Member Info for mover123

And someone on this board said last summer this wouldn't even make a penny ;)

Its in AESP circuit breaker auction - presumably as its moved more than 10%. I just scooped some at 35p

Yes this has definitely happened on a number of mine but I guess same might be said of sells showing as buys?

Bang on the money...money

I was thinking the same a few weeks ago - go sideways until Interims. Now I am not so sure as we seem to have positive upwards momentum. If you draw a line we could be 45-50p by mid-September then as others say if those show delivery of guidance without the one-offs then we start to get into a more serious re-rate

Seems like a crazy overdone drop here. Good company, well run, solid trajectory. Whats not to like?

LOL, very funny.

It all seems very quiet, an sense of an impending rush to the beach. I can see us going sideways until the half year results in two months. Weird that Frasers just seem to be holding without upping the stake

We seem to be in a pattern of 8-10% rises and falls. its a nice play for profit or slicing a building a position. Question is when it breaks that and moves past 63/65

I can see this going vertical in the near future. Some guys will get caught with their pants down.

....or on the back of yesterdays update do we see some other interested buyers emerging.... I can only imagine the shorts see the writing on the wall here

Really excellent update and insights Luca. As so many (including me) have said on this board the best way the SP recovers is just solid, quarter-on-quarter delivery of the targets consistently - its boring but its that simple. Forget all the BS conspiracy theories.

We all know this company should be at least 3x where we are currently at. I would not bet against it getting there within the next 12 months

They did not suggest false accounting at all, more that the incidence of one-offs underscored some poor commercial decision making.

Interesting article in the FT at the weekend talking about the lack of success of the 2021 listings - with 8 out of 33 either sold, delisted or in administration. Peel Hunt and Oxford Nanopore have fallend by two-thirds since listing, Dr Maartens worth about a fifth. Another good article in the same edition spoke about the reasons why companies list now being more to do with owners casing out and lenders getting money back rather than raising money for future growth - how true.

So - a massive downer on the UK company at the minute which affects us however for me it is simply a matter of time before THG is bought for multiples of where we are. When all is said and done (and sorry to repeat someone else on this board) we do have two world recognised brands that should have the ability to create significantly more value for shreholders than they do now.

Yep, theres a few poison pills there, presumably by design

100% correct Prox. All my shares are green and the market is a bit risk-on today but THG is by far and away the leader. There is something substantive happening in the background - could it be a full-bid from somewhere other than MA or am I getting carried away?

That maybe the case Pearls but not sure that is behind the increase where there seems to be buying pressure. I would guess there is some corporate action in the offing

To be fair Oke if a buyer took each division separately, lost the central /Group costs and secured synergies these could be two healthy cash generating divisions.

I really hope they do not. They have to get their own house in order

I'd like to think you're right OSG but volumes a bit thin for that?

Threshold was breached on 3 June when we were rising.....