Member Info for Okehurst1

Suggest it’s fine for Rock to have his views, many of us won’t agree with them but suggest that’s ok - am long so we are 360 degrees apart, however am mindful that THG is down 90% from ATH’s and 50% off from a few weeks ago and some of Rocks views are valid.

Keep it clean / share information ,if Rock is shorting or trying to buy back at lower who cares?
Non of our trades make a difference, the whales control this one, we’ve seen on the Form 8’s , this stock is so manipulated by them, hardly worth our energy

Good luck to everyone these coming weeks and months , what ever your trading / investment strategy,genuinely think we are near/ close to the bottom for THG

Paddy, reckon it’s follow the £money, the insiders have been loading up, the one good thing that has come out of the Form 8’s

https://twitter.com/sharepickers/status/1538450378987036673?s=10&t=oQyPqo66VWSKC7N3pcVZ0Q

We know this is as fact now - thanks to the Form 8.3’s

77% of the stock is held by sticky hands Insiders , some of whom, including the 2nd largest shareholder, have actually increased their long the last few weeks.

At same time as a rough rule of thumb for every 2 shares some the above group bought they sold 1 share - taken out as instrument - to short the stock as they knew the share would tank with no sale

The poor PI on margin got crushed / plus it would have panicked many on stop losses, it was a classic move by the Insiders.

We have to appreciate the ruthlessness to nick our money, our BoD bidder
Iain Mc especially, he put a Bid in knowing it wouldn’t happen and at the same time shorted the stock, in meantime he got re-elected back on the BoD without embarrassment- imagine if the AGM would have 3 days later ?

Am long THG, it was a good week to accumulate on the cheap, I’ve brought my average into low 80’s, if this drops to 50p what an opportunity to add more and sell 50% as we bounce back to £1 and then be on a close to free ride

I doubt the Whales will risk shorting down to 50p though, we are getting close to cash shell with £2B a year Rev and serious assets?

You could right Farrell

To maximise the capex invested on infrastructure they need to fund Ingenuity in terms of sales growth, has to be a deal in this division?
Has dedicated CEO ?

THG now down almost 91% from ATH

Valued at just £450M over £cash on its balance sheet
£1B invested since IPO

Revenue over £2B - doubled since IPO

As Hope identified below $18B flowed into stocks last week or so USA

Institutions like to buy when PI’s have capitulated, suggest we had that last week in THG shares, sadly some PI’s were liquidated on margin calls and Insiders knowing what would happen exasperated the situation by shorting themselves - same time buying stock to go long they were using instruments to short

Us PI’s are the cannon fodder, this will be back to Pre Candyman circus levels once the insiders know a deal of sorts it’s close - separation etc

My theory on Dom

He had -was it -8 years experience on THG BoD, CVC just bought a competitor to THG being The Quality Group
He is part of CVC , am guessing CVC would want him on their BoD with his level of experience? He couldnt hold a position at both, hence he left with immediate effect

Still feel Matt left the door open for private equity to make a bid that suites his personal terms, carry ,appreciate a longer shot than a few weeks ago though

The restructuring may well see us all enjoy a higher return

New Ingenuity CEO
Restructuring the entities
Chairman statement refers to time line in recent audited accounts statement
Long term -sticky hands a insider share holders adding Long

- ok shorting to hell but that’s a quick buck to nick off us PI’s

Follow the £money

Fair comment re the £1.4B full year

I would say they will have a decent idea on Q2 numbers and Q1 is in the bag, so halfway there.

Re restructuring, The Chairman advised in the recent annual accounts, mentioning before the end of Q2 in effect

Good debate re - separation/sum of the parts
Agree it will enhance shareholder value and SoftBank can then fund ingenuity

Announcement before the Summer and Commence Q3?

Hence we can see why the ‘ insiders ‘ who are sticky holders and buying more Long - because they know what’s around the corner -have also been shorting the shares for a quick $buck and nicking the £££ from us PI’s

We should have an idea when it’s getting close as the share price gets back to Pre Belerion / Candyman Circus announcement

Nb we will all be thankful of the break up after bring softened by what’s happened this week

Not seen any Short covering by him either ?

That’s some haircut in less than 3 weeks

Wonder how Richard took Matts Insta post - of his Dog this afternoon

Thanks for sharing Arun

They may announce their game plan for the restructuring

Action start of Q3, not much happens Corporate wise over summer

We could see a bounce IF the market likes ?

Ha! Think Matt may be taking the P….

He has just posted a photo on Insta of himself stroking his
dog :-)

For the circus of the past 4 weeks

It’s a big fat F

‘if something is a foot, you can guarantee PI THG shareholders will be the last to hear (unless they read in a newspaper)
THG IR need to be sacked’

Ste, made me smile, so true

Blinky , agree

Watch for speeding tickets on the way up so they can exit in an orderly fashion

Whilst when the Whale shorts do us over we get our faces ripped off as freefall

Feel for the PI’s who got liquidated yesterday, Iain Mc and his cronies closing out and no need for Form 8’s anymore

The LSE / regulators don’t do themselves any favours

Rock, this ain’t about the price we get it, it’s what deal Matt / insiders get to roll into a new entity

What’s in for Matt & Co?

They nick our upside -so the 23% free float - be that via a Carry or warrants for II’s

They want to pay us the least possible £amount as it costs them more each and every year for every extra £quid

Understand it’s the way it is but many PI leveraged Longs would have got closed out yesterday and insider II’s make a killing on the short.

We are playing against the ‘ house’