Member Info for Marlin03

Thanks for the insight Rock, very interesting.

Saturday morning musings….
I wonder if Candyman was waiting for the Chelsea deal to be signed and sealed before being able to commit to an offer for THG? Throwing it out there.

Kira, I suggest you use a magical tool called Google, it’s all out there to find out. I’ll give you the benefit of the doubt, you are looking like a pleb.

With all these disclosures no wonder he wants to take it back private! We’ve been certainly swimming up river with this one. I for one would rather stay in for another 3-4 years for a big return, none of this low ball offer business - nonsense.

I do too

My ignorance, what size stake do Belerion now hold?
I’m assuming Candy still only holds c. 1m
Thanks in advance.

Isn’t the sell off due to advertising revenues? A lot of US ad based revenue co.s selling off. WPP seemed to start selling off at US open.

Maestro,
He’s been thinking if the city and investors don’t value it why not let his mates get in on it. They didn’t become billionaires by accident - good luck to ‘em.

Oke,
I was thinking the same, all mates chipping in, will make them a fortune long term, just hope we get a descent return. The fact he has just dished out shares to staff hope that’s a good omen.

We’ve become immune over the last few months of those 2 accounts always finding negatives and constant commentary on the sp bouncing off round numbers.

Seems to me the press (we know who’s controlling that) are trying to keep a lid on the offer price to stop more people piling in next week, trying to keep the risk/reward gap as small as possible. Do you really think £2.50 would be acceptable to the board. If the stories said minimum of £4.00 for example there would be even more buying pressure. The shorts are fighting hard to control as much as they can, they obviously don’t want higher figures banded about.

This is all interesting stuff, proper investors having a good debate, well written, articulate posts giving food for thought. What these boards should be about, alas its rare.

If the bidder rolls in with existing holders then £4-5 is realistic as already posted by more of intelligent people than me. Surely candy would know Mm’s price?

Well, I must say that gas poured fuel on the fire. Confirms their relationship. This is getting fruity.

Why not SP. If they are chums you can only imagine the conversations. Im sure I’ve read they’ve been on holiday together, and the times article states the MM interview was done at candy’s Cotswold home didn’t it?

Re. Candy
I agree I was underwhelmed it, but you have to ask why his interest has been disclosed. The fact he is a friend of MM has we wondering. This has to be purely tactical, but to what end and how does it serve MM? It’s been done to help MM and the strategy moving forward. I too firmly believe he wants to take it private, can Candy take a stake with the existing holders?

With a quick look at their post history it’s so transparent what their agenda is. It’s comical these creatures are sent on here by their paymasters and expect LTH to sell based on their ‘impartial, friendly warnings’.

I think we all know what’s coming over the weekend.. similar stories to the Reuters one trying to pour cold water over any deal. We’ll see who’s on the payroll, if we didn’t know already!

I’m getting a bit concerned on your alcohol intake AS1
Haha - enjoy

I don’t know Hosai, seemed like a fair panic this afternoon.