Thg Share Discussion Threads

[4vik] 13/1/2022 19:03

"Shorts are hidden" Plese show me where did I mention?
But you admitted you had long position yesterday. So, I am a bit confused. You are long but the co. worth £0.80?

[1pencil] 13/1/2022 18:20

It needs a clear and long TU to counter the mischief, gossip and other speculation to date.

Encouraging that GS have bought back at least some of their shares but as pointed out the actual amount is quite small compared to previous position.

Asos solid TU today which has double the amount of guaranteed buyers (shorts) than THG, responded well. Interestingly also moving to a main listing from AIM, bit of an old chestnut that one.

[leoneobull] 13/1/2022 18:17

Excellent. Why not push off to another BB as wouldn't want a party dampener here when we hit 5 quid

[bldm] 13/1/2022 18:03

Anyway, cash flow fair value for this stock is around £0.80 and I'm getting more and more convinced boo and asos might be a better alternative.

[bldm] 13/1/2022 17:56

Hah, for months you've been screaming that most of the shorts are hidden, now you're implying that the only shorts are AHL and Qube. Which one is it? No, smart shorts opened AFTER the company started falling - that's the best time to short.

[sankshiela] 13/1/2022 17:40

BLDM=CLOWN

[4vik] 13/1/2022 17:35

Wrong! Ahl opened short on 11/21. Qube opened it recently. Mate at least check what you are saying.
Agreed. Smart shorts from 600p not from 180p. Know the game Mate!

[bldm] 13/1/2022 17:05

For the 0.5% shorts...which probably shorted from 600+. Mate don't worry about the shorts, they are pros and know how to manage their book. Besides, they aren't even using their own money - they are probably playing with your pension fund money. Worry about your position.

[4vik] 13/1/2022 17:00

Without doubt pretty ugly closing for the shorts.

[pre] 13/1/2022 16:48

What a lovely finish with more to come tomorrow

[sankshiela] 13/1/2022 15:35

BLDM= CLOWN

[4vik] 13/1/2022 13:40

Breakout is happening slowly but surely.

[heresjohnny1] 13/1/2022 11:47

@bldm
Don't worry, I don't need to have the last word so good luck to you.
Cheers

[bldm] 13/1/2022 11:13

Heresjohnny Where do I start. If it was this explainable and predictable, it wouldn't happen because by its predictable nature the market would have accounted for it. Second, that's not how investment works to begin with. The reason companies invest pre-IPO is because they get a lower price for a share of the company. They don't need to sell their position to calculate a return on investment matey - positions can be valued without selling them, this is not your retail account. They sell for many reasons - portfolio management being the main one. For example, softbank bought alibaba pre-IPO and hasn't sold. I know how shorts work, don't worry.

Anyway, I'm hoping for a positive TU. Then this calms down which would make it a more attractive stock and this in turn leads to demand and price going up.

[heresjohnny1] 13/1/2022 10:38

@bldm
In response to your last post, I don't think you actually read my post at 09:46.
They could have taken out a short position way before the drop happened if they took out a long term loan short position, betting that BlackRock would be reducing their overall investment over the course of the year as part of their normal investment strategies.
When a company invests pre-ipo, they normally want to sell some stock down after IPO to get a return on investment to re-invest in other start up businesses which have not IPO'd yet and other businesses.

[bldm] 13/1/2022 10:15

Heresjohnny exactly - lockup expired in march 2021, not in September 2021 which it would need to have done to fit with your explanation.

[bldm] 13/1/2022 10:01

Dealy, Yeah, shorts definitely know more than SoftBank.

[heresjohnny1] 13/1/2022 09:46

@bldm
Thanks for your concern but I'm ok thanks. I'm not leveraged at all and very long on THG and up to the eyeballs in THG stock as I believe it is a fantastic business.

THG Lock-up period ended 180 days from their admission to the stock exchange as shown on page 174 of the prospectus (found here: hxxps://dl8hes3yo0qpy.cloudfront.net/wp-content/uploads/2020/09/10153258/THG-Prospectus-1.pdf)

They were admitted 21st September 2020, so a short from 14th March 2021 when the IPO lockup period ended would have been a good bet.

But I'm not sure if you realise how shorts work, because the un-disclosed shorts could have taken out a 1 year position from maybe 18th Jan last year when the share price was at about 750p. So even if the share price rises 40% next week to 270p, the shorts could still make about 480p per share. That's a good profit for them.

Just saying be careful, don't lose your shirt.

[dealy] 13/1/2022 09:45

do shorters really know more than softbank?

[4vik] 13/1/2022 09:22

Shorts under 1%. Beautiful!

[bldm] 13/1/2022 09:19

Heresjohnny, you make my point again - if GS loaned out stock to shorts, then only 0.03% closed and the majority of the stock GS loaned is still short. Do you really think you know more about THG than a shorter? Mate, you don't even know when the lockup expired. Just saying be careful, don't lose your shirt.

[deanmatlazin] 13/1/2022 09:19

Am hoping back up to £2.20 then upward to £4 by end of next week.

[4vik] 13/1/2022 09:17

GS holding above 3% to the result. Huge confidence. DIY.