Member Info for Sp28

So this years forecast EBITDA x2 of BOO, yet market cap lower lol

When this starts moving I think we will have a parabolic move upwards.

Wress - you maybe bang on the money!!

After yesterdays RNS, market saying Kazakhstan assets alone worth multiples. Pretty simple

Many will have read yesterday RNSs and quickly realised how chronically undervalued this is ONLY on the Kazakhstan assets!!!!

Let's only attribute half the value as an absolute worse case and unrealistically 'nothing' for Russia! Profits from Kazakhstan 48%, reserves 40%.

This was trading at say £14 (average last 12 months), therefore logic dictates POLY should be worth ATLEAST £7!

$400m in cash
$1 billion in undrawn credit
All operations continue as normal

RNS's were in depth and crystal clear.

Yep once peeps read the RNS's this will fly past atleast £2.50 in next few days

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With the clarification from RNS's this morning completely and utterly undervalued.

RNS's pretty much sum everything up.

This should be multiples!

Kazakhstan equates for nearly 50% of the business!

If this breaks 40p, trust me it won't be in the 40s for long, buyers will flood in, and straight into 50s and 60s.

Some UK and US oil and gas companies were up 80%+ yesterday. And up again today.

COPL is a sleeping giant. All majors who have lost assets in Russia will be looking elsewhere in safer territories noe, knock knock on COPL door from Exxon, BP, Shell etc tell us again how BIG is your reserve of sweet light oil ;) upto 1.5 billion, they all fall off their chair! ;)

This is using a very very conservative 20% of OIP!

Seems to be a TOTAL disconnect with In situ value and market cap!

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And the US.

Very bad news.

Russia has already said, you cut oil, we'l switch off the gas taps!!!

Where does this stop!

If you look at all their internal indicators they are flying! Market holding THG in contempt. Things will change fast, big updates to come.

IPO Estimate of 2021 Revenue £1.75 Billion, well it actually came in at £2.2 Billion!

If anyone wanted to sell they would have sold at £8!!! Let's be real.

MM has all his credibility intact. He has no control over stock manipulation. For him and the company it's Business As Usual. Carry on performing and hitting those numbers.

Shorters went after Tesla, look at the hate and contempt Elon showed for them, well he surely burnt them!

City don't like eccentric people, they want boring corporate people that toe the line. Its old school city big wigs, they don't understand tech, opposite of Silicon Valley.

Eg Shopify, similar revenues to THG, was worth 70-80x more in Jan!!!

https://www.google.com/amp/s/markets.businessinsider.com/news/stocks/elon-musk-justice-department-probe-tesla-short-sellers-cnbc-2022-2%3famp

https://www.google.com/amp/s/amp.theguardian.com/business/2022/jan/09/thg-shares-data-on-claims-of-irregular-trading-of-its-shares

When they were reported to the FCA in Jan, THG share price was 195p!!!!!!

On the day of the Capital markets call on 12/10, less than 5 months ago, it was trading around £5!!!! Unbelievable is a huge understatement.

So Telegraph redacted, I see Numis note from late last year redacted. There is a clear pattern.

Can they face any consequences? I know damage has been done now.

Once shorters enter, bet your bottom dollar they will spread FUD by any means possible! Hope these gangsters in suits can be prosecuted!

Short & Distort is completely ILLEGAL, so no surprises it has been pulled!

Short & Distort is when shares are shorted and then negative stories are FABRICATED!

https://www.google.com/amp/s/markets.businessinsider.com/news/stocks/stock-market-short-sellers-doj-investigation-mafia-law-rico-racketeering-2022-2%3famp

Erm I will go with the facts and research.

THG Ingenuity 2021

£195m Revenue
41% YoY growth
70% Gross Margin
Well ahead of expectations given at IPO 18 months ago!
Hundreds of clients all over the world.

We will soon find out the true value!!!!

How can they strike this deal 10months ago, and we are where we are, when all Ingenuity targets have been met.

Seems like a buyout theft underway.

To invest $700m+ @ £5.96 and take up a further option, surely they must have done all the due diligence.

How can THG Ingenuity be valued at £5 BILLION AND then 10 months later be worth NOTHING, weirdly thats what the market is saying!

I reckon market does not understand the business, for some reason punished THG, value will eventually be realised.

Would not be surprised if this sprung straight back to £5+ by year end.