Member Info for danl90

@PJT assuming this is humour but thanks

@Hosai I think that’s what I said tbh. You’ve just rehashed what I wrote

When this note dropped the price was 195p so this note isn’t responsible for a lot of it

Although the note might reflect chatter in the city and Numis were the ones dumb enough to put it in a note

Numis isn’t saying the 230p isn’t their price

One is the trading floor (where this nonsense came from) and the other is research

They have to sit separately and there are strict Chinese walls

The research guy can have his view but this is a sales man going off on his own to drum up trading revenue for the desk ie “we know something so let us handle your sells out of the stock”

This isn’t related to the 230p view

Have you hit your head?

If you bought shares before listening to these then that’s gambling

And how many years in investment banking have you done?

I’m just saying what you think is not what happens

“Deals in the pipeline” not a chance. If it’s material we’d all have to know. All they can do is bring to life the Q3 statement. They can’t give anymore info that the market don’t have

They certainly won’t have looked at the books

Tell me how long is the jail term for insider trading?

No investor gets anymore financial information than what is publically disclosed. That they have “looked at the books” would mean they will all end up in jail

If they know anything material and buy stock on the back that’s insider trading

@4th the bit that is left will still own a majority of beauty. The plan is to float only a minority

Hi Kallu

Don't know what you're talking about buddy

You're getting personal. Chill buddy

@itsagame how much do you think he owned pre float? He never had more than 50% for years

The business has items to address and doing them in the public markets isn’t right

Take it private grow ingenuity so when it comes back to market it’s of scale not the dream of what we all know it will be

Matt has 22% or so
SoftBank have 10%
Anyone know what John holds?
Merian holds 3% or so? And they are permitted to hold stakes in private companies (they bought pre Ipo)
Blackrock seems like they will take a fairly low price for their stock?
Goldman will roll as they ipo’d it the firm will save face and likely want to get a cred with SoftBank
This could go. But they would have to do it up near ipo price

When you say T Rowe has done their due diligence what is it you think they will have done?

I didn’t say anything about the other 25. I’m saying today was due to the inflation figures

That’s why Asos and boohoo sold off too

THG doesn’t own Homebase

Today’s drop is due to inflation figures

You value high growth stocks on a DCF

Gf Christmas present from Lookfantastic

Mum’s also from lookfantastic

And on Black Friday I’ll be stocking up my protein and also flavdrops (love these and only tried them recently!). Strawberry and white chocolate is a decent combo

Have you hit your head on the floor?

https://edition.cnn.com/2021/11/12/business/nykaa-falguni-nayar-india-billionaire-hnk-intl/index.html

$14bln valuation and revenue is $330m! Ha

You can’t make it up

Ok buddy I guess Amazon aren’t the worlds largest builder of warehouses

And THG doesn’t have 1m sq ft facilities globally

Can’t you stick to being sexist? Or supporting slave labour? You do those things better