Member Info for ihavenoclue

Otherwise known as a tree shake. The MM's need shares on a rising trend so they manufacture a drop to try to get the weaker holders/traders to sell to get those shares to sell on the rise after they have allowed it to go back to the value it should have been without the shake.

"I disagree with Kelso not getting g valuation details from this board. I posted this on 8th July"

So the ONLY place they could have got that info is on this board ? I think you are inflating your own self importance way too much to think these boards play much of a role. If they did I would be very worried about KELSO's investing strategy.

The SP was artificially dragged down yesterday so this mornings action is fixing that

"Its quite clear that one source of the Kelso research is this bulletin board."

I very much doubt it ...

"You need to educate yourself otherwise you can make crass investment decision based on rubbish."

No real need for that. He was just asking a question. I can't say your advice has always been spot on TBH

Canary, that LinkedIn post was 2 weeks ago ...

Remember everyone. You are delusional if you think £1 by Friday ;)

People are delusional to think 100p by Friday ....50p is much more likely (rolls eyes)

So £1 by Friday is delusional? I would think before typing again as it looks entirely possible.

VCB2 ...so 50p level is just as likely as £1 by Friday ? Did you look at the graph before spouting rubbish? £1 is 12% away on a rising trend.

Manc, looks like you read it right :)

SBB ... yup the ice cream and the meals are really good and word is getting around.

If ordering from MP have you tried the Double Dough Chocolate Brownie protein bar ? Sooo good it feels like a treat rather than an over chewy bar.

"Agree with you B1nky "

No don't agree with the "£1 a share is max B1nky" !!! The guy is a serial moaner ... if he won the lottery he would complain that the false cheque is made out the wrong kind of carboard !!

Did you mean 22/23 ? I know 2022 was bad but did it drag on that long ? :)

Rock8 thinking that MM operates like a PI. It's hilarious that someone can think that way :)

"Ingenuity is valued in the hundreds of millions / 60p a share in the discussions"

There are knowns and unknowns to the THG story but the price attributed to Ingenuity we do know and that is significantly higher than 65p ... so let's not guess what we already known and look at what we don't know .... yet.

"I like you also finished off a tub of the MyProtein Vanilla ice-cream yesterday (Wife also had a tub of the Salted caramel.

The taste is virtually the same as Haagen Daz Vanilla, and just as smooth and creamy and without any after taste."

OSG ... so glad you said that. I bought the salted caramel with an open mind wondering if it was made from protein power and if it would taste gritty etc. so I was amazed that it tasted so creamy and smooth. I had planned on eating half of it but ended up eating all of it in one go and have to say it is as good as Haggen Daz which is incredible when you look at the difference in calories.

"The Rampers are commenting all over the place due to ‘that’ article wondering if their price target is still valid, lol.

Maybe a drop early tomorrow as folks top slice.

AIMO"

So mentioning the disconnect makes you a ramper ? I am not even thinking of "top slicing" and I can only take your post as a little strange IMHO

Apollo knew 170p was roundly rejected by the larger shareholders (the 65% originally mentioned), didn't even get to a shareholder vote, last year so they had to be higher to stand a chance.

They offered 200p a share which was also roundly rejected by the 65% shareholders (price guessed on news of the final one being an improved offer).

Apollo offered 250p a share but this wasn't roundly rejected and 15% of the 65% were tempted by the offer (going by MM dropping the 65% to 50% when talking of larger shareholder percentage and the LinkedIn photo that was with the #nothanks).

MM realised that the next bid would be around 275 - 300p which would tempt even more of the remaining 50% so went to the Middle East to see if he had the financial backing to take it private at 300p if another Apollo improved offer came in. As far as I am concerned he wouldn't leave his "baby" exposed to a hostile bid, by dropping the GS, if he didn't have a plan in place to keep it one way or another.

I say £3 as MM has mentioned it a few times within his posts, of being the price a few years pre-IPO, and I believe he would love to take it back private even at that level as it is the same as 5 or so years ago but they are now a lot closer to the main goal.

All IMHO and you can trash it if you like but that is my take on the current situation. If I am wrong about this and THG is allowed to grow long term in FTSE250 or higher then that's fine with me as well :)

"If She's got the pre offer price bit wrong she'll find out very quickly and will need to clarify quickly however if nothing cones back very soon I be inclined to go with it very very cheeky if correct"

From MM's LinkedIn posts we already have the info to KNOW it isn't correct so not sure what you mean by "cheeky" - the door would not have been opened in the first place for that