Thg Share Discussion Threads

[walshr123] 05/6/2022 18:55

Yes, Nav’s been talking to himself on the board at times! Should have gone to see Top Gun, i just did and it was brilliant :D

[griffo221] 05/6/2022 18:54

Nav, everyone who is genuine here is willing to discuss all points both positive and negative. But the fact you say you bought in last week and since then have only posted bordering negative comments doesnt really hold up well. If all so glum why did you invest

[nav1000] 05/6/2022 18:52

Paranoid mateI told u im a holder, the risk reward is good. If no bid we back to quid.If we get a bid its over 2 quid period.Just need to keep an eye of holdings of the guy from wales, Candy and Blackrock.

[nav1000] 05/6/2022 18:35

BobCity insiders have said MM willing to accept 250p and he remains in charge, according to news article.If PE and MM valuations are wide apart then its no deal, back down to a quid.However MM has said in past he wants to take thg private again so maybe he does that.

[billionarebob] 05/6/2022 18:26

nav well let's hope MM continues to reject these ridiculously low valuations and that he and Allen do their job and get us the best deal.If they do then I am sure after the split they will get you your 8 billion valuation.You do want MM to get you the best value for your shares don't you?Cant understand how you value THG at 8 billion or 6.66 per share and yet you don't think MM can get 2.50 per share something doesn't add up in your logic.Nav maybe investing isn't for you and thank the lord you are not part of the negotiations.My car is worth 8k but you can have it for 3k but I don't think you can afford the 3k so why don't you offer me 2k instead. JEEZ you couldn't make it up.DON'T BE FOOLED!!!!

[nav1000] 05/6/2022 18:22

There you go, i dont know who david is and i only bought in last week.

[nav1000] 05/6/2022 18:05

I have but i dont think that 3.9bn bid will be offered again, this time around.That equates to over 280p a share now.

[billionarebob] 05/6/2022 17:58

Nav you didn't answer my question:)

[billionarebob] 05/6/2022 17:56

Good to see so many non THG shareholders out on a Bank Holiday weekend giving free negative advice.DON'T BE FOOLED :)

[nav1000] 05/6/2022 17:56

Yes.It does seem strange the author has a problem with MM golden share in article.

[billionarebob] 05/6/2022 17:52

nav PE trying to get it on the cheap and that isn't going to happen while MM has the magic share.Your valuation of THG is 8 billion MM is trying to get a better deal.nav you do MM to get you a better deal, don't you?A simple yes or no answer please :)

[one_frankel] 05/6/2022 17:49

I wasnt the one that started the unwarranted ab_use and then shys away when the sh_it hits the fan ZB27 so try remembering that before you provide your lovely synopsis!

[billionarebob] 05/6/2022 17:48

From LSE interesting ideaA post from February with a few updated points... just another theory...In mid January with the share price tanking MM decides thats it, he's had enough. He approaches Goldman Sachs about brokering a buyout. GS then sell shares on 18 Jan to take them below 3% threshold. This allows them to quietly dispose of the remaining 32m shares without the share price damaging TR-1. I'm assuming they can't hold 32m shares while brokering the deal as surely it would constitute a conflict of interest.Interested parties found and introductions arranged, meetings take place, discussions not at a 'material' stage. Story breaks Fri 4 Feb with SP-£1.25.The problem with the MM & Friends & PE buyout scenario, is that MM & Friends includes Softbank with their Ingenuity option. The presence of Softbank would require a takeout price of £5.96 per the Takeover Code, as that was Softbanks buy-in price May 21. £5.96 would give MC £8.2bn, which seems a lot based on the current position.Now we're past May, and the world is in a different place, Softbank exercise a renegotiated option and THG spin off Ingenuity with a theoretical MC of £3bn. Softbank pay £900m for 30% and THG shareholders get shares 1:1 in the new company with each share theoretically worth £1.75.What remains of THG has now got £900m cash which it can issue as a one off dividend of 65p per share.What remains gets flogged off to PE, at price of £2.50 (the magical number MM wants!).£1.75 (share) + £0.65 + £2.50 = £4.90 (£3.15 cash) MM gets THG delisted and Ingenuity on NYSE. Softbank get a better deal on Ingenuity, given the market conditions.PE gets the ecommerce parts for about x1.5 Rev Shareholders get £3.15 cash + £1.75 Share.

[nav1000] 05/6/2022 17:44

BobHands up, it was 4bn rather than 2.7bn.If thats the case its been total failure from MM that they only got 2bn bid recently.

[billionarebob] 05/6/2022 17:42

nav in four years time Ingenuity will be turning over 500 million with 60% EBITDA so will be worth a lot more than 2 billion. Maybe we should increase your 2 billion Ingenuity valuation to reflect this :)Your figures not mine :)

[zb27] 05/6/2022 17:40

Frankel - you seem so hard, typing on a keyboard 🤣🤣, threatening people. Can't make it up! Type a bit more, you love using the P word, makes you seen even harder, oooohh. So scared.

What an embarrassment.

The epitome of a 'keyboard warrior'.

So much aggression, don't take it out on anyone close to you (your mum lol), that's if you ever make it out of your cellar!

[one_frankel] 05/6/2022 17:38

I still await those details my delightful country bumpkin, dont take too long otherwise we may have to come to the conclusion that you're just a little putty cat!