Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
If MM wanted a private play thing he should not have listed on the LSE...he's totally deluded and some of his 65% club will definitely break ranks in the not to distant future, that's my prediction. JMO Adyor.
There are some very telling and great posts on this thread. As my disdain for Moulding is well known I will say no more, suffice to say I wish he would realise he is out of his depth running a decent size listed business.
Hasn’t moulding got better things to do than talk nonsense LinkedIn he should be sorting a much promised payday to poor paying shareholders
Would be so tired as a holder here no divi no buy back dilution and a poor CEO in charge
It’s still too expensive imvho with all that debt on its neck
So how many years to the Middle East investors from the 65% club want to see their investment go nowhere. Inflation has already eroded their investment by 20% to date...they may as well have put their £ millions in a high street bank and got 5% interest. MM is totally deluded with the current course. JMO Adyor
Miss the days when you were spreading FUD about THG, Moniman!
@Moniman, if you have not read the Chairman’s statement in the latest annual report, then I suggest you have a read. Basically, it says he and non execs are unequivocally behind strategy and operational actions of Exec Directors and Senior Mgmt….
Basically, I read this as ….yes we know we are going to get a bloody nose at the AGM from the majority of of 35% club, but we will take it and move on as we have the 65% club.
MM is clearly not a stable CEO in charge of a public listed company. Ranting on LinkedIn instead of doing the best for shareholders is not the credentials you want in your CEO. A premium listing would be a good start as Kelso have suggested, then sacking the Chairman would be a good second choice. Kelso may only have a small interest in THG but they are fully aligned with private investors interests, unlike MM who treats this company like a personal play thing it appears. The only possibility for a decent return for private investors in the near term would be another approach from someone like Apollo, but it would have to be near 300p to be taken seriously by the THG BOD. JMO Adyor!!!!
Yesimabeliever, I quite agree that Darktrace has been subject to a smear campaign which does not reflect well on the LSE, but this has little to do with THG. It's obvious why Moulding would want to make the association (THG down 85% since IPO and Darktrace up 150% since IPO), but it stretches credibility in every way.
Many times he's said things along the lines of "we'll just keep our heads down and concentrate on operations and performance", but in reality he rarely sticks to that maxim. Hypocracy, disingenuity and ego - they follow Moulding wherever he goes.
Afternoon all,
I jumped out in the New Year, leaving a nominal amount of shares. Is it worth getting back in with a larger stake at this time? Just taken a luke warm bath over at PFC, not enjoyable at all, you take your chance though.
Looking to start increasing again here, looks like Matt is up to his usual antics, may jump back in to a much larger scale, being a local lad an all.
GLA....still put up or shut up Matt (although he does have valid opinions regarding DARK)
You might see him pop up seeing as the sp has dropped 0.5p
Posted a few negative comments this morning. I think he may be on his lunch break.
Speaking of smear campaigns, has anyone heard from Ste today? :D
@unhooked, you are right that MM has it all to prove with Ingenuity as sales currently disappoint. But I think he deserves credit for highlighting some big issues with the LSE, and the smear campaign that Darktrace has been subjected to.
Unhooked, he has compared it to Dakrtrace a few times now ..it backs up a point he has been making
Moulding's comparison of THG with Darktrace is revealing. An AI driven cyber-security company versus an online retailer with white elephant called Ingenuity attached. Who is he kidding when he continues to insist that THG is some sort of tech pioneer? Nobody believes it anymore.
250k shares traded since open. They need to pull their finger out! Perhaps around 2.30pm there might be another uptick in vol and price.
Yesterday and today feels like accumulation happening in the low down - albeit limited. Imagine if someone large wanted in - seems like would cause some excitement in price . All my opinion DYOR
Shorts, Brokers and PE funds working together to keep the SP low, it allows companies like Apollo to make low ball offers as we've seen at Darktrace. JMO Adyor!!!
L’Occitane Chairman Launches Buyout at €6 Billion Valuation
https://www.bloomberg.com/news/articles/2024-04-29/billionaire-launches-l-occitane-buyout-at-6-4-billion-valuation
Share are trading at a five year high even before this latest approach.
He complains about being listed on the LSE but fails to maximise the potential of it by remaining a standard listing until someone else does reform work. He won't give up control of the business to private equity and therefore basically rules out the vast majority of those who would be interested. You can't have it both ways unfortunately. We live in hope that the Goldilocks bid comes in.
@moniman, I still believe take private is the most likely outcome here. Spin off’s etc still leave the problem of UK listing for the remainder of the group, which MM clearly has no interest in. Wouldn’t be surprised to see Apollo return. Deal structure seemed to be major problem last time, but FCF+ opens open other deal structures where long term II’s can roll. JMO
“Well said Matt, time to get those of us that have had faith in you all along but are yet to reap the rewards of our investment out of this cess pit”
Comment on LinkedIn liked by MM.
Unfortunately MM's erratic behaviour at THG plays into the hands of Hedge Funds shorting THG at the expense of shareholders, especially PI's...At some point the rest of the 65% club including the Middle East backers will want to see a big return on their investment in THG and the clock is definitely ticking down now. I see a spin off or maybe someone like Apollo coming back again, but I think any offer needs to be around 300p minimum for the whole group. GLA JMO Adyor!
When you hear the announcement of 'THG are investing in the share price'.
It's an easy win from here. It will just be a, whish i bought more.....
GLA Lth
One day Rodney, one day 🤫