Thg Share Discussion Threads

[kooba] 30/1/2022 15:36

Can't see it says that Shah contacted the company for comment on the list of old accusations ..the normal professional approach to avoid inaccuracy. He did ask the company on the presentation story..."THG denied trying to dissuade any customers from talking about Ingenuity. " so let's ignore that and run a story from an unknown contested source anyway..Maybe Moulding and THG can communicate better...but hell so can the media do their job more professionally too.

[boix] 30/1/2022 15:35

Now, you’ve lost me.
I have no idea what you are talking about?
LOL

[sankshiela] 30/1/2022 15:32

BOIX - we have another nibbler. Came as a troll to be trolled. Can he keep up

[boix] 30/1/2022 15:30

These questions were not first raised here!!!
The questions have been raised by analysts and financial journalists.
We are just discussing questions already raised by others.
Please try to keep up!

[sankshiela] 30/1/2022 15:22

BOIX= strange (r)
Where has it come from?
Why is it here?
Why does it think MM would answer its questions on a forum
It should leave

[boix] 30/1/2022 15:15

He hasn’t attempted to answer any of the concerns raise.
That’s the real issue - Why hasn’t he?
All they have done is hire an aggressive heavyweight legal team - That’s only going to make things worse.
So the assumption is that he must have something to hide?
Not an unreasonable assumption especially given the company’s chequered financial history.

[sankshiela] 30/1/2022 15:12

Downerdeb = smoke or fire

[leoneobull] 30/1/2022 15:04

A lot of irritating retail shorts posting here. The illiterate posting, predominantly .

[debsdowner] 30/1/2022 14:47

But you know what they say "there is no smoke without fire". Fraud was found in their previous accounting and it easier to to cook the books when you have bought out other companies.

The market has spoken the share price hasnt fallen so fast and so far for no reason.

So I expect is a number of factors short sellers and ordinary investors getting spooked.

Many investors also put in place stop losses and they also get triggered when the share price collapses.

[bldm] 30/1/2022 13:46

Personally, I don't expect to find quality financial journalism in the times, daily mail, telegraph, independent etc.. For me, the valuable piece of information is that THG is on their pages in the first place. More of a place to find leads for independent investigation. It's entertaining to read them though.

As far as shorts, I'd say there are few shorters, but their positions are definitely not small. There cumulative position is small - THG is not heavily shorted.

[billionarebob] 30/1/2022 13:36

*own not in

[kooba] 30/1/2022 13:35

Also ex city and used to speak to newspapers often..your points are valid, there is balance and there is bias. There is no balance in the piece and as you point out much supposition and inaccuracy. I too had no interest in IPO and thought it all very toppy , however it has become interesting down here on a number of fundamental benchmarks..i am far from a committed bull..but do sense that there is a hatchet job going on and that normally means someone has an agenda. There is only a very small reported short , recently reduced so not clear on motivation.I believe your comment on the market knowing there was potential forced seller ...it might be now that is cleared and in public they may run out of new reasons to bash them ??

[billionarebob] 30/1/2022 13:35

Bldm put us out of misery a d tell us how many THG shares you in and what is your average price?

[kooba] 30/1/2022 13:25

Not sure this is encouraging decent well researched journalism worth anything but chip wrapper...if the reader has to decide whether there is any truth in articles in what were reputable news outlets it rather defeats the point in having media at all.

[schroedar] 30/1/2022 13:25

So here are some shah inconsistencies: whiteheads stake was sold on Wednesday not Friday; it was a margin call (I heard it was being hawked around the market 2 weeks ago which is why the price fell dramatically to find buyers); no mention of the fact the stake has been acquired; the SoftBank guy who bought the stake has been replaced - doesn’t mean SoftBank are anti thg now; the unnamed customer who wasn’t allowed to say good things about ingenuity was a month ago apparently. And while the product is great this customer apparently has another business which he now doesn’t want ingenuity involved with because he was asked to respect the confidentiality clauses in his commercial agreement; the city doubts don’t refer to the Liberum 700p and rbc 500p share price targets or that the Analyst has withdrawn its sell recommendation. So while I agree that MM leaves a lot to be desired and this was never worth 800p, equally let’s not allow ourselves to believe what Shah says every week. As an ex city pro myself, these journos are not investigative, they get fed by City interests for all their stories on Fridays

[kooba] 30/1/2022 13:21

Got to think these guys are some of the smartest in the room from a couple of days ago."A private equity-style fee structure that has paid out an unprecedented £60 million to two stockpickers at Jupiter Fund Management is to be reviewed by the investment trust footing the bill.Chrysalis Investments revealed yesterday that it was paying Jupiter performance and management fees of more than £117 million after the value of its portfolio of largely unlisted investments soared.The two Jupiter fund managers, Nick Williamson and Richard Watts, are being given a combined £60.5 million personally in newly issued Chrysalis shares. A £51.5 million performance fee is also being taken by Jupiter in cash."https://www.thetimes.co.uk/article/jupiter-fund-managers-make-60m-from-chrysalis-m6bw5txz2The ones representing leading shareholders in THG , who have been adding.

[kooba] 30/1/2022 13:12

Not in on the collusion argument between media and hedgies to be honest but definitely wouldn't be put off the idea that the analyst work was not pushed by an already short Hedge client and then that is used by the media...circular bashing.Much of the article is lazy rehashed stuff already used the only knew part seems to be the guy who THG didn't want presenting their product ..why would they? The guy thought the product good but now would never use it again...eerr pardon why on earth would you not use a good product because the company did not want you presenting their wares..no idea who the guy is or his credentials to represent the company. This is not a story it is BS. It's a desperate hit piece on nothing cut and pasting earlier "work" basically biased and lazy.

[bldm] 30/1/2022 13:09

Just want to point out that the UK has very strong libel laws. If any story is untrue, MM has plenty of options to take legal actions. Untrue stories can be dealt with easily which also gives ammunition to MM to fight back...if the stories aren't true.

[careful] 30/1/2022 13:03

The article was full of number and facts.
Legitimate attacks on this article can only be met by questioning the numbers quoted.

[bldm] 30/1/2022 12:59

Not saying it can't happen but think what is being suggested. A company that is not heavily shorted by HFs has journalist and HFs colluding to publish untrue and damaging information.

For both the journalist and the HF it's not worth it. Not least at a time of monetary tightening when it's likely it will go down on its own. Or at a time when the price is already down...why collude more.

It is as likely as the suggestion that MM crashed the price on purpose to buy back shares cheaply.

Thr problem is that you have a lot of tech companies that have crashed recently. THG possibly got repriced as a retail company. There are many more likely explanations than collusion.

Sharks arrive when there's blood, but they didn't conspire to cause the blood in the first place. There's an element of MM own actions and the state of the world.

[kooba] 30/1/2022 12:57

I'm backing Boris as it should be the electorate not the media who dictate who Governs...recovering well in the polls.Journalism is in the gutter and needs a very long hard look at its biases.