Member Info for Monty888

BigW - You missed the key one that Deloitte’s audit could show the business is effectively bankrupt and contracts in place won’t clear the debt so just like Carrilion and others the company is placed in the hands of the Administrators (Shareholders loose the lot as it delists). Best park your optimistic guesses until

Deloitte report is out - You have no clue like everyone else not inside the business or numbers. (Totally pointless post of blags and wild guesses).

I might be wrong but I think we don’t become a FTSE250 until 21st March. From this date on many pension and investment funds are allowed to invest from their covenants (articles of association) etc. The worry for me is MM so far has not prioritized growing the SP and being investor friendly / loyal, this really makes the investment case negative for the big II’s. If he were investor friendly over a long period and hence trusted (no more shenanigans) I genuinely the SP would closer to 100p than 40p - It’s really about the BOD doing investor road shows and showing they care immensely about their investors and I’m not sure that would ever become MM’s agenda. Let’s live in hope that he wants to make THG super investable and if he shows he does in actions we will all do very well - GLA (Should see shorts closing close to 21st Mar regardless if I have my date of FTSE250 listing correct….

Well L311, he does say the Boom speed boat has left the docks and everyone seems to be on it. Where as WJG is so far under the radar that the tipsters will click it eventually and it has the potential to rise significantly. The numbers and what they are doing under the new CEO Pease who as I posted months ago absolutely kitchen sinked the company to give himself an easy ride moving ahead (common Strat - I’ve sat on board meetings of a PLC that shall remain nameless) has caused such an oversell it’s rather profound (markets don’t help at the moment). I think this will be one of the top 10 SP risers during 2025. Looking forward to the next results to bear this out when I deep dive the numbers…..

China doesn’t penalize you at all. Drink all you want vomit in the streets etc all good - As long as you don’t get in fight or damage property. The ID is great as it finds criminals, illegal immigrants and terrorists instantly (no where to run no where to hide). So no need to waste millions of quid on wasters that suck the blood out of everyone like the UK model. You don’t want to break the law because the jails are hell on earth as they should be to be a real deterrent.

With all the cash on books, current healthy business and cladding liabilities net reducing. It’s hard to fathom how the SP can be so low - (Shares in issue x SP). I guess we need to see the next results to get to a fair valuation from a consistent improvement pattern assurity. Compared to other similar companies valuations my rough and dirty calculations think we should be between 60p to 80p fair value.

KGB got Trump on video’s years ago that if ever released would destroy him. Edgar J Hoover had pictures of Kennedy back in the day so they couldn’t replace him. Trump is Russia compromised and so will not / cannot back Ukraine. It’s a mess!

Long positions are increasing from those that know, see todays’s RNS and others. Shorts are decreasing. As shared before I see early fair value between 50p to 60p. If the Deloitte report isn’t has bad as the CEO believes then we will see an uplift and Sidara plus other bidders come into the picture. We could then get close to 100p I believe. I try to ignore the stupid posts of over brought it’s just idiots misleading people.

Agree with Rock8, the mess WG. is in will all be in the Deloitte report around end of April. My sense is a take out will be between 50p to 70p unless Deloitte find the accounts are terminal which I don’t tink they are as CEO says they will be back in profit during 2026. Sidara won’t make a clear offer per share until

they get their hands on the Deloitte report for sure, hence no bid per share has been published only a potential intention so they get into the books for due diligence.

Nearly 10 years ago they launched the product coated into condoms (Blue diamond). At the end of year one, the product was deemed a failure, the contract terminated. The reasons cited was the gel aged quickly and didn’t work. If this was really a working replacement for blue pills then it would have taken off by now. Facts are these various contracts are not leading to positive cash after 10 years. Barder and co up play the product to keep themselves employed, they raised much needed cash at 8p per share on a fast book and build whereupon they took full advantage of the dilution themselves to the detriment of normal shareholders. I do t the BOD are trustworthy nor is the product anything like is proclaimed. If it were it would be all over the news and medical journals as a breakthrough that’s better than viagra / Cialis etc. (Seems the product isn’t what’s written on the tin). Same for all the other products that can’t get launched into any sort of profit after tax.

Any suitors must be declared in an RNS, right now there are clearly no others. If the Deloitte report doesn’t show Wood to be technically bankrupt following the same patterns as say Carrilion, then we can expect another bidder coming into the picture if the DP doesn’t jump too high after the report. It’s all about the auditors report, that’s it right now.

Be nice if he does a juicy big Director buy in the near future. That would be a go on green indicator - One can only hope. Probably take him around a month with daily Deloitte progress meeting to suss out a fair market cap and it that’s to low then he would likely do his maiden purchase. GLA - Stay long & strong.

Red to copy and paste the Speedy deal globally with good Sales Executives and be careful of potential bad debt (Choose and partner customers wisely). A few material announcements in this direction will get the engine started.

Over 3 billion in liabilities and trend worsening. Risky punt this one especially with BOD retirements timing as well.

Formal update today:

Coca-Cola Europacific Partners and THG are set to join the FTSE 100 and FTSE 250, after both changed listing arrangements, while John Wood Group's share price slump means an exit from the mid-cap index is likely. The findings were announced by FTSE Russell in its indicative quarterly index review changes for March. The indicative findings are based on data as of the market close on Friday. The actual review is conducted using data this time next week and is announced after the market close next week Wednesday.

You wrong Wiggly, they didn’t say that all. The RNS said that Sidara are not bound or restricted from making a new offer. At the moment Sidara haven’t purchased any shares, they won’t make a hard offer until they see the Deloitte report. By making (I assume) an indicative offer they can request Wood to open up their books to them.

Wiggly - Sadie’s started due diligence, clearly found horribles, stopped their DD withdrew their offer and walked away. They are thinking whilst 230p would be too much perhaps now it 40p. An indicative offer of 75p and a new due dilligence at the cheaper price is probably worth a try. I’m not expecting too much. Maybe up to 50p soon, especially if others express interest then it becomes more of a game changer SP uplift potential. Due diligence costs will be quite low now anyway - Just get your hands on the Deloitte report next month and audit the missing gaps only. I would say a strong buy at 40p, should see 50p as a minimum I feel.

My guess is a 50p per share offer that will be rejected - No one will go through due diligence without access to Delloite’s WIP report. That’s suddenly become very urgent. If things are not as bad as feared, then we could be 100p per share offer ish. That’s my take.

I’m responding to Stu’s request regarding energy investments out of politeness per his off topic ask - I’ll post what I like anyway so mind your own business numpty.

Stu - Look at AFC, oversubscribed placing at 15p a while back, £15M ish cash, new CEO who has a very good reputation, lot of salable working IP in new energy. Can buy for a touch under 10p now as low volume trades have drifted the price down on the wind. Next update will be good 👍

Ice - Have no self awareness we all think your a Richard Cranium. You’ve no idea what you’re sprouting on about totally naive speculation. Are you still at school, how old are you if you don’t mind me asking? You clearly don’t know when to give it a rest as well 🍼