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I definitely wouldn't be dipping it ahead of those.

Lets see if they can mirror Shell.

more cash being generated I suspect than they know what do do with. Obscene amounts.

Isn't that what we pay the chair £400k p.a. to do?

Remuneration and bonuses?

The wolves and the vultures have started to circle.

Should at a very minimum be buying back shares at these bargain prices.

All should be welcoming of it, for

They will publicise and argue vehemently the undervalued nature of THG
They will proactively look to gain the additional value to their shareholding (like canvass THG Board (and other shareholders)
May well attend AGM's
Ask the awkward questions

like
Premium listing?
Golden share expiry and situation re any fresh bidders and facilitating due diligence?
Why no share buy backs?
Take private?
US Listing or Dual Listing?
Relisting seperate divisions?
Remuneration and bonuses?

Adds a level of scrutiny that you are I as individual PI's would not be capable of.

Be nice if we got Cevian onboard now they are banking their returns off Aviva.

https://www.thisismoney.co.uk/money/markets/article-11712897/Cevian-cuts-Aviva-stake-insurer-rewards-investors.html

Last 2 Interest rate rises 0.5% and 0.5%, been watching closely and haven't seen many banks or building societies passing on any of the rises to savers.

Meaning...

Of 0.5% and 0.5%, haven't seen many banks or building societies passing on any of the rises to savers.

Meaning...

Of 0.5% and 0.5%, haven't seen many banks or building societies passing on any of the rises to savers.

Meaning...

https://www.dailymail.co.uk/travel/article-11713261/Holiday-firm-reports-record-bookings-Brits-scramble-summer-holiday-three-years.html

Hopefully TUI has taken its own slice of the pie.

https://www.dailymail.co.uk/travel/article-11713261/Holiday-firm-reports-record-bookings-Brits-scramble-summer-holiday-three-years.html

Just visited my local Iceland this evening to pick up another batch of MyProtein meals for a family member who is into his gym work.

The £4 meals are now on offer at 3 for £10.00. Good move.

The products btw are shifting and there were none of the £6 Chicken Skewers left in the freezer.

https://www.iceland.co.uk/exclusive-brands/my-protein

Fwiw my own personal view is that Kelso provides the missing link for Nick (Candy Ventures) on the finance and advisory front.

Now we have Kelso onboard as an "active investor" I wonder how they will go about proactively driving value and truer worth from the business.

Will they contact MM or Lord Allen?
Will MM or Lord Allen contact them?
Or will Kelso canvas other shareholders or they canvas Kelso?
Or presuming they might not know the 3 previous bidders will they contact Kelso?

Given the identities of the 30 HNW's making up Kelso they certainly know their way around balance sheets, raising finance and the ins and outs of how to initiate shareholder resolutions.

Would love to be a fly on the wall in Kelso HQ.

Will be surprised if todays momentum doesn't continue.

Softened recession and the vibe seems to be that Interest rates are not too far off their peak, maybe a further 1/4 to 1/2% and then maybe declining into the latter part of the year.

Strong results off virtually all retailers over the Festive season means rents should be met. That plus strong markets.

It was there for everyone at 18 and 19p only a few months back with a 12% scrip dividend on top back then.

Wasted money imo as it didn't do them any good today and after the Fed and BoE's comments there is probably a fair bit of rebound mileage still to come for growth stocks. Nasdaq seems to be firing upwards again on all cylinders and the statement put out by Kelso on acquiring its stake speaks for itself.

A 6 or 7 point gain since given the strength in general markets is nothing

https://www.lse.co.uk/rns/KLSO/investment-in-thg-plc-fz785gdyq1w5hu3.html

Associated language though is of a much shallower recession and that any further rate rises will only come to deal with any further increases in inflation.

O.5% rise.

i think virtually every bank, banked the last half point rise and without passing any of it on to savers which all serves to improve the margins and profitability. Expecting a half point rise this time and maybe a percentage f that passed on to savers, again improving profitability.

Its the strength of the mortgage book here at MTRO that is the appealing factor and also the resurgence in the travel sector, in which I wisely invested, which will assist in making money from the currency side. MTRO operate Travel FX whom I always use as they always offer very good rates and expedient free delivery over certain thresholds.

"The Bank is appropriately positioned, with a loan to deposit ratio of 78% and 55% of the loan portfolio being Residential mortgages. Over 90% of the Retail mortgage portfolio is fixed, with an average repricing duration of 2.1 years, and the average DTV of 56% remains stable. In aggregate only 5% of Retail mortgages now have a DTV of over 80%."

If this continues in the same vein or stays the same and they forward buy quarterly and can lock in prices through forward contracts then we might see what was meant to be a broadly breakeven year turn profitable ahead of time. Now that would set the tail on the dog wagging.

Probably not as much as you would make if you had remained seated.

I see Asos has gine up another 10% this morning, from 497p on 22nd December to where it is now (965p) off a trading update nowhere near as good as THG.

That's how the wind direction changes on these stocks.

You can't beat having one or more of these on your shareholder register to expedite things and revive your share price.

Each of the 30 HNW's has put 100k where there mouth is and of all the companies they could have invested in, its THG they chose.