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Mystery solved then 😉
Enjoy the rest of your hols AS1
@Yorek I think I just saw Vivek going out snorkelling… Definitely Myprotein swimming trunks on.. shouldn’t he have returned them?! GLA LTH
Vivek is still around and obviously still in touch with lots of THG staff 👀👀. I also don't believe his departure was anything other than personal choice.
All quiet. Nothing new, nothing negative or severe which is also a bonus! Seems like business as usual
Hey Dg221. Good to see you around. Heard anything in the grapevine?
As I believe Vivek left for his own reasons. If he hasn’t started a new role as yet why would he change his bio at this stage
LD1973, you can read into this what you like….and we won’t know the truth.
There are multiple reasons for leaving immediately….and many still involve continuing to be paid by the company.
Anyway, what would you replace it with on LinkedIn? Whatever the reason for him going, it’s probably in his interests to leave his LinkedIn profile unchanged until he has a new post confirmed. My point being, It’s a social platform, it’s not a legally binding statement of who/what you are. It essentially means very little in the scheme of things. Maybe he’s sunning himself with Annacotte Steele and can’t be bothered changing it….
Yorek - if he’s been ousted, why would they want him on garden leave? Also if this was the case, they would make an announcement that he’s leaving the business in 6 months, wouldn’t they? They said he’s left immediately.
LD1973, if Vivek is on gardening leave, he is still an employee in that position…..
I find it odd that Polishcap keeps posting negatively when he has clearly stated that he no longer has a shareholding. I'd understand if he had a short CFD trade on, but otherwise it's just weird.
Polish, I remember you not long ago being THG's most avid supporter and promoter, I'm sure you will be again when you switch bets 😉
Why hasn’t Vivek’s LinkedIn profile changed to reflect he doesn’t work at THG anymore? I do find this strange especially if you’ve been given the boot. The first thing you’d want to do is disassociate yourself from THG.
So desperate to reference Unilever on here
Can’t even ride off Trustpilot which has more than trebled since September
You can’t put any value on this because of moulding and the longer this lingers it’s only heading one way
Talk is so cheap that’s all it’s done for years
Redundancies largely expected due to replacement of their successful automation which to be fair has always been their strategy to be competitive. Ian Mc, that was coming and it's a shot that's been called for on here since the bid debacle. Vivek obviously not cutting the mustard and replaced by someone more suitable although not yet in title. Any Homebase loss is due to their own failing business. As for Jefferies prediction of a poor start to nutrition, well, let's wait for the actual numbers.
AGREE great opportunity.its very well positioned
(Redundancies, 2nd Jan RNS, Latest Iain Mac sideways shuffle, Jeffries pointing to difficult start to the year for Nutrition, Vivek going, Homebase loss? )
I also missed off £30Million of share options despite a poor share price, IR blackout and a lack of any real breakthrough news this quarter. I used to compile an extensive list but this quarter all I can remember is Pancakes, Iced coffee, Espa freebie gift sets @ Ethihad airways and some products into Duty free shops.
We seem to be suffering from the Curse of Kong imvho
Despite MMs apparent failings as a CEO and his lack of love and respect from the market, I do still think from my own research that THG the company is perhaps the most undervalued stock out there today. The worm will turn and I'm taking the opportunity to BUY down here while we can.
Spot on banned, apart from a couple of halfwits, everyone saying positive stuff about Iain Mc has a thinly disguised reason for saying positive stuff.
They are just people trying to climb the corporate ladder by boot kissing. I can assure you none of them own THG shares. Where are all the employees congratulating him? 45ish post isn’t a lot from 22k people following him.
Know anyone with a few tractors and muck spreaders for hire? Still not sure he'd get the message however.
Linkedin I've already been blocked twice from his linkedin page for airing my discord. I can't help wonder though about all of the posts of praise and backslapping on there, they must be from people that know more/different to us or fictional characters generated by Mouldy himself 🤔
The thing with Unilever is that they haven't spent £15M on a seperation initiative just to be thinking about it. That seperation is starting right now.
We seem to have spent £15M of company and shareholder money just so we can just give it a Gucci mention in an analysts meeting here or there and drop it to the press now and again, whilst it has to be said, the Division that was most likely to go down that route (Nutrition) now seems, according to Jeffries, to be having a difficult start to the year.
I'd like to buy more shares but so many things seem to be happening that are non-shareholder friendly atm and there is lack of appetite off II's and just a general mallaise in sentiment that is putting me off. (Redundancies, 2nd Jan RNS, Latest Iain Mac sideways shuffle, Jeffries pointing to difficult start to the year for Nutrition, Vivek going, Homebase loss? )
I thought it might move up prior to results but that just doesn't seem to be happening so its a wait for Q1 numbers and see what Kelso and OVMK have up their sleeve.
We could organise a seperation protest outside thg headquarters
Sounds familiar
Just read about that BW. Thanks.
Of course with the separation will go a massive chunk of HFSS (High Fat Sugar Salt) products, which the activist investors pushing food companies to improve the health of their portfolios, may be pleased about.
Interesting statement:
“The separation of the ice cream business will allow Unilever, it said, to become a more focused company, operating across four main business groups: Beauty & Wellbeing, Personal Care, Home Care, and Nutrition.”
THG wouldn't even be capable of writing such a clear and coherent RNS. Different league.