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Need a wee after all this

THG don't do RNSs!

Would be good. It will definitely flush out other bidders. Corporate, VCs and QATAR backed MBO!!!!

Need a big rerate to way over 100p before bids formally announced

Do believe there is a bid war coming. Its stupidly cheap at less than 25% of peers with strong performance going to be announced in days.

The VC warchest fir acquisition is over 1 trillion alone ignoring corporates and wealth funds

uk is v cheap and THG cheapest of the cheapies.

This will happen Its coming

Looking at 170p I'm absolutely terms is meaningless. It was bad 6 months ago and it's bad today. It significantly undervalues THG vs ALL peers! It's only at the price due to the short attack resulting in false value. The small traded element if the free float in no way extraploayes up to value the business

I'd teject any deals whatsoever around 170p. I'd rather stay I'm want for FCF and market rotation. That what the 270p should be compared against to see if its good price or not.

the large mutibag upside will.come. I'd rater stay in and not sell at bargain basement to give someone else the major upside.

It's in the right sectors in.right D2C channel on the cusp of its big journey. I want my share of that and not to sell up now at silly bargain asset strip failure valuation prices

He can't go below 170p. Worth re reading his RNS reasons for rejecting 170p when business was in much worse state than it is now.

I think reasons for rejecting 170p even stronger than they were back then. I'd rather no deal. I want to stay in and get the value from FCF +ve.

Worst time to sell now at the price for us....Best time for a buyer. Mouldng needs to be our side here and protect our interests in maximising value. Alot of friends, family, employees, PIs, IIs. charities depending on him. He won't shaft them all its his life.

Timing is spot on for action now. Xmas done. Time to action without risking golden share loss is now. Good base price for acquirer to work up from. Billions of funds (and sovereign funds) looking at UK as exported last week. Underyong business looking very good on revenue amd cost base value drivers to underpin deal activity.

Something going on.

...but base price here is way off where it should be by any peer measure on revenue or ebit. Shorts done their damage now want to see massive recovery pre corporate action.

I get the nurses they are skilled poorly paid and got us through civid

Rail.workers I'd don't get. Lots of unskilledor skilled very highly paid drivers... well protected, pensions and relatively good pay. Neve done any hero work like nurses ir soldiers. Mainly totally crap at customer service. Unforgivable that they planned their strikes to damage gig workers and small business owners. No support for them at all

How could it have been a secured geared bid? Secured on what the balance sheet doesn't carry fixed assets to pledge only floating

Unless it was mez then servicing cost would be too high but they would have stepped it back to core cash generating assetsike PE does.

But them of they had gulf funds backing them why gear it there would be no need. Doesn't make sense

The advfn forum is either full of nutters off their box on whizz or bots and algos arguing with each other

Do you consider yourself intelligent?

1pencil.

Good alternative insight.

Someone did the free float calls once locked away shares fir

Moulding
Family
Qatar
Bell
Sofina
Charities

There will be alot of stubborn PIs also

I thought concensus was 15% after the bid declaration returns

There can only be 3 possible reasons for this...

1. Its a genuine set of questions from a genuine reporter
2. They a loading up for a new short attack
3. There is big good news leaked and the shorts need to exit quickly

1. Not sure such a thing exists there is always a motive
2. There usnt the volume notlr the downside nor free float to create much gain
3. Is my personal best bet given the other small snippet.leaks we've had over last cpl days. The results will likely be good and moulding stated as much 8 weeks ago

What's the point of being listed at all?

Tiny free float so liquidity pool doesn't suite listing
MM hates governance associated with listing and doesn't entertain IR at all and he's crap at it
Doesn't need access to additional equity funds
Susceptible to short attacks
Risk of losing control with golden share expiry
Can get voted out of veing CEO
Has to get public shareholder permission for corporate action
Additional costs associated with being listed fir what gain?....none

...the list goes on

I .agree they are the right questions we a have. Nothing wrong with it?

What is Allen doing for the 40k us shareholders pay him
Where is his overdue 6 mth strat plan
What has he done to overhall overnance.. a good start would be an update on all MM public statements on strat plan, golden share, separation and premium listing. The answers should be provided
What is his plan for IR?
Where is he, he is hiding for some reason..he knows the job why isn't he doing.it

Its actually a good article based on some good questions
Nothing wrong with it

Sorry but I was pretty sure they have hit their IPO targets. The company is in good shape. Markets do run on emotion not just facts and overshoot and unndershoot all the time. Just look at houses.

Alot of us are invested on the undershoot. Buying while blood on the streets

Sorry but I was pretty sure they have hit their IPO targets. The company is in good shape. Markets do run on emotion not just facts and overshoot and unndershoot all the time. Just look at houses

I hope not. Why sell at rock bottom. We've all bought at rock bottom not to sell at rock bottom

In the city moorgate on Wed mate. Golden globe pub from 6pm? The rest are coming. Be good to catch up

Mm has got to do 1 thing. Create shareholder value. It's simple that's it. If he can't do that he will be replaced by someone who can.