Member Info for Hosai

It could be a forced sale as others had said...I remember with cineworld when covid hit and the sp suddenly fell the CEO had to sell a third of his holding due to a margin loan.

Maybe but you'd risk not being in if they drop some good news...last time they released news of MM dropping his golden share etc was on a monday

Still some more refueling...

Great post commonsense...I am not sure they were bearish before though as technically the price target is unchanged but they do say - "We sympathise with the challenge in valuing Ingenuity. Indeed, it is what previously kept us on the sidelines." https://www.sharecast.com/news/broker-recommendations/rbc-ups-rating-on-thg-to-outperform--9088704.html
I get the impression perhaps they would have actually given a higher price target if the price wasn't so low currently, as they say their model values Ingenuity at £4.4 billion. Their £5 PT would value THG at £6.1 billion, meaning the rest of THG only valued at £1.7 billion which would seem quite low.

I wouldn't normally predict "huge gains" but with this share and how beaten down it is and the news that it's believed blackrock are no longer selling, if there was a surprise positive update you could see it raise up to £3 within a week. It shouldn't be that surprising if it does...with an asset currently valued at £0 by the market which softbank value at £4.5 billion and RBC at $4.4 billion. Even when the share price was £2.35 you were getting ingenuity for free let alone at the current price.

Alastair Osbourne in the Times mentions MM's mum for the second time in 3 days...the obsession with THG continues!

"Larry Fink is famous for his letters. So the BlackRock boss can hardly moan if he gets one back. Who from? Matt Moulding’s irate mum, of course. She must have spotted the latest “market chatter” on Reuters: that BlackRock has “finally finished” selling shares in her little’un’s Hut. The result? THG shares up 8.5 per cent to 129.9p.

BlackRock stayed shtum. But, having first bought into the Hut a decade ago, it showed its stock picking nous at September’s 2020’s float, spending £300 million for a shedload more at 500p. It emerged with a 15 per cent stake, since cut to below the disclosable 5 per cent level. Moulding keeps whingeing about short-sellers. But isn’t long funds selling his key problem? They don’t seem to love him much either — at least compared to his mum."

Not sure where you're getting those revenue figures crafty, for example in 2021 q3 they had $1.12 billion revenue...they're predicting $4.57 billion for the full year.

So softbank valued ingenuity at £4.5 billion and RBC now values it at £4.4 billion and the market currently values it at £0 but we should pay this no attention?
You seemed to suggest the analyst was compromised somehow, but you could make the same argument for every single analyst report out there who all have clients invested so the analysts should all be wildly over-the-top positive to get these share prices up but it doesn't work like that.

Wonder if it can close over £1.30

There isn't news of that RBC just said in their opinion it would.

I imagine Ford is in a bad mood...he did say something like "he wants it to fail".

Trouble for shorts here is they have no conviction for it being down here, it was all momentum...even "the analyst" who triggered the initial sell off saw no downside at £1.90 and had previously said "it could go as low as £2.60".

You're right pokerchips, Putin closed his short on THG and went long...also signing up business there for ingenuity

You know its been bad recently when I check to see the sp at £1.30 and think to myself "not bad!".

His mother writing to Oliver Shah (who has been negative and almost hateful towards Matt Moulding to an absurd degree) is nothing to do with THG, literally an incident between 2 individuals. People write to journalists often, perhaps she reads the times too?

You could ask the same about any analyst and any stock

Crafty shopify revenue is expected to be $4.57 billion

No-one is buying it for that reason? Part of the reason they are likely buying is RBC have now corroborated Softbanks view of ingenuity by valuing it at £4.4 billion and also said they believe softbank will follow through.

For RBC to indicate their model values Ingenuity at £4.4 billion is more bullish than their actual THG price target of £5, perhaps they brought the target down due to the low current share price.
https://www.sharecast.com/news/broker-recommendations/rbc-capital-ups-rating-on-thg-to-outperform--9088704.html
Pretty incredible that it is currently valued by the market at £0. In-fact arguably at the current share price the market values both ingenuity and THG Nutrition together at £0.

Unlike other purchases in life when it comes to stocks people are reluctant to buy when there is a discount, and very reluctant to buy when there is a deep discount.