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He’s had his shares for about 10 years!
Investing what was nothing of value in what I said? What other route did you think the takeover was going to take?
Let’s hear it. Or say nothing as you also don’t know what you’re talking about
Speculation is it’s an MBO. No ****. What else did he think it was going to be?
Apollo buy the whole thing and management sell out and leave
This shows the guys clueless doesn’t even understand some basic things
Are back in control
Don’t see what the business can do from here other than head down and generate some cash!
Oke can you share a link
It’s crazy how fast MW are getting out
Can I ask where you all see the data from as LSE seems a day behind?
This is a potentially game changing partnership! Ingenuity has no SME offering but in the fast paced world tbe businesses of the future are being born today. This is especially true for online
If this partnership is a model where big commerce can take the SME end (which we know isn’t profitable for a full fat coke ingenuity offering) but then as those clients grow they move up to ingenuity (or certain elements) then this is everything I’ve ever asked for and been wanting!
Would have loved to have heard more on this at the results update!
I know it didn’t work well last time (disaster in fact) but IF the deal doesn’t happen I think a CME day for Vivek to get into detail on all these new partnerships would drive value
Deals will happen but then it will take a few weeks or months to get the initial stock. The first phase is always a lot as you need to fill your allocation of shelves
Afterwards it’s easy as you’re just topping up
DG I think you need to read what I wrote again. I haven’t said the bid will be a £1. I’m commenting on others who have said 90p or £1. When in my post do I say what the bid would be?
All I’ve said was I can see how Matt wants off the stock market. Does he care about saving face now or getting gone?
But again say where I’ve said what the bid is
Nonce
Only thing I’d say is I can’t see the bud topping £1.70. But I think Matt is on board regardless here and I think so will be the board. They know they need capital. They won’t get that as a listed business
If the bids a £1 it’s a tragedy for small PIs but I can see how you could build an argument for it being the right thing for THG
Seems like this is firming rapidly!
I’ve never seen a proper short squeeze before!
No they don’t. They could have bought the THG solution for last 18 months
It’s just that in most instances Autostore customers are taking another solution
Read the RNS and watch the H1 investor presentation after the SoftBank deal. It’s all in there
What you’re referring to is the hundreds of other WMS that plug into Autostore. THG being one of them. That’s been available for a while
The manchester guys are big players…in manchester. But they aren’t in the billions. Hughes worth £100m? Mahmud is £100m or so on how much is liquid? Kennedy same again? Gold is a foot solider. He’s made a few million but nothing crazy
They are pushing for a quick buck here (some times the best buck) but they don’t have the fire power to take this out. I also don’t see them working with Apollo other than selling out
THG have been offering the software solution since Oct-21
It is not new. The only bit that’s “new” is how the customer can pay for the use of the robots and software
How dare you say results were bad and not out **trigger warning**
This forum is for positive comments only. Please can you remove immediately
Yes SB. Richard and Mahmoud are best friends. John was the CEO face to the city as Richard, for a long period (HMRC issue) couldn’t be the face of Zeus
But in Manchester it’s like a club. Richard, Mahmoud, Brian and the the other main player… Iain McDonald
As I said yesterday the link is Richard Hughes. Those that know him. Know him
That also mean Mahmoud Kamani will be in the mix also
Hosai, the point missed is that THG’s lower margin is supposed to be as THG took market share but they’ did. They lost customers. I don’t know why people kee cutting out one element rather than looking at all the parts
Selling online is supposed to be the higher margin as you’re not losing margin to a wholesaler. So in theory THG margin should be highest. This is exactly Matts point on my THG deserves a higher rating
Point on debt. Debt doesn’t reflect in enterprise value. It impacts equity value so that points not quite right
I do share your point on a multiple of sales but the poor growth at top line (which was my point where you seem to reference “bad year” as margin) as been a bit longer than 12 months. I fully agree it needs a multiple of sales valuation but you need a good quarter of growth to make this point
I’m not saying THG is a fair value at the moment. I’m just saying Apollo might want to see a more positive run rate
Here’shopin I still more than half of what I had. So I share in this upside. That I derisked doesn’t change anything and as I’ve said what am I saying that’s “motivated” , “coloured” or “biased”
Third time of asking but you won’t say as again there is none of those things im just stating my opinon based on the facts I see
Shall I add **trigger warning** to each post now so you know not to look in case I say anything negative or balanced that hurts your little bubble? Definitely Gen Z or Matts Mum
Brian Kennedy used to own Entu which Zeus floated. He’s a long standing friend of Richard Hughes
That’s the link
What have I not been honest about?
"You would like there to be no bid and for the share price to fall - YES OR YES?"
I refer to my first post in this thread and the very first sentence
"I don’t think there will be a bid (obvs would like to be wrong if it’s a good price)"
Again what is "bitter" in what I'm saying? What isn't factual? I'm not making up these things hence why you only make childish and strawman arguments as I'm not giving bitter or coloured opinion. I use FACTS and that's what you don't like so you get all upset and lash out
“Golden was certain that results would be poor”
And was I wrong?