Member Info for onsolidground

Indeed game on.

Will Mastercard feel like enetering the party also.

Or sells high energy drinks!!

Great RNS off kelso this morning and those that were privy to a results conference call once or twice removed from the latest know exactly the Enterprise value multiples recent deals have been done, including the Pepsi deal with Celcius in the US.

Nice to see Kelso again backing their words, this time with a leveraged CFD. Should provide higher rewards.

Forgot to add Kelso itself incidentally looks extremely cheap imvho.

Sit back and chill.

I have been ever since the first Active Investor became involved for they are fighting shareholders corner for them in a highly professional way.

They spy bigger gains than this and it aligns with the aims of those invested and predominantly retail PI's.

Nice to see them upping their stake again and this time with a leveraged CFD.

If memory serves me right they are principally referring to a results conference call 2 or 3 sets of results back where Matt Moulding detailed other recent sale and partnerships of lesser companies to the likes of Pepsi and the enterprise value concerned and MyProtein for being the Worlds No1 was so obviously undervalued.

That is both Sparta and Kelso now that have come out and pointed out true value and that any such bid will have to reflect that.

Kelso share price btw is also looking very cheap

Follows on from Easyjet 2 days ago

""easyJet improves its first half performance by >£120 million year on year and expects to exceed FY23 market expectations1, driven by network transformation, improved revenue capability and strong demand. Easter saw a robust operational performance with booking momentum continuing into summer"

Full RNS on their website

TUI the share that keeps on giving.........

Following on from an excellent update from EZJ.

TUI the share that keeps on giving.......

https://www.thisismoney.co.uk/money/markets/article-11994299/Jet2-upgrades-profit-forecast-Britons-rush-books-holidays.html?ico=mol_desktop_money-newtab&molReferrerUrl=https%3A%2F%2Fwww.dailymail.co.uk%2Fmoney%2Findex.html

Okehurst,

Have we had any Form 8.5's off Sparta Capital Management yet?

Lower than p### s###

Filter and save wasting yours and everyones time.

the share price seems to be recovering.

Its just a really nice feeling to know that you have Kelso and Sparta Capital both onboard as Active Investors, with greater access to the BoD that you or I could ever dream of, and to try and drive things closer to that much higher Sum of Parts valuation.

Both Tuill and Goold are no mugs and you get the feeling that the story has only just started.

Interesting thought

"Apollo also could explore a take-private deal that offered investors shareholdings in the private business. The structure also would allow investors to benefit from operational improvements implemented away from the glare of public markets. Private equity firms often look at these deal structures to win over shareholders, but not all institutional investors are able to take part and benefit from the upside in future years."

So pay a decent premium, take it private, give shareholder cash or shares in the new company, develop and grow and then realise the value.

Would get Matt off the LSE and away from what he terms sloppy journalism.

Sparta have shown their hand now to try and drive the best price, and to tease in other bidders.

Franck Tuil is a shrewd Active Investor.

Isn't there one about due.

Last years was on the 27th April?

First Sparta confirmation that they are onboard and speaking up. mention of Belerion Capital and Nick Candy also

https://www.retailgazette.co.uk/blog/2023/04/thg-shareholder/

Its clear from shorts data over the last few days that several are closing and trying to make an orderly exit.

Like yesterday though the selling has been limited to only a few taking some money off the table and nowhere near what is needed or required.

Bring on some leaked details of the "bid proposal"

Lets see if the market makers target it today.

For balance there was actually a lot of information in the results update that merited real credit but the negative press and the "overfishers" drove the price down for their own ends and without giving Matt Moulding and Co credit.

The Golden share IS GOING in September
Premium Listing is on and coinciding with the GS going or the conclusion of an FCA review.
Extra £1 Billion of GMV Still Reiterating it with a strong pipeline.
New Jersey fulfilment centre open
Aiming for Margin Improvement
Targeting cost reduction
New contract wins
Etc

But remember above it all remember that an undervalued THG just the day before received an active Buyout Proposal from Apollo.

Tick tock on some of those details getting into the public domain.

Tellworth reduced by 0.13% yesterday. Now down to 2.92%

Some were maybe trying to further reduce this a.m. and p.m. of failing that going long to counteractas what they know is coming.

Was thinking the same sb10000.

I think the market makers might have their sights on that 400k at 90p that Rock8 mentioned, then we are open up to what makes it into the press at the weekend.

Hopefully a well informed leak.

Greylady most have already had the chance to sell their rights into the market, hold or not participate so i suspect ot will be a non-event.

That said I would relish the ability to buy more between here and the rump price, although I expect that this was the preserve of only a select few.

They did also mention during yesterdays presentation that the New Jersey had just gone live at the start of the month which in itself is one of those 3 but is good news, along with the intention to Premium list, the Golden share going in September, Multiple deals for THG Ingenuity and Nutrition ... all of which got very little if any press commentary if at all.
Instead according to Iain McDonald the Non-Exec they ended up correcting sloppy journalism and saw a 20% fall in their share price.

Perhaps in that context you can also understand part of the reasoning for last nights Linkedin post.