RE: targeted for buyout theft?26 Feb 2022 14:19
Some excellent posts and discussions.
I see one of 2 options.
1. US Private Equity Buyout.
Clearly looks like someone has targeted it with 'Buyout Theft'. 'Short and Distorted' this to high heavens.
This will only happen if a ridiculously unbelievable amount is offered! MM has simply worked too hard and too long to build THG to give it away. Between BOD and Intitutions aligned to MM, they own 50%+ themselves, unlike most other companies. There is hardly any PI holdings here. MM will make this decision, its in his hands.
PE know its massively undervalued, even at a massive premium from here, hence multiple entities circling!
2. A complete overhaul and restructure, a full new strategic plan.
A premium Listing.
Appoint Chairman.
Separate listings.
And who knows whatelse, expect a few suprises!
Whichever way you look at it, shorters are going to get absolutely stuffed very soon! I have no doubt about it. Current value complete detached from the actual business.
To understand THG you have to understand MM. Watch his interview with Sir Tom Hunter, enlightening. He has tremendous experience through Arthur Anderson (specialising in corporate recoveries) and Cauldwell Group, built THG from nothing. Can see how he is flexible and adapts as business and environment changes. Has a tough working class background, and came from nothing. A sign of great leader and visionary is they dont just take themselves to the top, they drag other people with them, he has ubdoubtedly made a huge difference in many peoples life, made hundreds of staff multimillionnaires along the way, for which he deserves HUGE RESPECT.
Exciting times coming!
Sign In
Follow the stocks
