Member Info for onsolidground

Got another top up on this one. 2 more to go at strategic entry points.

Volumes don't equate to % falls so its market making.

Best to adopt a top up strategy like my own or shut the screen up for the day. GL with any short positions.

Stille, not seeing the same falls replicated at EZJ and others so its just greedy market makers moving the price about for rinse repeat. Have already bought once today I'm hopefully just about to buy again if it hits my price, or if I just decide to hit the button in any case. There really hasn't been much volume to justify the last 10 to 20 point fall. It's been the same pattern across quite a few shares that have done well recently but it does create bargains if you are looking at the right shares.

It's between you SoC and Sp28 for post of the day.

It's days like today that only serve to remind MattMoulding to take THG private.

Whey aye man

Not surprised buys are going through as it was a top up gift at 32.6p

There isn't any company specific news out there to affect the share price or what is going on presently and whereas in the past 5% or 6% swings may have generated high volume that's not the case any more. Courtesy of Linkedin, fairly decent press and Trading Update RNS people can see for themselves how things ae transforming and the expansion that is taking place.

If Cautious John Gallemore paid higher for his £0.5 Million worth of shares then it probably presents a nice top up opportunity as he probably more than most will know what mastery Matt Moulding, minus his Golden Share, is conjuring up.

Get the money in the Bank MM and I think we can all speculate what is coming next.

3 letters and begins with M and ends with O

There ain't many shorters around with the Golden Share gone and with the previous 35% fast cash all sitting sticky after the last trading update and excellent updating of so much going on within the company. SP-28's post earlier a good reference point.

You might not wish one Yorek but I think you will be seeing one for definite due to the switch.

It takes another batch of "pond scum" generated criticism off Matt Moulding.

But most importantly an RNS will have City reach and the big question that comes with it is what has Mr Moulding planned for his share of the moneys. Why? is he doing it.

The news is certainly amplifying itself.

https://internetretailing.net/thg-hq-sell/

https://www.retailsector.co.uk/643394-thg-ceo-to-sell-firms-manchester-hq/

https://www.drapersonline.com/news/thg-ceo-eyes-sale-of-250m-headquarters

https://www.retailgazette.co.uk/blog/2023/07/thg-sale-headquarters/

Easy money

I personally don't think this mornings fall is justified, looks orchestrated, so another opportunity presents itself.

Reinstatement of a dividend is definitely a step in the right direction.

Great post Sp28 but you how dare you miss off Myprotein in Airport vending machines what with the summer holidays just about to get underway. And Boots also... Lol, I know,... so much to keep track of these days.

Btw and for anyone interested I had a taster session last night on the new Ice-cream with family members gorging themselves on all 3 flavours. Resounding thumbs up off all of them across the 3 fkavours, and my calorie conscious good lady was quick to point out that there were 80 calories less in the tub of Chocolate ice-cream than any of the other Low calorie, low sugar varieties she also eats. Protein content also good. I did point out that she could half her calorie intake even further if she only ate half the tub but she polished off a full tub all by herself.

Jet2's results are really good this morning and with the reinstatement of a modest dividend also. I suspect the MM's have probably got their heads together prior to market start and are looking to pick up stock. Looks like value being presented given Wizzair, Ryanair and now Jet2's updates. Don't mind if I do.

First top up taken at sub 580p

Super results and the reinstatement of a dividend is a nice add on.

Well placed to do very well indeed these summer holidays.

10 days time or so and its the English and Welsh school holidays and the start of the family getaways.

And the reinstatement of a modest dividend @Jet2. (Remember those)

Definitely firing on 4 Jet Engines.

Any weakness @TUI today and I'd expect there will be a lot biting the market makers hands off.

Theoretical Ex-Rights price here is circa 808p. Wakey Wakey!!

"The rebound in consumer confidence to travel helped underpin a significantly improved financial performance as Group profit before FX revaluation and taxation increased to £390.8m† (2022: £376.2m loss†) which was 48% higher than the pre-Covid financial year ended 31 March 2020 reporting period.

*

Jet2.com flew a total of 16.22m (2022: 4.85m) single sector passengers, an increase of 234%, with higher margin package holiday customers representing 64.9% of overall flown passengers (2022: 51.3%) which was also 13.2 ppts higher than 2020.

That's some cracking numbers off both Wizzair and Ryanair also given they, Ryanair, had to cancel flights. Surprised to be honest at any dip today.

Next up Jet2 numbers tomorrow.

Another good day and it seems to be a 3% one day, 4% the next, 5% the next, maybe a consolidation day somewhere in between. The market seems to be slowly waking up to the fact you are getting THG Nutrition and THG Beauty for virtually free.

Schleimel, Circa 225p please which I think was where Apollo pitched their bid.

If Matt Moulding has undertakings that the 65% LTH's are prepared to rollover with him, then he (and probably UAE backers) only need to fund the owners of the 35% fast cash shares that want to sell.

Then you keep building the business whilst relisting each of THG Nutrion, THG Beauty and THG Ingenuity seperately on other markets which reflect true value and worth.

Replacing the previous was No1 priority.

https://www.lse.co.uk/news/home-reit-names-new-investment-adviser-ahead-of-policy-change-5r742poskhmt2tj.html

No2 priority - review the whole estate.

Or perhaps a better number 2 to be getting on with is recouping all the outstanding rents. Nothings free in life and some are sat in the middle having claimed nice sums from local authorities etc but not having passed it on to the landlord, Home Reit.

https://www.lse.co.uk/news/home-reit-names-new-investment-adviser-ahead-of-policy-change-5r742poskhmt2tj.html

You started thos thread yesterday licker and I think all sensed a bit of frustration on your part that the buyers weren't flooding in.

They don't need to.

With the supposed 35% fast cash now turned into longe term investors it only takes any bit of reasonable interest to move the share price up. That's because virtually nobody is selling now the Golden Share has been rescinded and for fear of missing out on what news might drop next.

Can you actually believe, given all the news and goings on that this is still only half the lowest Bid price from the last year or so and Apollo for certain were higher than that 170p ( a far bit imo) You are effectively buying THG Ingenuity and getting the fast expanding THG Nutrition and MyProtein business as well as THG Beauty for free.

There can only be so long before either next Capital event or MBO at these prices.

You're always welcome though to sell to create some liquidity for buyers ....