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The slow walk down, each day every day for 3.5 years. nothing stops it mid-long term
I think we can all agree that if Poppy was the CEO of THG she would of said #yesplease to Apollo last year and it would have been the right call.
MM is embarrassed by the state of the share price, it’s hurting his ego. Personally don’t think he will try and nick it on the cheap.
Complete utter joke, the AGM will be interesting.
And before anyone says "but he said £1.70 undervalued the company"...all he has to say is, "I'm offering £1, things change folks".
This from a senior team who chuckle about making no money.
You ask who on earth the 5% that he has been listening to are as the sp has just continued to fall and fall.
I think there's a point missing here that it's not in MMs interest for the sp to rise. If it stays low, he can buyout cheaper in the future. At the same time he carries on issuing shares to people who are guaranteed to be loyal, diluting any threat from other shareholders.
OhhAhh I think you have hit the nail on the head with this one and that is why the City mentality of don't touch THG with a bargepole is prevailing. To be fair he seems to be the obstacle and is closing the door on virtually every angle for shareholder value so you can understand that mentality.
So much "City right" stuff could be done to bolster the share price but isn't, good advice discarded and binned from people who have accomplished track records and you might well be right on him having hit his development ceiling.
I thought we might have heard more on the MyProtein Kitchen (Cafe / protein shakes) business at Q1 update. It was opened to great aplume and with a tweaked and refined offering thought we might see a mass rollout. But Nothing - and probably one that's just ticking over and will ultimately get forgotten about close. Also on one or a few updates back we also got told about a Southern Comfort licensing deal. Again I haven't seen anything since on that.
They will have a long way back on the MyProtein side to make up a 9% dip and especially in what is now becoming a saturated marketplace for Protein products. Strategically don't forget £50M was actually spent on trying to keep prices low to retain customers!!
There is nothing to be gained by comparing them. Obviously they are in different sectors.
THG have very little IP that is providing a genuine competitive advantage whereas Darktrace's whole business is based on home grown IP which differentiates their offering for others.
...£545 million turnover...
Darktrace had a mere £545 turnover last year that's only 25% of THG's, their shares were only trading at 350p at the beginning of the year now offer of 620p/share on the table and valued at over £4 billion......Can't wait for the offer for THG or the Spin off valuation... funny thing is Shorts were adding right up to the day before so did they know something and trying to drag the price down for the buyer??? JMO Adyor.
https://www.lse.co.uk/rns/final-results-myvzvfakdj8qbuc.html
https://www.lse.co.uk/news/thoma-bravo-to-buy-uks-darktrace-for-about-532-billion-4beyzn1ebhci2zl.html
Respect OAC, I am happy Darktrace shareholder and there is simply no comparison between MM and Poppy. Poppy is a class act and has demonstrated how to navigate so much more negativity than Moulding has ever experienced.
I know he won't, but I sincerely wish Moulding would see sense and stand down but I cannot see a set of circumstances where he would
As you are not afraid to be loose with the truth Steven :)
We all know hes not afraid to be loose with numbers
It's quite a strange thing to do, categorize advice he perceived as bad by a specific percentage - a high one at that. He did the same thing with his fast money rant, there 35% of shareholders were bad. Implies a narrow way of looking at certain things. The yes men surrounding him, and appointing relatively inexperienced staff to more senior positions feed into that, and add to perception is does not like to be challenged because he must be right.
This goes red if US fancy it
My question to moulding would be if 95% of advice in his vew is bad then who on earth were the 5% he did listen to and crashed the sp. Clearly the wrong 5% and the good advice would be somewhere in the 95% he ignores
I almost spat my coffee out laughing!
Darktrace owner is wise and smart.
MM just bought Kong.
MM was complaining about shorters last yr and started referencing Darktrace, Poppy and subsequent share price recovery…..Poppy has shown her skill as Plc CEO…as for MM well SP lack of 3% + holding new shareholders says it all…
A big drag on SP is his behaviour, style and fact he seems to have hit his development ceiling to take THG to the next big step up and fact he holds c 25% ….until some compromises we keep spinning wheels
Agree Kim, was more in case others thought otherwise as the level of some posts before i added my many filters was bordering on lunacy.
Definitely a board not to be taken seriously, too many Advfn posters have arrived
GLA
@ste Did Helen ring you for purchase advice 😂
#cantstopthebot
65 new ceiling
all know the pup has no floor
So you’re not actually Kim Jung Un then? Can’t say I’m not disappointed in you!
Even a director buy dont stop the bot. although teeny weeny buy
Sb, as you can tell by the random name I don't take this forum too seriously. For good reason.
I wouldn't judge any book by it's cover on here.