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Plus deutche and other regional in US? Sv Bank won't be the only one with large bond assets and the interest rate rise will has reduced bond capital values. Don't these idiots mark to market in these bond assets?

Absolute idiots, isn't this obvious to someone who has nothing to do with banking sector

I don't think there is a whale either Why would MM deem it RNS newsworthy to say one is coming but of.lesser importance not newsworthy to say it's arrived

I dont understand why he this he must drive his staff and wife insane with his continuing hyperbole

Maybe he did it to try to smokescreen than other.earning miss

Seems like their risk departments as dopey as THG IR department

Absolute idiot banks mess up.again and again!!
Even a total thicko tealises if yields rise against coupon rate the a bond value falls. How could they not have seen this and a higher a higher level.of withdrawls would crystallise it. Absolute idiots. What started the run? Hiw many more so idiot banks are in this position with bond investments

Nutrition 3bn ( using revenue multipliers of peers)
Beauty 2bn using recent deals
Ingenuity difficult one

If ingenuity at nil still 5bn or £3.5 a share

Not sure what the add on for ingenuity...use ocardo?

Regardless massively undervalued

Ie 2.5 a share on one of 3 divisions

Look at 2 year chart this rise barely registers. Expecting much bigger than this in next few days.

This should be over 2 but but subject to disgracefull short attack which now surely has ran its course and its got nothing left and will unwind giving a huge boost ontop of longs

You make your money betting on the what ifs. When it becomes fact you are too late.

Just follow the smart insider money pilling in...they know the difference between the what ifs and the facts

There is nothing good on any of the what ifs priced in yet so any of the many high probability what ifs landing will rerate this

Looks like nutrition sold as per the job advert.Great spot!! beauty remains Ingenuity resisted in states as implied on linked in last week.

We are near the end game and looking great

Shorts will close lings coming in.

Think we are in for a great ride now

he's boy

My maths is out. 22.5m or 4 days of continuous 5m buying ave volume

Short would be mad not to derisk even a bit back to Oct 22 levels. That's a 1.5% reduction or 200m shares or 40 days average volume plus additional longs

So in a nutshell with Nasdaq gains on Friday think we're in for a bumper week!

All abort toot toot.

All in my humble opinion of course.

What are the pros and cons in investing in THG via buying kelso shares vs THG direct?

Personally think this rise is crap and cant get creamed about it. Look at the 2 year chart it barely registers. Remember when this crossed a pound and someone called its now a penny stock.

Really want a decent rerate back towards 2 quid for a starter.

Need those rns landing and moulding to prove he's got more to him than a 92% destruction

No chance

Strong double rising chanel strongly established. Beta to main index positive and high. 200 ma crossed.

This is in serious play

Then again major business announcements plus short unwind plus longs coming in plus kelso plus plus bid on such a limited silipply free float this could be alot more

Its a unique situation

I'm going 3-4 range. The short attack will unwind and the business is in a very different place. Good news to come on many months fronts

Surely a major long would not lloan out its counter to their interest and they would not let a nig long pisition be reduced in value by an a snalker loam to short
It could have been done from thr free float when it's was less sticky hence the massive effect on price. The small free float was owrfevt fir this as it created am over exaggerated impact on price and the reverse will happen as it unwinds compounded by.longs, trackers and bidders

Very interesting the spring is very coiled

Wel whe this news drops that's 150m shorts, 75m tracker funds and say 100m+ longs
325m shares out of a very sticky 15% or 225m free float. You can see why it was a shorters fud spreader dream but the reversal will be over double that pressure on the upside volume.

Then overlay an mbo or external bid!!!

Just sit tight and wait for the news which is multi faceted as these highly unusual conditions will create an very exaggerated effect to the upside

I can assure you he does have 2 shorts. One is intelligence the other is in his love wand

Oke it's 30 days continual buying on ave 5m volume. Wow that's. Some exit needed.

With big news add that short exit buying pressure to longs this could do a very quick massive re rate

This will be fun the reversal will be fun but just can't see with such a small free float which us very sticky how this will not happen without a huge rarate to unseat longs. Can't fathom how shorts are comfortable with this risk