Member Info for Novice82

My gut feel is that they will find a way to circumvent any questions about the Apollo proposal. Last year, it was disregarded as "flim-flam" and they made it clear that they would not answer any questions about it. It would be a nice surprise if they chose to meaningfully engage with ALL shareholders regarding this (not just the large ones) but I can't see it happening.

Offshore - a low price is what attracts potential suitors. If it was priced at £5 with the current P&L and Balance sheet, do you really think it would interest anyone? We can't have it both ways, just sit tight and wait it out.

Thats a standard resolution as far as I know ISAS

I'm guessing that a LinkedIn post is much cheaper than formally issuing a RNS......!

Well, around 6m shares have been bought which has moved the price. looks promising

What's happening?

I think "Vinson" sold out long ago, much before the share price went to a fraction of a penny. But he would have still take a large hit.

It's coming off a bit now, but definitely some shenanigans going on. Very irregular trading patterns, to me it appears that someone is loading up. But i've said that before and then the price just gets sold into, so i'll keep my feet on the ground.

The daily volume is generally low - it's been like that for many years now Mark.

You could be right re the selling of appreciate shareholders, although I would have thought that they would have (mostly) sold straight away. Hard to tell really, that was my initial thought just after T/O when the price started coming off.

Hopefully they will continue to payout the current dividend levels (if not increase). It's always a concern when the share price starts dropping, but I guess we will find out reasonably soon

Like i said in a previous thread yesterday, it's gonna be a loooooooooooong summer...........

Still no let-up in the price decline. I'll try and find out Asteriscos holding, something has to be going on behind the scenes

Not a horrendous UT for once. Have a good evening all

Bwahahahaahahahahaah

Steve - I'm just mad at Moulding.

I don't have a problem with the BOD not accepting the bid. I understand that it had be right for everyone involved.

I don't have a problem with the fact that they missed expectations. I understand that the macro wasn't exactly exactly promising at the time

I dont have even have a problem with his LinkedIn rants. It's somewhat refreshing to see him engage with the wider audience, even though his comments can be frankly annoying.

My problem is the lack of transparency. If expectations are to missed, inform the market. If you are going to rant about PE on LinkedIn, at least inform us of the FULL facts as opposed to divulging only what you want to. If you say you are going to give up a golden share 2 years, bloody well do it on time (i know that this last one is crying over spilt milk).

At least we're not Sofina I guess. It must be hard sitting on that loss as an institution, especially when they've invested a company where the CEO is erratic to say the least.

Rant over. I promise haha

Nice of BR to add around 2m shares to their short CFD. Ignore me guys, I'm just ranting now l...

So now SOTP results in a LOWER price target? I know I shouldn't react, but it's going to be a loooooooooong summer.....

We've all been there Steve...and unfortunately still are there!

It's hilarious Steve, you couldn't dream it up really. All the pontificating in the world won't change anything now. Either THG trades itself out of trouble before GS expiry or its open season.

Forgive me for not posting a doom and gloom message (I did yell "FXXK" at the top of my lungs this morning when the RNS landed!) but there is one key thing to note here:

Apollo think that Ingenuity alone is valued at the share price before takeover. Which was in the 60s somewhere. Which means that the other divisions are being ascribed no value (you can chop and change this for the other divisions but the point remains).

If PE think this, this further publicises the fact that THG is not valued correctly. Now, the current share price recovery could well disappear as shorts begin to sell back into the market (and go a hell of a lot lower) however, i think there are some green shoots here that provide some comfort.

Of course, if the price had dropped to 30 this morning, I probably wouldn't sound so chipper! Onwards we go....

Haha OB - I almost spat my coffee out when you mentioned the Ste prediction. He wouldn't be wrong either!