Member Info for Monty888

Guttersnipe is an illegal immigrant with no friends, hence his posting efforts on this BB.

Yep, it’s tricked up when you read the RNS words it’s like a new Microsoft off to the moon. Then when you look at the facts and numbers it’s like an unflushed blocked toilet.

Kelso is just few guys that buy shares claiming superior knowledge that’s all. Very clever actually because they are rewarding themselves with nice salaries and free shares etc so they rarely lose anything personally only Kelso investors. I’d much rather do my own research own my failures and successes paying just the trading price. (I avoid the Kelso’s of this world completely(. The only good thing about them in my view is they realise what a huge upside there will be with THG, either and M&A or it will just start to out perform anyway and crawl back it’s float price of 500p.

Thank you Smooth Operator. Very much appreciated. It does seem we are valued way below fair value here and after a little up we are back down again. Seems weird to me we are not near broker values of £16 to £20. I guess more patience needed.

I did the right thing in selling these and putting it into PPH that’s for sure 😀

· EPRA NRV per share* at 30 June 2023 was flat at £25.05 (31 December 2022: £25.17), driven entirely by the change in the GBP/EUR currency conversion rate. Revaluations will be completed at the year end, as per usual course of business.

I am familiar with NAV/PS = Net Asset value per share (Tangibles + cash - liabilities). But not familiar with EPRA NRV £25……Is that roughly the same thing or not related does anyone know?

True - it you need to factor in they do make money every month also. We really need to deep dive their next set of results to get a clearer picture. Be nice if we see a few more large Director buys. My feeling is we will keep rising steadily as there is still a shortage of University lodgings which is the key warmer for the group.

You can’t keep printing money without financial or gold backing. You can’t issue billions of shares without huge revenue and profits. Banks won’t lend to 88 anymore, they can’t do any book and builds because that needs real knowledgable investors who needs the odds of a return in their favour. So it’s a desperate play on a rights issue from PI’s now. Like previous cash calls the SP will dip below the rights price (don’t be fooled or tempted to take it up). Once the shares are all released the market capitalisation (shares in issue x share price) should be around £8M for loss making speculative high cost of extraction company like 88e. So look at the financial facts here, look at the c. $50 per barrel BEP and decide if you want to keep paying the BOD your money whilst you get no return on your investment year on year unless you do little pump and dump day trades like Bromby and Co (They will keep ramping look at their historic posts). Get out while you can and invest in something that could generate a real return on your hard earned cash. Try PPH results this week or REDD Divi ExD end of month. Both generating real cash, real assets, well run.

Net loss making, results flakey, Director’s selling big chunks.

One for the watch list - It doesn’t deliver what it writes on its tin lid (so far). I’ve lost patience bc and sold out, invested it all in PPH hotels.

£750k net loss despite a lot of grants. Market cap around £118m, negative P/E 145 - Looks expensive, no room at all for bad news needs to be net profitable by next results one would think to avoid a drop. (The rhetoric in the RNS’s and jam tomorrow wordage needs to be matched to a net profitable result for the sake of clarity (net margins are what?)

Good sensible appropriate posts Kando. I’m long and big on THG with 700k shares at 77p. However when the tide goes out all ships sit lower in the water. China is in a bigger mess than people realize (I live in China). Interest rates will rise more, the sting will have a small delay but potentially send us into a nasty recession - The smart money is sitting on the side lines. Do I think THG will be 200p in 18 months or less - YES I DO.

I see. Row man still doing what he does best, annoying everyone with his silky not data based anecdotes.

Crowman - Why you bother posting all day on BB’s on things you’ve zero knowledge or interest in clearly. I can only assume you think you might frighten a few people into selling so you can buy your £100 trade. Please do pray tell?

Interesting company, very hyped to make sure the 50p capital raise was fully subscribed before the results. The results show just how small this company actually is (Lots of jam tomorrow words). No room for project cancellations or errors in project pricing and on a higher P/E than all the top NASDAQ FANGS companies. High historic cash burn. This will be range bound between 52p to 58p for a year or maybe more is my feeling. 51p a good entry point for me…Keeping on my watch list.

It’s great to see some impatient sellers or profit takers from the SP average 6 months or so back. I was hoping to be able to add at under 100p and am now doing so. Probably looking at 150p ish by Christmas creating an excellent return.

Great to see the Crowman has sold, ow he can F off and we won’t need to hear his BS anymore. I think Sept will show further significant progress and at some point a division or two will be split or sold off and share holders will do extremely well. The Crow with them do what crows do and craw in misery :)

CityAM transforming under THG

After surprising many in the Square Mile with its takeover of London freesheet CityAM last month, Matt Moulding's THG – formerly The Hut Group – is already moving to bring its founder's brand of sensitivity to the latest addition.

Whispers hears that a display of critical comments in the paper's offices, affectionately known as the 'Wall of Flame', has been removed as part of the transition process.

Scrubbing evidence of criticism is unsurprising given the new boss's well-known hostility to scrutiny of his businesses and management style.

One wonders whether a video posted on LinkedIn by Moulding in April, which seemed to imply journalists were 'lower than pond scum', made the cut.

Hi Folks, does anyone of details of the next dividends have been announced. Nothing on the Halifax on line research notes regarding 2023 dividends. I assume nothing declared at the moment?

Thx for any news providers on this Q.

Not sustainable, data speaks itself really

The significant increase in profit after tax to 9.4m and the big jump in EPS are the top 2 numbers that make me very pleased. We should get care rating northwards soon surely. Very cheap at current SP / Market value.

I was expecting around a 15% uplift today after reading the results. Still time of course but the Bull didn’t exactly charge out the gates at dawn today that’s for sure.