Member Info for Icouldntcomment

I recall a couple of years ago hearing that this company was going to recruit a top notch Chairman to help create a clear achievable strategy and coach the BOD in delivering that strategy.

Did that ever happen?

Asking for a friend.

On Market down days we are down way below the market and on market up days, like today, we are only down slightly.

Doesn't really feel or look like there is a positive jibe or momentum about THG does there. No feeling or signs that it's about to blow.

Matt, I have a great idea.

Why don't you advertise the business for sale, for say, 170. Then we can all be on our way and invest in something that actually grows and pays dividends.

The article states the premium to take it pvte was paid at 47% as opposed to the typical 30%.

Apply that thinking to THG today and 30% would give us 91p and c50% would give us 105p.

Jeezzzz that would still leave me in the red.

Would really do need some price action/re-rate before anything else.

Ocado valuation 5.3bn. THG 0.95bn.

Ocado rev 2.3bn. THG rev 2.0bn.

EBITDA Ocado 0.00, hopes to return to +ve.

THG est 117mn.

If THG metrics were in line with Ocado we would be valued at about 400.

It's been 20 months (May 22) since Matt said 170 fundamentally undervalued THG. A long 20 months for all shareholders with many a false dawn. So many alleged opportunities but none yet have born fruit.

Can Matt really have gone another year without pulling anything significant out of the bag. I know PI's will be highly frustrated if this is the case but what about II's. What will they do. And the employees, can't be much good for them too.

Sometime from the Trading update this week to the Year End Results THG really does need a breakout moment.

If there isn't one then Matt should be feeling pretty bloody stupid about making such a song and dance about buying that huge plastic gorilla.

Can't think of any real logic for MM to buy a stake in Kelso other than to shut them up.

So, if he doesn't want to listen to their ideas about a strategy for THG, then he should imminently tell us what his plans are.

Or is it he's just thin skinned and doesn't welcome anyone else with anything to say.

And for the positive feeling lately, don't forget we are still at only 50% of the offer price when MM told us it significantly undervalued the business.

There has always been lots of consolidation in this sector. If the current SP was indeed a bargain, then quite a few suitors would be running the numbers over PFC. It should be a gift at these prices??

I was long on this for quite some time and got out 18 months ago. Thank goodness. Then all the talk was when the FCA investigation is over and settled, this will rocket. Well, it never did and looks like it never will.

Another classic lesson in don't try to catch a falling knife.

45 mins of trading and total vol is 7.5k.

Talk about stagnant waiting.

Inflation 4.6%

Pre market tfse 100 already +0.76%.

Another good up day coming.

This is the stuff that creates FOMO in investors.

YOY sales up 20%

EBITDA change 181% to +ve £6.9m

Should give positive outlook to us.... maybe.

The fact that there have been several capital events over a limited time frame does not pre suppose they will continue to come at the same rate. MM's way of handling each one might put many others off from coming forward. Why waste your time and money.

I know a lot has changed, golden share, yada yada, etc. But in this case the past is not a predictor of the future.

As a large LTH hope I'm wrong.

Not even 1million shares traded today. 880,000 or 0.06% of total shares. And, da da.... It still drops 1.8%.

@moniman is right.

If Kelso SOP number still stands (should be higher) then a break up is best option. It would give 4x current value.

Oh goodie. Is the calender going to increase the share price? Thought not, so WTF then.

So much SP movement on so little volume.

I think the words we are looking for are Rudderless, Confidence & Clarity.

Sunken loss

What I can't figure out right. Are you with me right. Is this.

If Matt said 18 months ago that the shares were worth more than 170p then why are they 66p today. And, right, why have they never been up to 170p after he said this.

I've thinked and I've thinked and I've thinked and I can't figure it out. Until my dog told me that if it solds and buys for 66p then it must be worth 66p.

He's smart my dog. Unlike me who'll believe anything. Anyway, I have another good investment coming up. My mate knows about this really good bridge for sale.

Right. I am going to make you all very very rich.

That's right rich. Everyone of you suffering PI shareholders.

In order for me to do this you must pledge to me 15% of your upside. OK, I have your interest.

Here's how it will happen.

Tomorrow morning I am going to sell my entire thg shareholding and at a loss. The God's are watching and I need to be seen to do this.

Once I have done that. At precisely 10.00am MM will announce a take over Offer at 300 that the BOD have shown interest in. By 11.00am a bidding war for thg will be announced. The shares will rocket to 600. The final sale will be at 650.

If you don't pledge 15%, then I will not sell and non of this will happen.

Be honest with yourself. You know this is how you think it works.

@manchego

absolutely. if that was true 18 months ago then it would not be unreasonable to expect the shares to be around 300 by now.

would love to hear mm strategy in a few weeks as to how he is clearly going to address this.

if someone were to make an offer now, it would just sound rediculous for him to reject and say that the shares are materially worth anymore than 100.

and, as for all that some of parts *******s, well that had a material impact didn't it!