Member Info for Ste2000

I ve always been buying. I just knew the offer wouldnt get accepted. hoped it would, but now feel QIA X Mould is more likely.

want to see Board put their money where there mouth is though

Love the way you didnt share your insights 4finger chocolate bar whilst PE was interested.

Also I now expect McDonald to buy more shares on the open market + the rest of the board with immediate effect

Agreed Oke, the board need to deliver numbers not Linkedin updates (I have a problem with Mcdonald since he BS offer of 170p last year)

that said, apollo saw value in THG at materially more than 170p. the SP is 61p. for that reason I have loaded more.

Sad that apollo couldnt offer without needing equity control on beauty and nutrition. would have been a very different story today. shorts seem to have retaken control with their AT trades. given how low they are i would guess they will reload, and attack the SP. numis will update their report with more negativity.

i hope THG and MM have a plan, and a quick one, maybe involving Nutrition external JV. or maybe involving QIA?

I also hope they do a Q2 trading update and not make us wait until Sept for this. they should also publicize heavily any ingenuity big whales asap.

think we may have a tough time until Sept

I'm long and in deep so gutted. amazing how stubborn THG board / MM are. crazy a deal couldnt be found. worse that the market knew before and sold off (like last time). GLA

Well reasoned Oke, thanks.

do you have proof (at least enough for you, not suggesting you need to share) that Apollo are doing official DD in THG ie. THG have opened the books? thanks

Says the guy who wants 300-400p once a company at 81p. anyway surely hes your best bet on SP recovery

dont worry it sold off after the post anyway

I hope a bid will happen. THG needs it. it will be shorted to hell without one. down to boo +10p max

at the same time, SP is showing it wont, and has gone down 37p in 5 days - that is a lot on no official news.

see cityspy has tweeted and the SP has gone down more - this company and its company will not be missed from LSE

Sage, if we go with your logic, why would THG not tell their shareholders of an offer thats been agreed in principle ie if its gone to DD

None of this stacks up to me, and is opposite to Apollo x Wood

for this reason, I dont believe a bid is coming

Mindless ramping (unless you can support why 300-400p) when SP is now 81p

Oke, appreciate the time taken to write a reply (thank you)

on DD, this only happens after an indicative bid is accepted. if this was the case, we would not be (falling from) 82p.

if you know (and i mean this with respect), then the big boys and City know.

if DD is true, suggests DD is over and a bid is not coming/ was not accepted (likely this time last week on the insane fall from which we never recovered)

you cant really believe there are 100s of apollo staff in THG - come on mate - even logisitcs (where would they sit/ park etc etc)

StevieLS - my cousin, the (inncoently) bullish member of the family. 3 quid...with SP at 82p and falling, come on coz

Right sure, that sounds logical doesnt it. even though this played out exactly the same with king st. rose to 158p and a weak before had dropped back to 110p and then to 70p

behave the City really care about a company with a 1bn market valuation

Yeah market also seems to think they really really want it

Guessing they wont it on the cheap, and dont want it on SOTP

Yeah that 3% growth YonY is dynamic, with inflation at 10%

#SPactionisshoingnobid

The SP action today, yesterday and ever day for the last one week suggests in strong terms there is no offer to be made

This is not the action of a share that will have a bid at a premium.

They bought and sold same amount. your attention to detail is appalling