The latest Investing Matters Podcast episode with London Stock Exchange Group's Chris Mayo has just been released. Listen here.
Kelso only hold 0.5% I think?
On a separate note, I’m not sure OPEC’s 1/1.5mbl oil cut in May that has recently been announced is going to aid our tailwind and inflation issues.
It’s not good for MM ego to suddenly go along with Kelso’s suggestions. It’s almost admitting they have got it wrong and don’t know how to get out of this! I’m sure when Kelso met THG in person some of the suggestions were discussed?
I think it’s more a case of, “you need to get the share price up or you will get bought out on the cheap.”
Just noticed Marshall Wace reduced yesterday. Only by 0.1% but hopefully a good sign
Oh and Ryan and HH as you are so smart I’m sure you have noticed this already scrolling through all my posts. I wrote that comment on the 23rd of March. The same day Marshal Wace increased there short positions by 0.10%.
“Yesterday looking like another pump and dump then *clearly shorted the crap out of it at 64p"
It was a typo ffs.
Jesus guys, *clearly
RyanF do you have anything better to do then scroll through people chat history? If you looked properly at my posting history you will see I have already replied to your message once stating it was “clearly a typo.” What is your issue with people who are shorting anyway? It has nothing to do with you what positions people take on any company.
Hi Okey, do you think Sparta have been mopping up shares aswell as Kelso?
If THG don’t take up what Kelso have stated they will simply get bought out when the GS expires. Moulding wants to keep his company he needs to get the SP moving north, it’s that simple. Maybe the board have been the thinking the SP collapse is solely down to Macro challenges and would recover without internal restructuring?
I like the request for a share buyback. Similar to Sparta’s request on Woods Group
Wow, that’s a great RNS from Kelso. Pleased they have made a significant share increase. Now holding 1%. Wonder how this plays out with Sparta
Hi Okey, appreciate your messages as always. I know I have been a bit sceptical on the Sparta situation, I did think this afternoon was very positive. Sp was getting sold into quite heavily at points today and I was amazed we finished blue. I really hope you are right on this as we are all due some concrete news.
Hi Pearls the turnover increase will not be immediate with auto store etc. They need to land the deals not just the pay per pick concept.
Please correct me if I’m wrong but the highest disclosed short positions I can see was 4.29% in October 2022. Pretty alarming we are still at 3.96% with all the positive news recently. Do you think the shorters are betting on one last macro dump?
Good to see a positive market reaction to WBA results. The whole sector recovered losses in the last hour or trading so nothing unique to THG.
There are plenty betting against it who are rarely wrong!
There is virtually no fat on the curry pizza. The high protein content must come from the bean flour in the base.
Guys the pizza’s are really good. Just eaten the ‘chicken curry pizza.’