Member Info for onsolidground

Really good set of results out just about 10 days ago and with a return to profitability and thats depsite supposed cost of living pressures and all the doomsters of this world. Industry has virtually made a full recovery since the pandemic and the market has actually been recovering the last few days.

Nice chunk taken at astonishingly back to virtually the previous placing price.

Was thinking exactly the same.

Several pieces of news due.

How it ever got to 25p I'll never know. Greatful though.

It's a yes please for me on the top up front.

If you build it they will come... licker

Place the pointer on this spectrum for where you think right now City Institutions might themselves place themselves as their view on THG - based on a previous full on "negative narrative" campaign till about 3 or 4 months ago - and based on RNS only.

Exclude anything we as PI's have all seen on Linkedin or shared on bulletin boards and presume they don't have the inkling or time to read (except those with a Paid to Post department)

Sell / Don't touch

-

-

-

-

-

Neutral stance

-

-

-

-

Buy

-

-

-

-

-

Strong Buy

Maybe assume that the other circa 30% including a lot of Retail imo that have added to the 65% that were already sticky LTH's have probably been privy to Linkedin, Kelso RNS's or bulletin board shared information. Volatility could also be acting as a deterrent for some.

Until...........

Looked like an engineered dip prior for someone to get a free carry on the dividend.

*Seen enough here with headwinds now tailwinds and all the information provided, sufficient enough to be semi switched off, just waiting for one of those 3 aboves to happen.*

Sorry in a rush to get on with other things.

It's the job of the market makers to set prices for all the stocks in the market and then hopefully they entice in both sellers and buyers and in the process they make their money from healthy volumes and the spread between the Bid and Offer prices.

Normally you would expect that share price to be somewhere representative of where all the Long Term holders (representing 65% of shareholders here) sit on their sticky stock.

Arguably though with such a massive turnaround in communication where all can gauge for themselves progress being made, and with such a low share price, that 65% @ THG is now probably somewhere nearer 95%.

If they haven't worked it out yet this is why the MM's are struggling daily for any sort of volume.

It's also the case that if the price is being set of a vastly reduced free float that is out of kilter or sync with the overall majority of shares then a) you get Bids and b) its a sitting duck for an MBO. c) You question whether are you actually listed in the right place.

Take your pick of the 3 here

It is so obvious that even an asleep and blindfolded bat can see it.

Seen enough here with headwinds now tailwinds and all the information provided, sufficient enough to semi switched just waiting for one of those 3 aboves to happen.

Mars buys Kevins Natural Foods on a 5.7 X revenue Multiple.

Apply that same revenue multiple to THG Nutrition (which has a lot more going for it) and £675M Revenue in 2022. That's over £3 Billion for THG Nutrition ALONE. But what about all this years additional expansion, Gyms, Airports, Uk Retail, European supermarkets and bricks and mortar retail in Germany, Spain, Portugal, Finland, Denmark then Japan and the US. EXACTLY!!!

https://www.lse.co.uk/rns/KLSO/investment-in-thg-plc-update-bk29gfqp1azz3on.html

Then add an ahead of time Trading Statement, only 2 months ago - and with it and other news taking the share price to 109p

https://www.lse.co.uk/rns/THG/agm-trading-statement-3tiv1rcjrlybudy.html

2 rounds of Bids in the last 15 months or so, the lowest of which being virtually double share price, and with the Golden share in existence and without any Nutrition expansion which we know has been vast this vast 6 to 8 month

Golden share now relinquised 3 months ahead of time.

170p the lowest publicly known Bid of the 2 sets, it being from Belerion / King Street. The second more recent Apollo Bid looks to have been considerably higher. See what you think for yourself.

Belerion / King Street Bid

https://www.wsj.com/articles/thg-rejects-gbp2-07-bln-bid-from-belerion-capital-king-street-11653024927

And here is what Apollo valued THG Ingenuity ALONE at in their recent bidding round which ended in May. Share price was 65p to 68p prior - post states

"Their latest view on Ingenuity had it as being significantly more valuable than the whole of THG the day before the bid leaked!"

https://www.linkedin.com/posts/matthew-moulding_nothanks-pe-onwards-activity-7062681230554591233-gaz_?trk=public_profile_share_view

Gamblers only ever declare their winners, not their losers. Your a trader and gambler imo, pure and simple.

Not like any decent one though who takes the profit or loss and moves onto the next one. More the worst type who actually when having sold thinks they can talk down a share price on a bulletin board to secure a cheaper entry and that is ok. Quiet though when holding. The bulletin board I suspect has had the mark of you for quite some time.

You lost money on several shares last week in the general market malaise because you haven't the patience to sit things out or indeed to top up if the opportunity presents itself. Instead trying to hover from stock to stock like a butterfly trying to recoup your losses but then each time you move watching your previous one rise more. I feel certain your P+L account for the last week will show exactly that.

GL with your next buy in and the fact you are still talking says you missed the sub 84p earlier. You see the problem is that you get so warped in your own little thought bubble that you miss hitting the button when you perhaps should of.

Today has been down to the market makers but what a great top up opportunity it has presented and in fact still prevails.

All imvho of course.

Fair point you make on BH's replacement as they were searching for a replacement from the date he announced he was stepping aside. That is his last day so maybe an announcement between now and then, or to coincide as you suggest. Do we also rope in a Trading or Operational Update also with the announcement on the 31st August just to close the Bob Holt chapter of the book. Anyone's guess.

At least as of today we know it won't be going into suspension again, not that it worried me in any case.

It's getting very tempting here just to put some money in and then lock up and leave.

Sooner or later there will be an outcome with Ukraine / USSR. Too many lives being sacrificed for nil gains. Been going on too long and can't see any victor.

Seems? to be starting to find it's own way back up.

Doesn't look like fake bid to me as they issued their own statement afterwards. Suggest you maybe read it.

https://www.apollo.com/media/press-releases/2023/05-12-2023

And half of a Belerion 170p

is 85p

Absolutely incredible that you can have 2 Bids at 170p and higher, GS gone, Trading update, mass expansion of MP and yet here we are at 85p and half the lowest known price involved in the 2 bids.

Charting doesn't work on volatile shares. That's the first rule of TA and written in virtually all TA text books.

Yours seems to have been written by a Mr F U Gazy it would seem.

Your short history tells all you are a wrong un.

Into the filter bin you go to join the others.

Seems to be Kando

Qube Paid to post at a guess, probably even an AI Bot and they don't even appear to know what day of the week it is.

"If anything I'd guess shorts have been increasing yesterday and today."

Yesterday was Sunday!!

Bring back NorthwichG and rofl

Your are probably correct Polish Cap. Will be surprised if they are not under the 0.5% notification threshold by the end of today. If they have decided to have gone the other way then god bless them. There are only so many "I'd like to say more" clues that can be given. I personally suspect it is their own funeral but the price they are creating I am not going to be saying no to.

Today though is down to the market makers fishing but they are not catching much.

This share price was nobbled at 109p and was nobbled again on Friday. No two ways about it and EVERYBODY knows that. Thats before and after his Linkedin. Imo he is MM is perfectly right to speak up about it. Too many lame ducks getting paid high 5 and 6 figure sums, the odd 7 figure sum no doubt for doing zero about it.

Main reason it got to 109p btw was based on performance you mention in the same breath as Musk just in case you forgot. Trading update fyi and roll on September.

https://www.lse.co.uk/rns/THG/agm-trading-statement-3tiv1rcjrlybudy.html

Freed up some more cash from elsewhere so I'm in the hunt for some more on the top ups at strategic entry points.

Then I'll sit back and patiently wait.

Rinse and repeat the shares price, first port of call should always be a revisit of all the available information and if no company specific reason then you decide for yourself.