RE: Matts mates6 Feb 2022 15:53
Good post Dan - however, more I think about it, I don't think we'll be missing out.
My bet now is that they carve out Beauty, as the are carving out Ingenuity - THG Holdings (PLC) retains 80% ownership and the 20% is sold off to generate cash and to show the market/media they have no idea what their talking about.
SB will put in their $1.6 billion into Ingenuity giving a valuation of $6.3 billion. The 'circling PE's' may put £1b into Beauty giving a valuation of £5billion. MM continues to steer the ship and grow both, along with Nutrition/OnDemand into global leaders.
I just don't see MM bowing out due to media pressure, wouldn't it be better to say "F*** You" decline to comment/deal with them and show that his 'muscled torso' is stronger, smarter, more successful and bigger than all of those fools?
Either way, SP should push well in excess of £3 with some news, I really do think it could push to double digits if no-one sold as I do believe there are a lot of small shorts under the 0.5%.
My target price is still £10+ and will be looking at a higher limit order just to make sure I'm well out reach just incase the impossible happens ;)
#THGshortSqueeze / #THG / $THG.L