Member Info for onsolidground

Stanleyb,

The Belerion bid was @170p and Nick Candy was also sniffing around at the time.

The Apollo bid was circa 200p to 250p, with approx 65p, maybe higher attributed to Ingenuity.

Most recently Selkirk offered £400M to £600M for THG Nutrition alone. (Opportunistic)

There have been approx 4 other Bids for Nutrition alone. Moulding btw has the benefit of knowing what all these were.

and there is Approx £1.1 Billion worth of Beauty companies presently valued at ZERO if you even draw the briefest of comparisons with APN.

Fwiw I think that it's the market makers dropping the share price for volume and to aggravate it by causing pseudo bulletin board FUD to manipulate. Last update, bar the presentation was really good, and the analysts maintained or raised their target prices and were scratching their heads at the fall. Scroll down and you can add up the Beauty businesses.

https://en.wikipedia.org/wiki/THG_plc

You can't blame Mr Moulding for filling his boots if the market wishes to present him with a bargain home for large chunks of his money.

Large spread to deter PI buying whilst somebody else appears to be in the background. All being done slowly so as not to accelerate the price upwards.

Name me another share where the CEO buys £60 million pounds worth of shares @ 32p and then a further 25 million shares approx at 34p and its @ 36p. Then add in Mike Ashley and Frasers Group for a further accumulation of 12.6% or thereabouts.

Perhaps a shuggle down into the close and a large uncrossing trade masking what has been going on behind the scenes today.

You have to admire those hounds of his though.

He nips off on a skiing holiday, leaves his computer logged on and those mutts have been getting their paws on as many shares as they could over the last few days.

Surprised it hasn't gone higher for he wouldn't be topping up this large if the 1st Quarter hadn't been going well. Retail Sales numbers, Canada, Greencore Partnership. New Year fitness push, Valentines and Mothers Day, Lookfantastic Bristol store also just about to open in Bristol in 3 days time.

Then add a very conservative £400M to £600M for THG Nutrition. That's what Selkirk offered and were rebuffed at.

https://www.lse.co.uk/rns/SELK/response-to-statement-by-thg-plc-e3rw7vvgabgzb48.html

Nutrition +Beauty = Sum of Parts.

Simples.

This is why you can't blame Moudling for filling his boots on cheap shares.

THG Beauty. Effectively for free. Probably some overpayment but many will have grown and enhanced the business since purchase. E.g Espa, Lookfantastic ...

Dermstore. £260.9M. 2020

Bentley Labs. £180M. 2021.

ESPA. £68.2M. 2017

Lookfantastic. £19.4M. 2010

Illamasqua. £16.9M. 2017

Eyeko £16.5M. 2018

Acheson and Acheson. £52.8M. 2018

Christophe Robin. £44.7M. 2019

PerriconeMD. £51M. 2020

Cult Beauty. £291.3M. 2021

Biossance £15.7M. 2023

SkincareRX £4.4M. 2016

Glossybox - £17.5M. 2017

Grow Gorgeous - Undisclosed. 2016

Revised Total for Beauty businesses = £1039.3 Million

Dermstore. £260.9M. 2020

Bentley Labs. £180M. 2021.

ESPA. £68.2M. 2017

Lookfantastic. £19.4M. 2010

Illamasqua. £16.9M. 2017

Eyeko £16.5M. 2018

Acheson and Acheson. £52.8M. 2018

Christophe Robin. £44.7M. 2019

PerriconeMD. £51M. 2020

Cult Beauty. £291.3M. 2021

Biossance £15.7M. 2023

SkincareRX £4.4M. 2016

Glossybox - £17.5M. 2017

Grow Gorgeous - Undisclosed. 2016

Total for Beauty businesses = £1039.3 Million

Look if the market wants to drop the share price to absolutely ridiculous levels then why not take full advantage.

Sum of parts way in excess of the present Market Cap.

£1.2 Billion plus worth of Beauty businesses on top of THG Nutrition generating 6 x Revenue fo APN.

Yet combined it was worth £40M less than Applied Nutrition.

NUTS !!

"Previous massive purchase at 32p"

Another 24,395,170 shares for Moulding and up to 25.4 %.

On the one part you cannot blame him for taking advantage and filling his boots on a grossly manipulated and depressed share price (52p to 34p)despite good numbers). Previous massive purchase at 532p. Does make you wonder though about that one liner on the analyst call that many were suggesting seemed to spark the fall.

Incredible that if you take Mouldings 25.4% and Ashleys over 12.6% or whatever it last, and there is an increasing 37% in sticky hands yet still all this manipulation.

I presume Jan / Feb have goine quite well what with all the Fitness regimes at the start of the year, Good Retail sales figures (expanding doors) and Beauty and frangrance around Valentines Day and Mothers Day to come.

Just look at the comparison with Applied Nutrition for the massive undervaluation.

There you go Rob. You keep guessing whether I am holding or not and I'll keep confusing you.

https://www.dailymail.co.uk/buyline/beauty/article-15542165/This-award-winning-neck-serum-sold-twice-Cult-Beauty-sale.html?ico=mail_best_commerce_xp_desktop_185

Rob what I hold, how many, or if not holding any at all is only of concern to me.

Being as THG is a Not for Profit Organisation (NfPO) wouldn't they be better listed with the Charity Commission than on the LSE? Tell me I'm wrong if I'm wrong?

Keep guessing.

The reason why the share price is so low, and nobody seems even remotely interested in buying in bulk at these prices is yes in part due to unjustfied volatility, but also you have to factor in that despite over £1.2 Billion spent on acquiring just Beauty companies alone (more if you include all the others), THG under this CEO and BoD is essentially a NfPO - a Not For Profit Organisation. No Profits, No dividends, and nothing to get investors excited about.

No point wasting your time on here, all day everyday, and until the penny drops and things change it is just a punt on an External force creating the shareholder value that seems to be escaping from within.

Imvho and jpt

Plus point - it is an RNS Reach (RNS-R)

Finally the RNS.

There should they be a full internal enquiry and probably the FCA, for why this apperaed as a post on Linkedin prior to an RNS.

They also really need to cut the Management speak out of these RNS's (GLP-1, touchpoints, 6 aisle strategy etc) Would be nice if investors got to know what the 6 aisle strategy is. The Campaign for Plain English wins the day every time.

Hopefully a positive day.

Make the right business connections and let the royalties roll in.

Suppression, whilst I think there is quite clearly somebody nibbling away in the background. Exact same yesterday.

Frustrating though it is algo's being used to keep it in check so as not to move the share price upwards.

Just been catching up Crafty and ticked up those accordingly.

Well done Scobee on breaking the news. Looks like I'm the only one so far with the decency to have ticked you up.

Will we get an RNS? and will we have to wait till half term is over?

I didn't quote the name on here Crafty due to several derampers on here but saw tangible evidence on a supermarket shelf. Probably a trial.

Good stuff as they are now into the chilled and ambient food to go market with undoubtedly one of Europes largest and an entry into the meal deals and the likes of airport food market. Massive market and daily.

Only THG could they false start the announcement.

Confirms my findings of about 3 weeks ago.

Interesting post that ryanf and one that I was not aware of so thanks for sharing.

Hard to argue at the present 36p and the last two years share prices, that having declined all these offers (Belerion 170p, Apollo 200 - 250p rumoured, Selkirk £400M - £600M for Nutrition only, has been in the interests of shareholders.

Especially given only negative value is being created by the present strategy of this Board of Directors. Just to put it in perspective - AS Watson can effectively have 50% of Beauty now for Nothing based on what Selkirk were offering.

In any other business someone would have been fired a long time ago.