The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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How would it play out if Kelso opened a short position on THG with the mad man holding a significant % of their stock? Surely that’s a big conflict of interest and would put him in a sticky situation?
They’d probably make some profit on it too given the way THG (Matt Moulding) are being played like a fiddle 🎻. It looks completely defenceless here now and desperate times. Big wow a non exec snapping up 30k shares, the first buy all year and given the Peel hunt report we should all be lapping this up yet no one is.
At the end of the day ever since we had the #nothanks announcement to Apollo “valuing ingenuity being significantly more valuable than the whole group” set the tone here. Move the SP up otherwise come under scrutiny and be held accountable not the exchange, not the macro and not because you decided to rebrand and change a logo/colour scheme ffs.
I’m also not convinced they’ve actually completed the split of the divisions internally. Last year it was very vague of the cost of this ranging from £11m - £15m cost within weeks of analysts calls. Why hasn’t anything been exercised here to take advantage of that expense? Doesn’t add up
It’s a beautiful sight,you need to open your eyes 👀
The linguistic analysis I have been running on these pages identified polish cap and ste2k as the same poster. Fyi.
Anyone know what’s happening with the invisible man. There have been hints that the man is unwell and I’m sorry if that is the case. But if he is incapable of performing his role effectively should someone not be appointed as temporary chair. I’ve just read the Balfour Beatty annual report for 2023 and it shows that he has attended all of their Board Meetings as their Chairman so it does seem that he is still working. All a bit of a mystery.
@PieFace
Who cares about a 100k sell off,pretty irrelevant in a World of Barclays Bankers
😀
@yespsb, good post. Like you, I’ve been here longer than I was planning, probably because I don’t want to admit I’ve made a mistake and sell at a loss.
Because many people here have been talking about some form of corporate event for a long time now I just can’t ever see one happening, though I’d love to be proven wrong!
Pathetic token amount
Pathetic token bod
Kelso lol bought 8m sold to 5m. No one gives a s hit about them. Mould owns them
@yespsb
Totally agree that's why I moved on about a year ago becauseof MM's shenanigans, but Kelso's intervention attracted my interest again. MM the great deluded one is too vain to realise that he doesn't have what it needs to realise the full potential of THG's assets any more, as for the Chairman well he's been a complete joke. MM appears to be locked in a fight to the death with the city and media critics. Maybe the criticism that Kelso has publicity documented has brought a touch of reality to the situation and finally the great deluded one will start thinking of the big picture and the interests of all shareholders, instead of his personal fight with his detractors? Medium term hold for me now for Spin off or bid approach. JMO Adyor GLA
Gone on city spy sorry pie. Tell us how less than 1 p rise good after director buy is good
CityPie, finish was weak. Sellers were rife. Agree or disagree?
Someone loaded up on 100k shares on multiple occasions after 3pm. Irrelevant
Well someone didn’t want to be in over the weekend lol
Someone dumped 100k near the close
26 April 2024
The Company has received notification that Helen Jones, a Non-Executive Director of the Company, has purchased 30,000 ordinary shares of £0.005 each in the capital of the Company at a price of £0.631 per ordinary share.
That was a great day, THG just can't hold a rise.
It's almost worth buying the stock up and re-selling on eBay as a lot of the probikekit stuff is +20% higher priced on eBay!
Moniman, I am totally with you. When Moulding decided to list the business, the listing came with rules and responsibilities, some written, many not.
If you join a "game" you know what you are getting yourself and your team into. You can't hope to join a game and then change the rules that have existed forever just to suit your mood.
There's no getting away from the fact Moulding has a very controlling personality, he is awfully vain for a guy over 30, he loves publicity but cannot handle criticism and none of those are positive traits in a CEO of a public company. I do think he and his team are running out of ideas. I buy shares to hold for up 2 and occasionally 3 years. I had a 12 month stance with THG and here I am 16 months later frustrated with myself with not cashing out around the Apollo bid. I reckon I will be holding a long while to see a decent payback unless Moulding goes.
I was going to ask if that 50% sale is legit, pretty crazy. They seem to have a scorched earth approach to acquisitions, killed matchesfashion after only a few months too.
AH ok. that explains why it's made awkward to send things back!
Looks like it's being wound up, 50% off everything. Frasers own Evans, Wiggle and CRC so probikekit might not be needed.
Interesting somebody wants shares
He's probably playing with his damp squid
That was sold to Frasers, so Hut branding out of date now, could be they haven't yet bothered updating the footer
You just know when the tag team appear, something good is due to happen. Desperate idiots
Where’s Wally now it’s 65.15 😂