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Sooner or later, they will all be caught on the wrong side of the 'trade' when this gaps up big time!

@Rodders - Only when they drop the Big Bang RNS and this really rerates!
Share price starting with a £3, £4, £5 etc Lol

DYOR, and keep the patience LTH's.

Forget about the measly 2p gap up, 120p/180p/240p resistance, shorts up/down. It is what it is. Traders always trade, good luck to all.

Any of the news can drop anytime over the following days/weeks:

1. Private Equity Buy Out
2. Take it Private
3. Future Strategic Plan/Road Map

Any of these hit, and we know they have to choose 1 of these options one way or the other, we wont be talking about a 2p gap up, may be a £2 gap up! ;)

For one reason or another, news on all 'strategic fronts' has now been held back since Oct 21, 8 months+.

IMHO - I am expecting a Big Bang RNS, detailing everything, a full forward plan. No excuses for the market.
This is only when all Private Equity talks are fully exhausted.

It's all about patience. Most difficult thing in investing!

Market has 'created' (through manipulation) one of them rare opportunities, that don't come along too often!

Those who know, know what's coming..

DYOR and Keep the patience.

(Currently valued at 0.5x revenues, and ZERO for Ingenuity, no wonder the Americans are all over it)

Hopefully some house keeping, before everything is revealed soon.

For these reasons I can see why the Separation will greatly enhance the value for all shareholders.

Due to the current/existing business set up, market has attributed NOTHING to Ingenuity! Once the separation is complete in the coming weeks, this can no longer happen!

It will give the BOD optionality to extract maximum value.

Even if THG Ingenuity option is taken up by Softbank at only a 1/3 of the valuation assigned 12 months ago, as a whole valuation for THG doubles to over 200pence in an instant, all other things being the same.

From ADVFN:

1. How much is Ingenuity worth? Well we know Softbank valued it at £4.5 Billion 12 months ago. 5 of the worlds top 10 FMCG's already signed up. Automating fulfilment centres. 18 fulfilment centres around the world, opening 2 more in Dubai and Melbourne. 32 Data centres, shipping to 195+ countries, THE WORLD'S ONLY FIRST CLICK TO FINAL MILE ECCOMERCE PROVIDER.

2. How much would it cost WPP to replicate THG Ingenuity? Billions, and several years atleast.

3. Most important question, what is the the value attributed to THG Ingenuity by the market today? A BIG FAT ZERO.

We can all see there is a complete disconnect here. And if anyone is willing to open their eyes just a little, they can see this will have a RAPID RERATE VERY SOON.

As separation of THG businesses is completed over the coming days, optionality for BOD increases several fold.
You would have to be absolutely nuts to be out of this.

We all know whichever indicator you look at, there is a complete disconnect between the Market value vs Actual Business Value.

In 2018 THG was valued at £4 Billion, since IPO £900m was spent on aquisitions, in only 2021 £1 Billion + was invested in Acquisitions, Infrastructure, IT. No one, absolutely no one can say today it's worth £1.4 Billion LMOW Complete joke, market taking us for fools.

Rapid rerate will come, when the long awaited news is out.
Whatever the news is it will ad £££. Future plans, take it private, sell to PE!!!

Since the multiple PE firms were first reported to be interested in Feb 2022, the Pound/Dollar rate has dropped by over 10%.
These US PE Firms can already bag a 10% discount, just in the rate difference.

We will see an acceleration of PE firms taking over UK companies, as they look more and more attractive.

Just think about this for a second...

Plus the hundreds of millions spent on infrastructure and IT capability!

This years revenue will be more than double since IPO.

Ingenuity have signed up some monster clients.

Cash £530m+

Yet the market is saying, it's hardly worth anything.

When this rerates, just straps yourselves in!

All currently valued at 0.45x Sales.

Market has got the valuation completely wrong here, and we know why that is, through manipulation and 'the illegal 'short and distort'!

Any wonder US Private Equity firms are all hovering over THG, bargain for them if there ever was one. They are experts in seeking and analysing undervalued companies!

@HGN - Whatever valuation Beauty Bay receive, only thing I can guarantee is it will be multiples of current THG valuation! ;)

https://www.dailymail.co.uk/femail/article-10803143/So-Trinny-DID-build-180m-company-lockdown-CLAUDIA-CONNELL-joins-new-queen-skincare.html

Something doesn't add up! LOL

"The Foundation is already active and recently pledged £5m to support the construction of a new campus at The Seashell Trust, a residential school for seriously disabled children based in the North West"

How can the market turn against a company helping such disadvantaged people is beyond belief. They will never report on all his philanthropic work!!

Very interesting. So THG bought Cult Beauty 10 months at 2x 2022 revenues.
Currently the Whole THG is valued at less than 0.5x 2022 Revenues.
And THG Ingenuity (The Golden Goose) is valued at absolutely ZERO! - A total free bet for anyone buying in now!

Being from Manchester, and same industry, surely Matt must know these guys. If I was Matt, I would definitely advise them not to list on the London Market, goes without saying LMAO

We have had several 1million 2million buys since results.

Looks like orders being filled with impatient holders shares through algo trading.

No one just drop £1m or £2m, they must be super confident.

Just got to ignore the games until news lands.

Would welcome Directors buy.

The only thing stopping them is if they have received more PE bids, and under NDA's. Remember we are not privy to that info, they only notified us of multiple parties and multiple bids rejected a few weeks AFTER it happened.

No idea what is going on. Got to stay patient and wait for the big news.

I initially invested as obviously its massively undervalued, but mainly awaiting the outcome of the Strategic Plan from separations and Premium Main Market listing, Softbank Option and separate listings, still heard absolutely ziltch on that front, and no doubt something will break soon. Once it's done and complete, we will no doubt get the BIG BANG RNS where everything will be revealed.

Multiple PE Bids is just a huge bonus, adds further fuel to the fire, and corroborates how undervalued THG is!

THG raised $1billion by Softbank to expand their business @£5.96.
They also took up the option to buy 19.9% of THG Ingenuity once it was separated.

Crucially important this is not simply a cash transaction!

Their company Autostore is rolling out Automated Fulfillment centres around the Globe for THG.
They then want to onboard many of their global businesses D2C on THG Ingenuity! Rollout was due to begin in Q1 22!

It's a strategic investment, more like a JV.

Point being - Once separation is complete, ALL OPTIONS ARE OPEN TO THEM. They talk about optionality, which is the Key. Higher multiples once they are all stand alone businesses.

Yes, I dont think they have fully decided what is happening. Could just be private/sell to PE, who knows!