The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
The speed st integrating new beauty acquisition is good, ready to go for this year. New manufacturing places hopefully up to go this year in New places, one of nutritions hit in Japan by yen issues, wonder how much that actually knocked off
June 2017, roughly 4.5-1, 2019 about the same / 4.5-4.7. a few months before Looney Got outed it was 4.5 at one stage. Could probably pick numbers to make either point. Fully agree with meoryou. Looney isn't to blame for all the difference, he probably/def has contributed but there are other reasons and seems a bit blinkered.
I am sure kelso are shrewd, but to think there aren't people just as good in the II or Matt has access to is a bit strange. It's interesting though you say that, I always thought Matt bought kelso for other reasons than just pac man, I felt there was something he wanted to know, maybe he was fishing for stuff like you say, Matt does like to make points, I can see him blowing that money to "prove" some of the stuff he's been saying
I don't think they sold 8 - 5, they had previously sold down a while ago and I think that was when it was at 8 mil. Kelso are selling to make money, nothing to do with THG , if as someone else says they are bailing now after basically doing nothing as activist investors, then it just shows they are opportunistic and after fast money.
Kelso aren't magic, everything they have been saying has been said here before them, the II'sinvested have probably had discussions with Matt along the same lines way before Kelso. The only difference is that they are being loud, we have no idea if it is being ignored or not, it appears like it is, but how do we know? To me that is the problem, it may be just taking longer, not the right time, or waiting for something else. But the issue for me is that we just don't know, updates please and strategy .
They started with 5 mil shares, they are now back to 5 mil shares, the difference to 8 mil shares was probably CFD and is currently closed again. Imo they have their initial investment and played with the rest as can be seen via the previous sells anyway
I don't know how these things work, but if all divisions are split, and talk about PE coming in and grabbing things really cheap , from kelso letter, wouldn't that happen if they are split? As it would be easier and cheaper to get a low-ball offer on individual units? That's if things don't pan out and the true value isn't achieved for individual in these climates?
Saw some mentioning here and kelso that he may use them to spin off. Surely the buy kills any idea of that happening now as it would be insider trading ?
Could Matt get info from kelso that he wouldn't have been able to before or doesn't make a whiff of difference?
Josh, they had a lot going on last night on site. Might explain it? They had 5k 1p clear wheys. I got one within 5 seconds placed and it was free delivery, then it got cancelled :/ can't fight those order bots . So might be why next day was removed
2phevs, fair enough I was just curious what put you off and seems it was my cousin Kong. The entire affair was rather odd.
Sorry to hear about your wife, I hope things are better now. I doubt you will get that far to next one, if the lawyers are watching you'll find a flat tyre on the day.
GL in your endeavors as well
2phevs, you sold out, gone full tilt and it seems you did before the post. A post which is basically the same as everything he has said before and well known how he is. You stated before about the moaners to shut up and quit, you praised the latest results and conference call and nothing has changed since then. You got your 10% and moved on, why is it disappointing for you? You seem to research things, not like the hotel is new news for you .
Knowbodyyouknow... I feel like you just missed an opportunity to say Christmas just came early. ( I am fully aware it will probably drop back, but I did find Moni's comment and result amusing) some kind of new Goldy signal right there
Matt is likely to have people who deal with his account and also deleting comments, just as I think that he probably only glanced at the replies, I doubt he looks at this board. Maybe 3rd parties fill him in ,but what I do think is that someone here is Jamie, probably someone that bigger up his post and agree with stocks posts