Member Info for Monty888

Can’t raise any capital except via continuous dilution. The SP will Likely drop below the 1.8p capital raising. How do you value a share with no revenue? Shame and a pitty forcc Vlx all the novice investors that got sucked in and are absorbed in the self appreciation and let’s comfort each other whilst in denial this is just a shell that keeps Directors paid handsomely for achieving nowt year after year.

(Sharecast News) - THG shares surged on Friday afternoon following a report that private equity firms Advent International, Leonard Green Partners and Apollo were circling the e-commerce company.
According to markets blog Betaville, Advent is working with advisers from Goldman Sachs on its interest in THG alongside the company's founder, Matt Moulding.

It was understood that executives from Advent have visited THG's offices in Manchester in recent months. People following the situation told Betaville that dealmakers from Apollo were visiting the offices and one of the company's warehouses this week.

Advisers from Jefferies were said to be working for THG on fielding interest from the buyout firms. It was unclear on Friday whether the PE firms were working individually on the potential deal or as a consortium. The precise nature of the deal being discussed was also unclear, Betaville said.

There has been speculation about a takeover of THG since last year when founder Moulding suggested in an interview with GQ Magazine that he might be interested in quitting the stock market following the company's float.

Fair value has gotta be around the float price of 500p when reviewing the revenue growth and general progress of both owned products and Ingenuity. As MM shares with data, the float strategy and numbers “are” being achieved.

Next month? ??

Well spotted Bondsman. High hopes for a great future for an award winning airport. If we can get a couple of other airlines joining it will be transformational

Well the dispute has a relatively high provision now on the books, the new boss is here, the LTIP’s and everything are all set on all the bad news. We either have a muppet in DA or a smart cookie that’s now ready to start to bring in some results (new contract announcements and tangibles on commercializing new products or maybe a super smart acquisition). I am hoping we don’t see the net cash fall away with nothing substantial to show for it or it grows further. It did grow a wee bit to £102m so potentially a good sign. If we can get some US contracts that generate more cash this will really take off, if we then get a result with the DHSC also later this year than there will be another jump up. I am long and so far still have faith, the devil will be in the detail as always per the next published accounts - Good luck to all, won’t see 1200p again but 509p to 600p well possible if we get some of the afore mentioned going.

To be clear by wipe out. I mean a delisting from London, Halifax on line dealing already blocking trading which is very unusual. If it switches to Moscow in Rubles it could be really challenging for us shareholders. To be honest it’s trading down a lot, way beyond what I would say is fair value c580p. Of course the company itself will still be doing what it does as such.

Offers need to be published and at anything around 100p others cash bidders will come in for sure. Let Shelldonald sell his shares or wish he could have got in cheaper - Sit tight, further to go for sure here.

Shelldonald. The dealerships are properties that can be turned in anything planning permission depending and that’s what they are valued at back in July 21. Probably worth a lot more now with property prices in the up and up. This is a perfect Warren Buffet share with net assets and cash and will get to 150p ish this year. Seems your a bit of a troll, what’s your agenda I wonder?

Anything that comes in the way of a positive reading RNS is linked to a cash raising and more shares being issued. Anything this small (No revenue or sustainable net profit) with so many billions of shares in issue shouldn’t be listed. It’s fooling financially naive penny traders with big dreams that never will come true. Can you imagine if they made a $1M profit the EPS would be some silly number like 0.0001p. (Sad for the people that understand balance sheets and P&L’s versus their effect on SP’s.

April trading update no far away. Good entry opportunity at current SP I believe.

The properties are independently valued as showrooms not Waldorf hotels. TB made £20m and probably doesn’t want the noise or pressure. Why is there a conspiracy theory. He sold on a market to market deal and above current trading price so not too shabby at all. The key is who persuaded him to sell and what is their agenda…………

Agree, if we don’t get to 130p a share soon. Someone is going to take this over at a very low price of 110p or some ridiculous bargain of the century. Enterprise de value atleast 150p

Worst case scenario is a complete wipe out for investors if war happens. This is the key reason it’s not going anywhere. Also total embargoes on Russian exports to the West etc and their global Russian owned steel mills etc. Let’s hope we get a truce and agreements without invasion. GLA

I agree, this will drop further and could be forced to delist from London in the event of a war. UK will want to make examples of Russian owned businesses trading out of the UK. Ukraine is rich in minerals and every other kind of wealth imaginable. As part of the Russian Federation, Russia will get the taxes and milk it with impunity. Risky investment right now until / if those troops get away from the borders.

BTW - Not sure if TB has a percentage of Constellation, it’s an enourmous investment vehicle playing in the UK Automotive sector.

The LSE stating brought by Brammell is incorrect per my previous copy and paste. It’s defiantly sold by Brammell. It’s a good thing he’s out in every way as the chair that presided over the accounting issues that damaged investor confidence and put a dark shadow over lookers causing it to have the lowly sector comparable valuation it has today. As this is now in the rear view mirror we will see continuing value adjustments - 150p this year would be ballpark fair value.

Raised a lot capital recently at 8p / share. This will have its day, it’s getting better all the time. As covid becomes a thing of the past it’s well set to start back in the 40p+ direction it was before. It will take several year but I expect a good solid upwards trajectory after or around next results.

The broker is hardly neutral. The P/E way above market norms (Fair value around 320p) . Take profit and buy cheaper, Volex 298p in its expansive EV space and cloud data space will generate a bigger return this year than FAN for sure. WATCH THIS SPACE

Says in the news, purchased by (not from) Brammells Constellation, so I had the impression it was his investment vehicle. Anyway whether it is or not at 102p it really speaks volumes s about where the SP is going. Min 102p or a takeout bee coming and things could get hot..