Member Info for Hosai

Ox it equally fell from over £6 without much of a material change so I wouldn't see it as a problem if it went back up to £4 without a catalyst.
I suppose I get annoyed by some posters who pretend to be a bull or a neutral saying things like "I love the optimism" but when you see their post history it is clear they are perma bears or even shorting. So it would seem slightly strange for them to love the optimism, I prefer an open and obvious bear over a subtle one. However perhaps my response was a bit strong, I blame it on being on LSE forums too long...

I would say it would seem they are suggesting better than the current price being "about right" as they are saying "it's difficult to see any further downside" and stock prices normally find a middle ground between the best and worst case, to me the analyst is saying this is priced at the worst case. Also consider in their original note they said the price "could go as low as £2.60". Therefore I believe that price is probably the bottom of what they consider fair value.

Not sure why you "love the optimism" your post history sounds like you are potentially shorting.

Seems like the first non-negative story in about 3 months...I do think if you were shorting you'd be worried reading that article today.

Title - THG attacker calls a truce after shares fall

"The City researcher that helped precipitate a spectacular slump in the shares of The Hut Group has indicated the worst is now over for the troubled online retailer.

Research firm The Analyst has withdrawn its short recommendation on THG, in effect declaring that the share price has no further to fall. The firm told its clients it was difficult to see further downside and that THG’s core beauty and nutrition businesses appeared sound.

In October, The Analyst recommended that clients open short positions — a bet against the share price — in the group on the basis that its Ingenuity ecommerce platform was grossly overvalued. The firm also highlighted concerns around THG’s corporate governance and noted that its cashflows were deteriorating.

THG’s shares have since slumped 63 per cent to 190p.

Attempts by THG founder and chief executive Matt Moulding to restore investor confidence in Ingenuity — which had underpinned the group’s valuation — backfired dramatically, prompting the stock to fall even further.

The collapse in THG’s shares has raised doubts over whether Japanese investment giant SoftBank will exercise its option to buy a 19.9 per cent stake in Ingenuity for $1.6 billion (£1.2 billion). As a whole, THG is currently worth £2.3 billion."

There is def no guarantee it will drop back again. At some point momentum will change but if you are comfortable at being out when this does happen then fair enough, personally I only trade with a small amount of my position I'm too worried about missing out on the huge upside.

I'm not in thankfully, am tempted by trying to catch a small bounce though with a small trade.

Anyone tempted by cineworld? I realize this is a different board but you sometimes get more neutral responses on other boards.

I'm not sure taking the company private to then later re-list again works as well as some people are making out. You have to think that long term it would make it murkier to re-list because people would be distrustful after the way the sp fell last time, MM would be aware of this stigma. I think MM would prefer for the sp to recover and more and then eventually perhaps a dual listing.

Personally I didn't want the rumour to be true as I am comfortable to hold and believe it could easily be back at £4 - £5 within 3-6 months.

Don't see why it would be trapped in a range just because no news. Sp had been doing nicely the last few days without any rumours. It doesn't need a reason to go up anymore than it needed one to go down, mostly fell due to negative sentiment. It always has a drop Fri afternoon.

While its true he hinted at going private as an option in that interview, but he also said something like "everyone encouraging me to do different things but I don't want to make a short term decision, I'm just going to focus on smashing the numbers".

We don't know if they want to offload more.

They actually lowered it from 660 to 630p, still a crazy upside though.

Anyone know why the google price has it crazy low?

Would be a bit harsh for it to drop due to this considering it never really bounced when institutions bought recently.

It's good news however most of the share price decline wasn't due to predicted less growth as far as I can tell, a lot of it seemed to be for no particular reason/bad sentiment...having said that it never hurts to see it indicated that parts of the business appear to be meeting/beating targets.

Don't think this news is old actually as its also posted about on some of the employees linked in pages a few days ago. So presumably is different/new awards https://www.linkedin.com/feed/update/urn:li:activity:6872609796860719104/?commentUrn=urn%3Ali%3Acomment%3A(activity%3A6872551250399916033%2C6872609789164183552)

It's the difference between cash and "available cash" with the latter being future debt. Still useful to have though as an option.

No idea what it will do tomorrow...it depends what kind of bad news was being priced in in the huge drop on Fri. For me personally I feel like the news has been less doom and gloom over the weekend then it felt like it was going to be on Friday.