Member Info for Sp28

Some clients coming up is 0.5 Billion and Multi Billion.

They clearly have some global clients coming onboard!

IPO was 15 times oversubscribed

Things have changed since IPO

However THG has smashed every IPO metric!

See what happens over the coming days/weeks/months!!!! ;)

A must listen for any Investor.

Very professional and accomplished, some very good detail.

What you saying, then move onto liberum target of 700p by end of May ;)

Yep if they weren't insulting and deadly serious, you would think the initial proposals were 300p+ MINIMUM.

All of them rejected straightaway. Tells you what the BOD and current large Institutional holders think.

IPO at £5
Softbank bought in at £6

It would have to take a stupendous bid for the BOD to even consider!

Expecting a nice run of news flow over the coming weeks.

Imagine what will happen when that drops. Expected in H1 22, so ANYTIME now!

PE bids should have taken this alot higher today. It will jump up when you least expect it.

With multiple PE in the wings. Anything is possible. RNS can now drop ANYTIME.

Sit on your hands time.

It will be on many peoples radar over the coming days after reading the news headlines! FOMO

https://www.google.com/amp/s/amp.theguardian.com/business/2022/apr/21/thg-rejects-takeover-bids-as-revenues-jump-by-35

And then BOOM strategic plan will drop anytime!

Finally dawning on peeps exactly how stupidly undervalued this is.

Funny thing is if they willing to buy it at 'that' price, they still see HUGE upside.

Now, will they come back with improved offers...

Fulfillment capacity...

Going global

Imagine when they fill this...

They can't go into details!!!

I'm not actually listening!
Picked it up from the Telegram group.
Thanks for that!!

Mentioned on call just now...

Absolutely nobody has any idea when the strategy update will drop, other than H1, and we are well into H1!!

Everyone knew results were out sometime in April.

Close period has ended. Eyes on the 7am RNS each morning ;)

https://www.google.com/amp/s/www.proactiveinvestors.co.uk/companies/amp/news/980184

Looks like most papers rolling with the PE proposals being rejected story!!!

https://m.uk.investing.com/news/stock-market-news/thg-warns-cost-pressure-will-result-in-flat-earnings-this-year-2629617?ampMode=1

The only reason multiple PE firms are circling is they think its massively undervalued, it's what they do!

Many Private Equity houses have there eyes on THG. Officially confirmed.