Member Info for strangled

Yes it's a long way from Allen's purchase at 86p

Could do with an update from the company to stop the rot!

I've loaded up on the large dip! - Let's see

Summer Sale - great buying opportunity

REVB = OOPS!

Morning fellow THGers
See a release from REVB this morning

...thats 579.5p

....was £579.5 Wow!

Colin

No general article discussing Russell 2000 stocks in US but lots of content and charts.

It is clear that THG is significantly undervalued and likely due for a re-rate on or before Sept earnings report. IMHO / DYOR

2xg coming soon!

Good morning fellow THGers

There is a great article on value stocks in the FT which talks about how some stocks just keep falling and are out of touch with reality but eventually are re-rated appropriately! Interesting read.

I put THG in this category for sure - what's the next twist in the saga?

2xg coming soon!

Offers would need to hit the range of '£2 to £2.50' to get Moulding to the table, the sources said. The company declined to comment. One source said the 'fair value' of the business could be at least £4.

I'll take the £2.50 now!

https://www.thisismoney.co.uk/money/markets/article-10840093/Matt-Moulding-offer-3bn-ecommerce-business-THG.html

I thought you said no PE while MM has golden share?

Next piece of the puzzle Bl1nky

Thanks to all fellow team members here for the sensible posts.

I still firmly believe that a hostile bid will come in here from Apollo / CVC / Advent etc etc
Shares are massively disconnected from reality

https://www.thisismoney.co.uk/money/markets/article-10901275/AO-WORLD-shutting-German-business-eight-years.html

Short Squeeze needs to come in with a good 10-15p rise.

Technicals
Share needs to get past 73.7 (20 dma)
Momentum up
Market should be supported with tech (appl and amzn) up and fed out of the way!

Good man!
2xg coming soon

Thanks MHL

In fact I had .6 in the original calculation representing buying out the bottom 40% of shareholders let's revise that

Market Cap £977m
His ownership and close associates 25%
Top say 40% II
He takes out the business and rolls over ownership with the II's on board means he needs 35%
The 3.67 represents the multiple against the current share price to reach £2.5 a share

So we have £977m x .35 x 3.67 = £1.25 bln
Deduct £500m cash and the current assets

It's a steal for someone
I wouldn't put my house on it
But I have just put my car on it!!!

....Good Friday morning THGers

Made some useful observations and did some interesting calculations on the back of everything that's going on and came up with the following summary

1. Beauty is doing very well it seems elsewhere (recent figures from Boots, Unilever etc)
2. Nutrition is benefitting from reduced costs and is also showing good numbers - last update)
3. Market cap is currently a ridiculous £977m with circa £500 in cash and a bucket full of assets)
4. Directors have just bought 2m shares with the CEO gifting his purchase - very strange thing to do when stock is being shorted to hell - he also transferred shares to his charities benefit and has pledged circa £100m to same - again what about the benefits to his shareholders? Do you think he would let them down so badly?
5. Various insane valuations without an appreciation of the growth opportunities worldwide and the technology - gamechanger

Conclusion - if he were to take this private at £2.50 a share he would need some big player IIs to roll with him and buy out circa 40% of current holders including us PI's which would cost :

977 x .6 x 3.67 = £2.15 bln which is less than last years turnover but hokd on he has 25% with other directors and close friends so I need to alter that calculation.

It should now read 977 x .35 x 3.67 = £1.25bln
That's right - £1.25bln to take out this business at £2.50 per share

This is going to be taken private for sure A matter of time!

I notice an update from the City Spy regarding the free float! Pretty much on the lines of what we have been discussing here already.

It's happening boys! He's forcing a final push to take this out for the shorts! IMHO

Very large squeeze resulting???

So why has MM done this?

Well it certainly sends a clear signal to existing shareholders and so soon after the Softbank news.

It would only take a move by one of the current stakeholders eg Terry Leahy to follow suit and it really would be game on for that overdue re-rate.

One thing is for sure (just like Musk had with Tesla) MM really wants to stick it to the shorts!

Perhaps some 'Silk Short Shorts' on the Lookfantastic site?

Get ready for the fireworks!