Member Info for Hosai

"One of THG’s biggest shareholders told The Times that he was “sitting tight” in the expectation of more bids and said that a 170p-a-share approach only valued the business at one times its sales. Recent private transactions for similar nutrition and health businesses, such as Nestlé’s acquisition of Orgain, were going for five times. “Our view is that THG is significantly undervalued,” the investor added. He noted that while THG’s shares had fallen dramatically since its listing in September 2020 other ecommerce stocks including Boohoo, Asos and Ocado had lost two-thirds of their value and he believed that THG had bigger future growth prospects."

https://www.thetimes.co.uk/article/thg-must-reject-bids-below-2bn-mxjvp0wv3

"No MBO offer will be over 170 pence. Absolutely no chance when 250 pence would have seen current shareholders agree to a takeover."

Bacchusll where do you get the idea the large investors would have sold for £2.50? There is no evidence for that. A couple of articles at the time had a source from a large holder who was saying the offer only had them at 1x revenue whereas others had been sold recently for 3-5x revenue. Doesn't really sound like they were happy for £2.50.
The idea that Matt M would have sold for £2.50 is laughable when he didn't sell when sp was in a range around £6 for a year only very recently.

If we get a buyout soon anywhere from £1.70 - £2.50 I'll run down my road naked. (Admittedly anything under £2 and I'd be making a loss but I could re-invest in other beaten down stocks).
If it wasn't soon though I'd be happy to just hold long term as can see a lot of upside in the coming years. Important to note that while THGs growth has stagnated so has everyone else's. Therefore the growth will still be there to be had again when things turn (it may even be slightly better if you factor that some smaller players may go out of business).

I guess that's the odd thing 2phevs...fair enough to post negative things it just gets strange when you have holders that post 90% negative things and other supposed holders such as Steve who you get the impression are skipping round the room in joy when the share price falls.

Golden is an astute poster tbf, though he does have a slight tendency towards the negative. I have a hunch he probably comes across positive things when he is researching that aren't posted so often.
Also worth noting that one would think many such negatives are (or should be) priced in when the sp has fallen from £6.60 to 49p in 13 months.

SJ thought you would realize it was just an opinion, does it need stating it's an opinion?...if it was fact the price would obviously be hovering near the imagined buyout price.

But a lot of this rise was in response to a giant CEO and other director buys. The other rises didn't follow such solid bullish news.

Some of the bears have come out of hibernation lol

Steve you must be the first investor I've ever seen who constantly criticizes the bulls and calls them the "ramp squad" and praises and defends anyone who is bearish.

Yes and as per normal LSE rules will only post about it when it works out.

This was the actual paragraph:

"Industry analysts doubted whether Candy, who had also touted ambitions to buy Chelsea Football Club, would have the financial resources to table a £2 billion takeover. However, sources close to the process said that Candy Ventures had submitted two fully funded bids, backed by a large institution and sovereign wealth funds.
A source said Candy Ventures, working with advisers at Bank of America Merrill Lynch and Deutsche, had been working on a third bid at a significant premium to THG’s share price.
Candy invested in THG during its stock market listing and had been looking at the company for months before its interest was outed."

https://www.thetimes.co.uk/article/thg-shares-on-slide-as-two-bidders-walk-away-from-takeover-vl939frr8

This is money article said similar - "Candy previously made two fully funded bids for THG but both were rejected by its shareholders, according to sources close to the matter.
A third offer was thought to have been in the works, but Candy had been forced to pull out when THG declined to give him access to the information needed to perform due diligence checks.
The billionaire’s bids were also said to have had the backing of sovereign wealth funds and large international institutions."

https://www.thisismoney.co.uk/money/markets/article-10924419/Nick-Candy-abandons-Hut-Group-bid-snubs-fresh-takeover-offers.html

1pencil I believe the only link is that at the time when the bids saga ended the sunday times reported Candy's bids despite popular belief were quite serious and backed by a "sovereign wealth fund".

Lovely to imagine all the shorts from the THG/ASOS LSE boards right now who have gone quiet.

That's can't be right Hereshopin, are you sure you are awake?

Steve, as a supposed holder, why does SP writing positive posts about the company bother you so much?

My average of around £2 is starting to feel more like merely a very bad dream instead of a Freddy Krueger nightmare.

According to that Netherlands data the whey price is now lower than it was in March 2021.

If ever you feel bad about a trade/investment think about softbank....bought at 596p, sold at 39p.

Remember how previously Sunday times had this about candy bit:

"Industry analysts doubted whether Candy, who had also touted ambitions to buy Chelsea Football Club, would have the financial resources to table a £2 billion takeover. However, sources close to the process said that Candy Ventures had submitted two fully funded bids, backed by a large institution and sovereign wealth funds.
A source said Candy Ventures, working with advisers at Bank of America Merrill Lynch and Deutsche, had been working on a third bid at a significant premium to THG’s share price.
Candy invested in THG during its stock market listing and had been looking at the company for months before its interest was outed."

Wonder if QIA were that soverign wealth fund?

Or just as likely naturally recovering from being massively oversold.