Member Info for sharefall

Very long auction. Surely something is cooking. Fingers crossed for good news for us long suffering PIs.

I don't see the level of negative sentiment of other posters.

Investment in facilities has sucked resources but that in now complete and the next few years should see steady rise in operating profits. My view is markets will respond positively. Imo of course and atb to all holders.

Whilst only a small amount, the buybacks are proving to have been shrewd and well timed.

Done

Hello everyone. Got in yesterday at 51. This share seems primed for a rerate. Good luck holders. Good to see WildT dabbling in comedy again!

Completely agree. Especially as MM has rejected higher offers. Would be a breathtaking sellout.

That is essentially the gist. Nothing to see here. Business as usual and discussions ongoing. Not sure why all the speculation about dfe, unless people have taken short positions and want to see a dfe. Keep calm and carry on imo.

Good not God!

Seems to be in the box seat with the Kamani clan having given up the fight. I suppose they have made plenty already so can't be bothered? Mike has pulled a blinder. Not sure this is god news for LTHs but anyone under a quid average should be fine IMO.

Most people seem to agree the sum of parts etc puts valuation of THG significantly north of here. Why we are here then is probably due to multiple reasons and people will have strong views on the CEOs conduct, ability etc.

However, sentiment will turn and given the value intrinsically is much higher imo, I continue to gradually accumulate. Atb.

The headline should be MA plus Shein

An offer from this partnership imo, is on the cards.

Shows these companies are ripe for takeovers. Imo MA will probably be eyeing up some options and we know he had done deals with Shein before. Will not surprise me in the slightest if he makes a bid, carves assets into those he keeps and those he offloads to the likes of Shein. What price will be attractive? North of 60p I imagine. Not great for longer term holders though and the K clan will have something to say about it all....but if not MA,another may swoop in. Vulnerable to shenanigans are Boo. Imo

I have added some at 62. Will keep adding if it drops but i expect this to reverse back to 70+. No real reason for the drop apart from general interest rate gloom which is bizarre given it is only a matter of time before central banks pivot.

Ignore bid/ask before open. Means nowt. Atb

Buying shares in another company when the SP of the one you founded is in doldrums, is a bit nuts. Imo this is just childish behaviour.

This step wise rise with small pull back periodically is similar pattern to when Wace exited. I will not be surprised to see a reduction in short position in 2-3 days time. The delay works in their favour. Everything the city does is rigged to favour the insiders, but such is the game and we know the rules. Momentum is up so go with it i will!

Surely something afoot with the CFO departure suddenly.

Usually causes a restructure and perhaps the city feel the firm will now turn round the business back into a growth focus. Or a PE sniffing? Let's hope this continues. Atb

Clickit,

Schroders decided to sell down their holding and my take is shorters got to know somehow sooner than most. How i don't know and this is only my opinion. The shorters figured this dump of shares would collapse the share price and decided to take advantage. If there is any matey stuff happening, my sense is this is where privileged information is helping. Again just my opinion.

Shorters know that PI's will sell too as panic will set in. Easy money for them. When they need to buy back - they also know PI's who bought on the way down will sell for 10% profit etc. Its easy money for the shorters. The key is the early information and why the 'city' seems to always be ahead of the curve and the 'house' wins. We Pi's just win or lose the scraps. ATB and IMO of course.

Not sure what to make of this. Change in CFO is probably a good thing.