Member Info for licker

So what do you conclude from that ONS? Just asking as I value your opinion opinion you've been here a long time

Any good?

Do.many holders on here also have boohoo. I know we've tracked price for a while but I really dont like the stock. Its a rag trader limited scale 40% returns and ethics issues

I can't see it being bought out far more undervalued better contenders exist at mo.enr

Are many others in it

He won't a a dirty. He could get 150m from selling his property income

I keep forgetting the b fwd tax losses. That's a huge benefit too. Gives an effective 33% profit uplift for years. Again they need to value that and reflect in price

Agree then it's moulding rich friends Qatar to put their money where their mouth is on an all.equity deal. Sept looming now

Totally agree

This is a highly unusual situation. The SP is not safe nor fair to be used for a premium based value....

1. It's due a correction as the short and media attack is now over. This makes the premium based bid method meaningless and is out ot synch with fair value. The bidder should not be able to take all the gains from this to their exclusive benefit

2. 2023 will be a far better year on EBIT and fcf. The balance sheet has been cleansed in 2022 and the headwinds of large scale cost reduction on whey and staff are now in run rates so this needs to be factored in.as it's already delivered for 2023

3. The gamed free float is tiny and completely flawed to value the large locked in II holdings. They won't accept this either as a basis for valuation

4. SOP value 2 to 2.5 but premium needed also. Why give all the value of this to a bidder when MM could do it himself

It's 300p for me or disappointed and apollo can move on. Plenty of value for them at 300p for a 3,5,7 year exit

Agree 404 he's somewhat cornered himsel. It plays to apollos advantage can't see how it gives us an advantage saying how much you hate being on LSE ie want a deal to delist

We will judge him on the deal he's done for us

It won't go to full.pri e as there is a risk.to.fsvtir in still that it may fall through

Max your usage too. On HL its simple to swap 20k from your fund account to ISA and fairly instant so your not risking time out of the market

Agree with keep politics off but there are 2 very definitie connected issues.

1. Capital gains...expect a re alignment to income rax and loss of the allowance altogether. It will be treated as income so higher tax earners will be paying 45% (maybe more if higher when huher tax rate increae likely)

2. Pension 25% tax free allowance lump sum also be withdrawn. Idld yiu can take it this year

Ensure you take as much this year on both as you can next year you could very well lose it in tax

Happy days! Carefull what you wish for

Tories will get kicked out and this lot of lying
Imposters deserve to be. Then as happens every time labour reminds us how really bad they are in power
with dull misery high taxes and hatred of genuine success and the lsrge middle class then tories get back in again. Rinse and repeat.

This election will be akin to voting for your favourite disease

1. Yesterday was a major clear out of the weak, the people cashing in gains from 50s and the stop losses. The shareholder base is now far more solid for the next push up. We should see a rise now less sold into. Its needed to stop or back test to firm up for next push. As it was hugely overdone it has strengthened us massively

2. It's got to be the muck spreader shortes last stand so now they are hopefully out of ammunition. Also the well.conbected investors who missed the boat first time were given a send chance to buy in pre deal orchestrated by their mates and a Russian sounding journo based in Milan!

3. No RNS...deal still very much on. Moulding coming over too chilled and again annkyed with city. All this talk about being way off in expectation of price is rubbish. THG been v clear about this from the outset on the public record on legal documents and apollo very aware of this from 1st approach for the record 170p plus a significant premium a year ago on a worse business!

Let's get roaring again we are in a better place now after yesterday, harsh as it was, and I feel for the working family man who got ripped off by the spivs

To demonstrate the obsurdity of this this and to make the point take the current small free float to the extreme example...

There are 1.5bn shares but the free float is only 5 shares the rest are held by institutions. 1 free float share today was put up for sale because some malicious person said a bad comment so it had to be dropped to 50p to get a buyer. Therefore extrapolating, the whole value of the institutional shares dropped by 50% and the value of the business halved ecause of that sale. This is the problem and why the small free float needs to be ignored for enterprise fair value in sale negotiations.

If is was highly liquid with a large float as in many situations different matter it would be safe.

To demonstrate the obscurity of this tl and to make the pint take the current small free float to.the extreme example...

There ate 1.5bn shares but the free float is only 5 shares the rest are held by institutions. 1 free float share today was put up for sale because some malicious person said a bad comment so it had to be dropped to 50p to get a buyer. Therefore extrapolating, the whole value of the institutional shares dropped by 50% and the value of the business halved ecause of that sale. This is the problem and why the small free float needs to be ignored for enterprise fair value in sale negotiations.

If is was highly liquid with a large float as in many situations different matter it would be safe.

And today is why the small free float premium method is absolutely unsafe to value the business it is..

Gamed
Meaningless
Detached

How can the value business value swing by 30% from 1.5bn to 1.1bn on only 2% on shares traded on a total single opinion fud article

Go clean THG boardroom windows a d have a peak through. Report back a 12 noon. Thank you

So obvious what happened now...

Final c. 3% is shorts Inc Cube hit with margin calls desperate to get put (pre good deal news?)
Planned an exit...very vague bad news article from a Russian named unknown journo based in Italy...shame on you bloomberg
Many new LSE fud posters turn up at same time saying deal off
Lighting strike on stop losses creating mass false down selling pressure
PIs stppped out creating more PI panic sellers
Shorts exit
PIs ripped off
IIs stay put some increased
No THG RNS

It's took some planning but I did warn on tues this often happens and said remove stops. Only the naive think this doesn't happen and we live in a purist world.

...BUT...

what's made the shorts panic...cusp of good news?

It is criminal what they did but its NOT the city its the Mayfair hedge funds! No use complaining and guess which Tory MPs also are in the thick of Mayfair hedge funds...Reese Moggs the biggest! They are a his chums

They are doing this more and more and betting on disruptive planned outcomes Brexit, truss negligent budget, LSE stocks. They've done it for decades. Even start wars...Iraq

Complaining won't work its the masters of these campaigns you will be ultimately be complaining to. They went to the same schools and plot these events all the time to get rich. They get very rich but destroy countries, economies, industries, and LSE stocks. Its destroying the UK.

Fundentals matter less. Just follow the money

It was the shorts last stand and much as I hate to say it they played it well. Standing back though the orchestrated exit may be the prelude to very good news

THe "woman in business champion" journo who I believe has links with Cube is on linked In if anyone is interested in discrediting her publicly