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Volume is descent at 17m (daily projected) v average of 11.25m - should be positive - its getting bought :-)

Stock breaking out of downtrend
Momentum loosing embedding reading
Buy opportunity
Target 88

Great Post on Citi Broker Note
So currently nutrition and Ingenuity are valued at zero - this will be £2.20 -£2.50 very soon!

Morning all.....

Funny how that £2m share purchase went through late yesterday - burn those shorts!

Target £2.20 also equates to the £3bln take private number. Its in play.....Watch for 88 then 116 (on volume) as per my technical guidance yesterday.

Green Day

A couple of things don't add up!

Director Buys - if this is so undervalued why no recent director purchases? Unless they want to keep the price suppressed to enable accumulation by a party for a possible move?

Any previous interest in the company must now make it very very attractive to a PE firm of substance that is sat on large cash reserves and can see the potential growth in THG - surely a deal with Softbank / Sofina or CVC / Advent / Apollo? Lots of potential synergies with eCommerce, nutrition and beauty and other PE takeovers that are in the pipeline eg Boots.

I'm also getting ready to press the buy button if this retests the 60's in this sale of the century!

On a technical basis reviewing the weekly chart for THG the price has never gone below this area.
Looking at the volume for 19th April specifically a move above 88 takes us to 116.

Morning all
I personally think a big announcement re strategic direction is imminent. The role of the CEO, Chairman and the BoD is to protect and grow shareholder value.
With such destruction in the IPO price (remember £5 per share and x15 oversubscribed) the Board will want to have this readdressed ASAP and there are huge II holding a lot of losses.
This will be the reason the Chairman is not buying - something is going to land soon (guessing the beginning of July)
I see £2.50 - £3.00 as a target

Edward Koopman
Non-Executive Director
Edward is currently Member of the Executive Committee and Head of Europe at Sofina.

Dr Andreas Hansson
Non-Executive Director
Andreas is an investor and adviser with experience from the entire company life cycle. Until recently he served as a Managing Director of SB Management, having first joined SoftBank Group in 2017, and was a Partner at SoftBank Investment Advisers until August 2020.

So tell me - 2 NED's with big links to major shareholders of the company and nothing is about to drop?

It's going to be taken out or taken private

Yes indeed - (that should have read what!)

......and why NO DIRECTOR BUYS IF THIS IS SO UNDERVALUED??????????

Private equity firms said to be circling THG, shares surge

https://www.sharecast.com/news/news-and-announcements/private-equity-firms-said-to-be-circling-thg-shares-surge--9159960.html

If you don't see any director buys this week - something big is about to drop (imho)

I also look at key investors who have recently taken positions and to me both Griifiths and Candy are in this list. Leahy (ex Tesco CEO) also owns a big chunk.

Candy bought 1m at £1.40 a share and with a rejected bid of £1.70 this has to be a £2 stock minimum in anybodies valuation.

Watching with interest ??

Morning all

I'm expecting an RNS with a company strategy update, a take private option or a bid from CVC or other unidentified buyer soon!

It wouldn't surprise me at all CVC or maybe Amazon for £5 - one can but dream!

It certainly looks like the line at 70 is support and we should also get a little squeeze.

Rock - has the business got value in it?
We will have to see

Morning all

.....running a slide rule on this now
Split and sell off individual parts - no brainer

We will now see what this BoD has planned after destroying shareholder confidence and allowing insiders to dictate the short game.

I am loosing a significant amount here as many others so it's time to add some shareholder value!!!!

170p now (b@#£%^%£#s)

Could CVC launch a hostile bid?