Member Info for stanleyb

It's looking very much like he SP has been manipulated lower under instruction from insiders wouldn't you say? Why would the BOD refinance and agree a CLN at 32.3p when they could have done it at a much higher price 6 months ago? The price was also clearly manipulated prior to the demerger announcement and again prior to the loan rpayment and refinancing don't you think?. JAO Adyor

I think there is a high possibility that MA is working with MM, maybe that's why MA's Frasers hasn't increased their holdings because they may be forced to make an offer?

........This obligation is outlined in Rule 9 of the Takeover Code, which mandates that a mandatory offer must be made at a price no less than the highest price paid by the bidder during the offer period and within the preceding 12 months.......

30% Threshold: from AI search

"....If a concert party collectively acquires shares that take them over the 30% threshold of voting rights, they are obligated to make a mandatory offer to all shareholders....."

I thought someone said that MA and MM cannot work together behind closed doors to obtain more than 30% of the company without announcing their intentions to the markets as it is classed as illegal collusion? 🤔

😆

Is it one of the most undervalued shares on the FTSE 250...?

Who deleted my post???@Thetadecay...Do you not understand that Whey is not a key component in THG's BEAUTY division products that represents over £1 billion in THG's 1.72 billion annual sales. Nutrition division is only 40% of THG's business..THG is made up of two "Global leading" brands not just Nutrition. The company should easily be able to match the margins on a number of retailers, be it APN (the tiny minnow) of similar sized turnover companies like Greggs and PETS..

60 or 70p is still significantly undervaluing THG but it's ultimately down to how much money is THG making now that Ingenuity is fully demerged. If the likes of APN, Greggs, Pets etc etc etc can get more than 10% clean profit margin by selling 'stuff' then surely a company that claims to have two "global leading" profitable divisions in Nutrition and Beauty markets selling £1.72 billion in goods annually, they must be able to make a similar profit margin, considering most if not all sales are done without having to rent high street space and employ lots of retail staff...? The current SP is still significantly undervaluing RemainCo's business imho!

@APN...You couldn't make it up...APN give a profit warning as profit falls 27% from same period last year and yet their SP goes up, even though the market goes down 5% and they're barely going to hit £100 annual sales this year compared to £1.72 billion sales at THG...unbelievable valuation here! Adyor.

https://www.lse.co.uk/news/applied-nutrition-shares-fall-as-profit-dives-amid-higher-costs-gnr9ctqcrdkakbj.html

TR1 Frasers...?

Gas prices are directly linked to oil prices.

Can't see them going ahead with WN or CS now that fossil fuel prices going South? Saudis just slashed the price of their oil..

Expecting several TR1's this week, Frasers might get to 20% quicker than first thought looking by the upwards reversal this morning?

Trump could easily surprise the market with a pause on tariffs like he did with Canada and Mexico...his billionaire backers are starting to feel pain, e.g. Apple etc moved a lot of production to Vietnam and now 90% tariffs on their products..big own goal...

YesIamabeliever...let's not forget 60% of THG RemainCo is the growing Beauty Division. Over £1 billion... vs £700 million

Expecting another big TR1 from Frasers...MA can't believe his luck at these prices...

Has a CEO every been arrested for siphoning money from the company? Just can't see how APN can have a 29% margin and THG 7%..?

Now we know why he doesn't take a salary!

It's all a game of brinkmanship...deals will be made in the coming weeks...watch and wait seems to be the most sensible option. That's why Jaguar Land-rover have suspended shipments as they think a deal is coming amd don't want their vehicles caught up in the tariffs.