Member Info for onsolidground

moodyrich if it was Nasdaq related then it has reversed and turned upwards and is up over 300 points.

Kelso as an "active" investor will far outlast the couple of hours given to a twitter post.

Canary3 I didn't sell any and won't be selling any, for Kelso stake-building and its rationale is a wake up call to not only MM but to the wider market.

The Kelso stake-build will far outlast a twitter feed and the MM's trying to prompt some sellers and volume.

Kelso onboard as an active shareholder as of yesterday points to the clock ticking and its prompted him to speak out.

MM needs to focus on delivery and resurrecting the share price or he might end up being just another shareholder himself.

Activist funds don't become involved unless they see undervalue and think they could manage things much better themselves.

Has to deliver on the pounds, shillings r pence or gone by Christmas.

The wolves are circling.

I think we might see a "whale" or two signed in the next few weeks and to get us on the road to the £1Billion GMV that he said was being targeted and of which several deals were at an advanced stage.

Kelso's stake building has left him feeling threatened. he might like to concentrate on statements on "how proud he is of staff membersetc, etce" but as a publicly listed company with shareholders he gets judged on the share price. Lose that focus and someone else will relieve you of that responsibility. From that earlier article.

"Activist shareholders are among the most feared players in stock markets. They focus on companies that they believe are undervalued and try to generate investment returns by building stakes and then agitating for a change of strategy or a sale.

Their campaigns typically begin behind closed doors but they often go public with their demands as a way of putting pressure on the management teams of the businesses that they have targeted.

While activism typically is pursued by specialist hedge funds, other types of investment firms, including mainstream fund management houses, are adopting similar strategies to boost returns, Lazard has found."

Enlightening article on Nigel Wray, one of the HNW Investors behind Kelso

https://www.independent.co.uk/news/business/a-master-of-the-reverse-pass-1324980.html

THG is the biggest bargain on the stock market and you Sp28 and many others have highlighted it so many times over.

Moulding isn't going to get this his own way on THG any more and the focus will now have to turn to reinvigortaing the value and true worth of the businesses here for that is why we have an activist investor showing its hand and publishing its working out. Yes THG have started to look to sell off some of the On Demand businesses but Moulding will have to accelerate plans to revitalise this share price pronto as it is all counting down against his Golden Share expiring. After that date he doesn't have any casting vote.

Reverse either Beauty or Nutrition into the Kelso shell and relist it in the US or somebody else will.

Its funny Oke but we were just mentioning "activist" investors last week.

The detractors on here would probably spend their energy and time better if they just bought at these still silly prices and then let the dynamics happen.

Kelso are here to make a healthy return and that can be with Moulding or with anyone else.

Matt Moulding needs to start pulling his finger out or they will get swallowed. Parts or whole.

Its good your in there 2phevs as hopefully you will share what RNS's they come up with. Will be particularly interested in any further cash raising for it might be an indicator for further stake-building or the big one.

Lets not forget that the Kelso shell is there for the likes of Nick Candy and others to also make use of, and Goolds ability to access and raise substantial city funding.

The reason why is that they were all hoping for 52p again and Kelso taking a stake, and in the manner of their announcement as well, has probably blown that out the park.

Real interesting dynamics now.

Year already started well. Into Iceland with MYProtein meals. MyProtein stands appearing in ASda stores.
Broadly breakeven year ahead with expansion phase and capex spend behind us.
Into Profitability in 2024.
Whey price extremely advantageous to assist.
Waiting for £1Billion pound of GMV to drop and being added to THG Ingenuity

Counting down to the Golden share expiring. Now Feb and one less month to wait.
3 previous bids. all rejected. Lowest was 170p.
Kelso - active investor with some high profile investors.
Kelso saying sum of parts far exceeds present market cap.
Kelso openly saying use us to reverse into as a shell with any one of the parts and re-list elsewhere where true value gets appreciated. (USA)

This is the year and happy to sit it out and wait for hopefully several multiples of a return.

Chief executive John Goold, a chartered accountant and corporate finance expert, is the former boss of Zeus Capital, having helped raise over £5 billion for the firm's clients.

This has all turned very exciting indeed.

Active Investor v Shell company with which to relist any of the THG divisions. 3 previous bidders must also be spying an opportunity with Goold's credibility in raising large finance.

Adds another option

"There may be instances where Kelso itself could be used as a vehicle by an undervalued company to spin off a subsidiary into its own listing. Such a transaction would undoubtedly constitute a reverse takeover for Kelso."

https://www.proactiveinvestors.co.uk/companies/news/1004749/thg-is-first-investment-for-new-activist-fund-kelso-group-1004749.html

Taking a slice to unlock value.

First justified rationale for investment showing sum of parts far in excess of present market cap. You would think more will take note and do their own research also.

"Kelso's strategy is to invest in situations where there is an anomaly between the intrinsic value of a company and its stock market valuation. Kelso will offer its assistance to companies to help unlock that value. Kelso will, in particular, seek opportunities where it believes the value of the sum of the parts of a business is significantly greater than its current value."

Shouldn't be too long before we get to hear about whose vying for the other assets.

https://www.msn.com/en-gb/travel/news/flybe-collapse-sparks-scramble-to-hire-bust-airline-s-staff/ar-AA16S1rq

https://www.msn.com/en-gb/travel/news/flybe-collapse-sparks-scramble-to-hire-bust-airline-s-staff/ar-AA16S1rq

Always a knock on effect for similar companies when one goes under.

Here there are all those slots up for grabs irrespective who owns them, any profitable routes, displaced customers present and future that will need to re-book or choose alternatives and all the assets going for a song.

I think maybe GS13 you need to read my post again. I have not said anywhere that Flybe did own them so I need do nothing.

The slots are up for grabs, plus any profitable routes, displaced custom that will need to re-book elsewhere and the infrastructure that goes with an airline.

Never great when these things happen for the staff and affected customers alike.

It does however present valuable take-off and landing slots and the opportunity to preen any profitable routes and assets.

https://www.dailymail.co.uk/news/article-11686347/Scheduled-flights-cancelled-embattled-airline-Flybe-ceases-trading.html