Member Info for Monty888

Thanks Darian, it’s all looking very good for a nice balance sheet update in the next results. My feeling is if the delta between the current share price and Nav/ps doesn’t close to c10% IPO is very vulnerable to a take out. Nav/PS being between 110p and 120p from my rough and dirty estimates. Make it a Strong buy IMHO.

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Does anyone know how big our investment is currently in Contessa - I note its share price has doubled in the past 3 months.

Good to see Oxford Nano also worth more than in the last results currently. I think the investment rises and the share buy backs for cancellation will push the nav / ps well over 100p - I’m looking forward to the next TU or results

Agree James, it’s too complex for other bidders as Sidara are bank rolling Wood effectively. There are probably higher default interest rate caveats laid down in if Wood ever becomes another company other than Sidara moving forward. It’s the sort of thing the existing stupid BOD would have signed away when they needed Sidara’s funding rounds at a guess.

Correct, lots of people don’t know Charlie so well as as Warren in Berkshire Hathaway so I switched names for expediencies sake.

Let’s hope we see a retained profit being the goal / point.

MM has made THG largely uninvestable now - How much will he overcharge as landlord to THG’s facilities? How much will he overpay to Ingenuity for its distribution and software services? When will he next do a nasty share dilution? there is not an independent Chair or BOD in place? MM has a track record of lying (big profits and dividends etc - No net profit / no dividends is the reality). Always blaming price of whey or tariff’s or anything g else he can, the reality is THG’s products must be priced low to sell, they are not that great at all so thin margins as well - With all these factors why when investors have choices would they risk buying THG shares - There is an argument they are overpriced at 30p as there is no net profit nor forse able net profit - Remember folks every time you see EBITDA translate that for BS earnings (Warren Buffet). If THG actually makes a net profit after tax then a little credibility might start rise out of the fog and II’s might take THG seriously.

Bring back Maggie Thatcher, Reeves is business clueless during the wealth out of GB PLC to other tax havens and more friendly lower cost stock markets - Stupid woman she is……

Exactly as I predicted - See earlier posts, I suggested a likely 30p after due dilligence - Spooky.

Needs some TV advertising and all purchases on line - Sets the awareness removes potential embarrassment for buyers at say Boots & other over the counter retailers - How hard can it be? 🤪😎😁

Since the recent of over 250p and 120p on the charts the eps has halved, so 60p to 70p would seem about fair value. It’s the uncertainty of the promises made needing to be seen in the next results or Trading Updates that will either keep us around 45p to 55p or push us up north of 70p. More patience needed…..

There is a big shortage of student accommodation around the ever growing Bristol University, this looks like a very well negotiated project to get some of the net cash working. Still in a very oversold price range since the cladding provisions announcement IMHO. Next results should show a much improved balance sheet which in turn should improve market Cap.

This seems to be getting too cheap now after the enthusiasm and uptake of the placing at 10p - What are people’s thoughts please?

Nice but a very small amount at 61p. Sold all mine at 58p and will buy back if it’s drops below 55p. If not I’m happy with a 30% plus profit in 6 months 😀

35p Sidara OR lower (If audit finds material balance sheet negative) OR nowt, around end of September is as good as gets unfortunately.

City AM belongs to Ingenuity not THG I believe. No net profit after tax foreseeable, so its sell more assets or make a genuine profit. MM bleeds THG dry to prioritise Ingenuity and pay his landlord fees as he owns majority property personally that THG rent. All in all £300 to £350M market cap is probably about its value until more balance sheet clarity in September to see if that’s too high or too low. It’s overrated as a going concern as it’s continually selling assets and shrinking unfortunately. I am 50% loss now on a significant investment but I need to keep it real and park any emotions. I’ll be likely selling up to offset profits in other investments to neutralise my tax burden next year - People very dissapointly didn’t all vote against the re appointments of Lord Lucan and MM at the AGM so we will never get them out - It’s 100% MM’s aganda and that’s keeping THG to fund Ingenuity and his rentals is my guess on evidence so far.

Also in their data division, nearly all their US and EU customers are upgrading their servers to AI versions which need 3 to 4x more cloud.

Volex are the only truly global company in what they do with more than 30 factories world wide. Most majors and OEM’s have to be risk adverse via their risk analysis corporate requirements - Theses days with global conflicts & tariff risks they are capitalizing on that SP advantage + Very well run company and savvy Chair in Nat Rothschild on acquisitions that are immodestly earnings enhancing with clever earn outs. Recipe for continuing success and growth in place.

No Ephemeral, you ignore loss of market share, this was lorded as a business with unlimited global growth. They could have hedged whey (like Volex hedge copper) but are too stupid or care free. Remember Warren Buffet “Every time you hear EBIDTA transfer the words BS earnings in its place. (Cash generation / net profit) Nowhere to be seen after years of BS from MM. The only good thing this bolt on was actually sold for a profit unlike Ingenuity and the others. However it was capable of adding significantly to the bottom line, now it will be the excuse of whey prices. Problem is THG competitors have the same inputs but make money. Need a total BOD clear out, won’t happen unless say big Mike buys another 20% stake and Kelso get to 10% etc.

When Ingenuity was sold off, MM spun THG as highly profitable, ready to pay nice dividends. Still no net profit for sure, selling the best margin part of the business (probably to a friend). Lord knows what MM charges THG to rent his properties and Ingenuity for its services etc. It’s unfortunately II uninvestable and 30p to 35p is and will continue to be about its value unless things change and it’s sold off without rental and Ingenuity lock in’s which I’m sure MM has in place and shareholders should ask for the details at every opportunity….

Wrong Stew, 35p or nought if it goes into administration after the results. I think deal is done it’s all just playing out now - Sidara offer plus debt 600m covered by them, BOD already recommend it’s a good offer. There won’t be a penny more