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Moody/Holy, seems to me like you are one of the only sane ones in here, bravo. You have hit the nail precisely on the head.
Sounds to me like one of the shorting minions has been tasked with a weekend task! ;)
Osg, thanks.
Every single share locked up and added much more since, and well in the blue ;) like AS1, diamond hands.
Always DYOR, no boiler room gang is going to sway my investment decisions! Can't be wasting my time, however for the pond scum it's their day job, so they will be here regardless, policing the board 24/7! Problem with pond scum is, it always comes back! However i think MM is about to apply the permanent treatment very soon, just in time for summer!!!
All about the end game, always has been, just let it play out now. Share price is clearly not the company hence Kelso/Apollo/Sparta. Sit back, relax, and enjoy the show.
Therefore from his perspective, IF he wanted to do a MBO at say £2.50, he would think it's greatest deal in history!
And IF all these US heavyweight investors got it at a similar price, they are getting a bargain.
Hence why a big tussle is ensuing, Kelso and Sparta onboard, as they are both saying it's completely mispriced.
Anyway, whatever happens, i wait for the unlocking event, whatever that maybe.
DYOR
https://news.sky.com/story/hut-group-takeover-spree-goes-on-with-100m-plus-espa-deal-11022616
"Its expansion has been undertaken at breakneck pace, and last month it sold a £125m stake to Old Mutual Global Investors in a deal valuing the company at £2.5bn"
Was valued at £2.5 billion SIX YEARS AGO.
Shows what a ludicrous price this is now! Atleast 4-5x bigger just in revenue terms, and yet valued at a 1/4, just mind boggling.
Forget the 6 years of growth, £1 billion+ in acquisitions, £1 billion+ in investments.
Ignoring EVERYTHING since 2017, and just going back to 2017 valuation, THG is worth ~£2 LMAO
Hence why MM says it was a big mistake to list, who can argue, we would all feel exactly the same!
ESPA was bought for £100m in 2017, wonder how much it's worth on it's own today??? Also absolutely no one ever attaches any brand value to anything here!!! I bet MyP brand value on it's own is worth more than the current total market cap of MyP, again ludicrous I know!
As I said, just like death and taxes, 1 of them have just logged into ""work""! I think it will take me maybe 3 guesses to work out who is the green coffin this morning, 1 chance to guess the 1st name, and yes just the 1 guess to work out the gyst of their message. LMAO
https://www.proactiveinvestors.co.uk/companies/news/995726/thg-how-likely-is-an-mbo-deal-after-cut-price-share-purchase-for-founder-995726.html
Do not rule out this option! This M&A expert thought MBO is the most likely outcome.
He has always said, "right environment, right share register"
IMHO Certain he will never sell out, he has grown this to where it is. With QIA not much each is needed for a MBO even at £2.50 a share. MBO could well be his greatest deal yet!
All his and Iain's musings about the markets, UK entrepreneurs is another clue.
Let's sit tightly and see.
Everyone can sense, the end game is very close now!!!
""Our investment process relies on intensively researching the fundamentals of our targeted companies and identifying investment opportunities where, for a variety of clearly identifiable reasons, we believe a disconnect exists between the price of the securities in question and their underlying value – in short, we look for mispriced, catalyst-driven, investment opportunities""
Wonder what the catalyst is LOL
Ignore the daily FUD , one of Europes most feared activist investors have run the rule over THG, and has clearly identified a total disconnect, same as Kelso. First Kelso with John Goold and Co, now Frank Tuil, the old city network has finally worked this one out ;)
Sit firmly on your hands, and patience.
Just place them on the ignore list, we all know who they are. It's organised crime. Hence why the US are going after them with racketeering laws which brought down the mafia!!!
https://www.reuters.com/world/us/us-prosecutors-explore-racketeering-charges-short-seller-probe-sources-2022-02-18/
1. Mostly always post during red days
2. Never post during blue days
3. Will always call out positivity
4. Will never call out the derampers and obvious FUD
5. Will mostly operate during only market hours
6. Weekend is time off ;)
7. Activity accelerates on red days
8. Police officers, army, navy, RAF and national guards will come out to protect say 63p price lol
9. Will only ever post on 1 share. No other interest, obviously not!
10. One i find most fascinating, the SPEED OF REPLY! My post yesterday, green coffins within a minute, should be on the programme 'How do they do it'. Do they just have a permanent screen open with THG bb, of course they do, as it's a full time job!!
We know whats going on, hence why right now the price is totally irrelevant. Plenty of articles out there explaining short & distort in detail and how they manipulate ordinary PI's through public bulletin boards. This bb is now infested with vermin like the streets of Paris.
A tiny move to 75p, and they all went in hiding, not many green coffins in sight for days lol
There is huge positivity over the last 3 weeks alone, DYOR. And remember Kelso, Nutrition alone is worth more than the whole market cap. At LOWEST peer valuations, THG Nutrition is worth £2.80 per share!!!!!
There day of reckoning will come soon, and it's going to be EPIC.
IMHO. Always DYOR
For all the negativity derampers, if you take off the THG shades, and if you haven't noticed in your bunkers, pretty much everything is down over the last few weeks.
If you look at some of the biggest companies in the UK/World, they are all down 10-15% atleast in the last week alone, VOD, BT, BP, NWG, Aviva (i'm sure someone said here they were invested 460p to 400p in a week!!!), L&G, RR, IAG etc etc to name just a few. Every single one of them are down significantly.
To state the obvious, contrary to what derampers will have you believe, Matt Moulding doesn't have anything to do with the drop in the whole market, and virtually every single company ,otherwise he is WAY more powerful than what anyone can ever imagine LOL ;)
Note: Like clockwork, paid derampers part of a shorting crewe ONLY every make noises on a red day, and on the blue days, totally silent! More sure of this than death and taxes. Plenty of green coffins today, hardly a surprise.
Just got to load up while you can, back yourself, and back the company, share price aint the company, from what I can see so much positivity in the last few weeks alone. Bonus paid next week, lovely jubbly ;)
Enjoy the weekend, Genuine Investors
GOAT Brand Labs
Some serious players...
Founder is Former Executive of Flipkart
Some investors
Flipkart
Tiger Global
Mayfield
Better Capital
Winter Capital
And plenty of other private equity firms.
https://in.fashionnetwork.com/news/Goat-brand-labs-partners-with-thg-ingenuity-to-take-indian-brands-global,1497205.html
There we are!
Find it fascinating and perplexing the amount of FUD spread here!
Since last friday we have had over 200 posts relating to Macro, SVB and even Wandisco lol is this just a general board now to air any or all views. Pointless chatboard for sharing THG specific news.
You look through most if not all other bb's and there is literally nothing, on most bank and technology companies, not even 1 post.
What I find equally hilarious, when it comes to positive news we will be told THG is just a retailer, Ingenuity is not worth anything. Soon as there is some negative news, THG becomes a technology giant Lol
But then we know what's happening here. THG BOD also know this, hence the RNS.
Onwards and upwards.
https://www.bloomberg.com/news/newsletters/2023-03-06/uk-stock-discount-listed-companies-are-sick-of-being-under-loved?srnd=premium-uk
THG falls perfectly in this pot.
We have been told by the BOD and Kelso experts, Nutrition division alone is worth significantly looking at peers maybe multiples of the current total market cap.
Big question for THG, what do they have in the pipeline to get us closer to FV. One thing they have more than anyone else is OPTIONALITYN with the 3 global divisions.
We know it's totally disconnected, everyone is telling us this, how are they going to realise FV. MBO, US listing, separate the divisions, i guess we just have to wait and find out.
IMO UK Market is totally finished, no backbone, no regulation, clearly we have witnessed Short & Distort here multiple times, and nothing.
At this stage would not be surprised with a MBO or primary US listing.
If the UK don't take immediate steps it will become a small player in the financial world, already heading in that direction rapidly. France is now the largest European Stock market by value, which would have been unbelievable only a few years ago.
Matt and Kelso have both categorically suggested THG Nutrition can be spinned off.
And Kelso cited recent deals.
1 at 5.5x revenue multiple
And Celsius at 11x revenue multiple
Lets forget about Celsius, go with the lower one.
Would give THG Nutrition a minimum value of £4 Billion based on 2022 revenues!
Although in sept Matt said MyP is a much better brand than Celsius!!!
Just reading through all of Matt's posts this morning, IMHO i get the feeling he has done a deal to take this private again!
Something has definitely changed, everyone would agree on that, like someone has given the go ahead for him and the rest of the directors to suddenly post whatever they want! Messages are open, frank, honest, like he doesn't care anymore, if MBO done, why would he!
My reasoning is, he hates the London market, why spin off say Nutrition, and have another listed company, just going to get the same agro! This won't solve anything!
He said a while ago, "right environment, right share register". If anyone has listened to any of his interviews, the single most important thing for MM is the share register, heard him say this all the time. He has categorically stated a company can never flourish if the share register is wrong!!!
Have they got all the friendlies onboard say 60-70%, ones hand picked by MM, and pay the famous £2.50 to the rest. And stuff the shorts at the same time! Would only need approximately £1B to take it private, chump change for Qatar Sovereign Wealth Fund, this was their first move!
On his most recent post he said "But the resistance we've come up against in the past 2 years has often made it feel like we are swimming in treacle"
"We have a truly thriving **private** sector for building out Tech businesses, but it doesnt easily translate into the public markets"
And then Ian McDonald "and an exciting future for Ingenuity where it is most appreciated". Some alluded to the Nasdaq, i'm saying for now atleast they are taking it private again.
To me he is very clearly stating the current environment is completely wrong and the share register well, won't even go into that!
Most importantly, he has categorically stated he doesn't like being listed, in his postings he has had mental physical issues in the last 2 years, and said numerous times he would like to take it private. Raised £2.5b at £5 and £5.96, take it back at half the price, he is laughing in the end.
We will soon find out.
https://www.proactiveinvestors.co.uk/companies/news/995726/thg-how-likely-is-an-mbo-deal-after-cut-price-share-purchase-for-founder-995726.html
Ste2000
Posted in: THG
Posts: 1,699
Price: 54.16
No Opinion
RE: Times article27 Feb 2023 08:02
early flavor of how shorts/ MM will play today....50p wont hold without news until APril
Are you for real!!!!! Have you and the rest of the steves got amnesia, or you think we have! Absolute dimwit, how you can still post after the rubbish you have all posted non stop is beyond me. Where is your army of police officers that were guarding 55p. Jokes or what, total embarrassment of an individual. Don't worry mr hull will come and back you up in a minute!
https://www.google.com/amp/s/www.cio.com/article/412655/how-sport-made-cio-100-winner-joanna-drake-a-better-technology-leader.html/amp/
Just a quick reminder on the talent within. Top Technology Leader in the country. Where atleast 2 divisions are currently valued at ZERO. How can that be???? LOL. Not for much longer....
Was speaking to my company's CTO this morning, and conversation came up, she knew her very well , and super impressed, hence why it rejogged my memory.
Hi,
AUTOMATED MESSAGE:
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With all available data, you tick every single box, accuracy is 100%.
Our AI software malfunctioned when crunching your data, as the bias levels were completely skewed as if you were a shorter.
If you require a detailed report, please contact paidderampersinjail@fca.org.
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