Thg Takeover Rumours (THG)

Don’t forget the two or three takeover attempts were over 2pounds And in my opinion the business prospects and the evidence of sales point to a re rate by the market!!

He doesn't want you to know this, but Rivingtonstreet a.k.a ICAC a.k.a The Imperialist lost all his money on Superdry shares (SDRY). He spent 4 weeks desperately trying to talk-up the SDRY share price with unfounded rumours of a takeover and then got absolutely slaughtered, when it didn't happen !!!

Data is terrible on asos. I was looking for a short but nobody is offering them really and wanted closer to 400. That business is in trouble. You only have to look at how the directors are now behaving. No conference call. No break down. No tu at Xmas. Smoke and mirrors update. Takeover is the only way out of that. Risky as hell. That was another dog I used to be long in. Don’t know how I luckily make money on it. Boohoo is a doh but Debenhams is flying. I think it’s a wait and see for both of them and no position. Zolando data slightly improved and it jumped 38 percent. I think it will revert. Same will happen if asos gets a good quarter but it isn’t yet.

Srs I’ll tell you when it’s a long. As you know I was in same boat as you. It’s too risky to short now in your position. I did sell shares at 60 one time and buy back as I had bought at 42 that batch but my risk tolerance is very high. Only person that has been telling lies is moulding and his team. Your only hope of coming whole in short term unless takeover is to get some funds for a leveraged amount. I’ll tell you when it’s a long and go for it but obv it’s a risky strategy.

Any reference to a takeover in this Peel note?

I’ve got another solid prediction. If this dog goes up another penny plus John 09 aka hades/rock8 will turn up pronto saying “looking goodâ€￾. Another 1/2 penny from there we should have takeover talk. If it reaches 65p then all the rampers will be out congratulating themselves on being right and how all the doomsayers are wrong and all the shorters Are getting burnt. The above you can put your house on.

I agree Francois, Matt needs to take his finger out of his ears and listen to the people that do count. Shareholders. If he doesn’t then if a hostile takeover does occur they ain’t gonna be backing his horse.He needs to 1. Regularly use RNS to state good news and deals, not Linked in.2. Tell us via RNS if all the amazing offers for the company. Even if he doesn’t plan to sell. At least mr market will see it has value to others. 3. Buy shares himself while price is deflated.4. Respond and listen to activist shareholder. Kelso, albeit small have a point. He needs to respond and react accordingly like a listed company should. 5.split the company. It makes sense.

Oops hehe

Simple questions How much profit has Matt made in 20 years or so of trading. Answer 0 How much dividends has been paid out. 0 How has he funded most of his growth ? Answer With the markets money and to pay himself and the big boys. How much dilution has been made to pay his employees and to gain votes when share was on its back side and to pay himself a “performance payment “ Answer Circa 40 percent How much growth is THg to have this year. 0 to -5 How much profit is it to make 0 How much ebitda Tiny How much adjusted ebitda A little more than tiny. How much debt does thg have ? Circa 750m? How will shareholders get a return. Takeover only. Lovya

Oops hehe

I haven’t massive confidence in my new short taken today imperalist. I closed a huge one at 73 and 75 but yes I feel that more to fall so I opened a small one today. I would still be delighted for LTHS if a take over landed, I have a guaranteed stop loss and it’s only a 1200 a penny position and I’ve took enough out of the ring lately that even a doubler I would be in the same position if I had have sat on my hands. Takeover is the only hope here, this will never trade its way into making serious money. Maybe if ingenuity delivered but otherwise I don’t see it. I use to be anti rhe genuine shorters, but apart from the obvious agitators they are more right than the rampers. If 98 percent are long and 2 percent are short on IG you can nearly bet your bottom dollar the sheep are wrong.

Top slice Bob you were very close to your sell price. I’ve closed my short at 73. I’m not joining the rampers yet. Beauty is fantastic. Nutrition will disappoint. Profit will likely hit. How the market reacts we might as well toss a coin. I’ll be patient waiting for my next entry point. My main concern is Q1 of course we have takeover risks. I’ve been very fortunate to time this dog very well lately. I’ll be hoping to get back in again but accept I might miss it but if I do I will be happy for all the LTHs. I never was a trader of this share but you do or die as they say. Lovya all loads except that useless POs Franny hehe

The Telegraph How a protein boost saved City AM from being yesterday’s news THG founder Matt Moulding’s takeover of the freesheet initially raised eyebrows but there are promising early signs James Warrington 31 December 2023 • 10:00am

Most chats about this share I am involved in see this going to 120-150 while we wait for the sum of parts valuation to materialise. Either through hostile takeover or through MM conceding to the idea and then listing each one in the US. Massive win and massive egg in bears faces. Either option it’s dirt cheap ffs and who’s selling? U need your head screwed on.

Like this comment on LSE. Could be true for me. Now you know why Moulding and Monro bought their stakes in Kelso and to me it does read like a Pacman defence. We weren't aware of the Kelso letter at the end of Octiber urging strategy update and demerger and I personally think John Goold at Kelso has been canvassing a few and word got back to MM. Few can argue with the undervalue since there have not been any appreciable rises in the share price under the present Boards stewardship and nowhere near back to previous Bids. Two for Nutrition not made public. It looks like a yellow card before they start using the Company Act levers that they have at their disposal or they facilitate a larger Activist to come on board also (Elliot Advisors) or hostile takeover. Again the RNS highlighting the massive undervaluation. That is just my thoughts.

Defending a hostile takeover!...Don't be so bloody stupid. They're working together and planning to use the vehicle or simply the cash shell to siphon off parts of the business in the US, there's absolutely no other reason for their recent investments into Kelso!

hades11 Dec '23 - 07:17 - 61275 of 61277 0 0 0 Don’t you understand he is doing it only to fend off a hostile bid and keep control of THG? ========================================== Please explain how a company with less than 1% of another company has ANY chance of a hostile takeover of that company ?

What are The Times and some on here smoking? Hostile Takeover! Are you having a laugh. Yep seen loads of £9m market cap companies takeover a £1b+ company LMAO This is something else.

Mad Matt fears a hostile takeover from Kelso according to today’s Times? As we knew Matt is a truly repugnant character.

A Reverse Takeover (RTO), often known as a reverse IPO, is the process in which a small private company goes public by acquiring a larger, already publicly listed company. The practice is contrary to the norm because the smaller company is taking over the larger company – thus, the merger is in “reverse” order.

I like this bit:There may instances where Kelso itself could be used as a vehicle by an undervalued company or subsidiary thereof to spin off into its own listing. Such a transaction would undoubtedly constitute a reverse takeover for Kelso

Kelso's strategy is to invest in situations where there is an anomaly between the intrinsic value and prospects of a company and its stock market valuation. Kelso will, in particular, look for situations where it believes the sum of the parts of a business is greater than the current value. The company completed a fundraising of GBP3m in January 2023 from around 20 UK entrepreneurs. Kelso believes that the current market conditions are such that there are situations where UK listed companies' valuations are not appropriately matched to their underlying intrinsic value. There may instances where Kelso itself could be used as a vehicle by an undervalued company or subsidiary thereof to spin off into its own listing. Such a transaction would undoubtedly constitute a reverse takeover for Kelso.

Liberum has same price target as Sheila ;)LIBERUM LIFTS THG TO BUYhttps://www.sharecast.com/news/broker-recommendations/liberum-lifts-thg-to-buy--13031358.htmlLiberum lifted e-commerce group THG to ‘buy’ from ‘hold’ on Monday, hiking the price target to 220p from 55p as it moved to a sum of the parts valuation, with the company now "in play" after confirming it had received a highly preliminary and non-binding indicative takeover proposal from private equity firm Apollo Global Management.

Hotel Chocolat has zero debt and makes a profit even with declining sales, THG much the same Paddy! ...I'm honestly astonished how some of you make comparisons with takeover premiums!

What was the Hotel Chocolat Group takeover premium? +170% (i.e. x 2.7 last nights close). Using same factor that would make THG 207p - Nice number. Shorts surely got rather hot!

Shed is blue Shed is blue Everybody knows Takeover is due