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Precisely why I don't have a Linkedin - It's worse than Facebook....
I bet all of their internal metrics are exploding, they were going through record recruitment too. You don't do all of this if your company isn't growing.... It's crazy how detached the SP is from the company.
Which is why I pray, PLEASE DON'T TAKE IT PRIVATE!!
There's serious money to be made here, the company is miles ahead of the SP. I don't want this going for less than £5, even then I'd be pretty ****ed. I'm not after short term money, Even when I'm making 5x on my money - I'd still be ****ed.
This is a company that'll be hitting £10bn rev in no time - Within the next 5-7 years. Which is why I don't comment on people begging for it to be bought out at £2.50. No clue on finance, It's like accepting £15K for a £100K car in a recession. We don't need the cash, so hold out for the true value ffs.
Correct - Last time it had insider trading all over it. Massive buys just before release of information.
I don't understand what do people want? An RNS stating daily revenue everyday or something? Chill the F out, If you don't like how it's going sell out. Value will re-appear when there's solid news. Average down or sell out, it's really that simple.
My background is in Finance, It's my job to know essentially of which had me working for myself in my early 20's.
The markets are done correcting, the housing market still has to trace back a fair bit. I don't know if it'll be 2008 level but the world need a correction post covid inflation, now endlessly supply £ to Ukraine. I see CA in US giving out more 'Relief checks' Inflation is the evil here.
My overinvestment which is THG - is at an avg of 91 so I've 0 reason to sell out. As I said, THG has everything priced into it already. The only way i can see is up from here long term. Then my other investments are within the commodity/energy sectors - I'm positioned for this. But again, this is just my thoughts.
I wasn't trading the 2008 crisis as I simply wasn't old enough. But we have plenty of data to support what we think will happen.
I'd consider myself over-invested here, going on my rules when investing.
I normally don't allow a holding more than 10% of my portfolio and a sector 20%
I'm now up to 20% in THG, pretty diversified holdings outside of that with a hedge against the housing market crash (I'm up a decent chunk already on that)
The greed in me wants to mop up more shares though, As I know this is incredibly cheap. But I'm going to sit patiently as I know there's still another 20-30% drop incoming as we near Christmas.
I normally like to have most of my cash invested but I've got about 45% of my portfolio sat in cash (With a rental property sold to stick more cash in as it was due for a remortgage) ready to sweep up (Covid like bargains) mainly targeting the tech sectors (Meta, Apple, Alphabet) - This is where I'll stick at least 40% of my cash between these 3 when I feel the macro economics of the world finally sorts itself out of which may take 2-3 years.
Although the GOV have stopped printing cash so hopefully that'll slow down inflation.
Basically giving my thought process around trading in the current world, Just don't make any spare of the moment decisions. Think about them, re-think. If anything sit on the cash for a few months then come out when shares are down another 15%+
THG has been battered beyond the current economics of the world, it's priced everything in bar WW3. Be patient all, this is the time to make serious money now within the next 12 months based on the decisions you make.
I rebought when i landed - I'm now at an avg of 91. So still in the red but completely comfortable.
I think it shows the market conditions when a director buys a decent chunk of shares and it's still in the red for the day (Slowly climbing now which is good considering around 2:30pm it normally has it's dip for the day)
We'll get the true value eventually. CAPEX investments stop hitting the P&L we'll be turning a profit, so I've no worry at all. When that happens that alone should warrant a much greater share price - I didn't see it hitting the 70's at all! the drop was very dramatic.
1.1M shares now out of 'our' hands, float get's lower. Will be easier to swing the price now, so it's important to not panic.
I'm sure the drop dragged a lot of new faces in, welcome to the bumpy ride which is THG.
Well, this is quite a surprise. I didn’t think the bids held weight at all but I wasn’t expecting to be in the 80’s again!
Talk about a steep dive into the trenches. I am confused as to why it took such a hard dive, maybe a short attack alongside news to stick it to MM & possible grab more of the free float.
It looked like a possible hostage takeover IMO but it would take a lot of hate towards MM to get the big funds on their side.
GLA, I’m not too bothered about the price as again it’s long term value I want not a petty £1.70. I’m having trouble buying as I’m out of the country but an incredible buying opportunity which offers a relief bounce. CFD it.
GLA - don’t make emotional decisions. Use your head.
I've no doubt insider trading is all over this.... Friends helping Friends.
That's the reality of big boy business, It's not what you know, it's who you know. It'll always be the way too.
MM has received his payment for the SP hitting a certain price, what else does he really stand to gain? In reality does he actually care what the SP is saying. I don't think he does.
He may only receive £1M a year salary but add on top the property deal he made for himself, He's getting his worth out of it now.
CVC may look to spend that money elsewhere, as it's sitting ready. Plus inflation levels this high it's devaluing their £ each and every month it sits.
Why do you think Warren Buffett a man renowned for holding cash offloaded like $40-50B in cash Q1?
Thanks for the update London69.
What poor questions, alongside poor responses. I thought it'd be a juicy AGM.
Is it the case of people not wanting to sound stupid? No idea....
Literally nothing on the ED walking away 1 working day before AGM?..
Cantona - I had to spit the water out in my mouth when i read that. Actually tickled me.
I mean, Governance hasn't been a strong suit for this company at all.
At least put a spread on the stingy bast'ds. It'd cost what £2-400 most?
Ste - Just seen that, CFD on 1.8M shares short.... From 1.38 though, they've made 150K off that trade so far.
It was due a correction, I'd of shorted it too but with SIZE. That's the kind of SIZE i mean, plus it was a pretty safe trade in my opinion.
I think opening a short around the 128-130 mark is dangerous. I'd be a lot more inclined to go LONG than i would SHORT at the current price, given THG's recent movements.
I've seen the bid a few days ago - If that company was still 10/15% of my portfolio would be threw into it.
The Asian market is that lucrative, especially being driven by one of Asia's richest men. Corruption, Bribes - All of that will be in play. If it goes through, that companies value should explode....
I actually think Candyman is a tirekicker - Although he has a history of being in a stock as it's about be bought out.
I don't think he'll raise a meaningful bid at all, merely trying to get his name in the papers. Make some noise in the city around his name.
There'll be a lot of hiding behind 'Regulations' - But I do hope Candy follows through with another bid, even if it's £2.20 or whatever stupidly low price.
It'll shock the market again driving this up, unfortunately a lot of shorts have closed out. I was hoping for a short squeeze with such a low FF this would of been perfect for it.
Shorts buying to cover positions, people buying on takeover news. There'd of been so much buying pressure it'd exploded bagging within the day. But they've been allowed to worm their way out of it.
Is anyone attending it in person? It'll be interesting to see how that goes.... I do love a fiery AGM, I think this will be one of those if the right questions are asked. Especially following the drop from the 150's.
SP is not the company.
Enough of it now - I'll not be responding to it. Just feeding into it now. Plus the trolls only come out when the share takes a hit.
We know who's the regulars here, who adds value. Essentially I know now what value everyone brings, We have intellectual constructed conversations around THG yet all it takes it 1-2 sour individuals to turn the board into a mess.
Back to THG - Who all is attending the AGM? I will be missing it sadly, If so. What questions will you be bringing to the AGM?
Thank you Kando.
I'm baffled by the fool that is B1nky - I've not muted anyone nor will I. It's a board, everyone's open to their view.
But they were cleared triggered when i suggested this share would return to the 130 level because like they've stated they only entered this share because of the bid situation and know nothing about THG.
I normally don't feed the Idiots but for B1nky, I've made an exception.
Go through my logs - On every bit of 'Advice' I've given out. I've been correct with everyone. Even going back years - I've been right. Which is why I'm in a position 1 company alone has me sat on 6 figures of profit yet refusing to sell out of them because I understand true value, trading.
Keep throwing your darts in the dark - Something will land eventually.