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Indeed. Will Matthew learn from previous mistakes?
The ball is back in play. GLA
Hindsight in advance is what's required OB 😁
@Yespsb I could’ve been a Bitcoin billionaire if I’d bought a load when they were a dollar. Hindsight is an amazing thing.
Good afternoon my old Crafty friend, I happy with the momentum and when I do sell up, I will return to trade the movements rather than being a frustrated mid to long term investor. I could have made a considerable sum technically trading the numerous ups and downs because as we all know only too well, THG shares are always on the move.
As a short term trader I won't be commenting on mad Matt as I would be hoping to benefit from his LinkedIn nonsense rather than being punished by it.
Onward and upwards and here's to a good Easter break for one and all.
@yespsb not long to go now, only 1p, if we get lucky you might be out by the weekend :)
For what it is worth this is what I want to happen.
Going Forward:
Sell 20% of Nutrition
Release SOTP
Pay Off Debt and M&A distressed comps
IPO Ingenuity USA
Split Nutrition and Beauty
See if the value increases on LSE (which I doubt)
If LSE stifles growth re list both comps on different exchanges
I feel like Ingenuity is now better understood and therefore that the value that SoftBank first saw is becoming visible again. I will not be surprised to see a return to the previous deal penned with SoftBank, under different terms of course and a de/re-list of Ingenuity in the US.
I see they are speculating that Ocado may be headed stateside too.
The big thing missing from his LinkedIn "we are hugely undervalued" post was any acknowledgement of the undeniable fact that he and other long standing directors had a significant role in creating the perceived value gap. It's always someone else's fault when things go wrong and always to his wonderful teams credit when there's any position news. That's never a good look.
Agree - i questioned the timing of the report as well as MM's subsequent LinkedIn post. THG (unfortunately) has previous form of making "positive" announcements in the run up to what end up as questionable results. I don't believe the update will be particularly great, however, this will hopefully get better in the medium-long term.
I think I mentioned it previously, but I don't believe MM is under any real pressure from KLSO or other larger shareholders. He's still firmly in control and will steer the ship as he sees fit. Of course, if he does announce a partnership or significant transaction for one of the divisions, it will obviously endear him to the wider shareholder base.
They’ve hardly reloaded a bazooka have they Ste, more like a peashooter. Anyway, your last 3 negative comments have shortly been followed by a nice rise, let’s make it 4 in a row.
Suspect the April results are absolutely critical here now for him. My only worry is the timing of this report and how he’s reeling off all this jam tomorrow in his LinkedIn post where the SP “could” be at. The fact is just under 2 years on from turning down the 170p bid from Candy and King Street as undervaluing the business we sit here at 67p today. Understand the macro has been challenging during this period but still could have done a lot more to improve investor confidence and clarity on strategy.
We hold with bated breath until the value is realised.
Gamestop? Of course they lose. You, mild tiger are clinging on by a fingernail!
Shorts reloaded. no buyers. always a watch out. not saying its fair, but they dont lose
I'm don't think so, I would think that he has looked at this option and dismissed it.
Ingenuity or Nutrition Spin-Off would be my guess
Does he have what it take's to navigate the SP back to recent highs.