Member Info for ryanf

Betaville have twice claimed that THG are being bought out over the past few months... Subsequently lead to a pump and dump.

News out that Marshall Wace have initiated an £11m short... Suggesting they think it could fall a further 40%.

First of all, an £11m short is not exactly huge for an institution. Shows they're not certain that this will pay off.
Secondly, I saw a comment on the article which said Marshall Wace are rarely wrong. I'm guessing they didn't know that Marshall Wace bought a significant holding in THG at 180p. Now look at that share price.

I'm slowly adding here, and if it does drop 40%, I'm going all in. I use deliveroo all the time. Buy what you know.

Everyone: how much lower can this go?

Shorters: hold my beer.

I'm back in this after trading in the £20's. 12.5 p/e is a joke. Don't care if this goes down more, it's so cheap right now, I am confident this will come back.

Perhaps a a better way of saying it would be that their financial position is improving. £4b loss in 2020 vs £10m profit in 2021 on a group underlying basis.

For those wondering about the leverage shares. They get re-rated every day, and the 3x is only guaranteed on for 1 day.

You can check the price at the lows and highs of the day (note I'm looking at day chart so exact SPs won't be the actual highs and lows):
3x RR:
Low = 0.243p. High = 0.328p
0.328/0.243 = 1.35 = 35% increase.
35% increase would result in an intra day high and low of approx 11.5%

Actual intra day:
Low = 88p. High = 98.5p.
98.5/88 = 1.12 = 12%.

So the two are pretty much in line, and probably don't match due to the chart I'm looking at.

Unfortunately though, if you hold 3x shares for more than 1 day they absolutely rinse you as they re-rate each day. So if you can help it, don't use any leveraged shares.

Flawed logic inky.

Falky, my point is, why wait for the price to be HIGHER when you can buy it right now for 95p. Your point is assuming the price will fall further, different argument.

Why would you buy at 155p when you can buy at 95p...?

Defence spending is likely to increase following this war in Ukraine. People still will go on holiday. Titanium will be sourced from other areas.

Yet you can buy at these depressed levels. The road down to 87p was simply algos following charts, so they can load up and ride it back to £2 once the war and covid are over.

Easy pickings at these levels.

Retirment - yes you're right, but simple chart analysis shows a heavy rebound at 87p last year. We literally touched that point again and we bounced. As soon as I saw us not break 87p, I bought. It's the algos at play. I've set a stop at 85p in case we break back down.

87p was the bottom I reckon. Perfect retest of last year's lows. Started a new position.

Poker, the fear was that the demand for food delivery was waning. It clearly isn't, and the market now realises this. Given the valuation and growth opportunities, Roo is attractive at these levels.

Doordash earnings were smashed, up 24% in AH so I'm buying more here tomorrow!

Goldy, if your picks are anything to go by, this is the biggest buy signal for Deliveroo.

Goldy has got to be one of the worst investors in the history of mankind.

My precious THG!!!

CLASSIC GOLDY!

Emotional Fordy at it again. You can sense the anger from how he types.

Sorry Dan, I'm not quite following why the SP has no relevance on whether the option gets exercised?

I know there is no current way of purchasing Ingenuity on its own, so the option cannot be priced using the market share price. But if the share price goes down, how is that a win for SB in terms of the option being exercised? They are paying over the odds compared to what they would pay for the entire business on the open market.