Member Info for Okehurst1

Agree, good chance we see TR1 as below - IF it’s QIA

70p could be the next top end at that point if they take to 10% plus

25% of THG sales USA
55% ROW

SP , gist of our posts crossed , fully agree.

Suggest the following

Moulding doesn’t want a leveraged buy out - he made that quite clear on the conf call - so the £1.70 was smoke/ mirrors

He’s been searching for his next partner - after SoftBank lost their blank cheque status - he found them in Qatar and their LPG $$
Fair play to him btw, it’s been a smart move

They will fund the buyout of shareholders who won’t be rolling over into the new private vehicle, they will own via equity not via a debt instrument

It’s just what price are Qatar prepared to pay as an average, Moulding doesn’t care what price we PI’s are paid it’s more what price ‘ non rolling ‘ II’s will except , he needs them to either go with him or sell out at price the ‘ LPG $’ is happy to reinvest at?

Moulding due to his Golden Share has a limited time span to pull off the deal so we could see Qatar increase their stake before they make the big move - they may as well pick up at these levels before writing the big cheque

Qatar TR1 increased holding RNS will push us up another leg, feel on balance there is a decent percentage chance sometime next few weeks

With 25M volume today are we going to see further T1’s the next few trading days?

Recall with the Form 8’s there was quite often a delay of a few day from the physical trades and the market being informed.

Ditto our good Lord, he didn’t report his recent trades immediately?

Point being, something going on and from a personal point of view I think it’s a risk to be out of this stock at the moment, look at the almost 100% jump in 2 weeks - this morning touching 62p from 31p

That was a big jump to miss out on, the next one could be an offer to take private, I feel we have primed by Moulding.

Marshall reduced a smidge

Just on update next week

I was surprised Mouldy was able to trade in advance of insider information - so close to

Bit like VAR I’ve got no idea who makes the rules up

Ha! Message crossed

Noticed the bid/offer was v tight last 10 mins
Then we had a single share purchase - often MM sign that RNS being loaded ?

Pure speculation but wonder if TR1 RNS to land this evening ?

We could see some serious jumps up here as the shorts run for the exit

Reduced their short on 18th October

Always a few days before we find out who else had blinked

We have jumped almost 100% in 2 weeks

We could well be heading to the £1 level

THG has always been a leaky ship for news via share price movement, something going on, it’s pointing to Moulding taking this private and the insiders know

Somethings going on, close on 100% rise in 2 weeks

Our new latest big shareholder flush with $$ cash and looking to diversify

https://www.bloomberg.com/news/newsletters/2022-10-04/qatar-s-450-billion-wealth-fund-returns-to-big-time-deals

You pays your money ….

Let them burn

Sorry to hear that Deos

You should bag X 1.5 from here if you have the cash to play with, pull back your losses

Made me smile 2phevs :-)

Food producers passing on inflation and a bit more

Notice food inflation U.K. now running at 15% !

‘Nestlé increased its prices by 7.5 per cent in the first nine months of the year, the biggest amount in decades, enabling the world’s largest foodmaker to raise its forecasts for the year.

The maker of Maggi noodles, Kit Kats and Nespresso capsules said it expected full-year sales growth of 8 per cent, the higher end of the range it had previously signalled.

Like-for-like net sales growth reached 8.5 per cent in the first nine months, its highest rate in 14 years. Real internal growth — a measure of sales volumes and the types of products consumers choose — was 1 per cent. Total sales for the period were SFr69.1m ($69.3bn)’

https://on.ft.com/3VBZ2eq

‘ If you don’t believe in yourself no one will do it for you ‘

Explaining he had personally invested £38M in THG since August 21st

No complaints off us on this point, keep the deal making going