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Yep - Bid 219 but sale at 221. Has to be a buy
Correct, Net debt will increase.
Bad debt provision is made up as a % of stock holdings, so it could essentially go 2 ways in my mind.
If they've overvalued the stock, then the bad debt provision will be decreased therefore releasing cost within the P&L thus making it more profit and vice versa, although it'd be strange for an auditor to say that's not the true value of stock (Speaking from personal experience)
I bought in at 7.5 - I think it's heavily oversold.
So - I've just opened the website as I noticed i'm low on protein...
They now offer a Subscribe & save offer for monthly subscriptions which I don't think the did when I last ordered in June.
£40 for 1KG of whey now (Ridiculous) - £25.99 with the 35% off code, No longer offer 2.5KG bag in the flavour i order in.
£169.99 for a 5kg bag. wow.
It is the first time ever, I've thought this is getting expensive....
It's easily worth $2B+ with them levels....
I'm not overly bothered by it but what worries me is them dumping everything in the west...Along with the LSE listing, separation of the company leaving all the debt within the EU side of the business and taking all the assets to the MOEx of which will make every single one of the directors a HUGE amount of money.
Effectively making them so much richer than the beginning of the war. But that's worst case scenario.
@TUBA
Clearly you didn't look too good...
16.43% up
311.8Rub or 416p a share.... Double the price.
https://www.moex.com/en/issue.aspx?board=TQBR&code=POLY&utm_source=www.moex.com&utm_term=poly
Is my calculation correct?....
418K shares traded on the moex - A lot higher volume running through there currently.
That amused me.... "Go on my son" haven't heard that in a while..
The sell off needs to happen soon, I'd rather they sell off and sink the SP a little more. Than sell mid-way through the results pump.
I'm still in the RED here, another 15-20% rise I'll finally be BLUE. No worries or panic my end - as we'll all be in a profitable trade come a few years, even those with a £5 avg.
My views aren't changing at all on THG. The economy will still be in a chit place come 2 years, we've enough cash to remain open for the next few years.
THG started with a £500K investment.. Now look at it - MM took the company through that to now. He may be chit in the city but he knows how to run this business.
Exactly that - There's only like 2 stages you have to notify at, then <5% nothing needs to be said.
I think they might have done all their selling, the fact we're pushing 68 now might indicate that. Now let's look for any other funds selling out. Softbank maybe? As they're sitting on HEAVY losses and are looking at changing their whole investment matrix! Softbank are BRUTAL, they could just dump everything to start a clean slate.
So that's my next worry, what are Softbank going to do?.... A lot of shares were put back into market over the last few days, who swept them up?
$23BN Loss..... That's a tough one to swallow in 1 Quarter.
https://www.ft.com/content/8d84b488-8f97-4742-ab46-154d3b312a82
Personally I'm leaving mine in as HL will report to EVRAZ the holdings they hold - Then it'll be up to HL to distribute any dividends if they received them, they're essentially acting the middleman in it all with the added security of still retaining anonymity.
The Company will be listed again, it's just when will it be listed again?...
Exactly that - In no position to pay Div.
But what did they do with the Div money? Huge uptake in Total Assets - Possibly just holding a lot of steel? Did we purchase a load of spares then fully depreciate it in the year?
Well, I guess it's a day to start arguing with each other.
Just step away from the computer, there's literally no point being here until H1 results are released. Come check the SP the week before release, that'll normally give you an indication if you see large buys.
Same Chit that happened with the BID, It leaked throughout the city. Large buys come in, gained nearly 100% profit then sold out to the PI's. Rinse & Repeat.