Member Info for win4call

Given they own 27% of the company I hope not. That would be a lot of share to shift if they were to sell out completely.

RNS states buyer as Katie Wilson but LSE have listed it on here in Director Deals as Kenny Wilson. I know which source I trust !

Matching buy and sell from one of the NEDs showing in the director deals list now. Bit strange ?

Just read the Market Watch article on this transaction from a few days ago. They claim that the Permira subsidiary were not involved and it was a consortium of investors. In that case it would depend on volumes each member of the consortium has disposed off and whether that crossed any reporting thresholds, assuming they held over 3% beforehand. I do wonder if the ex CFO and current CEO took part given their changed position in the company and the significant holdings they have. Maybe there was a lock in which has expired ?

I expect there to be an RNS given the threshold changes from the placing. If someone has taken the 7% as a whole then they would have to disclose also probably. If gone in smaller chunks then not so necessarily. There are different rules regarding timescales and disclosure thresholds for UK or overseas holders.

The problem is, with anything like this the city institutions and BOD are on the same page (for once) - they want to keep all the gains and don’t want PI’s to get any upside. I see this being structured in such a way that there is little direct benefit to THG shareholders - though don’t know how exactly.

Interesting that they know it was Goldmans though without an RNS. It’s down to the holders to notify the company in order for the RNS to be issued and there are fixed deadlines for doing so depending on whether they are UK based or not.

Given the transaction size it has to be Permira or a combination of them and other large holders. The ex-CFO and the soon to be ex-CEO both have large holdings still which I’d imagine they’d like to cash in. We will get an RNS next week but not sure it warranted a 20% drop.

In the context of volumes over the last few weeks, that’s a reasonable size UT posted on Friday.

Every attempt to climb back a bit is getting slapped back down. Massive disappointment once again.

Bots have had that 52 week low in their sights all day and been walking this down to make sure it gets hit before close.

Given the rises today on THG and ASOS I assume PP has been told he can take the day off.

So UBS seemingly out … and then back in. Seen them do this before - obviously some sort of ‘facilitated’ transaction the means they don’t hold over a certain date. Who knows why but clearly just UBS related and nothing to reflect on the company per se.

PP , you should know very well that postings don’t tell the full picture. Do I hold, or do I trade ?? Bit of both to be honest and ahead with both thank you.

Not sure what you do - just a paid wind up merchant.

PP is a paid deramper, part of an organised and concerted campaign against the 4 companies he continually post negative comments about. Best to treat as such.

I thought the same, but not sure this time.

If they have sold out, shifting that amount of shares will have taken quite some time and been an impact on the SP. Might move a bit more freely with them gone now hopefully.

Some hefty trades gone through today. Wonder if it’s someone shuffling things around internally or has someone dumped a load ?

They bang on about the same 4 shares but only spam 3 of the boards. Nothing to say to the people on BOO ?

If you’re such a wise investor PP1, which shares do you like and why don’t you post on their boards. Or is it that you aren’t invested in anything.

H&B signed a 3 year agreement in January this year which, from my interpretation, was put in place to allow them to redevelop the Burton facility as per this latest news article.

‘ Holland & Barrett has announced a proposal for a new three-year agreement with THG Ingenuity for its e-commerce fulfilment capabilities. The partnership will enable Holland & Barrett to continue to rapidly scale its online business while its Burton Distribution Centre undergoes a major multi-million-pound redevelopment. ’

Of course, ASOS, REVB and THG are the only boards you post on.

There are plenty more shares that are bad or worse investment options but you have a bee in your bonnet on these ones. I think we’ve heard your guff now so jog on.

Except the SP is not the company and vice versa.

Moulding will carry on doing whatever it is he’s doing company wise and the SP will carry on in its own ‘bubble’.

What’s clear is that he doesn’t give a fig about the SP. It’ll either react to any turnaround in the company or it won’t - simple as.