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Just goto ignore until fundamental news arrives! LTH's know this is fully controlled by the algos. Even on potential offer RNS day, spiked towards 124p and ended the day at 116p lol

% of shares not in BOD and II hands, maybe max 15%. Only a fraction of this is then traded each day!

8 working days until Separation deadline! The game changing news everyone has been waiting for thats if not taken private.

IMHO My bets still on MM taking it private! Lets all wait and see.

Pre flop, 2 small players at the table tried to bully the chip leader, they went in heavy, and chip leader simply raised, and the small chappies had to fold without seeing any of the cards. Game continues. Now onto the flop...

Wowzers. 30+ FUD posts by Rock on a Sunday in 12 hours, on an anonymous BB, sums up the desparation! A new record for you?? Personally not suprised.

Called him/her/it our from day one. A paid deramper always was.

Makes no difference whatsoever. As mentioned 80%+ locked up with BOD/II.

The big boys all uninimously rejected 170p-200p atleast, I wonder why that maybe!!! Lets find out.....

Yep absolutely nobody knows anything. Pure speculation and conjecture until the cows come home, anything is possible, ONLY THE BOD KNOW.

The BOD have to provide full clarity and details what the forward plan and road map is, not only what is happening but also what this means for shareholders.

The only thing we know, Separation holds the key which unlocks everything! They have a H1 22 deadline, so imminent now, only days remain.

From Sept 21 RNS..

"The commercial details of the long-term, arm's-length Ingenuity contracts with both THG Beauty and THG Nutrition will be disclosed during H1 2022"

Everything should fall in place once separation complete in next 10-12 days.

2022 beauty revenue estimated at £1.4-1.5 Billion!

https://www.reuters.com/business/uks-thg-spin-off-beauty-business-2021-09-16/

Separate listings for Beauty and Nutrition.

This announcement started the huge downfall. Market wants certainty.

Separation to complete within days now!

What are you smoking and drinking tonight LMAO!

AS1 - Anything is possible, just joining the dots! Boots sold to someone else, Bain and CVC wanted it mainly for online beauty and health. And they coincidentally pulled out in March for the Boots deal, same time THG PE rumours started.

"Bain is thought to be interested in developing Boots’s online beauty and healthcare services, according to Sky News, which first reported CVC’s potential tie-up with the US private equity group"

"Any bid involving CVC and Bain is likely to mean a key role for Dominic Murphy, the CVC managing partner who currently sits on the WBA board. Murphy is likely to have to recuse himself from board discussions about the sale"

https://www.google.com/amp/s/amp.theguardian.com/business/2022/jan/11/private-equity-firms-bain-cvc-join-forces-potential-boots-bid

@licker - fantastic point.

"All recent approaches for THG have been unsolicited, and in the unanimous opinion of the Board, were unacceptable and significantly undervalued the Company. ?After consulting with THG's major shareholders...?"

The major shareholders will have certainly asked, ok you are rejecting 170p, 200p etc, WHAT IS YOUR PLAN THEN?? MM says X, Y, Z. They all say fine, no problem, reject it then! We'l back your plan.

Golden share expires sept 2023.

Or if THG apply for Premium listing, he has to relinquish it

Softbank only interested in Ingenuity as per their option! Can only happen when legally separated!

@licker - agree.

Wait for separation to complete any day. Then with the help of Sofina/Softbank/balderton/Jupiter take it private.

Quick question, anyone have any ideas when these guys bought in?

Surely this is the Sovereign Wealth Fund that backed Candy!

Can only be middle eastern ones anyway, Saudi, Kuwait, Qatar or UAE etc. Dont expect Candy to be wheeling and dealing with the likes of Norway.

Nobody knows.

Ian has not offered 170p, why would he knowing all along Matt would decline as he has done!! Makes no sense.

Something else going on...

IMHO

Softbank - Until we see separation plan (thats if THG is not taken private). We have no idea whats going on. Like I said they still retain their full original holding, and business wise nothing has changed!

From what we know Ingenuity is performing well, IPO targets being hit, new clients onboarded/in pipeline, capacity being increased, currently £14 Billion GMV, automating fulfilment centres, new fulfillment centres in Dubai and Melbourne, 2 FMCG's added in Q1 etc!

Lets wait and see. PI's are emotional, large corporates don't constantly look at share prices, there time frame is 5-10 years+!

MM must know whats happening with Softbank, hence he sounds super confident!IMHO

https://www.google.com/amp/s/amp.theguardian.com/business/2022/jun/15/owner-of-uk-chip-designer-arm-may-float-some-of-firms-shares-in-london

Softbank are partially listing ARM in London!

Nooooooo!

Are they not yet aware what happens to tech on LSE LMAO

NO

Just think about this for a second.
Why would you move from a $200 Billion company, to a company where the current values is basically ZERO.

Softbank valued it at £4.5 Billion 12 months ago. Lets meet in the middle lol

When they say, share price is not the company, in THG's case, could not be more true!

Current value 90% discount since IPO, and everything else since valued at zero. 125% Growth, £900m+ acquisitions, Softbank deal, cash etc Make it make sense!

Directors
+
All the institutions who also agreed with the BOD that all offers receieved significantly undervalued the company

They need to start snapping up these cheap shares!

UNLESS for a reason we still dont know, the BOD are in a close period!!!

This takeover saga has thrown up more questions than answers! The only thing achieved was now everyone knows the share register! They may have thought, forget short term share price, we can only proceed with the real plan if we know who is on the share register!!!

As my only question is, if it was a daft move by Ian, surely he would have been kicked off the BOD. MM and co voted for him to stay!! MM holds 22%, Ian received only 9% against, which tells you he was fully backed by the rest!!

IMHO