinda agree on this one...

LD you simply get remain Co shares, if I read it right they have people with shares that will trade no matter the amount, as in they get more ingen shares and give you there remain Co shares. It's set up so it will cover ingen no matter what

So has this all created / helped the shorts to get out? It looks like it has, or am I missing a cunning plan

Shareholders would therefore have the option:

· to elect to receive their pro rata distribution of IngenuityCo shares in which case such shareholders would then hold an equivalent proportion of RemainCo shares and IngenuityCo shares; or

· not to receive any of their pro rata distribution of IngenuityCo shares in which case such shareholders would see a commensurate increase in their respective interests in RemainCo's ordinary share capital. The proportion by which such shareholders' percentage interest in RemainCo increases would be equal to the value of IngenuityCo (as confirmed by the Board) which they have given up.

You don't get p for ingen shares you get a fraction of a THG shares, which is tbc exact amount

Ingen should have been valued higher and at what mm said it was worth, and funding should have come from a placing for ingen shares only, not from THG shares

Ki da feel like Fraser were always going to buy, but have gotten an unfair deal by skipping buying that amount on open market because they knew this was happening. SP with a 10 mil buy would be a lot higher than now

Probably the 5th choice