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Another wordy article on WPP in City AM https://www.cityam.com/

The vote at least years AGM for share repurchases received almost 100% of the votes cast (99.9974%), there is support there and the board have the authority plus cash to do so, just needs a nudge.

If they bought back share and put them into treasury without cancellation could be used at a later date for re-issuance as share awards.

Lots of companies currently acting on historically low share prices.

Posting on a forum is not going to get your voice heard amones (not that I disagree with your points), its worth a try as others have received replies which indicates at least some interest.

I will also pull my finger out and start writing to other shareholders to see if we cant get some feedback going, I did start on this but then the price rallied.

Daily live short sell data appears to be drying up with today's volume showing only 5.322% (as of writing) of total being short sells, contrast this with 8th Jan, over 32%

https://hk.warrants.com/en/stock/chart/code/0013

There was a flash note by one of the banks last week but it seems to have disappeared, doesn't surprise me with all that was going on banks often produce coverage to generate business.

Trump takes office on Monday, perhaps things will settle down ..

Going through old bookmarks came across this from Pipeline Capital, SMS voted Person of the Month, there is also a lengthy Linkedin post to go with it.

https://www.programaticaly.com/adquisiciones-1/sir-martin-sorrell-presidente-ejecutivo-s4capital-personaje-mes-pipeline-capital

Promising start ..

https://www.cnbc.com/2025/01/17/trump-and-chinas-xi-discuss-tiktok-trade-fentanyl-president-elect-says.html

Yes, risen to 21,927,024 shares which equates to $ 520,766,820 HK, converted back into GBP £54,872,679

If I have my sums right that's about about 2.5% of Hutchmeds market cap, still quite low overall.

amones, if shareholders do not write in they are going to remain blissfully unaware, did you submit yours?

Link below gives a starting point for Frasers although one or two of the entries are not quite up to date.

Expecting TU a bit later this year given the recent upheaval.

Holdings: Frasers Group plc

https://uk.marketscreener.com/quote/stock/FRASERS-GROUP-PLC-14768949/company/

Cong, total guess but given Frasers past activity on other companies (upped Boohoo stake to c28% around retail offer) the most likely candidate imo.

Frasers have c 28% Boo and 22.5% Asos.

Yup, that's about right, for history you can also look up the filing notices but this data is delayed somewhat.

https://fintel.io/so/gb/thg/ishares-trust-ishares-core-msci-eafe-etf

Agree, think SMS is an asset commanding certain weight and respect within the industry, hence why he gets invited to speak at so many key events, such as Davos.

Kbkyn, this is the Blackrock fund which seems to update daily, scroll down to holdings search for THG.

The bit that goes up/down is the holdings weighing below the above list, THG is listed as CD with most tracker/ETF's

Unfortunately the fund is so large THG doesn't even register with a percentage only a total value.

https://www.ishares.com/uk/professional/en/products/244049/ishares-core-msci-eafe-etf

Mentioned the other day Vanguard still holding THG, this fund holds around 13m shares with small variations, its possible these guys may have exited which imo is no bad thing.

https://fintel.io/so/gb/thg/vanguard-star-funds-vanguard-total-international-stock-index-fund-investor-shares

The next Vanguard fund is circ 3.1m so quite a drop and would take much to clear the decks if above correct.

Innovent came out with a not dissimilar approval announcement yesterday, shares closed down 10% following.

If Fra-a-a-a-a-a-s-s-s-s-s-e-e-r-s.. would still leave them with under 2%..

Just reflecting on that number, just plain crazy and that's presumably before the 'Rachael from accounts' budget lol

Going to be a lot of sellers remorse me thinks even from the institutions that didn't back Ingenuity.

“37% labour inflation in the last 4 years in the UK 🤯💸

Cheers Yorek, seems totally bananas off loading at market bottom, Ocado also pointing to automation helping their ROI.

Noticed the other day TR1 for THG pension plan, looks like they have moved over some of the liabilities to Ingenuity along with leases.

Fitch still have B+ - sighting FX as a headwind still.

Asos making savings through automation, shares up 4.3%

If only THG had its own automated fulfilment solution..

'From H2 FY25, US customers will be served from ASOS' automated UK fulfilment centre in Barnsley, and through a smaller, more flexible local US site. This will offer ASOS' US customers an enhanced product offering, including a broader assortment and faster speed to market of the best and most exciting product, while offering competitive delivery speeds and lowering the total fulfilment cost per order. ASOS will also roll-out Partner Fulfils in the US in FY25, further broadening the breadth and depth of the best product from our partner brands.

As such, ASOS will mothball its Atlanta distribution centre in H2 FY25 and will formally market the site following the completion of the multi-year warehouse automation project.'

Usual aggressive market making, shorts at record highs almost 19m in HK.

Thing is they need to persuade other shareholders to sell in order to capture a profit..

UK inflation unexpectedly cools to 2.5%, core price print slows further

https://www.cnbc.com/2025/01/15/uk-inflation-in-december-2024.html