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Cat’s out the bag. Plenty more fun to be had. Expecting another offer this week. End game being played out. Tripled my holding at 1.40

They aren’t after hours trades - just late reported trades from earlier in the day

THG will not be a public company for much longer. No way none of the several interested parties doesn’t conclude a deal. Shame for long term holders but it’s an easy opportunity to get in sub the £2.20-2.50 buyout price

THG announce Candy offer - starts the put up or shut up process under the Takeover Code. Belerion then bid higher, take the company private with Mcdonald and MM remaining on the board with MM in charge.

So obvious! We’ll probably see THG gone at £2.25 in the next two weeks.

Easy.

The only spanner in their plan will be if more parties come to the table which don’t include Mcdonald and MM, in which case MM will invoke his golden share but in this event the share price will rebase at the Belerion bid price.

Next week should be fireworks.

Unwind in an orderly fashion. Expect we’ll see fireworks this afternoon. This is an easy hold to £2 at least. I’m holding until the end game

It’s valued on 0.5 times annual revenue and the profit dip is temporary in the bigger picture. Just because you don’t see supply chain issues easing doesn’t mean others don’t. In an inflationary environment, retail value offerings do well.

https://www.telegraph.co.uk/business/2022/02/19/battle-billionaires-hedge-fund-tycoon-targets-boohoo/

Is an orderly exit being facilitated for the shorts - this will rise for a long time

It’s been the talk in the city for a while that the vultures are circling Boohoo. Only a matter of time before someone makes a move. Many similarities with THG

Great news. Boohoo next

IMO Boohoo is extremely vulnerable to a takeover. THG has just announced its board has unanimously rejected a takeover at a 45% premium. A bidding war will ensue over there - demonstrating that it’s probably worth double current market cap. Boohoo should see a good read across tomorrow and I think the vultures will be circling. PE or Inditex (which has a 10b cash pile). Remember this is the most shorter stock in London - things can turn fast

on the cards here. Valuation anomaly thrown up for the smart investor

A lot of garbage on here - people predicting 50, 35 p etc... based on drawing lines on graphs. Do people realise that currently Boohoo is valued on less than 6 months revenue! And its the second most shorted company. And we are in the advanced stages of growth equities crash... Looking at the general analyst consensus, I expect this to bounce back above £1 in the next month or so.

Mid-long term, I can see 300-400 percent gain, once global supply chains normalise.

DYOR

Yep - this is what made me buy in last summer

https://twitter.com/richardjp87/status/1519967220545249281?s=21&t=WzwCnRS4z1bHLES6U-IHaQ

Isn’t it just great when you can see clearly and the market is not being efficient! At £1.50 on a p/e of 7, this was a screaming buy. For me, this is an easy hold to £3.50 at least. Will probably hold 75% for long term. GLA

!!!!!

??

For a profit making, growing group?!!?! NOOOOOO that is not correct. I expect to see a major snap back here

No further downgrades - those figures do not tally with a sub 1 billion market cap!!! Big rerate due here. Supply chain issues forecast to ease in 3 months’ time.

Under it all, Boo is a money making machine.

Very tough take this morning. Added 322,360 on the closing bell.

I anticipate a placing price within a few percent of current SP and have held a little back to participate.

Overall, I am slightly disappointed with the slow progress but I believe the company is turning around slowly and has very supportive tailwinds. I'm going to use this as an opportunity to take a bigger stake.

My gut reaction is that the company is now valued far below what it should be - probably because of an overreaction to the forthcoming placing. FWIW, the placing is pretty small and I don't see the company needing to apply a heavy discount.

Bad day for shareholders but new money from here will be rewarded with 100% rise at least before end of year.

Says it all really. If you aren’t a short term trader, seems mad not to go long