Member Info for Monty888

Even though we have an offer of 130p that will go through now plus the promised dividend per the terms of the scheme of arrangement - It’s still seems a really low ball offer. I would be surprised if we get a new bidder come to the table within the next couple of weeks. (Sitting on this golden and staying patient) GLA

Ninety one just brought 5% of our stock. But then again why wouldn’t they. With more than 10% dividend yield, enormous cash reserves and Faberge going well this is arguably the most undervalued share listed on the market right now.

Interesting BB thoughts.

My likes are that SEE is growing revenue Qtr on qtr, getting closer to break even, looks like enough cash not to need a fund raising as long as the bottom line BEP keeps on current trend, there are additional areas of application and more globalisation opportunities, also anything AI is trancing in USA and PE multiples are high for AI. It’s almost a perfect take over target for a US company that wants to get an AI company in its portfolio I feel at current prices which is why I just invested £15k at 5.08p (First time investor in SEE) hoping my thoughts become a reality. Good long all who are long.

Is this a SEE product or competitor like VW that could role their system out on Auto agreements like Tesla do with their charging stations to Ford, GM, VW etc do we know?

Well I was right on the button in my yesterday post apart from calling the offer at 140p when it was 130p. Oh Happy days

The data we know does seem to suggest Constallation value the company at 140p to 150p. My sense is they now have time to raise more capital to buy it or would be fine at the higher take out price but not 120p. I wouldn’t be surprised if another offer has already been unofficially mooted at a higher price but the new people want more time. Either way anyone in at 109p or less will likely make 30 to 40% by Christmas, can’t get that at the bank. GLA - Let’s be patient and hang in there…

Thanks for sharing, per my earlier posts I feel WJG has kitchen sinked everything to a worst case scenario. I think each quarterly update for the next 2 years will likely be positive and we we come back to a decent SP. We have 2 land sales that whilst delayed could happen, some good projects work in progress and rental shortages across the UK especially student accommodation. I think we will see even more Director buys soon as the progress picture becomes clearer.

Clearly the investment community on not aligned with you Trotsky regarding II’s and what’s reflected in the SP. My sense is there are few things we are not being told about aside the reasons / excuses shared and the timing of them so soon after a capital raising.

Agree, wonderfully re assuring and what a great dividend yielding share we all own. Looking forward to more SP uplifts and rises in the SP plus continuation of nice dividends.

Looks like we could all have got in at 55p at this rate. It’s all rather disturbing I feel. Wonder why the Directors are not buying on mass if they really believe in the recovery

BOD are falling short of their focus Al duties, we need a new CEO or Chair over time for sure. The Hammond noise is pathetic and destructive and I would vote him away as he could potentially destroy or blows dry the whole company for his own selfish motives. Pressure on the BOD to deliver is happening under the microscope more and more now (healthy & needed). Best thing for us all is an aggressive and public cash bid which if the intrinsic value and patents have a real value should happen one would think. Fact it hasn’t or we don’t see any stake building by an interested party rings alarm bells - Let’s hope there is real value here and we see it the SP one way or another soon. (Completely agree, it’s all very frustrating).

We had interims in November so 6 months on is May, we are now in the idea of July. Seems the annual report is potentially delayed as there are no RNS updates at to the publication date. It’s interesting how all the capital raising is done after a lot of good news RNS’s. I ever the sceptic with AIM shares but am heavily invested and long so hoping I’m just getting a little unjustified fear with what looks like a publication delay with each passing week. (Any thoughts or news on release dates anyone?). Cheers Monty.

We continue to simplify, enhance the BOD, golden share gone etc. We will soon be on the road back to maybe not the darling of the city with MM’s errors but at least large institution investable I hope. The only really concerning thing left is MM purchased all the free holds so he still has too much control and influence from external bidders as Landlord. However I still think he will buy the group out for 200p with funding from the QIA or similar behind him. That’s a good mark up for latter day investors at 100p or below. I’m not that excited about a main market listing. It will make THG more investable but either way it will likely be in private hands by Christmas. If not it we should be trading around 150p by then barring any Black Swan events.

Continue to grow top and bottom line, was 50p when it was smaller. Overs tuned capital raising at 8p way back. Very undervalued. Not sure when investors will catch up with this but should be due for a re-rating any day now.

Could fall further, guidance of £4m EBITDA equates to net loss of retained profits. I expect they will cancel the dividend as well. We don’t know if all the dirt is out - I think it probably is as it couldn’t get much worse and we had a meaningful Director buy after the update. It’s hard to believe the BOD didn’t all know and if they didn’t it’s bigger alarm bells for me. They guided things won’t improve till back end of 2024 so no one’s rushing to invest in WJG right now as we can all see. Best hope to reduce mosses for me is a takeover bid or a UK property recovery. Not likely with interest rates rising and disposable income I feel. Hopefully the rates will stop rising by Christmas and inflation be deemed to be tracking back to 2%. Good luck fellow investors, we’re gonna need it…

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I’m in at 63p

Well we had a solid interims update, all is great in the wheelhouse, then an II and PI capital raising oversubscribed at 160p now in few short months disaster at 70p. I would imagine significant shareholders will want the BOD or most of them removed….No one likes surprises like this, damages investment proposition credibility.

It’s really nice to see very small regular increases. If we averaged an increase of 1p a day I would be the happiest man in China where I live and work at the moment. One we settle at normal fair value price say 200p if we stay on track, then takeover bids would likely be 300p to 400p. So a slow steady increase suits my investing strategy with THG very nicely….Fingers crossed we keep going like this meanwhile.

The numbers speak for themselves, been ramped to hilt in words, the numbers suck. They did a pump and dump. Irresponsible destroys both II and PI credibility. No sign of generating net cash for the foreseeable future. Currently overvalued looking at market cap.