Member Info for Monty888

Did I read somewhere the auditors report was promised to be released by end of July?

A very nice offer, more than I expected.

ONT up 17% plus Hinge and most other big holdings doing well. I think together with the share buy backs for cancellation we are looking at 120p NAV/PS next results - BOD says they believe should be 80% of NAV minimum. So one must conclude we have a significant upside coming 90p to 100p GLA.

South C.T. talks more sense and facts than most on this BB. Pathetic cries of block him are akin to putting your head in the sand. Reality is, this is a dog and the only way to extract any value is a total change out of BOD or a takeover by Frazers. They are not interested also right now as market cap too high and further too fall to cover a TO premium that would need to paid. Eg: 10p trading offer at 15p type scenario.

26% spread after buy and sell - So today’s rise makes you zero profit. Untradable small play - Avoid unless MM’s stop taking the p**s

[Looks like a really good appointment]

James brings valuable and relevant experience to the Group. He spent most of his career at Standard Chartered Bank PLC where he spent almost 20 years working in senior finance roles across multiple geographies. He was most recently Group CFO and Executive Director of Metro Bank Holdings PLC and prior to that was Group CFO of ClearBank, broadening his experience across UK PLC and technology-enabled banks.

Agree - It’s a good read but Will needs a couple years to commercialize assuming it gets approved etc. Generally most of IPO’s listed company holdings have been bouncing back quite nicely past 3 months ish like ONO, Hinge, Contessa and now today this great news with Itessa, when the balance sheet is updated with the higher Nav p/s plus the buy back cancellations I think we will be looking at 120p NavPS - No very vulnerable from companies like Blackrock etc to a T/O if the SP doesn’t up to 90p. IPO are working on making sure the SP is within 20% of Nav as they stated clearly in their last results RNS. So I’m think 90p within next 12 months isn’t a big ask.

Your correct Darren - It’s the 35p bid from Sidara or nothing if they walk away (Administrators). The Directors have already said this in not so many words and they said they will recommend the 35p bid p/s should it still be on the table after the accounts are released / approved. Anyone thinking they will get more than 35p needs wake up to reality and get a check up from the neck up 🙄

Money Mad - I so wish your thoughts could come true. If MM focussed on running an II investable business, made a net profit and grew revenue even by a little we would be 70p to 100p in no time at all. All the time he messes with people keeps his disposed “Yes MM” dusty old Chair in place I’m afraid it’s like a war of attrition forever stuck around 30p. Wo is me 🫣😢

Tractor head - THG make zilch profit after tax (aka Retained profit). It’s been loaded up with ingenuity’s start up cost deeply in debt. The crook running the show is landlord to the buildings THG rent and makes sure THG overpays for its ingenuity costs. This alongside a useless hand picked yes men BOD chives MM complete control of THG and he will make sure THG never makes a net profit. II’s and savvy investors won’t touch THG with a barge pole whilst MM is in control - Hence it may never make a net profit nor will attract investors that should be protected and cared about as joint owners - MM doesn’t care, doesn’t / not interested in investors. From his actions I would think he hates them and sees them (us mugs) as fleas on the butt of a rat.

I think your close to truth there D&D.

Ec46 - Do agree, I have a dream of FUM doing some brilliant advertisement for both their men and women topical gels at half time of the FA cup or similar. Suddenly the whole world thinks I gotta try that see what is does and we are off and away. I wonder but no clue in reality if it’s quite low yield or slow to make so advertising, then getting huge sales they maybe couldn’t meet demand on just yet. I hope with the change in powers at the top these sort of things come to fruition and then we have a game changer - GLA. I hope to another 40% daily jump one day 👍🤗🤞

Ec - I may have misunderstood the nuances on the 10% announcement, thank you for your deeper research. I don’t think it strange though that when there is a daily uplift of c.40% that the management issue an RNS to say to their knowledge there is no reason for the rise. My speculation is Barder was a yesterday man and getting him out is a big net positive for future progress. I’m a little doubtful about how good the products really work (not been able to try I’m lucky like that). I do worry a bit that they more or less say it doesn’t work to good on men over 60, if it works great it should likely make a significant difference in all ages. Also if the Women’s version gets full approval and really works I would expect this to be all over the news like Viagra was at the time. It’s a bit concerning this has been around in different forms and different sell by date issues for nearly a decade but it’s not widely known about on the high street still. However if this or an adjusted formula with perhaps a little better edification is in the pipeline or the Women’s version gets the buzz on the high street then the SP could get to 100p in a bidding way. The big companies behind drugs like Viagra & Cialis simple can’t afford the risk of a topical OTC gel undermining threat huge current sales volumes globally. I think and hope on balance something will hit the headlines one day and that sends this into the relative stratosphere - GLA Lets see 🤞

It’s a legal requirement if the SP changes by 10% or more to make a RNS statement. Not bizarre or strange at all.

Oh I forgot, the administrators take first dibs then the salaries, tax man, bank debts owing. There is always zilch left for shareholders if Sidara’s 35p cash bid doesn’t happen. It’s all about the auditors report and if this is worth more as a going concern. As said it’s a roulette spin in reality (black or red, avoid the green).

It’s 50/50 it’s insolvent after the audited results. If Sidara withdraw their offer then it’s into administration (shareholders loose their entire investment). The likes of Sidara and others will then bid for the bits and pieces they want from the administrators. The staffs salaries are first payment, tax man has 2nd dibs, then all the debt payments to the banks, finally us shareholders nothing as WG would not re-list…

The story is starting to come together, with the size and scales now being achieved and the franchised deal progress, we could start to see the SP inching back towards 50p over the next 2 years. Very solid TU today.

More stable business now with a broader brush of services. Whilst I’m sure next months results won’t send us back to 132p. As long as results are in a positive direction with an upward momentum in the macro’s I would think 70p to 90p is achievable. 🤗🤞

Overpriced and very poorly run. After integration that seems to be pretty disastrous Revenu down, profits down and debt up significantly. Then all the blow hard verbiage in the results comments but the eps and numbers speak for themselves. Time to change the CEO surely. Probably got further to fall as analysts rerate negatively over the next few days / weeks.

Next results should show a big rise in NAV/PS. Buy backs for cancellation + Hinge Health & Nanopore rises. There is still further room for dividends or maybe another large buy back for cancellation after the current one. GLA.