Member Info for sudnal

Marshall wace is the stand out short with 3.4%, they would have made massive profit on this share. Still shorting more..I sincerely hope they will be taught a lesson for being too greedy...

549.75 now...

Reading through the results, i suspect there is going to be a capital raise. Tories are destroying UK economy in my opinion. First with Brexit which brought GBP down, now the mini budget - which could either a genius move or incompetence. Most of the financial analysts and markets think its the latter. I suspect there will be a period with so many variables in play and we cant really anticipate the wood for the trees. Best mode currently for me to is to either stay in cash or invest in other countries where interest rates are in the downward curve..

Not sure of the reasons for the continued fall here....Know the results are not as expected esp regarding free cash flows, but thought the debt is manageable. Inflation might increase the costs of running the business, probably the market is adjusting to that value...But at these levels, might be vulnerable to a takeover with 26% major shareholder...

This does actually mean that Candy or Belerion can still make a bid within 6 months of them walking out. 6 months has not elapsed yet.

As is customary under Rule 2.8 of the Code, Belerion and King Street reserve the right to make or participate in an offer for THG (and / or take any other actions which would otherwise be restricted under Rule 2.8 of the Code) within the next six months following the date of this announcement:

(i) with the agreement of the board of directors of THG;

(ii) following the announcement of a firm intention to make an offer for THG by or on behalf of a third party;

(iii) following the announcement by THG of a Rule 9 waiver proposal (as described in Note 1 of the Notes on Dispensations from Rule 9 of the Code) or a reverse takeover (as defined in the Code); or

(iv) where the Takeover Panel has determined that there has been a material change of circumstances.

He never asked any of us to buy shares in his company. We did and we have to bear with him and his management team until they make interventions to create value. If you dont believe or cant wait, everyone is free to sell and invest elsewhere...

"Never get", i dont think is right. When headwinds ease and business generates profits, Im sure this will be at much higher levels. Wait for the tide to turn.

If you are a shareholder, you can't sell today at a profit. You have day jobs to do, go focus on them. There will come a day where you can sell and profit and until then stop looking at your screens. This is worth a lot more than what the share price suggests right now. Daily movements in price will force you to take emotional decisions.

DOJ Short-Selling Probe Eyes Bets on Amazon, Microsoft and JPMorgan - https://www.bloomberg.com/news/articles/2022-09-12/doj-short-selling-probe-eyes-bets-on-amazon-microsoft-jpmorgan
They clearly profit from collecting all the comments posted by various shareholders on social media sites such as this and target them.

I genuinely hope so..Its at such low levels, i will be surprised if no new II's come onboard. Blackrock closing their short a few weeks ago around these levels is a positive IMO.

Agreed. Anyone else who thinks that they will post spectacular results Thursday are reading it incorrect in my opinion given the general market mood last quarter. I am also worried about any goodwill write downs etc from acquisitions. Shorts increasing slightly just before trading update is not a good sign based on my experience. That said if we are pleasantly surprised that would be great.

Im not so sure. This would be possible, only if you have the option to sell your shares to the underwriter. If such an option doesnt exist, and i dont take up the rights issue, im staring at 60% loss isnt it..

Its a modest rise only if you consider buying all 4 rights shares. If you dont buy the rights issue, its 60% loss. Is it not?

This turd is back to its best..Down again in a positive market..

This is an easy short until £1.03. Iconic brand rescued many times by the investors and perhaps this is the last ditch effort to keep it afloat. Its capital intensive business with minimal or very little cash flow to fund growth or pay off debts.

Stop acquisitions
Sweat existing assets and generate free cash flow
Buyback shares or bring an activist investor
Announce a dividend if possible
MM should giveaway his special shares
Build good relationships with the city investors

Will this test the all time low of 11.2 again...

Has anyone made any money in this share, looks like all LTHs, STHs and infact all holders are under water apart from probably only the seed investors...

Honestly, Asos has had much higher valuation when the revenue was probably 1/8th of what it is now. It has now expanded internationally delivering revenues of £4bn albeit short term pressures on cost and profitability exist. Markets are controlled by the rich few, who swing the price as they want (both upside and downside)...

One day we will wake up to the news that ASOS is swallowed up for £15 at this rate. I will not be surprised with that considering that it is only 100% markup on the existing price. It will be a disappointment to be honest considering the huge potential that this company has. Very much possible with 27% owned by Danish billionaire. But long term holders who has much higher averages will be shafted. Look at Micro focus, it was trading at £20 a few years ago and now it got bought for £5 odd.

Im sure that pressure will now come to shorts to close their positions, given that takeovers in the UK market are now on the radar again considering their lowly valuations..