Member Info for Hosai

Small mention in the Times made is sound like they've already sold: "BlackRock, the second largest shareholder in the ecommerce group after Matt Moulding, THG’s founder, sold 58 million shares at 195p apiece, a 10 per cent discount on Monday’s closing price. The sale represented about half of BlackRock’s 10 per cent stake in the company."

People keep mentioning the failures like wire-card in terms of softbank, but ultimately for their year ending March 2021 they made $45.88 billion profit from their investments - the biggest profit from a Japanese company ever. If they apparently valued Ingenuity as 6.3 billion isn't it strange for the market to value it as nothing?

You're comparing to an insurance company from 7 years ago?

This hovered around £570 - £700 for around 9-10 months. Can the price have been "wrong" for that long? I know sometimes prices can temporarily be "wrong" but normally for weeks or a month or so before the correction to a fairer value. Surely people in the know should have sold/shorted it down sooner if this price which is far lower is truly the "correct" one. Did none of them do any proper dd in the 1 billion capital raise at £596 in May?

Anyone explain how a stock like Fever tree has 2020 revenue of £252 million, with no growth from the year before and a mc of 2.84 billion whereas THG has 2020 revenue of £1.6 billion as-well as lots of growth and a MC of 2.41 billion?

Yeah I realize it's a pure gamble...I was tempted in by posts about a "gamma squeeze" if people hold out similar to what happened to Volkswagon in 2008, will see whether this materalizes or not.

Anyone else playing the GME game? I bought one for $298... also bought 26 AMC shares at $13.64 which is safer than GME on fundamentals if this "meme" collapses. Obv will find out on monday if this works out well or is a disaster.

I would push for £80 but probably accept £75.32 if Jangho offered that as a takeover.

Well my speculative 82p Cine top up as the new AMC went well..nevermind am happy to hold.

Annoyingly it looks like coincidently WSB form has been taken down due to "hate speach" which might spook the option holders...also might spur them on more but the after-hours have taken a hit currently.

Jesus...if only I'd bought some AMC at $2.

Its interesting but one has to wonder what the endpoint would be...at the moment they are effectively all taking money from the huge hedge funds that were shorting it, but the question is when do the users start taking profits?

It does sound crazy...but their forum has about 2.4 million users and they are nearly all options traders so are using leverage (the reddit - investing forum is looked down upon for being tame). So the forum is mostly posts of huge gains and huge losses.

It's due to WSB I think (huge forum of options traders decided to all buy call options on gamestop - a highly shorted stock meaning a huge short squeeze)...investors may be wondering if the same will happen to AMC as gamestop. Any stock that's heavily shorted could be targetted.

I'd say the difference with WSB and forums like here is WSB has 2.4 million users plus more importantly nearly all of them are options traders. The Reddit - investing page is regularly mocked for being tame. The increase in their subscribers and the fact they all use leverage might be how it now seems they are able to move stock prices. Ofcourse their extreme gambles mean a lot of the posts are either posts displaying huge gains or huge losses. Interesting watching GME though and whether the shorters will have to close.

Quarantine hotels make no sense at this point...in a month we will have vaccinated all the vulnerable. Yet the gov are now obesessed with New Zealand (fair enough to NZ but they are a country of 5 million people with city densities similar to Finland/Norway, and covid hit in their summer - not convinved their strategy could have worked for us and without the vaccine it would have had no end-point long term).
With our vaccine effort we should be looking to ease restrictions not add to them, it's like our cabinet brainstorm "How can we have the worst of all worlds from each different countries stategies?"

Is the 0.2% everytime you buy and sell or just when you buy? Also would it still effect you within a stocks and shares isa?

Surely everyone should short this then? Unfortunately I don't know how. Can this be done on HL?

Thanks for your posts Roberto...saved my skin! I bought at 4.06 and sold at 4.

Slight shame I tried to buy some bitcoin tracker on HL a month ago but they were no longer allowing purchases.