Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
Id rather go with a dice than an analyst
Al this oversite, lawyers,cirorate dinaciers, analysts, advisors fund managers FCA cists billion s yet I can't see what value it has created over last 20 years.
All the politicians in the trough creating macro changes like false budgets they were in my view betting on
It's dead. It doesn't need fixing you can't fix something that's dead
MM it really is time to go. Stop the commentary on how bad LSE is stop watching and talking about other businesses leaving
Its veey boring now. It's been 2 years time for action why the wait?
Should have added key one ....getting his own assets into liquid cash via property sale. I can't thing of any other reason that to switch a secure income generating asset into cash other than to his warchest ready for something else and create his independence from being landlord
I do expect an RNS on US listing to be imminent on this for the following reasons...
1. Separation complete
M2. Moulding references to it on his updates
3. City am repeat references to it
4. Continued reference to companies doing it on city fm and linked in posts
5. Timing perfect given large valuation gap
6. Simpler way to close value gap
7. His disdain for MSE
8. His abandonment of investor relations activity to LSE
9. His pressure to deliver value to his loyal IIs family friends charities staff and himself
The recent karge softback team visit
In a nutshell he simply can't keep reference wall st values to lse and critically THG which on peer amd recent deal comparars should ve c. £4 a share at lease and do nothing about it
Im convinced its happening and is imminant. Maybe close off this years books audited then go
I have strong doubts about him as a CEO. Great CCO but his main job to manage investors (all investors as a listed plc) and create value for them is totally unproven as is his ability to stick to the year 1 business grad smill of under promise and over deliver
But value always gets realised I'm not sure he will be the one that does it
I.totally get operational efficency savings its part of life and THGs declared strategy to automate
...but the sales and marketing rationale does need explaining
Where are these big several £1bn gmv whales he was so confident about.
Could this finally be happening US listing
Separaton complete
Nasdaq at peak FTSE in doldrums so timing perfect
Statements made by Ceo and hints since nov
Large softbank team at head office
Clues are all there!
Wuestions needs to be sajed of damien daunders. He wabts the top.job buy eont out his money in. Show some commitment or leave the post Between him IR dept and chair there must be getting to 2m of cist and litte value
Agree with many on here.
Another miss at year end after a hot reassuring Q3 update, tail winds galore, bumper ecomm xmas trading and peer business sectors posting good results wiil not be well received ....especially after splashing cash on city fm and that stupid gorilla
Just cant see it
...but if a miss then he will really start to look like the nutjob foaming at the mouth bare chested mad man
This dejayrd uodate us intriluiging
If I were bidding now it would be free cashflow. I'd love it to get to divi soon we can't be far off that....again it would be great if they put some strategyuc markets down on this
No point generating cash then using it to pile into new assets if they aren't generating cash. Its got to make its way to shareholders soon
There are many different valuation methods used depending on circumstances of buyer mainly ...all are valid
PE to a dividend investor
EBIT multiplier
Balance sheet asset values for stripping or getting a sought after asset
DCF
Brand value
Arbitrage valuing
Revenue for early high growth in tech where profits may not come for years
To say there is only one is niaive and ignores the value pertinent to a buyer which can vary enormously on circumstances
Surfice to say though good high quality growing ebit and cashflow is the trump card at moment (but not always) and THG are about to hit a major event on this going +ve