Member Info for licker

I've addressed all this in my previous posts

I'd imagine many are regretting joining on the promise of a huge share gain when they could have earned more elsewhere. Hindsight great thing

MM needs to deliver this now for his family, himself, Investor freinds, employees, chair all those close to him. A deal will be announced shortly. We will.just be along for the ride

Vs boohoo simakiar market cap and price movement over last 5 years but...

Double revenue
No profit warning
Much higher growth and scalability
No 40% rtns obliterating profit

How can this be anywhere near boohoo which I consider a cheap troubled difficult to scale basket case

Every angle I come at this from it's a real bargain

Sorry where did it say on track to Apr/May as you say? I can't find that in RNS anywhere.

Cut the rudeness out please not necessary

Well someone is lying. IR stated on track in their bid RNS

Yet barclays who are paid! by their client THG estimates that this isnt the case and they disagree in fact therly are saying....

"we have been completely and very wrong on everything we have said previously and management are wrong too by over 100%"

This is extremely odd not something I've come across before

It is extremely odd I expect clarification or barclays are softening up the market for a 250 MBO

Prox

...or your house isn't for sale but you beleive its worth 250 plus. A cash buyer knocks on your door and offers you 170

Would you instruct your lawyers to start the process of surveying with costs and time involved

No you wouldnt

A funded fully offer in fact 3 were made but offers evolve in stages until.thry become binding

. Like buying a house

Make offer then vendor says yes and opens up due diligence (aka surveying) or no as was THG case

Chairman played a total blinder too grabbing 1m on open market rather than buying in on higher MBO privatisation price. He knows it!

You.simply don't get paid by a client to attack them and IR stay silent. It's totally unpredicted in any walk of life

So sit back and wait for the MM offer hopefully at 2.50 everyone will grab it. MM gets his baby back and a peaceful life and goes on to make a his insiders a mint over next 5 years

Only the exiting IIs and early PIs will be screwed but everyone else very happy. There is no route from here to please everyone

Please someone tell.me why I could be wrong hete I've thought and thought about this and can't see any downside for MM and hi insiders nor any reason why this will not happen

His refusal to.ooem the books to Due Diligance and rubbish IR defence of THG convinces me even more lately

Financial press at weekend saying glut of UK plc deals coming given sector bargains and dollar strength. Unique conditions creating bargain of the decade

He will take this private. I cant think of a single reason shy he wouldnt hence radio silence when IR should gave an intergalactic campaign now be will be working the IIs who will roll private and those exiting. At a 40% exit Inc free float it's 600m to go private at 2.50 which is low. Liquidity exists its a pin drop for likesnof kjr and sov wealth are risk on cash rich and stake building

I'm.certain this is what's happening and betting on it. Hiis inner IIs family and employees will make a fortune over next 5 years and ghave a much more enjoyable time doing it. MM will be hating this

Not sure how he will explain to exiting IIs why he denied them 4 quid 2 years back.
PIs who entered last 6 months will like the deal but he will be attacked by those older and remaining IPO investors but it will be short lived

I wonder if barclays are actually insiders and softening the market up for this deal. Otherwise it was an incredibly stupid analyst note against their client. Why would they do that along with total silence from IR...hmmm tut tut

There was an.uopdate of sorts in bid RNS. Business on track to hit targets it was clear unmiguous

It's a bargain now given USD and v low value here. It is a bargain

A LTH here with a low average so in a confident position from here as this is time to buy but the IR approach here is beyond negligent

Feel for the holders from.float but people buying over last 6 months will do very well

How does that stack up to the recent add on to the bid RNS that all performance is in line with targets

Also the capital efficiency is low during early growth phase as fixed Capex goes in early and is highly inefficiently.utilised initially

Given THG high GM the net margin will increase as the growth starts to sweat the fixed assets

This is the same for all high growth infrastructure or tech where Capex goes in up front

.....but wtf is THG doing. They have git to.ypdate the market here everyone now has no idea about strategy or opps this has fo to be fixed. Again THG IR have no grip on it.

Yup we all know its stupidly cheap. Just wait like o did with BP and did very well

This will.mulubag if can wait.

Well he ain't been wrong yet and always breaks news first

An ultra low frequency IR comms link was established for 90 seconds yesterday. The message received was go away stop annoying us but thankyou for continuing to pay our fat cat salaries. We will tell you nothing till we f###ing feel like it

Im totally perplexed how THG has got into a situation where ALL IR is controlled by outside enemy media and not themsekves

Strangled agree to all but none of us have a f##cking clue what's going on and big strategic H1 updates missed

Its either unbelievable incompetence and negligence on IR front or a big market shock is about to be announced