Member Info for Sp28

1. Softbank do not take up the option!

Already completely priced in and then some!!! (as ste2000 said over $1 billion already banked at £5.96 ;)

2. Take up the original option, $1.6 Billion for 19.9% of THG Ingenuity?

Rerate straight back up to reflect this. Or if separately listed, valued at close to this amount.

3. Take up option at renegotiated terms?

Rerate straight back up to reflect this. Or if separately listed, valued at close to this amount.

ONE THING WE KNOW, IT'S NOT WORTH ZERO.

Eg If separated out this quarter as planned, Softbank take up option, it will be worth close to that amount. Currently valued at zero, cannot be worth zero if separate!

One of the terms of the options was to seperate THG Ingenuity, and they are still carrying this out. Must be very close. Said by H1 22, in Q2 22 now.

They still hitting IPO targets, and we find out in next week or two of Q1 numbere, could well exceed them in 2022.

If current manipulated share price is ignored, simply looking at THG Ingenuity alone, NOTHING HAS CHANGED from IPO and since the deal was made 10 months ago!

IMHO. DYOR

On 26th Oct 21, various articles stated THG Ingenuity was valued at zero, share price was over 300p then!

So my bad, today THG is not worth zero, you'l probs get money on top ;)

Logically just think, can't be valued at $8 Billion, then all of a sudden worth zero lol

We will find out soon.

Clearly absolutely zero value attributed to THG Ingenuity.

And current valuation adds in nothing for the Softbank option!

Softbank option is for $1.6 billion for 19.9% stake in THG Ingenuity ALONE! Valuing THG Ingenuity alone at $8 Billion. Lets say buy in price is simply halved on renegotiations, still valued at $4 Billion!

Basically valued bottom of the pits right now, complete disconnect to general market and business.

And what's interesting and crucially very distinct about the THG-Softbank deal, unlike most of there other investements. This is a strategic partnership for them! They have clearly stated they want to roll out some of there Worldwide businesses on the THG ingenuity platform.

Very interesting if its on the 6th!
(Last year over 3 weeks notice and on the 14th)

No prior notice for the shorts to close in an orderly fashion...

Unless they provide notice on monday, results due on weds :) epic scramble!! This week looked like it wanted to rise and then algos kicked in, gready fxxxxxxs thinking they have 2 more weeks of manipulation before results.

Close period will end, then its game on for all other news to roll, director buys etc

This quarter could be a company defining few months, can we see the mother of all epic rises. Let's see where we are end of june. At any stage in next few months, I would not be surprised with a 100%+ daily increase.

What happened earlier, algo machine switched off for 2 mins ;)

Yep, well one thing for sure, he owns 20%+, it's in his interest more than anyone else!

My guess, next week we will know the exact date when update is coming, update week commencing 11th Apr.

1st of April, and still nothing! Something big is going on....

I think we will get an update with hardly any notice!

Lets see where we are in a few weeks.

Anything is possible. So much news now 'pending'.

Rapid fire automatic algo sells. Let them do what they want FOR NOW.

No ordinary holder is selling, it's just an algo play thing, soon to be over.

The time is near!

Agree, so many moving parts, and it's not a simple update.

Probably the most important and fundamental update in the company's history.

Us few LTH will find out soon.

Last years RNS notification of April update was 23rd Mar. Last day of the month today and still nothing! Quite perplexing!

My thoughts are they are waiting on external matters out of their hands eg LSE Premium Listing, seperation completion, Softbank option etc, before they want to announce any date! Not sure what other peoples thought are?

Or are they going to announce them without much notice, and burn the shorters ;)

Looks like the City have hopefully flipped! Big buys going through now 20k, 50k etc

Made their money on way down, now it's time to make money all the way back up. Wouldnt be surprised to start seeing positive articles coming up, and someone stating Liberum's price target of 700p is on the low side lol the cheek!

They know something big is coming...

Steve - got it, thanks.

When this rips, i thibk we will get a massive one day move, most PI's will be left in the dust, a few die hards will remain.

FY update
Q1 Update
Ingenuity Plan
New Listing
Main Market Premium Listing into FTSE250
Softbank Option
Full strategic plan
Etc etc

£4 billion was offered in 2018 when the business was a fraction of the size, and rejected.

Over $1 Billion was placed at £5.96 by Softbank and Sofina ONLY 10 months ago.

Just get our heads round this!!! Current valuation and opportunity is insane.

"Highs at 144p" lol

Jan 21, this was 840p+!!!!! And nothing has changed since!

AS1 - Totally agree with you. MM didnt sell at £4 Billion, why would he sell at a 1/4 of that price when the business on purely revenue basis is now 4 times bigger :)

Just hope whatever he has planned maximises all shareholders value, with several months of continual decline we all know it's defo worth multiples.

As Liberum said there is a total disconnect now. This will soon close, I have no doubt.

DYOR

Ste - yes looks like we'r on for a big bang update, all in one, a full new strategic plan. Hence no release of FY and Q1 Date yet! They waiting on finalising everything officially! They have now stayed quiet for several months.

Hence why I believe we may be in for a Poly style rise here, if not bigger, £1 to £3+ in a matter of days.

DYOR

https://www.moelis.com/office-locations/london/

"Moelis & Company (NYSE:MC) is a leading global independent investment bank that provides innovative, unconflicted strategic advice to a diverse client base. We assist our clients in achieving their strategic goals by offering comprehensive, globally integrated financial advisory services across all major industry sectors. Having advised on transaction worth $3.5 Trillion in the last 15 years"

Looks like our new chairman is super connected (seems like an understatement). Was also a senior advisor to Goldman Sachs from 2008 to 2015.

Hopefully he's using his wealth of contacts. Clearly anyone and everyone will know him in the City and beyond.

Must be respected widely with his experience. Hopefully can get THG quickly on the right path.

There is no correlation to the markets here. The big rise to come will soon be company specific!!

The manipulation down has been engineered, we all know that by the fake articles etc now redacted.

Last 6 months:

ftse all share - 4% up
Nasdaq - 0.07% up
Thg - 81% down

You get the idea ;)

https://www.google.com/amp/s/www.proactiveinvestors.co.uk/companies/amp/news/977638

“What we find anomalous with the valuation, is that the fundamentals of the group are better than at the time of the IPO,” it added.

The 90% decline in the share is excessive, it added, and the current distressed level valuations will surely “see some sort of corporate activity on the horizon”.

Next few months, we could get the mother of all rerates!

Something BIG is going on. Silence speaks louder than words!

Staggering.

If even there was an opportunity.

Even if it only regained half that value, 400% rise.

Plenty of major strategic news now pending.

In a few months, this could look completely different.