Thg Share Discussion Threads

[billionarebob] 11/2/2022 11:50

God forbid merrick are you suggesting that bdlm might have been lying all along to try and manipulate others so that he could selfishly make a small profit!!

And you are asking for share recommendations from someone like that !!!

How do you know what he tells you will be truth or manipulation?

[merrick1965] 11/2/2022 11:43

bldm and I are are similar - we dig deep in our research. I’ve owned THG at 5.73, 1.98, 1,83, 1.79 and 1.73 I have exited with minimal losses and profits and not been stung, gapping down is sometimes wiser than chasing down and topping up.

Which shares would you recommend

THG is on my radar but I’m tracking short tracker movements and shall stick with plan - worked well with Galliford Try and Cairn

[billionarebob] 11/2/2022 11:42

BOIX I agree someone is after shares today :)

[billionarebob] 11/2/2022 11:35

Merrick whatever you do, don't ask bldm for investment advice he bought 10,000s of THG shares from £3.30 downwards. The strange thing was every time he made a purchase he was telling other investors 'DO NOT BUY THG' because the company was being run by a crook and there was fraud involved, which was a bit odd.

Then when he got to an investment of 30/40,000 THG shares he sold the lot and turned his paper losses into huge cash losses.

Once he lost all his money he got giddy and excited telling everyone how he was right all along?

He became delusional and has been here ever since, check his past posts if you don't believe me.

He is either weird or a 'Bloody Lying Deramping Manipulator'

Nice to see even the shorts are changing their minds. Read what bldm has said in the past, look at his posts, especially the critical posts about THG and fraud.

Now bldm is saying:

'Personally, I see things improving a bit with THG'

ROFL bldm has sold 30,000/40,000 shares at the bottom taking a huge cash hit and then a few weeks later he personally thinks things are improving.

Hilarious!!!!!

Honestly, you couldn't make it up :)

[merrick1965] 11/2/2022 11:17

Bldm interested - at the moment I’m 100% cash. Which three shares would you look at.

[boix] 11/2/2022 11:12

There is at least a large buyer working the book and taking this up on L2 - using a booker with DMA and using broker pool and LSE.
Makes a change.

[bldm] 11/2/2022 10:54

I said and explained months ago why SB involvement in THG is more of a red flag for me than a positive.

[merrick1965] 11/2/2022 10:46

SoftBank are in a mess. Piggy back finance is like a Ponzi scheme(they have borrowed money at 7%)ARM deal might save them. But NAV of their portfolio I suspect taken a big hit

Where the plot thickens - or somebody spinning a good rumour

Apollo in discussions to lend SoftBank £4 billion and Apollo meant to be one of the parties interested in THG, Apollo hold THG debt so just hope not a debt for equity dilution. Deal

See Softbank article hxxps://www.wsj.com/amp/articles/softbank-finalizing-4-billion-loan-from-apollo-led-group-11640104307

[bldm] 11/2/2022 10:13

The patient take money from the impatient is a quote from Buffet (or Munger) and it assumes the business you've bought is not a lemon which implies the management is made up of honest, smart, experienced people with integrity. Neither Warren nor Munger would touch THG with a bagger pole hence it's wrong to apply their quote here. Plenty of patient people who sit on 90% losses thinking this is investing. Some sit on a declining company losing 50% to get that 3% dividend 🤣.

Personally, I see things improving a bit with THG. It's too early for me to buy just yet but I am less negative on it than I was a week ago. This is purely on technicals. I'm still skeptical of the management which is the biggest problem for me with THG. I'm also skeptical they won't get squeezed and lose margins with the current economic environment. The breakup of the company and update on SoftBank deal can plunge this down further and are big unknowns. SB not doing very well - might need another injection of Arab money.

[imjustdandy] 11/2/2022 09:24

Yes same one - LOL

[merrick1965] 11/2/2022 08:50

Is your source the same as your Previous tip

imjustdandy - 29 Oct 2021 - 10:05:09 - 1731 of 10632
Institutions buying suggests the bottom - New Chairman news any day now and busy Christmas period starts on Monday for THG. Big reversal underway from 2.19
———;

THG is a good but risky punt at these prices, shorttracker implies shorts increasing but as somebody said the other day (London I think) the patient take the money from the impatient.

[boix] 11/2/2022 08:48

You mean being bought by PE not a management buy out - correct?
I ask because there seems to be a lot of confusion about PE on other BBs.

[imjustdandy] 11/2/2022 08:41

This goes private next week. I'm expecting a follow up article in Sunday Times with a bit more substance this weekend.

[boix] 11/2/2022 08:36

fxdealer3
You believe he has a cash deal on offer - Why are you so convinced?

[fxdealer3] 11/2/2022 08:33

Markets are going to get worst this year and there is cash deal which whole city knows about next week the doubt ie this guy trying go on his own the guy lunatic if does not run a wealthy msn

[boix] 11/2/2022 08:32

Right now we need real substance and not any more rumours.
Rumours just encourage traders and the resultant volatility .
Given all the initial rumours and reports we should be will above 167p but no substance offered by the company yet!

[neilyaz1980] 11/2/2022 08:27

Considering there is supposed to be m and a rumours in the background, the share price performance is a bit weak. Let’s see what transpires over the weekend.

[sankshiela] 11/2/2022 02:26

BLDM = hunchback troll who only posts negativity, fear and loathing

[fxdealer3] 10/2/2022 21:57

I am buying 10 to 12 companies atm over 5 year term outlook even with high indexes ...so keep buying where you see value .....value will win out .....30 year strategy....buy cheaper than fair value ....and there are great opportunites and do so over time

This guy got caught out ....and pes are tangling cash so that is my short term outlook and all city know it

If he runs for cash like anyone with half brain it will be over soon if not i Keep longer that is all

[amaretto1] 10/2/2022 21:38

He's well known for this behaviour.... HUR was one of is best moments !Imo this is going a lot lower ..U will see 100 pence before 200 pence ..

[fxdealer3] 10/2/2022 21:28

Anyway fun and games tomorrow again

[fxdealer3] 10/2/2022 21:00

I emailed ingenuity ....might give them 5 contracts this year .....all depends on price and what they can deliver .....i should know tomorrow .....I run 8 businesses ...most run by themselves

Investing is most profitable but lost alot too like everyone

[leoneobull] 10/2/2022 20:24

Sunday Times.Title on homepage - Private Equity on the prowl at THGTitle on article - Advent private equity circles Matt Moulding's THG after share price slump"Private equity firms Advent International and Leonard Green are exploring a buyout of the beleaguered online retailer The Hut Group.Executives from Advent are said to have recently visited THG's offices in Manchester, and Los Angeles-based Leonard Green is also understood to be running the rule over the company.Shares in THG, led by co-founder Matt Moulding, jumped 16 per cent on Friday after news of the private equity interest surfaced in a speculative blog post on the Betaville website. Sources close to THG said Apollo, another firm linked with a deal, was a less likely buyer. Apollo is already one of THG's debtholders, sources said.THG's shares have slumped 82 per cent over the past year amid growing concerns over its corporate governance, cashflows and the value of Ingenuity, the tech platform licensed by THG to other online retailers.In an interview with GQ magazine last November, Moulding said his experience on the public markets had "just sucked from start to finish". The chief executive added that he had "other options" because more than half of THG's shares were owned by himself and his early backers.A source close to Moulding said private equity firms had approached THG, rather than the other way around.City sources said if private equity were to buy THG, they may seek to re-list it in the US, where investors are readier to tolerate minimal profits from fast-growing businesses."

[fxdealer3] 10/2/2022 20:15

Ceo agrees deal it is over next week