Member Info for Okehurst1

It was predominantly USA brokers accumulating stock the last few weeks and yesterday U.K. retail selling

Jefferies clients increasing yesterday ditto Vanguard, latter quite heavy

Maybe nothing but the trend has been consistent recently as we moved from 55p

Worth noting

These margins are ‘ after ‘ paying Ingenuity for its services

Lord Allen just posted his response

https://youtube.com/shorts/rBY8f0tn9_k?feature=share

Rock , agree

The opening scene

‘ you are lower than pond scum ‘. :-)

It’s like Rocky 5 vs Numis

Oliver Shah next to unify the belts

Steve, he’s off

No coming back from this ?

This is next level :-)

It’s 2 fingers to the City

We are going private

https://instagram.com/stories/matthew_moulding/3083872043259041544?utm_source=ig_story_item_share&igshid=YmMyMTA2M2Y=

Agree

I’ve been thinking, if the game plan was to stay on the LSE then surely we could have expected the CFO to be on the analyst call?
He’s a smart guy

When the stand in CFO was pushed on ‘ can THG turn off the Capex ?’
it took a repeat of the question for the reply - which was ‘yes as it’s not buildings ‘

Stuff like that is material, no one is questioning margins in depth only FCF, the CFO should be responding really ?

Ditto no sign of the Chairman, not even on a video?

These guys have a game plan to go private

II’s pumped this IPO , sold after lock in expired, then shorted, nicking the $$ off us PI’s in the process, then they wonder why no one supports IPO’s

Then they buy back like Black Rock last week now up 16M and Vanguard who sold down - 23rd March - but then realised what’s going on and today they announce 34M shares

PI’s sold today , Winterflood all the usual punter platforms

II’s adding, the smart money is placing its bets via their blue chip broker
picking up stock throughout the day

PI’s get well worked over as usual

Spot on Paddy

This is going Private

Vanguard was interesting

They have loaded up from last week

Hi Manc

Retail brought us down today not II’s

II’s were quietly picking up stock, as I say follow the money

Not seen any Shorts closing as yet - of note

Heads up

Follow the money ….on Bloomberg

Today has been PI’s taking profit, pretty much most of the selling retail brokers - fact

II’s picking stock up ….

Sit back chill … movement going on

Black Rock added 3M 10th April to take to 16M

Mentioned this one last week

On the 23rd March Vanguard reduced by 11,802,573
taking their holding to 24,267,609

Today they report they have gone back up to 34M

Lots of positioning going on

Taking the view under IFRS they can write off all goodwill and capex is over 5 years maybe ? Whatever their policy is/was ?

Either way none cash item, the main number is they generated £70M of cash last 26 weeks