Member Info for sj74

Hard to call.. it has been going down for 6 weeks now without any blue day so we are overdue. Depends if the capitulation has finished yet. Valuation is crazy, but you could argue the same when this was at £50-70 a share when this was worth billions. One extreme to the other. I'm not selling as I've not seen anything from the company to suggest the turnaround is failing. We shall soon see though on H1 results whether that changes things.

Reality is the turnaround needs to really take hold within the next 12-24 months (returning to profitable growth) before those bonds are due up in 2028. If not then this valuation or lower will be justified.

So this is either grossly undervalued or it's going bankrupt.. take your pick, I'm going for the former and have picked up a few over the last week. See what happens 🙄.

I think it was end of Jan was the last blue day 😅

Depending on what they get for nutrition, it could be very attractive spinning it out but still retaining 51%.

Pay all debt off leaving THG debt free paying dividends etc.

We just need to wait for all this 'market noise' to blow over and the SP will recover imo. Would be good for the company to make an announcement along the lines of chucking some of the pot of cash off the debt or carrying out a share buy back. That would instill quite a bit of confidence that we are in actual fact a profitable cash generating company now.. back up all the talk pre demerger with a solid action.

They reiterated medium term outlook aswell..

No idea, as others have put it, it has just grinded lower on no huge sells that we can see. Hopefully it will come out in the wash..

And only as recently as 15th Jan guidance was reiterated.. only 6 weeks between then and end of H1 so they must have a pretty good idea ... Unless they haven't sold a thing in the past 6 weeks, always that possibility 😱

If results have been leaked it must be a pretty big miss on guidance for this fall..

ASOS isn't alone in the falls as has been previously shown but they have dropped but they have dropped amongst the most over the past month compared to peers. Whether that is justified remains to be seen. I don't think results have been leaked but only a couple weeks to find out 😅

Wishful thinking maybe but maybe this is heading to the final bear market low before the new bull market starts..

I'll be holding on regardless so let's see what happens after the next trading update 👍

Our last blue day was 30th January... It is now March 10th.. got to be a record somewhere 🤣🤣

😂 baby steps.. 70s is 2nd half of the year 🔥

Good day today, rebounding off lows quite strongly. Let's get back to 40s. 💪

33 days?! 😂😂

From those numbers, I'd be quite happy to fully concentrate on the GAMP once the Kallak enviro permit is applied for.. and do nothing else on Kallak for a year or 2 other than wait for permitting. Throw the money at getting GAMP into production?

Looking at renascor and one or 2 others, that PFS is certainly up there with some of the best!

That's deep for this time of the morning... 😅

That is a very compelling PFS at a glance with some promising tax incentives seemingly possible. Good stuff.

Last week of March is my guess. Same as last year.

I really can't see growth for H1.. they seemed to downplay H1 during results in Nov but will soon see.

To me, it's simply been in a sideways trading range for 20 months and it was going to break out of it one way or the other. I thought it would eventually break 450 and climb higher..Hands up though, it broke to the downside so it is what it is.

I continue to hold, don't need the cash anytime soon so will see what happens now and at the next trading update. Gl all.