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Apollo offered 580p. Strong rumour.
Nice profile fit. Good addition in my opinion.
Please don't tell me that is another rebranding of sorts Yorek and just as things were marginally picking up.
I found it interesting in yesterdays Boohoo update that they have moved to a Debenhams Marketplace model with consumer brands selling through their website on a commission based model. A bit like Amazon marketplace and B+Q (Diy.com) marketplace.
"We continue to take actions to deliver on our goal of bringing the entire group back to profitable growth. In FY24, we completed our investment cycle with the launch of our US distribution centre and the successful delivery of our Sheffield Automation project. Sheffield is already delivering significant efficiency improvements, which, together with the traction of Debenhams marketplace, is generating margin improvement across the group. We have also taken steps to transition several of our labels over onto Debenhams marketplace to drive enhanced profitability. This proved effective during the year and is something that will drive additional profitability going forward. These factors, combined with improving market conditions, give us strong confidence in our medium-term outlook."
So we / THG pivot away from a marketplace type model and go whale hunting instead about 2 years ago - landing a big whopping ZERO to date - and everybody else seems to be pivoting the other way to their own "marketplace" selling and picking up decent business and probably some of which we actually gave them.
Might account for why we never seem to see any published strategy anywhere.
The word Pivot seemingly equalling present strategy not working and a time to change track.
The cynic in me says we must be about to see a pivot @ THG Nutrition what with a 9% fall in revenue. Lucy Gorman btw had it working and growing nicely. So who chose to rebrand? Who chose to invest in the MyProtein Kitchen? Who chose to move it into bricks and mortar retail at a substantially reduced margin? Who chose to sponsor the constantly last Williams F1 Racing Team?
Hardwell, from your comments do you have some insight on THG Nutrition that we can only guess at?
Seems decent to me. Professional and some good content
Even 2 members of BOE voting for rate cut cant help this dog. too late, its tarnished as toxic and opaque
New CEO of ingenuity is Richard Ward.
https://www.thgingenuity.com/discover-ingenuity/meet-the-team
For which bit?
Apollo offered 74p, strong rumour.
“We're pleased to announce the launch of our new website, helping our customers better understand what we do and how we do it 🎉
Discover our latest offerings across commerce technology, marketing and fulfillment, and learn how we help brands overcome stagnating growth and barriers to scale 📈”
https://www.thgingenuity.com/?utm_source=linkedin&utm_medium=organic-social&utm_campaign=Agnostic&utm_content=Website
The Great Deluded One will soon run out of friends in his 65% club when they see their £multi-million THG investment going sideways for yet another year, whilst everything goes upwards. The Great Deluded One is obviously surrounded by a load of well paid yes men, just like Vladimir! As for the Chairman, can someone remind me what he's actually being paid for? 🤔 JMO Adyor!
@Apple Bottom Beans - They are making it easy for you to compile a list as they are all on this thread :)
Day low. dripping. no volume. woeful. avoid
Everyone will have their own definition of bad actors, better to think for yourself and decide from your own viewpoint.
Most of these boards are much quieter than they used to be. Probably a mix of symptoms including general UK stock market malaise, social media competition or PIs realising they have little chance of beating the market focusing on individual UK stocks.
THG wise I think a large proportion of investors have given up on it, but there will always be the die hards.
Please list all the nicknames of said "Bad Actors" on this BB / THG chat, and I'll filter them.
Used to be a decent BB with constructive comment and discussion - from both bulls and bears.
I rarely bother reading it, these days.
Wow a sea of green ... seriously what is the point in posting so much ? I wish people would stop replying to them and just filter them and then they will move on
Apart from making cups of tea and washing the CEO's car, what does the Chairman actually do?
Vote them all out
Mouldy will drive this into the ground before compromising on anything. It doesn't matter to him, he's made his buck. He'll put himself forward to star as himself in the film they make about it.
Thg needs the city more than the city needs Thg
Has to sort a deal or that bond refinancing will be horrible
Will moulding finally compromise likely no deal has been done for so long because he won’t negotiate sensibly
Nothing makes sense at thg. Q1 external ingenuity +5%, but MRR +26%. doesnt correlate. opaque as always
The North West's answer to Jeff Bezos, just needs a bit more time for his young start up to flourish, don't worry about it being a 20 year old retailer losing market share, any day now he'll show them all.
All very negative, this is going to be a painful day.
Jeff must be getting worried, he's probably lost 0.000001% of sales to Ingenuity platform...just a wild guess Adyor!