Member Info for Sp28

Exciting Times

Got to be in it to win, RNS To drop ANYTIME!

TO THOSE INVESTED, TAKE THIS AS A HUGE POSITIVE, SOMEONE HAS UNLEASHED THESE CRETINS! They are desperate for shares, and these low life's will say anything to spread doubt.

Some classic signs......

Bashers never bash bad stocks!!!!!

Bashers only go after stocks that are going upwards or have excellent potential to go up

Bashers bring up old news that you have heard many times. 

Bashers post many times a day. They try to wear you out. They comment on everything, every other post, and can answer every question

Bashers will lie to your face (or your keyboard)

Bashers know that you can’t verify their statements. That’s why they make the statements they do. You can’t check them out and you may just believe them and then they win. Either way, they don’t lose.

Bashers play on your lack of knowledge. 

Bashers play on your lack of patience

The basher is all about bringing the price down. That is the nature of a basher. The truth is not important; lies are the norm. They are trying to hit the newbies visiting the board for the first time, so they post continuously throughout the day. They are trying to wear out the longs on the board and they will do whatever it takes to do so. 

Bashers will try to create doubt and get you to research items that they know will lead to the creation of doubt in you and in other stockholders. A typical trick of an advanced basher is to propose that there is a potential “problem” because “we” don’t have the facts on a particular subject. The basher dares someone in the group to find out the answer to the question.

Cant even begin to think how such a low life you have to be to do this 'job'!

DYOR

The lengths some go to its unbelievable.

As you have claimed you have no holding, yet you have posted 8 times in last 2 days all negative, why is that??

If it 'just' interests you, thousands of other companies out these. How much do you get paid for each post, 10p, cumon, tell us the truth hehehe

And this is why they want the PI's to sell, which explains co ordinated deramping across all BB's spreading lies and complete bullxxxx.

Only when they offload, this will rocket. PI's are mugs, big boys hardly ever lose.simple

Switch off. PATIENCE. Market has got this wrong, can rise now as quickly as it came down.

Complete disconnect between current market value vs actual business value/performance.

Hence the multiple PE interest!

Games will be played, as everyone awaits further news. Could obviously drop anytime.

IK & OB - Totally Concur

For me, its the best indicator, like a technical indicator, when they arrive in their droves everywhere to deramp, means its about to fly ;)

For me, this encapsulates the whole situation.

For one reason or another the company has become so cheap therefore PE firms are looking to buy it, even if its at a significant premium!

Inefficient markets = Opportunity

Here:

Massive in efficient market = massive opportunity

3 US PE FIRMS SEE IT, my guess more will see it very soon. All PE looking for a nice home for their money. Not only already a huge business, massive growth sector.

Someone will definitely buy it, its a screaming buy at this gift of a price.

Broker Liberum said: "News about PE interest is a clear sign that shares have become too cheap for the proposition THG is offering, which is not just a typical online retailer but also a [software as a service] model with a very well-invested infrastructure.

"We think there would be clear value for PE firms to be had even if they paid a very significant premium to the current price to take it private, as a future listing in the US, at the right time, would likely attract much higher multiples."

Some (all) of the deramping is shocking beyond belief.

Desperately desperate, in pure panic mode. Will literally say anything, can they even hear themselves, obviously not, so much shxx must be stuck in their ears.

Give up. Stick to facts. Let's see where we are end of week, next few weeks.

Just the FACT that MULTIPLE Private Equity firms are circling, indicates THG is Massively undervalued. Those chaps only invest when they know money is to be made.

How's the negotiations going??? ;)

And AGAIN..

We have well and truly passed the 'private' matter stage :) , when some specifics have been reported and picked up by:

The Times
Thisismoney.com
City AM
Proactive Investors
VOX markets

And Others!

We will all soon find out. Buckle up.
It' the usual games by those controlling the markets, will never let this run, they will always make the most out of it!

PI's are too emotional and can't hold for longer than a day, they know this. All this when its printed in black and white!

Jeez, Obviously no longer a 'private' matter, when 'someone' has leaked this news to The Times, and it has been widely circulated!!! The Times would have done full due diligence, and verified the source.

It's was not a generic rumour - ' The rumour is private equity are circling THG'.

Quite the opposite, we know the parties involved, who approached who first, Apollo a less likely buyer, 'sources close to THG said' etc

What else do they know? Will there be further leaks? Who leaked it? What's the motive?

RNS/Further leaks can come anytime. Either in or out.
Currently it's simply a transfer from impatient to patient.

THG

Advent Capital ($75 Billion AUM)

Leonard Green ($50 Billion AUM)

Apollo Global Management ($481 Billion AUM)

All named, not a peep from one of them!

What does that tell you, 'rumours' must be true.

If it wasnt true, they would HAVE to deny it.

Remember M&A, once private equity starts circling, others very quickly enter the race as news filters through.

Very specific detailes 'leaked', it's someone from the inner circle of any deal who has provided this info.

Next few weeks will be exciting!

Private equity looking at this and scratching their heads thinking why is valuation so low:

Current Market Cap £1.5 bln

2022 Expected Revenue - £2.75 BILLION

2022 EBITDA - £206-225 MILLION (7.5-8% Margin, expected to improve through 2022)

They will be thinking this is too good to be true, I certainly am ;)

Come on, they not that silly...

Mm's guide book:

1. Wipe out as many stop losses as possible
2. Only then you take it next leg higher

Seen it many times.
So 2 separate private equity firms in for the bidding..

As always plenty of games and shenanigans, ignore short term noise.

THG looks massively undervalued.

AMC did over 100% at one point once RNS issues. A long long way to go for both AMC and THG.

if anyone sells down here, you shouldn't be investing ;)

DYOR IMHO

As Amur Minerals...

If the Sunday Times have reported it, proper due diligence will have been done, it's not a tabloid paper, multiple buying parties have been named, and so far neither party has denied it!!

If printing false stories, possibility of libel.

My guess, RNS will come in due course.

Read this in one of AMC presentations a few years ago and RY mentioning it in interviews many times. Let's break it down:

RIGHT RESOURCE

1.11 million tonnes of CLASS 1 Nickel Sulphide, 310k tonnes Copper, just over 1% equiv grade, possible 25 year mine life. Current In Situ Value ~$30 BILLION, and growing! Scope of further exploration in the area for purchaser, remember giving up some license areas close to KM many moons ago. (TICK)

RIGHT LOCATION

On the door step of China, Japan and South Korea, some of the biggest consumers of battery metals in the World. This was always a big draw. I.e. Not required to ship from Africa, South America etc. (TICK)

RIGHT TIME

Few years ago, it was not the right time, however IT DEFINITELY IS NOW. Nickel at $23,000-24,000, Copper at $10,000-11,000. Nickel stocks rapidly depleting, most if not all forecasters predicting a huge supply squeeze. (TICK, This was the missing link!)

The whole world is fighting over major strategic battery metals assets, many entities will be looking at KM. As UK Investor Magazine and Vox Market article pointed out in the last few days, other parties will enter the bidding as it gets closer to being sold. Call it buyers FOMO!

Its the largest undrilled Nickel Sulphide project in Asia, one of the biggest in the World. They dont come around often, and takes years to get to a stage AMC is.

Hopefully we all look back in a few weeks/months with regret saying 'should have bought more', genuine multibagger potential! Hopefully concludes well for all LTH.

Let the bidding war commence. Onwards and upwards, could be life changing for many!

PATIENCE. DYOR. IMHO

Guessing moat if not all would be happy with 20p?

£280-300m

Only 1% of current In Situ Value!

Can't afford to be out....