Member Info for rich160

Doesn't apply to UK shares numpty. So not relevant to THG, another pointless post.

Doesnt have to, picks up his benefits every 4 weeks

You're still stuck on zero surprisingly. At least you're consistent across your 4,700 posts.

Stop shouting at the wall and go smell the fresh air

Let's see how many votes that gets

As fascinating as your other 4,697 pointless posts

@Craftyinvestor - yes a bid from ingenuity wouldnt be mentioned for obvious reasons until it came bid time. Have been here for 6 years and just my opinion based on Matt's behaviours, particularly the Ingenuity split and his ramblings on taking THG private.

When the VAT refund does land, what he does with it will be the real test. If he does a share buyback as you suggest then that would be great and show he does want to increase the share price for holders.

If he doesn't (or he doesn't pay a special dividend), then I think he'll bid for THG using Ingenuity

I'm convinced Matt will use Ingenuity to bid for THG and he'll offer the chance to roll into the private company. That's why I don't see him using excess cash for a THG buyback. Timing is the question, but the longer we spend suppressed in the 30s the sooner I see it happening

When I joked TW might have to write a book because his noise wasn't working......he's up to chapter 14 😂

Loser

TW is up to chapter 9 on THG and the share price has barely moved. He's going to need to do a whole book at this rate

Agreed on 600p. THG have also issued a lot of shares since (including lots of freebies to staff for underperformance!) so it's never going back to that share price.

But any way you analyse it, 30p is chronically undervaluing the assets.

The timing on TW / darktrace / the new people appearing on this board is interesting. Why now we must ask

Same trading pattern every day at the moment. Starts with a rise, taken down through the day and then jumps back up at the end. Slowly creeping our way back up overall but can't help but feel the SP is being played and held back. Let's see

I wouldn't be surprised to see MM increases his holding to the 29.9%. We are around the levels he has done his previous buying. If he wants to take private at the lowest price, which I think has been his plan for a while, he's better off buying in the open market to the 30%. The big II and Mike will rollover into the private company, so it won't cost him much to take private. I could see him offering 70p

When will we know on the VAT rebate? Is there a deadline in May for HMRC?

We'll close in the 40s

Q1 update on Monday? Maybe Tuesday

Interesting response on bids received for non-core businesses. Sounds like a significant bid received in Q4 for a business but they eventually declined it. With all the references to disposals in the prelims today and Matt stating with a disposal in 2026 they expect to be net cash positive / debt free, I think they might have something lined up

I think there is an II in the background (like a Balderton or Qatar) jumping out, reckon they told Matt and he agreed to buy some of them off them and the rest is being sold on the open market around 35p and is holding price down.

Thanks, much appreciated 👍

Thanks for FCF. Do you have expected profit (or loss) after tax expected last year and this year?

Can only assume big seller in the background. Maybe one of the original II