Member Info for Investing101

Well worth reading and watching the video:

https://www.linkedin.com/feed/update/activity:7054132342482718720

Oh, he’s taking this private isn’t he?

Didn’t mention THG. Wasn’t even asked about it.

He’s ambitious. Love the Americans.

@Manc - spot on. That’s how I’m seeing things.

…

£1.25 is an insult.

Also Wood Group received an offer for 240p. They were just in the 120 range before the interest was made public.

https://ir.design-portfolio.co.uk/viewer/95/56620

New RnS come through.

Me too. If not today, sometime this week.

I reckon the dip was expected following the huge rise yesterday, simply for the shorts to exit.

Similar thing happened to Wood Group, if you look at the shorts they all began exiting very fast from January onwards. The window is going to be short, I don’t expect the price to hang around in the 80s for too long.

Jed. Your reputation here is going downhill like Jed from Pulp Fiction.

If it’s anything lower than 1.70. MM will just take it private for a 2.20 or higher.

Surely you have to be insane to be selling at any point right now.

You went from £1 to 90p.

It’s on the RNS. Right at the bottom.

I don’t believe that….but let’s wait a few minutes.

You wish.

The group’s protein division is generating sales of about £700 million a year, so a £1 billion valuation isn’t unrealistic. It might be attractive to a big food company, such as Nestle SA. THG’s beauty arm also generates more than £1 billion a year in sales, and so that might garner interest too, and cosmetics brands typically change hands for high multiples.

That would leave Moulding and his backers to try to concentrate on generating value from the Ingenuity arm, perhaps working with Autostore Holdings Ltd., in which former THG cornerstone investor SoftBank Group Corp. is the biggest shareholder.

Even with a listing, THG has always looked more like a private company. Depending on whether Apollo makes a firm offer, it soon could be again.