Member Info for onsolidground

https://www.lse.co.uk/rns/THG/

https://www.newscon.net/market-report-chairmans-ps1m-vote-of-confidence-in-thg/?hl=en-gb

I personally think they are being watched kbyk

Just curious.

£821,000 worth of shares acquired by Matt Moulding and then given away to friends and family.

Just to give it due context what would everyone on here be able to do with that sort of money?

Certainly where I hail from you could easily have the largest house in the town and spare change.

Only a fool would be selling off the back of a 2nd huge Director buy.

More probably market making trades that will be cancelled in due course. Either that or a rollover

Indeed SP28 you cant get any better clues than the 2 most senior Execs in the company spenidng £1.821,000 of their own monies on shares. Of all the shares I own this has to be my most likely to double on next update. Even that undervalues the totality of the business imo

Nice 2nd substantial Director buy over there in the last hour. Makes for an interesting update on the 15th August.

That's £1Million and £821K buys.

Hopefully success for both moving forward.

£1Million and £821,000(plus commission) is not small change at all.

I actually half hope that Matt Moulding bought the shares and actually advised the FCA just prior so that they can monitor all trades since the RNS. Now that would be genius.

What we know is that amidst yesterdays share price shenanigans 1,169,000 of yesterdays volume was the CEO buying.

Growing weight of evidence steviboy through substantial Director buying with their own money that this being called wrong. Let others throw their money at it if they want but the last ones in stand to lose the most and those shares will have to be bought back. Cheeky beggar gave them all away.

Funnily enough you can still buy the shares cheaper than both the Senior Execs of the company. 86.27p and 70.23p

Roll on the 15th August for next update btw.

That's two substantial buys off Senior Board Management and each for large personal amounts of money.

So somebody is calling this completely wrong and I know which side I've got my money invested on.

Well done Mr Moulding. Lord Allen will be just a tad envious that you got to purchase virtually the same amount of shares at a 20% discount to his and then could happily give them away to friends and family. Nice to have that sort of money down the back of the sofa and to be generous with it.

I think I'll take two substantial director buys over the games that are being played here.

Each will have a good sounding of how the company is presently performing and what is planned for the future and just a feeling those friend and family will multiply the value of those holdings.

EZJ and Ryanair point to things averaging out across the full estate better than most had expected. The press sensationalise the worst airports but in fairness to EZJ, Ryanair and TUI there are considerably more airports that are running smoothly. Does seem to have fallen over dramatically from 225p when things can be fixed.

Everybody knows that the company is worth several multiples of the present share price and is now prone to either a bid for the whole company (in which case it will need to be £2.00 to £2.50 to open the books for due diligence) or prone to seperate bids for each of the individual divisions.

The market makers can car crash the share price daily for churn but it just makes it more appealing to pick up more and hold. 170p was the previous lowest known bid of 3 and the share price is 20p under the 86.27p that Charles Allen, The Chairman purchased £1M worth of shares with his own money.

I think I'll have a day at the seaside and enjoy some of those fish and chips.

Just serves to highlight the value on offer although it omits to mention the substantial cash also on the balance sheet

"THG’s entire market value is less than SoftBank had agreed to pay for a fifth of one division of the company."

Those newspapers and yesterdays headlines are already what yours and my fish and chips are being wrapped in today from Great Yarmouth to Blackpool and all across the country.

Now open season for THG with all divisions now seperated and legal entities in their own right. More appealing for some who might just want the Beauty side, the Nutrition side or the massive logistics side.

It just makes a complete mockery of markets Hosai when you have £536.8Million cash as you point out and only have a market cap of just over £900Million tonight, and have just turned down a minimum of 170p per share lowest known bid of 3 equating to nearly £2.4 Billion for the 3 divisions: Beauty, Nutrition and THG Ingenuity.

Must be near bottom now just given simple maths and its just a case of picking your entry and top up timing and sitting and waiting for next accretive news to arrive. That now can be for the full shbang or any of the individual divisions, seperate listings or an MBO.

Its not a case of if Truss gets in, it is a case of when she gets in. Rishi has 3 major negatives going against him in that he got an FPN fine for Partygate. The party needs a fresh start. He also twisted the knife on Boris and triggered the leadership contest with his and Sajid Javid's coordinated resignations. Always his plan with a gimmiky domain name registered in December. Lastly he is adopting the wrong tack in having raised taxes (unconservative and against manifesto pledges) and is intent on maintaining high taxes.

So shortly after 5th September there should be an announcement on Corporation tax as well as a reversal in the 1p NI rise and on a 3 year delay on the green levy on energy bills.

Next listing will I suspect Farrell93 will be in the US.

Off to look at setting up some top up points and to hopefully watch the Lionesses reach the final.

Thanks for posting that Kbyk and the article pretty much confirms my investment thoughts that sum of parts at THG is worth immensely more than the present manipulated share price equates it at.

Slightly lower close on the sp and market cap than quoted in the article that only serves to add further to the appeal and I have to admit to being extremely surprised that the share price didn't finish well blue.

"On Tuesday, THG shares were trading at 69p, little changed on the day but almost 90 per cent lower than the 596p at which SoftBank acquired its stake in the group. At £872mn, THG’s entire market value is less than SoftBank had agreed to pay for a fifth of one division of the company."

Beauty division, Nutrition division, THG Ingenuity and then there is also the princely sum of £536.8 million cash sitting on the balance sheet if I am not mistaken. Market cap tonight £921M

Now all the divisions are separated as was the plan and now sitting as their own individual legal entities. I don't think we will be waiting too long for the first part of value accretion to appear.

"The company has in the past talked about accepting investment into or separately listing its ecommerce businesses, which sell health and beauty and nutrition products and generate the majority of its revenue."
..." providing it with “material optionality and flexibility to enter into future strategic partnerships to generate value accretion”.

Been a good last couple of weeks and it does look like it is firming up to breach 30p.

After todays RNS the door is now open to either an offer being made for the full company or it is now just as easy for offers to be made for each of the respective divisions. Alternatively Moulding could look to take it private. 170p was undervaluing the company so at 67p rule nothing out.