Member Info for ProxLDM

Or maybe he fancies you and just wants to check yours?... Talk to him about THG he might help push us over £1

FYI... The RNS's are because you legally have to disclose interest in the company once an approach has been made. That's the only reason for the RNS's.

But we've seen it hit £1.50 before on a £1.70 bid - Better macro economics, better FCF forecast, bid was rejected due to SIGNIFICANTLY UNDERVALUING the company. Personally I see a £2.20+ BID.

Go through my chat logs, you'll see at the time I said Candy just wanted his name in the spotlight.

But Apollo - They're completely different players in the game. Apollo are looking to grab the EU region through buyouts, they buy a company take it private clean it out and resell it a few years down the line for massive profit. (Plus Apollo London Offices are expanding rapidly - Make of that what you will) Apollo are serious players.

How doesn't it make sense? It traded above 1.40 last time an offer was on the table, then it effectively halved without any news. So Yes, It makes perfect sense based on trading history?

If I was MM - I wouldn't be accepting anything at all until Post Sept (Golden Share)/Prem listing.

My play;

I'm waiting to the Bid info is released in full so we can see the price offered. Once that happens depending on the offer on the table I'll sell my full holdings and set a buy target of 68-70 to rebuild a position twice the size.

This will trade exactly how it did with ole'candyman last time.

Live Bloomberg RN

I will be so ****ed off if this goes for <£4 - My breakeven is in the low 70's but still. I'm in this for 5x min.

I'm fed up of this companies management - It's a gem, it really is.

If Ingenuity fails, MM has to step down. He's pumping so much cash into it to try get operational/profitable that if it fails someone has to put their head on the block.

Overpaid on acquisitions on a spend happy spree having received a load of cash. THANKFULLY we didn't have to borrow for it..

I've set a buy order at 45 just incase it drops that low again, no news due for 2 months so nothing really to pump the stock. It should fall slowly day-by-day. Thankfully this is all in my SIPP and I'm in for a good 5+ years.

(Selfishly I wish it fell to 39 again just to fill my shoes. That charity purchase by MM looks decent now)

I'm still sat on the sidelines watching my shares bounce up and down - Swing traders dream this stock is, you could make 2 transactions within the same week and be up 20%+ if timed well.

THG still is a fansactic company backed by a core that understands THG - What made it rise from a small company to a listed company doing 2.2B in Rev (Possibly quite a bit more on '22 results) I still stand by my THG valuation. I'll still be here in 5 years time hopefully with a share price of £6+

Some people just need to log-off their computers and come back when results are due. GLA - THG will get true-value eventually.

I'm in for a little over 100K shares at 65.8 avg. So if it ever opens up again, I'll be a happy man.

War is expensive... Monetary value & Life loss. It won't last forever.

If this went for less than £3 within the next 6-12 month. I'd be ****ed! Even though I'll walk away with 300%+
It's in my SIPP for a reason... Buy & hold - THG is gaining more & more market share worldwide as each year goes on.

LSE doesn't like growth stocks, we'll soon be growing & profitable (If we don't make anymore acquisitions) just be patient people. MM knows THG & THG knows what it's doing.

I suggest a lot of you go away and study economics & law.

£1.80 - £2.00? - Firstly, undervalues the company. The share price is not the company, we're on path to be cash flow positive.
Secondly, Legally. MM would be F'D taking a £1.80 bid given his reasoning for refusing to even welcome the £1.70 offer.

25p

The additional shares off the market will create a supply shocks. MM's only have 1 way to go now and that's up.

I feel you.... 6 Figure paper loss too. No stress or panic. I'm still down circa £65K but we'll get there!

We're still 2 months away from xmas... Multiple days in a row of 5-10% rises. WHAT IS GOING ON!

No way... He'd be shafting too many people for that.

Softbank gone, It makes it easier to sell at that price.
But no, this will never be taken private at such a price. He could be trying to increase SP artificially by a fake bid coming in?

Why would the offer the same as the previous rejection which was 'undervaluing' the company according to the BOD.

300p+ yes please.

Last time we saw the share react like this a bid landed 2 weeks after it....

I feel you... 'ONLY' 39% down - But no stress. We'll get there