Member Info for mover123

Seems to be coming today?

The last RNS Selkirk issued noted that they are still exploring opportunities (20 Feb). No announcements to contradict that since then?

In terms of strategic progress, Selkirk continues to explore opportunities to acquire a business in line with its investment policy and will update the market in due course

Totally agree Goldman. its the fundamentals that rescue the share price now and allow MM to fend off MA. Q1 HAS to be good for THG

The facts are in plain slight - look at the sequence of RNS's which show MA's holding increasing in the last few months. Have you seen those and been following all of this?

When do we think the next MA RNS drops and what is the threshold he crosses? There is a plan which is underway and it feels as if that plan will crystallise in April - what do we think?

I think you'll find most people are having a quiet pint in the garden to let the nonsense die down :)

Early days Pearls but what is clear is that the US will revert to bilateral deals and the market is smart to this now. I would expect a reversion to the pre-tariff norm within the next week then potentially a bit more of a climb as we head towards results.

Throw an RNS from MA into the mix with over 20% and then it starts to get interesting. Don't give up now we've al expended too much effort on this share to do that now!

Big question is timing as I agree with others that Q1 might be respectable and demonstrate to the market the cash / EBITDA generative ability of Remainco. Then I guess there is a re-rate - so from MA's perspective there is a time-horizon here for him to make a move...

As always good analysis and makes sense Oke. Unless another White Knight comes over the hill it feels like the whole thing goes for 60p or less...

Sorry gets to 50% control

Just playing Devils advocate Oke, whats to stop MA gobbling what stock he can get up between 28-40p, gets to 50p and has effective control then what? Without another player on the scene PIs get squeezed out at a low price?

Is it just me or has the LSE trade data frozen? Last trade showing as 1146??

Agree stanley. How long is it before there is talk of bespoke deals with lower reciprocal tariffs announced last week. Then the flip back up could be just as quick. Add into that the chance of rate reductions then leveraged Groups start to look super cheap

If any of the markets reaction starts to impact fundamentals (eg employment) - which seems likely soon - then I guess central banks will start cutting rates aggresively. And as we move towards results we would hope there would be some normalisation in the price. Either that or someone makes an offer....

If MA gets control of Remain he really has massive leverage over Ingen and MM as well as significant synergies with his own Group. It really is a no-brainer from his perspective. The question is what us humble PIs get out of this and if another white knight joins the party - then it gets interesting

Agree Oke - presumably MM has prioritised volume throughput for Ingenuity over margin for Nutrition. A more arms length relationship would probably yield upside on the margins in remainco -I guess thats what MA sees.

It is a totally one-sided relationship and the conflict of interest has not yet been called out

Agree Joedeev - I'm not sure the market has cottoned on to the cash generative ability of the company without the millstone of Ingenuity and also think Q1 will be positive.

A few successive quarters of delivering to guidance, cash generation and better still narrowing losses at the net profit level could be transformational. I do not subscribe to the view that MM wants this as low as possible, after all it just attracts potential hostiles.

Question

THG the only green share on my list today - I think we need to be "thankful" for the good RNS this morning, without which I think we could have been in for another 7% drop. Onwards and upwards from here!

Crazy idea but could it be that MM engineers an RTO of Remain by Ingen using the money that Ingen receives from Remain ? At this price that could be tempting. Is it why the conflict issues have not been addressed because ultimately they will be moot. Maybe a conspiracy theory too far