Member Info for Darth_Tradr

@Rock8 - can you tell me where this has been published. Can’t see an RNS or update anywhere?

Thanks

This is great news, but where is the RNS?

The sale of Claremont for £103m is a good indication of how much value there is yet to be unlocked here.

Let’s see.

Not really sure why this obvious fact has even been debated here today.

Extension on Tues, is my opinion. Such an event will at least tell us Sid remain at the table and have not thrown up their hands in frustration and walked away.

Hoping for a deal before the end of Sept.

Peace.

Hardly a coincidence, given the refinancing would be essential to Debs taking part in the placing.

The undertone of the update that accompanied the disposal of Claremont suggested a building frustration (MM + BOD) with the market's refusal to recognise inherent value here. Some here have suggested the 24p JPM target reflects the profit warning. I take that point, but it is absurd to think that a globally scaled company, with core market leading brands - across both Beauty and Nutrition - with £1,700,000,000 revenues and an EBITDA of £75m, currently returning to growth, can be valued at a mere £312m.

I think it was telling that all we were told about THG beauty, was "H2 has also started well for THG Beauty, with an improved revenue growth rate."

Let's see, but there's real possibility that a blockbuster RNS is not too far off announcing the sale of one of the obvious Beauty contenders: Bentley Labs, hopefully - clearing debt, with some change for share buy backs. I do think that would make the market sit up and take proper notice that the perpetual doom spiral, here is, well, doomed.

"just get fed up of reading rubbish on here with people who have an agenda to crash the price further rather than see the share price nearer where it should be."

Anyone who thinks the THG SP can be influenced by anyone here is equally as idiotic as the person who makes investment decisions based on what is posted here.

Make your own decisions and take responsibility for them.

Also, who cares if someone is a day trader or an investor? There seems to be a false hierarchy here, which is again idiotic. Everyone is here for one simple reason: to make money. Why not just let people get on with it, in any way they see fit to do so.

Peace.

What a load nonsense. That's about a three hundred twelve million mcap.

Based on what exactly?

Didn't a WG employee claim mid-august, a little while back?

It was also reported that Sidara are becoming frustrated by the delays. There may be another extension but I would expect progress to have been made on the proposal. Last update said headline, commercial alignment had been achieved.

Hoping they are a good bit further along.

GLA

...Or here's a thought: it's simply random and has no explainable pattern.

"Thanks Rob @polishcap. U still invested here?"

You seem a little unclear as to which account you're using...

Claremont was sold for roughly 7 times earnings - £103m.

I think the statement that comes alongside the sale speaks in the loudest of volumes:

"After receiving a highly competitive offer, the timing was right to realise that value. The level of interest we received is a testament to the quality of the business. This disposal highlights the significant value embedded across THG's portfolio."

https://www.lse.co.uk/rns/THG/disposal-h1-trading-and-nutrition-update-mpg23ntxg6znz4b.html

HOFDL

Oh, this is beautiful...

Should march onto 35/6p. Whether it holds it is another matter entirely.

Cards on the table: I'm trading it. It's a cash machine at the moment.

"£300 to £350M market cap is probably about its value"

Cool story, bro.

£7 close.

You're right. I doubt they want to get caught with their pants down, just as another asset sale is announced.

Downside appears to be pretty negligible from here.

I suppose one argument might be that all had the opportunity to roll into ingenuity, so in that sense everyone had the chance to benefit. However, full transparency is needed; particularly for those who didn't roll in.

In the meantime Mr Market has sat up and noticed the wreckage of the THG share price and lifted it above yesterday's highs.

Hopefully it can push past the daily resistance at 33-odd-p.

https://www.investing.com/equities/thg-holdings-technical

Perhaps someone here more knowledgeable that me, knows more, but it doesn't seem to be clear who owns the hotels. It should certainly become clear when the next set of accounts are published, however. I suspect it's all above board (just about). The hope is, THG still owns what is no doubt extremely valuable real estate. I think there's some relationship between the hotels and Espa too. Perhaps the showcasing of products. No doubt, MP / other beauty products are on sale too.

No surprise that clarity is needed, but it is all the same.

I think the LinkedIn was pretty clear: watch this space - more to come. This is all about unlocking value. - sale of a minnow for £103m, against a Mcap of £420m?! So, the rest of the group is worth a mere, £317m ..come on?!

Wildly undervalued, IMHO.