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The PR Team/management team should be briefing MM right now what he should say and not say re takeover proposal tomorrow. He is not gifted in FTSE PR talk. The SP will rise significantly from here if he keeps to a script.

In terms of Apollo, they do not play games. If you are aware of M&A transactions low ball offers do not help either party.

The initial offer will be of fair value (we should have a better idea what that potentially is from studying the RNS tomorrow. Apollo will undoubtedly hold a little back to try to seal the deal in an improved offer if required. But the first offer should be £2+ subject to results detail tomorrow.

GLA.

Pokerchips.....you are calling out an exception as opposed to the rule regarding Wood and M&A transactions. That is not standard for M&A transactions if you know the markets. In my view Apollo will provide an offer on or prior to the 15th May....lets see who is correct.

Pokerchips that is correct.....but if you know what you are talking about and study the markets, there is always a material impact post lunch UK time from the US on significant news.

Rome was not built in a day......Apollo do not mess around. A bid will come by the 15th May, I am pretty certain on that.

US market will be wakening up soon to the news today.

I have a significant tranche low 60's and have doubled my stake today at a higher SP.

The SP is a gift if you want to make a lot of money in the coming weeks. GLA

Apologies post was for Wild Tiger.....not Oxfordbull !!

Oxfordbull you have clearly no idea what you are talking about.

I have worked on M&A's in the banking industry for the last 20 years and have a good idea what happens next:-

Due diligence will be performed by Apollo over the coming days/weeks on THG regarding revenue forecasts, technology platform robustness, datacentres, security etc, operating model (resources etc), strategic plans, customer base, level of multi year contractual commitments, governance etc etc in order for Apollo to make a fair and binding bid.

That bid will then need to have an uplift of at least 20%-30% on fair value in order to be appealing to all shareholders.

The results tomorrow will provide PI's with a high level view of potential value, but Apollo will have access to much greater detail in order to make an informed bid.

I firmly expect a bid of £2 plus but results will give PI's a high level indictor tomorrow.

THG chose the primetime trading day of Tuesday to release results. That is the optimum day to release results when the RNS is seriously positive for FTSE's.

A poor forecasted RNS, THG would have undoubtedly chosen Friday to attempt to bury the bad news and limit the SP damage.

GLA.....expecting a bumper SP rise tomorrow, remainder of the week and the weeks ahead. The tide is turning for THG.

Card Factory SP has risen by circa 150% in the last 6 months.

Moonpig SP material bounce to 180-200p will happen as MCAP is far too low and has reached record lows recently. The market will wake up to the opportunity. New institutions are attaining TR1 positions.

Royal Mail and union leaders have come to an agreement after a bitter dispute over pay, jobs and conditions at the weekend.

Royal Mail strike action had a material impact on Moonpig last year.

Good news, onwards and upwards for the SP.

Good to see the TR1's coming through in recent days......Norges Bank and JP Morgan Securities.....good indicators when the institutions are building a position.

The laughable point is that JP Morgan Securities are building a position re investing in Moonpig of 2.54% at the moment and JP Morgan Assets have a smaller short position.....both under the same group....talk about hedging and trying to keep the price down when building a position......should not be allowed.....clear market manipulation!!

Yep.....the economic outlook is improving for retail. There are a number of retail updates this month from FTSE companies with generic customer behaviour indicators that can be applied to Moon. I believe it will be positive updates from the major retailers. We then have an update from Moon on 30th April for financial year end. The SP should move upwards again over the coming weeks/months, target 180p - 200p.

ASOS RNS on the 6th April and Tesco RNS on the 13th April.....there should be a number of generic retail updates that can be applied to THG in terms of accurately forecasting what to expect from the THG trading update whenever it comes later in the month.

You guys are overselling shorts. If there is 5% shorts then there is 95% invested and looking for a return. Shorts bet and do not invest.....they hedge with a short and long position. Shorts have no inside information, the trading update ignited the SP this week. The short positions will unwind in due course.

There have been a couple of TR1's in recent days with new institutions investing. Friday is always a faff trading day....watch were the SP goes in the coming weeks and beyond. This is moving to 180p-200p in due course in my opinion and then beyond. Moonpig have great technology, forecasting revenue growth, there are now green shoots in the economy, record mother day sales etc etc.

Remember Moonpig IPO'd only a couple of years ago and went to 500pish with lots of due diligence done at the time by institutions in what is fair value SP.

Moonpigs current SP/MCAP is far too low based on the fundamentals of the company. Good luck.

Yep agreed Bwana4. I have been investing for years and have never got involved on boards as they do not move the SP, but I was compelled to get involved in Darktrace recently when an activist short called QCM got involved. PI's got spooked and a lot them missed out on the opportunity of a quick 40% gain from 200p to 280p - 285p as a result of the nonsense from the short.

Good luck stumpy......my forecast is that this will move to 180-200p in due course. But every investor needs to make their own call and take the profits when they want.

This board completly over sells shorts. i.e if there is 4% shorts then there is 96% invested looking for a return. Shorts do not invest they BET......via hedging with a long and short position. Shorts do not have access to any more information than PI's have access to, always remember that. Shorts are often wrong but mitigate by a long position. PI's do you own research and make your calls based on all the good sources out there.

There are some very good threads/posts on here, this board is great, but I would recommend limiting any threads on shorts.....they will be unwinding soon enough as they always do and there are many more material and significant stories to post on.

Lots of 'green shoot' stories circulating more and more re the economy. In my view it is a great time to be invested in THG, retail SP's have been vastly overcooked downwards and as a result need a significant re-rate. A combination of THG's technology and strength in key growth markets as well as activist investors, GS, US private equity will no doubt see the SP as an absolute bargain.....this SP is moving significantly north in the coming months. GLA

yep it has been a gift to get in at the low 100's on this one.....I have invested big on this one

Good points Boom278.

I have worked in the financial services industry for 20ish years and on trading floors and the reality is that banks are not openly sharing the volume of activities performed by bots currently.

Ultimately financial services use bots to replace repetitive tasks that a human would otherwise have to perform. Bots are also much faster at these tasks than humans.

British retailer Moonpig forecasts revenue growth through 2024
https://uk.finance.yahoo.com/news/british-retailer-moonpig-forecasts-revenue-063428150.html

Mothers Day Delivers MoonPig a Record Week: The London Rush
https://www.bloomberg.com/news/articles/2023-03-30/mothers-day-delivers-moonpig-a-record-week-the-london-rush?leadSource=uverify%20wall