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I was going to suggest that they were delayed so could be sells. How do you know they are one of each ?

Looking like PI’s are going to be the collateral damage from the war between MM and the City. It does fell like there is now a roadmap for THG to exit the markets with MM retaining control. I think any external hope of a take over will be rejected whatever the offer - this is all about MM keeping control and sticking 2 fingers up a the City.

And he’d take your criticism as a badge of honour.

Agreed - they need the SP to stay where it is for now and miraculously that’s what will happen. Rigged !

SP won’t move until the demerger circular is published as the market cap is a consideration in the calculations. This will be kept exactly where certain parties want it to be. And they say there’s no manipulation !

KJU - where would market makers have obtained a large pot of shares cheaper than the current price ? This hasn’t been much lower or them to buy that low or do they only need a small margin ?

Place of completion and place of transaction are different things. Transaction refers to the market venue. The QIA TR1 states Doha as place of completion.

Kennedy transaction date was Friday with today as reporting date. Looks like took up some of the placing which brough him over the 3% disclosure threshold.

Would maybe have looked bad if Sanders had purchased below the 49p placing price so close to the event. Probably an agreed purchase price with counterparty.

To what extent is the SP a factor in the calculations come demerger time ? That may determine whether this moves one way or the other before then. I thought markets were meant to be forward looking and hence would focus on the remaining business but that doesn’t take in to account the manipulation that clearly goes own to meet the ends of certain parties.

Hard to say, the bots seem to have the SP under control again and are continuing to edge it downwards each day. Not sure when that might reverse.

We now know largely what is happening with Ingenuity so what is now left in THG is the 2 other businesses. Even with the new shares admitted today the market cap at this price is ridiculously low. Whilst I think the carve out has been painful and costly it has left a simpler business that should be easier to value and will be free of the Ingenuity ‘baggage’.

I thought 190 million new shares hit the market tomorrow. Obviously many have a lock in and aren’t tradeable but no PI has yet made a decision as to whether to which way they’d go. I’ll reread the detail but the announcement on Friday clearly stated an increase of nearly 15% from the shares issued.

This separation of Ingenuity is looking pretty damaging for shareholders with the level of dilution at rock bottom prices and possibly more to come. Clearly the business has been a deadweight on the overall company value, sucking the life out of the Nutrition and Beauty businesses but it’s hard to believe the damage done. The fact that we’ve now had 15% dilution and the majority of funds is going to what will soon be a completely separate company shows why this is damaging the THG SP so much.

Looks like Matt has the reverse Midas touch - it always turns to *&!#.

Once we get to just beauty and nutrition in the remaining company, will the market still see it as being worth less than 50p a share.

How does posting (repeatedly) on a BB hold Moulding accountable. At best this is just you venting your spleen, at worst you do this for other reasons.

The 2030 stuff is a complete irrelevance, the company should be assessed on how it’s performing now and prospects for the next 6 to 12 months. Is it taking the necessary steps to turn around, get a grip on issues and put in place measures to grow and improve profitability ?

Cut and paste on REVB and ASC as well.

Why notify now when the triggering transaction took place in August according to the RNS. Is it just housekeeping ?

“ lets hope MM and his BOD are up to the job. ” - clearly there’s nothing to indicate that they are.

The only significant positive impact on SP has come from the bid announcements. Everything else that is in the hands of the BOD has done nothing impactful to turn this around.