Thg Share Discussion Threads

[billionarebob] 24/5/2022 09:17

Now we can see the story unfolding, there will be many more RNSs before the 16th :)

[london07] 24/5/2022 09:16

Once this gets sold for whatever the price, people who sold out will look back and thibk, got absolutely done like a kipper. All the signs were they its being sold.

Most manipulated share on the market. They doing everything they can to close shorts, load up, institutions loading up, as they know exactly what coming.

Blackrock closed all there shorts in a day. Only thing it takes is, Blackrock big wig makes a few calls, and quickly finds out, yep get out as quick as you can, THG is getting sold!

[london07] 24/5/2022 09:13

RNS - Morgan Stanley positions on behalf of King Street Capital 🤣🤣🤣🤣9315;

[srs8] 24/5/2022 09:08

no buying support whatsoever today. share price just dropped over 1p in less than 2 seconds, on the back of circa 5000 share trades total volume
weak

[zb27] 24/5/2022 09:01

I'm sure Candy, King st Capital and other institutions are absolutely delighted to snap up everything they can at these levels!!!

[nash19] 24/5/2022 08:55

A suitor does not accumulate stock in a fri3dly deal ie before they have board approval. Its a common misconception, in this instance your more likely to hear, well before the out up or shut up date an announcement saying X and the board have reached agreement at XXX per share...hey presto.The discount your seeing now is the market sense of arbitrage and risk.

[hooded claw] 24/5/2022 08:53

1apache, why do you keep feeding the troll ?Just ignore it and let it wail in the wilderness

[1apache] 24/5/2022 08:30

Yep.. that’s why shorts closed

Pratt

[1apache] 24/5/2022 08:30

Yep.. that’s why shorts closed

Pratt

[lodgeview] 24/5/2022 08:24

jubber, couldn't agree more. Matty's mate is the bidder. You couldn't make it up. It's over for THG.

[doughty9] 24/5/2022 08:17

Thanks Merrick.

[merrick1965] 24/5/2022 08:15

Fear Uncertainty and Doubt good article on yahoo finance about investing FUD

[jubberjim] 24/5/2022 07:56

Not tempted

This is not making sense

Mooted as a takeover target but yesterday in a very rising stock market THG went backwards
Strange ?
Lots and lots of blather and hot air being spouted over Candy being interested in T/O and reputed share buying

In the greater scheme of things and in light of these takeover rumours 1 million or so shares is nothing

This is floating on what I don t pretend to know.


I am waiting to be convinced

[billionarebob] 24/5/2022 07:50

Look at Revolution IPO and Trinny London valuation all based on multiples of turnover. Haven't got actual figures in my head and am on my way to work. But check it out and you will see the true value of beauty if split.

[srs8] 24/5/2022 07:45

going to be an interesting day. we know that there are a lot less shorts, we know that the players who have or are thinking of making bids have increased holdings, but also that they will not want to pay top dollar, so share price is being suppressed by MM, but also the wider market is down big time (esp the nose bleed nasdaq). I m expecting fall followed by recovery, with a test of 145 being resistance, and then 153.
GLA

[billionarebob] 24/5/2022 07:41

How much would it cost WPP to replicate Ingenuity?Read the RBC report, listen to the webcasts. Ingenuity is smashing it.And don't get me started on Beauty. Recently acquisitions in beauty sector have based on many turnover multiples and beauty turned over 1.1 billion last year?

[trolleyfull] 24/5/2022 07:37

Handbrake - off
Mirror signal
Off we go .

[billionarebob] 24/5/2022 07:36

The value is in the split which is why they are trying to buy the whole group quickly and on the cheap.

[billionarebob] 24/5/2022 07:34

And there is that 3 billion narrative AGAIN.Am telling you Ingenuity on its own in 3 to 4 years will be worth 3 billion

[dafad] 24/5/2022 07:30

Guardian Article


Reasonedthinker

Price: 139.05

No Opinion

Think ive managed to copy it over ....Today 07:13

Matt Moulding and the board of THG did the easy bit last week: they rejected a “highly preliminary” takeover proposal from a consortium led by one of the online retailer’s own non-executive directors. It will have been a simple decision, because rolling over at 170p a share, or £2.1bn, would be humiliating. Even some of the bears who used to get stuck into THG in the days of a 600p-plus share price thought fair value for this baffling group might lie around the 175p level. What, though, would Moulding do if a serious bid – which a few in the City define as one around 250p a share – were to turn up? Such a plotline looks unlikely (as the current share price of 139p indicates), but the working assumption is that he’d be tempted by the idea of going private. He spoke of “options”; in the infamous interview with GQ magazine last year in which he said listing in London “sucked from start to finish”.If so, Moulding should remember that the grass is not always greener elsewhere. If the private route were intended as an excursion on the way to a US listing, he should note that American markets – the ones he eyed enviously – have subsequently clobbered the value of almost every “pre-profit221; tech stock.Second, going public in London hasn’t been so awful for THG, all things considered; the company raised £920m of fresh equity at listing in 2020 and then another £800m exactly a year ago via a placing that brought in SoftBank and investment firm Sofina. The public markets, in other words, set him up with the resources to prove there’s a real long-term business within THG.Third, if he doesn’t like the wicked short-sellers found in public markets, a return to private ownership may not be a picnic either. Yes, THG inhabited that private equity world before its float at 500p, but that was an era of cheap cash and punchy investment appetites. Life, and private investors’ short-term demands, have moved on.Moulding should count his blessings: stock-market life is bumpy, but he retains enormous freedom to manage the business as he wishes. The private option might just load another layer of uncertainty on to the company.

[goldencrosskiss] 24/5/2022 07:29

Where does it leave the deal with Softbank??

[1apache] 24/5/2022 07:18

Simmons. To get respect you need to earn it.

You are a liar, a disgrace and Yet another little keyboard warrior who is legend in their own minds. You are pathetic

Rant over