Member Info for Novice82

Interesting how they all bought on the same day...

I can't quite believe that we are now hitting 44p....even despite the Nutrition performance.

I don't recall the analyst saying those words Steve, he did however question whether the MP leadership team should change in light of the declining metrics.

Anyone see the 1.8m share trade that was reported late yesterday? There's definitely stuff going on, but as usual PI's are the last to know anything....

Looks at share price (Sigh)

MW up slightly 0.05%...or circa 750k more shares sold short reported yesterday

Pipe down sole trader - we're just having a moan on a red Monday!

I guess the question here would be "how" to challenge the demerger proposal.

We all know that IR don't come back to any queries, so how exactly could any traction be gained on this?

It's all good mate, I didn't take it personally. I'm trying not to take the present share price too personally either, but I'm find it bloody difficult!

@Italian - a person can be clever and a sociopath at the same time. Maybe "mad" was the wrong word....

It's a shambles really. As always, PI's are at the mercy of Mad Matt

Maybe Matt is buying again(!)

MW have added 0.10% yesterday. The shorts are certainly placing their bets.

150k more shares for Sanders

I agree with OSG that this period is probably the most likely for THG to receive a bid. I will say, however, that I sense a feeling of desperation here rather than optimism.

It almost feels as if potential bidders are waiting for someone to show their cards first. My concern here is that if no-one is brave enough go first, everyone else will just leave the game. I wonder if everyone is waiting for Apollo to make the first move.....

The shorts have no fear whatsoever. A 0.15% increase is notable by Qube's standards.

It's obvious that whatever MM does, the market has no faith in him at all.

I'm still hanging on as 47p per share cannot be an accurate valuation of Beauty and Nutrition. The less said about Ingenuity the better.

Another one to be added to the bin @ Roxi

@Crafty. There is also a world that exists where they have NOT been working on the demerger for the past 12 months and they have purposely leaked this info prior to the results to appease impatient shareholders. The past form of MM and the BOD would probably suit this narrative more than yours, but would be delighted if you were proven correct.

I don't think there will be a re-rate when the circular drops, especially given the vague (or in this case, lack thereof) timelines. The market doesn't trust the THG BOD full stop. The 60m shares won't result in a huge re-rate either (imho). I think a rerate will only happen if:

1. Ingenuity is officially removed from THG AND Nutrition and Beauty are split as individual holdings.

2. PE or otherwise buy the whole firm.

Agree Moniman. The BOD haven't been great for a while now, but this is particularly bad look if they don't have a Plan B (i.e. QIA or otherwise).

Its doubtful that Mr Ashley is buying THG shares. No TR1s for ages. it's literally crunch time for BOD now, the votes they got this year wont be in their favour in 2025

I get the feeling that MM's announcement that they were exploring a "demerger of Ingenuity" was genuinely a call to gauge potential interest from investors and he doesn't have a backstop here. The drop in share price every day is the market's reaction to the silence from potential suitors.

The longer this goes on, the more the price will (understandably) drop. I guess we will find out pretty soon if he has a Plan B or not.