Member Info for Hosai

Yes I understand what uncooked means, however the last time he had an uncooked THG rumour it was then corroborated independently by the Sunday Times and other newspapers. It also was strangely detailed for a "nothing" rumour.

Bantham where did I say ignore all that? That's the main reason growth stocks have fallen for the last 6 months.
I merely don't agree with your view that "the share not going up after the rumour was because there was no 7am RNS so it can't be true". It's just as likely the market thinks PE won't in the end make a bid, or won't make a bid any of the holders are willing to sell at.
Doesn't the latter seem more likely than your view? If not why don't you email the betaville writer (who seems to have over a decade of experience reporting on mergers and buyouts) and let him know the ongoing story can't be true because THG didn't release a 7am RNS last time?

I'm not sure you can say we should be guided by the share price on the rumours, the THG share price hasn't made sense for a while.

When I say 300p for gamestop I mean $300, I was in it for a while so would know haha.

What exactly were you right about Bantham? You said after the initial rumour it couldn't be true because there was no 7am RNS and since then the betaville writer has continued pushing the story to his high paying subscribers.
Also the telegraph seemed to corroborate betaville - your argument that defending a bid defense was just normal behaviour for a low stock seemed a bit thin as why would the telegraph then bother writing this? There are lots of stocks which are down which should also be preparing for bid defences which the telegraph doesn't seem to mention.
Therefore I don't think you were "right" in terms of the rumours which is the main thing you have written about. Perhaps you were right in the sense that the stock has kept going down but that seems like the equivalent to being "right" if you went long on game-stop at 300p as a momentum trade and then it goes up to 330p and you say "see I was right".

Commonsense, yes perhaps but I do think part of the issue is Matt M was probably very conflicted himself as to what to do, I don't think deep down he wanted to go private, but perhaps it has become too obvious of an opportunity since it fell yet again after results. Therefore perhaps there was genuine indecision as to the strategic way forward, my hunch now is Matt trying to buy with PE. I'm hoping for an announcement one way or another soon, obv I do understand your concern.

Audioboom ceo - also along these lines -

"Candy has 20 investments in technology companies, including virtual reality firm Blippar and Vibe Group – a ticket resale website. He is critical of attitudes to technology in the UK, arguing there is a bias against innovative firms that can take years to make a profit. He says: 'Some of these UK start-ups are undervalued. There's an attitude of, 'Oh it makes no revenue, so it can't be worth however much.' The UK needs to resolve this to be the best in the world.'

He says there is too much emphasis on corporate governance rules, limiting founders' rights to control voting shares in London listings. He adds: 'In the US, Google and Facebook have different voting rights and golden shares. We make mountains of mole hills in this country.'"

https://www.thisismoney.co.uk/money/markets/article-10530385/Life-sweet-Nick-Candy-Audioboom-bid-war-hots-up.html

Move evidence UK is bad -

"Sir Martin Sorrell has highlighted the poor performance of his S4 Capital on the London Stock Exchange by admitting he is considering listing the business he founded, and of which he is executive chairman, in New York.

The advertising tycoon and former WPP boss said that if the company was also listed on Wall Street “we would probably get a better valuation.” Writing in The Times, Sorrell said: “When we started S4 Capital in 2016, I did look at the US market and Spacs, but the entry costs then were too expensive — although it’s gone the other way now, given the oversupply.”

He added that a New York listing of the S4 Capital advertising and marketing services business is “something we’re looking at again; if we were also listed in the US we would probably get a better valuation there.

Last year Sorrell indicated that S4 Capital would probably accelerate plans to list its shares in the US, where, he believes “tech companies are valued more highly”. He also criticised the government’s plans to toughen reporting standards for thousands of big private and Aim-listed companies.

The US more high-growth, high-return technology stocks, whereas London, which Sorrell says “has a systemic problem with growth”, is home to old-world “value” companies says that banks and miners.

Softbank, the Japanese conglomerate, has indicated it planned to list the British microchip company Arm in New York. The plan to snub London is expected to pile the pressure on London Stock Exchange Group, the owner of the exchange, after a bruising year in which its shares have fallen by almost 28 per cent."

https://www.thetimes.co.uk/article/sorrell-considers-new-york-listing-for-better-valuation-of-s4-capital-zkb72z3vs

Nice job ad for their new Leeds office and "continued growth of London office"

https://www.linkedin.com/company/ingenuity-abm/posts/?feedView=all

Ste, you think never? Not even in 5 years?! What are your predictions then, help me out of my "crazy talk".

Most the people /trolls gloating about not being in aren't going to make any money here as they will never buy in. Will continue patting themselves on the back for not buying as it slowly re-rates back up to £4-£5 or goes private for a large premium.

Lol bears get annoyed if you compare to amazon yet apparently they can compare to enron

Well...morses club plc are having a worse day.

In my view the lack of a chairman appointed makes the the PE rumours more likely...there was that article a few months back claiming MM would was going to see in the new year if sp recovered and if not would look to go private...I feel this is what happened he gave up on LSE perhaps after it fell on results in Jan. They were rejecting £3.9 billion bids back in 2018, no way is Matt looking at the share price today and thinking "yea £1.46 billion is about right".

They've raised around £1.67 billion altogether in the last 18 months from IPO and post IPO raise and current market cap is £1.46 billion...

Also has this part at the end - "Private equity will continue to chase investment in the high-growth businesses and retail (Bain and CVC are the front-runners for Boots, according to British press reports), although small British brands should think before they take investment, or sell, according to Feeney.

“I’m happy if people are looking at Britain, and that there is a lot of noise. And I hope that genuine entrepreneurial, great brands get to grow and go global. But I think private equity are looking at the margins. They love beauty margins, but do they want to invest in building these brands?” she said.

Feeney added that, right now, “there’s almost 1980s ‘Wolf of Wall Street’ salivation around beauty brands and the numbers and the margins. Private equity are thinking it’s a really quick win, a way to make a lot of money, so I think brands have to be really careful.”

Mentions THG quite a bit - https://globalcirculate.com/in-a-golden-age-for-beauty-who-will-rule-britannia-wwd/

I'm not gonna get my hope up after the non-response in share price last time Newbee, THG share price seems cursed. However I do think some kind of announcement is coming soon.

Rock tbf the betaville rumour actually says "People following the situation said the private equity firms circling THG may formalize their interest in THG over the next few weeks". So I wouldn't say "imminent" but slightly depends on ones definition of the word in this context.

Bantham, so why is betaville still writing about this as an ongoing story to his paying subscribers? Shouldn't he be aware that "it can't be true because there was no 7am RNS previously"? Again I don't think anyone is thinking something is imminent, but it seems like there are a lot of quite strangely specific rumours out there.
Also why did the Telegraph even bother putting that paragraph in if it's that common-place and normal to be preparing for a potential bid defense?