Member Info for Plymouth1

Well I’ve been through all the rns since September/start this afternoon and researched other info/companies and I believe we are looking at between 40-43p rise in NAV. Also the NAV update have been a bit random looking back at the others, so it’s mid December before the next one? I’m hoping Starling has thrown a spanner in the works but in theory this shouldn’t effect the NAV at this point but commentary from mc would be good. Good luck all.

I’ve been looking at this company for 4 weeks and researched it as I always do. This has forward momentum, with other companies hogging cash it’s refreshing that this company is expanding within a restructure. The market rewards this type of company. Bought in at 211 but kicking myself!
250 will be here very soon. Good luck all.

https://www.google.co.uk/amp/s/www.proactiveinvestors.co.uk/companies/amp/news/935544

Agree with today’s comments.
DireEmblem it would be good to have a stab at the NAV value. Mr Flibbles do you have a link to postponed update? Thanks both.

I bought this share on pure sentiment nothing more. It’s purely on the notion that people like what they like. People of certain age will repeat what the enjoy more and more if it’s constantly of an above average standard. After all my research this company is a bespoke individual experience and after COVID, safety and then luxury is all the golden age want. They will even pay more for it it’s sold properly to them!
I’d rather own this than Carnival because at some point shareholders of Carnival will realise that debt has to be paid back at some point in time!!!! Oh and the insurance arm balances the books. Good look all.

Thanks Gewillia.
Working on the RNS news stream, THG should add at least 9p in NAV, taking into account 2.8p at the IPO and then the share price 30th September and that’s without the 4p from the Klarna investment.
I firmly believe the 147p will look great looking today back over time, once the nav is updated.
Agree Mr Flibbles, I hope Starling isn’t lost at this point as it has great prospects of turning business banking on its head!
Good luck all.

Up again with another 0.57% on the 23rd. I was hoping they would leave this company alone after the rise in share price from the low 200’s.

Does anyone know when the talks first started? Pmo sp would have been probably mid 40 July/ August? Surely this would have been the starting point as no crystal ball was available for the next 4 months? Probably to simplistic but a negotiation had to start with a figure at that time I’m guessing. Or simply a gun to the head with the huge debt.

Thanks for the info. Is NAV notifications different to end of year etc? If not the next NAV update won’t be available until 30 days from today!

Does anyone know if there is a a time period for directors not being able to purchase shares with the release of the NAV? I can’t find this on the web. Thanks in advance.

The brokers who have started following this company describe it as ‘gem’. The issue is corporate governance of the company which stops this being listed on the ftse 100. This has massive negative effect from an investment opportunity for pension firms etc. MM is lobbying government to change this as this will effect the future growth of similar companies not just THG.
That’s the negative!
Positives are the incredible growth potential for the products but also the company has great potential with ingenuity which could rival Shopify one day!
I own this stock both in Merian Chryslias & individually.
I will buying more a week before the next trading update as I believe it will be a blowout quarter!
Good luck all.

Jatmann please look at the major shareholders and the small market penetration in the Middle East and Africa which has has only just started. News of partnerships/agreements are coming through slowly but regularly. It seems to me that the major shareholders are wrong or we are just in the middle of a a pandemic which is holding back a great company. Let’s see over the coming months.

Agree! shorters have killed this stock but they are gradually coming down and hopefully will be forced out soon. The shares will then gain some traction. Directors bought with confidence in the mid 4,s. The new acquisition should also underpin the company in the near term. Good luck all.