Member Info for Mulder

Approx £12/share

https://www.bloomberg.com/news/articles/2022-05-11/brookfield-is-said-to-near-5-billion-deal-for-uk-s-homeserve

Revenue UP 14% at £1.983 Billion
Gross profit UP 10.2% at £1.041 Billion
Operating Profit +£45M even after taking into account £174M in additional admin and distribution expenses

Net Assets virtually unchanged at £464M
Cash/Cash equivalents +£101M
Property, Plant & Equipment UP +£208M
Equity ratio a very healthy 1.87
Debt to equity also good at just 1.1; current assets = current liabilities

Adjusted EPS 4.4p gives Boohoo an all time low P/E of 15

Price to Sales of 0.4 is ridiculous. Typical ratio is ~ 2.

Mid-teens P/E
Great balance sheet
Trading >50% below it's all time highs
Primark will remain very popular even in inflationary times
New stores in US and Europe

P/E just 4

Ridiculously undervalued - LSE is a joke driven by illegal short sellers.

Permian Investment Partners raised its stake in S4 to 4.1 per cent this week, betting that concerns over the postponement would prove to be misplaced.

Alex Duran, Permian’s co-founder and portfolio manager, said that his firm has “immense confidence” in Sir Martin and S4’s chief growth officer Scott Spirit’s “operational and financial management and control of the business”.

He added that Permian had “closely studied” Sir Martin’s track-record at WPP, the world’s largest advertising group that he founded and led for over three decades.

Analysts have raised concerns about the lack of any clarification from S4 as to what has caused the delay to its results, with one saying the company had been “eerily and worryingly silent”.

Duran downplayed these worries. “I don’t think they can say much, so they haven’t,” he said. He added this was not Permian’s first investment in the advertising group, although its previous holding had fallen below the 3 per cent threshold that prompts disclosure.

Seriously undervalued.
£2Bn in revenue.

One industry executive said the hold-up could be related to an issue such as producing the paperwork and evidence required by PwC to justify accounting assumptions underpinning some of the media group’s acquisitions. This was more likely the reason for the delay than a fundamental problem with its books, he suggested.

S4 has been around since 2018
Not the first time reports or audits have been done.
Directors have millions invested here.
50% fall in <24hrs is ridiculous.
Jail the short sellers

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Considering this was trading well above 1200p this time last year and around 1000p as recently as December offer needs to be in the 1100p ballpark.
The recent drop to 600p was a 5 year low.

High chance given the manipulation here. Unlimited losses for short sellers. Could happen any day now. Early morning RNS.

What happened with Morrisons and the supermarkets in 2021 clearly shows how short sellers like Marshall Wace artificially suppress/hold down the share price and therefore are actually rigging the markets.

MRW was sold for twice the price it was trading at for years - held down by short selling hedge funds. No other reason.

UK needs to ban short selling like other countries already have done and yes this should be made illegal.

Boohoo's true value is 2x or even 3x what it is trading at currently.

Daily swings of 8-10% on normal volume is clear rigging yet the FCA never listen or do anything about it.

Imperative - will kill the shorters.

Same applies here.

British online retail company THG has handed information to regulators over what its billionaire founder, Matthew Moulding, has described as a coordinated attack on its share price.

THG, formerly known as the Hut Group, shared data with the Financial Conduct Authority (FCA) related to what it claims is irregular trading of its shares.

Moulding has said THG was subjected to a “pretty aggressive short attack” and likened shorting (in which investors bet on share prices falling) to robbing a bank, in an interview last year with GQ magazine.

https://uk.finance.yahoo.com/news/thg-claims-attacked-hedge-funds-203328370.html

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UK must ban short selling ASAP!

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<30 is considered oversold