Member Info for Okehurst1

Ha! When the numpty Oculus Prime pops up with pearls of wisdom you have to laugh

Blackrock been adding, up to 16080445 shares this week

Just check with your broker

MM’s playing with the price to generate stock for orders

Nb don’t forget the BoD have already been in ‘ marriage counselling ‘ with the II’s H2 last year

We know that fact from the company who acted as the Councillor

II’s would just call an EGM and take over the BoD - not going to happen

MBO won’t happen in current format - discussed these numbers before
Fiduciary duties are primary, as the company explained on the last conference call
The Banks would want prior repayment, throw in the cash to buy out shareholders plus Ingenuity funding etc
The $$ ain’t there to service the level of debt required

Overseas listings is the one, predominantly for Ingenuity

The BoD don’t have the authority to either issue or extend the Golden Share without shareholder consent

They risk being sued personally if they tried - it won’t happen

Steve, no argument on your point as it’s fact

I would add that the October update which confirmed the bank funding was of course positive to the share price

MM needs a lift in the share price, this is it now give or take until the Golden Share expires, premium listing alone will boost the stock

That’s my view Steve
They are waiting to see if they can nick a few on any weakness, 3rd buyer took up a bit of slack

Contact your broker and get an updated list it’s simple stuff the info is all there

If you don’t want to believe it then don’t

Ste, the data is on Bloomberg terminal on who has accumulated

You can ignore it yourself and that’s fine but it’s just fact

Moody, get your broker to do the research for you on who has been buying THG
the info is out there if you look
3 are accumulating, it’s just fact

Sparta are also playing the game well, looks like they are sitting well over 2% and possibly maybe just under 2.99% but hiding some of their positions, they are on there as The Times reported

It’s just time to when they break out I guess, they may make their move after the results next Tuesday ?

Either way II movement on the share register, players taking positions as the Golden Share runs down, 4 months plus to go

Marshall will try and close out their short, they need 20M of shares

Other than yesterdays news Rock
3rd player adding - as you know :-)

I look at another way

Beauty is the number 1 in the world D2C platform with £1B plus in sales
Nutrition same and heading to £1B a year sales

EBITA margin across these 2 divisions is potentially 7% after paying Ingenuity - we will have a better next week but we won’t be far away

THG management have nailed that, took time but that’s growing business’s, the new CFO Saunders is decent, the market like him.

Ingenuity was a different beast, Vivek appears to be delivering

We all know they need to sort the funding of ingenuity and we are away

THG explained these small businesses are not their target market - it’s too much basis hassle

They want the £150M ARR x 10 year contracts

Right way to go when you have 19 global distribution centres

No prob Rock
That’s number 3 adding

Am guessing here but I think that’s why we had an influx of negativity, serious Shorts can see this info it’s out there….

3rd party building a stake.

Yeah it’s on there but tbh Rock can’t be bothered going through it as you can’t post links

With respect It’s there if you ask your broker , they will disclose

It’s the 3rd party joining the game

Check it out … info there

Rock
Check out Bloomberg terminal, you will see the new buyer - got to pay for that one of course

Ste all about entry level