Member Info for Riddle90

From your wild posting history related to investments, it seems highly unlikely you have this sort of capital.

If you look at ‘City Spy’ on Twitter you can see they formed the account in Feb and only post about THG. Likely made by a ramper on this board who took a position in the company around then.

DYOR has never been more applicable.

"I’ve had enough of THG. Sold out this am.

Good Luck to you LTH’s but don’t let your hopes get in the way of judgement."

What price did you sell at Bantham?

The market is very cautious about inflationary pressures and severely punishing growth companies right now. The market is much more worried about inflation than revenue growth. Short, medium and long term movement is towards e-commerce and reduced high street footfall.

The only thing that will stop this share from recovering are continued governance concerns.

See you guys in a few months, once sentiment has moved on.

I’ve bought £20k this morning.

In your scenario (with the shop so busy), you sought out the store manager to engage in conversation about how busy the store was?

Best to lay out the options we have. 3 as far as I see it.

Approved privatisation, Accepted tender - 42p a share
Approved privatisation, Reject tender - sell on match bargain facility, a lot of unknowns here
Rejected privatisation - share price likely increases significantly

Why would you sell out at this price? The share price was 37p in Jan. I’ve managed to average down to 42p now. So no risk now.

How are they going to find enough sellers at that price?

Pedro - although we share the same sentiment on JKX, your contributions to BOO board lack substance. Please share detailed numbers and calculations to substantiate your views. Do you have emotional attachment to this stock?
Although South appears to be a shameless tamper, there are at least some numbers to back up the argument.

Another week gone by with over 2% of market cap in FCF built. The same will happen again this week.

£5K order filled at 44.8p

Barry it is of course better to be factual than dealing on emotion. This is why I put a buy order in for 45p (£77M market cap). At this price, and assuming additional FCF from Q4 of 30M USD (~£21.7M) at current Ukrainian gas rates, JKX are generating £200-250K every day. The mid range of this daily cash influx means the company is adding 0.3% of its market cap. Every. Single. Day.

Ah yes. Thought you were referring to something else as the amounts were different. Thanks for clarifying Hoper.

Ah yes, I’d written off the amount owed by the gov for all calculations.

Where have these number come from Hoper? First I’ve seen of this.

Added another buy order for £5K if it hits 45p again. Fingers crossed it hits.

This sort of post is typical someone who is emotionally invested in another company and their lack of success results in them bashing other companies in the same space, in order to feel content. It happens a lot on this website unfortunately.

To put these prices in in perspective, every single day adds cash equivalent to 0.3% of the current market cap for JKX. Over a quarter (91 days) adds 27.3% in pure cash. This means JKX is trading at a PE of below 1 at current gas prices.

Assuming equal Ukrainian gas price sales rate in Q1 and current Q4, JKX will have already sold the same monetary value so far this quarter, as achieved in the entire Q1, as gas is 5X higher now.

We also know Ukrainian gas volume produced is even higher now.

Gas prices are expected to hover around this level for the next 4 months. Could expect FCF to hit 9 figures on full year results.