The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
Rock - they are no MM mates as they would have to put in form 8’s and have held after the last bid and even upped their stakes .All the mates with form 8 s will act like institutional players anyway. All my opinion
Hi all , sorry me again . I also think with this time compared to last time there will be a lot of retail in profit from the lows of 30-40p and they might be more inclined to profit take on the worry of no bid . All my opinion
Rock - I agree the price action doesn’t look good , I do think though that it’s massively different to last time . Last time the share price drifted lower on days leading up to the deadline , it was only smashed on the day of the deadline when the rns broke . This time the price action has swung massively and has been smashed praying on the fact that there is silence and no bid price mentioned in the press speculation statement . The price action would suggests no bid but I am still very hopeful of a bid as I just think the sky story and Matt m mates loading is to much of a coincidence. Mark kleinman has broke every story re Thg that has been correct from the cult acquisition to the original float before anyone which would suggest he has a good source at Thg . All my opinion
Jeff mills - do you invest on aim ? Remember Thg needs to be treated a bit like an aim stock so the premium can be just like aim take private’s disconnected to other apollo deals . All my opinion
Jeff mills - Matt didn’t work in the city he worked for John Caldwell in a private company . All my opinion
Selling - predictive text
Jeff - I get what you’re saying with the price action, what I think you have missed is Matt M won’t be seeking out he will be rolling with apollo in an MBO . This was never going to be a full takeover and I still think Matt M will take this private . You also are discounting the fact that activist shareholders are now calling for change and the balance sheet will need some corporate activity in the next 6 months if Thg want to keep up with the capital spend on ingenuity. People think that Brian Kennedy and Kelso are MM friends they are not and want a return just like us all . Personal opinion this goes private in an apollo and Qatar backed mbo . All my opinion
Cantona - Still about :) . Agree with all your points , The way I see things is apollo taking over 50 percent at say 220-250 then allowing major holders the chance to roll into the private vehicle similar to the caretech take private by the founders and also Talk Talk models. All my opinion
I know the Investment banks target prices are mostly twaddle. I do think its telling the liberum sum of the parts valuation and target price at 220p. I think this is probably where it will land . All my opinion
This is getting played like a rag doll. my opinion
I think where Bloomberg are misinterpreting the bid is the fact of Matt M and maybe Qatar rolling their equity over then Apollo can bid higher to take out pi’s and other holders not rolling. All my opinion
Hosai - Oliver cookson cashed out most at the float , but he did retain a major holding up until last year. my opinion
City Spy - Nothing really but city spy just got asked a question by a former major shareholder of THG. My opinion
Sorry harbrook trust is mark evans , zedra was Oliver Cookson , my mistake . All my opinion
oke - Harbrook is oliver cookson. all my opinion
Hi all
Not been on for a bit , lot of numpties on here all of a sudden . I do think the final recommended bid will be somewhere near the liberum some of the parts valuation/ new recommended target price . I could be wrong but just think that’s where we should base our numbers on . Personally I always said 2.50 and still stand by that valuation but it may come up just short. All my opinion and could be very wrong
Jeffries have to put out a form 8 as they are an advisor to thg bid defence. my opinion
Cantona - fingers crossed just don’t trust Matt not to chuck in a low ball after kitchen sinking today hopefully get more than £1.70 . Think balderton and Sofina will roll a they have been in pre ipo but they my want to go on to pastures new . All my opinion
Cantona- yes I think we are on the home straight now . Think this has been in the workings for months , apollo provide equity , Matt and qia maybe Sofina and balderton roll. Hopefully with the activists on board they will help pis get the best price and not get screwed . All my opinion
This is going private soon . To not have the chairman at the final results presentation is a joke and just shows that Thg are done with being listed . Can you imagine marks and Spencer not having the chairman at the final results presentation. All my opinion