Member Info for Okehurst1

This episode has damaged the credibility of the BoD, been handled shockingly bad

Fair comment but don’t RNS a director wants to buy the business when you don’t know if he has the $$$

Ditto an interior designer from Kensington

Would be nice to see the Chairman buy a few

Why did the Board treat Iain Mc seriously ?
Surely he must have shown them access to capital before they disclosed?
Like £Billions ?

Surely you would say show us your line of credit before announcing a potential takeover ?

It will make a good story for his next Hello Mag shoot
‘He was planning on buying THG for £Billions ‘

Like Iain Mc … no credibility left

Nb Certain CFD’s are tax free as classed as gambling, depending on the entity it’s free from tax when they close out.

Nice bit of business really

No idea how Iain Mc can stay on the BoD ,he has lost all credibility, in fact him still being there is a negative to the companies Governance

Let’s hope he resigns at the same time they announce the restructuring/ remove Golden Share

Put in a Bid but didn’t have the £funding

BoD Director gives you heads up all going well Trading

Share price jumps, you Short to make a quick $buck

Go long because you know trading is on track and decent longer term hold

Class bit of insider trading

For LTH’s not on margin it’s not bad news ,yes a bird in hand with £1.75 but the biggest shareholder off the BoD adding another 5.5M shares @£1.26 is a good indicator what the insiders think.

Let’s see how the planned restructuring looks

From RNS

100%

Candyman next ?

Dom joining CVC /The Quality Group ?

Back to news on the restructuring?

Could it be he had to resign off the BoD - was asked to- due to conflict of interest ?
CVC want Dom to go the BoD of The Quality Group?
He will a valuable asset

Second that …

I guess we are down to what Matt wants / offered by PE ?

Does he want to share the upside with us PI’s - put aside that will take time

Or capture a large chunk of the upside via his ‘ carry ‘ from a PE over and above his equity stake ?

Worth remembering Matt is not shy at taking a bonus look at the £800M payday ?

Human nature would be take the ‘ carry ‘ and avoid scrutiny as a public company, there is not one commercial reason for Matt to stay on the market, looking at commercial reasons.

Looking at this as the hard nosed businessman Matt is .

It’s just who will Bid next ? CVC ? SoftBank ?

Or no- one and we then await the restructure?

Stockbroker, agree

Speculating

Iain Mc was the initial stalking horse and MM’s other buddy the Candyman who likes to be in Hello magazine with his ex popster wife is on an ego trip to make the world think he has £Billions and change

Share price now back to £1 so market thinks no credible Bid

This may soften up a chunk of the free float PI’s to take £3B plus m/cap buyout

More going on than we a fully privy to.

Good post Stockbroker

Sharing ideas / views, what the BB should be about

Thanks for confirming Ste

Think it’s just the Candyman as the Directors Bid was turned down

Can they extend without a Bid from Candy?

Suggest the BoD would have to agree which would indicate they are in talks ?

Am going for him putting a Bid in £2 knowing it will get rebuffed

The BoD rebuff as expected

Candyman gets publicity that he Bid up THG for £2.7B
He goes back to refurbishing apartments but can dine out on being a
‘ player ‘