Member Info for Ste2000

WHAT A TWAT

do we think Murphy left the board as he did not agree with the decision to not allow due diligence
I honestly dont know why they would not have, knowing there was already an offer of 170, so due diligence could have seen a bigger offer

Great decision of the board to reject 170p and not even allow due dilligence
SP is now half the offer price

ANACOTT STOP RAMPING for goodness sake man

The FT article only talks about the belerion consortium, no mention of Candy, whi is still in play (albeit unlikely I guess)

https://www.bloomberg.com/news/articles/2022-06-15/belerion-king-street-said-to-drop-2-1-billion-pursuit-of-thg#xj4y7vzkg

Hi Holy1 - how does no7 use ingenuity? Is it through ingenuity as a d2c or through listing on lookfantastic? I ve always wondered on the relationship

Great post stockbroker - I also see some sort of tie up between boots and THG/ ingenuity (esp as they already have a relationship as the boots logo is on all ingenuity info packs)
No brainer to at least do an M&S Ocado tie up...maybe more as you suggest if Murphy is involved

very welcome Oke
this new section on THG investor website about 'possible bid' is interesting
https://www.thg.com/possible-offer/

kings street have until tomorrow at 5pm to confirm if they will 1/ make a bid, 2/ withdraw, 3/ request extension
same as candyman
an RNS will be needed from both parties

Agreed Farrell- plus volume is so low and small algo trades -Its just the standard algo led manipulation pre bid. Surely Moulding now knows Thg needs to get off the public market

And that’s unfortuently why Kandos logic and post doesn’t stack up.
This has to go private to unlock any value for shareholders

low volume means nothing to do with TO but macro environment...suggest you may need the help buddy. TO bids is privileged information and SP has been on a 2 week decline so do you really think people know but its kept a secret for 2 weeks...come on fella, think before you type/ FUD

if house prices are crashing, yes many do
of course this needs to go private - what has happened in the last 2 weeks, and also 2 weeks over chritsmas etc, is that all rises are sold into and heavily brought lower by algos
THG needs to leave the public market. 2 pound takeover is fair

JohnHenry = saw it like you see it. such insights

Boom...I wouldnt waste your time on Blinky. Looking at his first posts, he only bought in for the TO and is now gettign nervous.
He also doesnt seeem to understand that profits = tax, which is best avoided when scaling by investing into future growth and the enablers for growth such as infastructure etc

good grief man - if you dont know the answer to that you need help...distressed/ leervaged PI are selling and II such as sofina/ griffins are sweeping up
come on Binky - your narrative is the most one sided

the one thing that amazes me with THG is that it literally never has support at any round price (you would have thought at least 110) but no...has has has to go private (with MM as part of it)

maybank has just reduced its short and its long (same amount) - having held the same level since closed period; barclays also reducing

Makes sense 1pencil - esp on this share, which has incredibly high volatility