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Cheers RackersTheDon, that little rumble could well have taken out the Vangaurd rump, lets hope so.

Its interesting to see most holders sitting tight especially the core, damage done by small minority of funds.

Wes holding under nominee account, Zedra or Fools cant remember which.

Retail taking a hammering, with JD Sports the latest to issue profit warning.

Tough call to pick the bottom though.

160k at 38 p, someone is stirring the pot..

Theres a whole bunch of visits by various representatives of UK, EU and US planned for next year, nothing specific but may help lift sentiment open up investment.

Both China Daily and South Morning Post regularly feature EU companies either expanding or setting up new, US also shows no signs of diminishing, link below to business section - Dow this wk

https://www.chinadaily.com.cn/business

Not one mention of JD Sports TA today, not one..

Last Friday there was much talk about getting rid of SMS at S4, same stuff..

+ 27% since then.

Got to be in it o win it as they say, nice.

'The longest march to Rome started with the first step'

He is not unpopular with all share holders, people who read this board forget it represents a tiny fraction of shareholders probably less than 1% at best.

Those that are doing the selling (most likely trackers see CD category) have never heard of Matt, yesterdays drop was down to inflation data - many posters on here have just one holding, nothing else so don't get to see movements on other correlated shares.

'f MM is so unpopular with shareholders why is it that he was voted back in with over 94.5%? There is a lot of negativity on here at the moment but retail in general isn't great but I'm confident that THG will get through it. The last placing was over subscribed and the directors have purchased which is a positive. Patience is needed.'

It could be they shot themselves in the foot (again) with this announcement, perhaps it was a watershed for those inside, perhaps not preventing further buying until circular is released.

If its the latter there is no one to go up against small amounts of trackers selling down due to today's inflation data, see Ocado and others.

It could be either tbh, if the prop traders are trying to fill orders they too could take advantage of today'selling, tough call but the value is there whatever way you *bounce the egg..

*made up analogy ..

Posted on S4 thread as both very similar in terms of institutional trackers imo.

The daily cost to borrow stock has also gone up, currently sitting at 4.47% (S4) v 1.37% for THG as a comparison.

The daily cost to borrow stock has also gone up, currently sitting at 4.47% (S4) v 1.37% for THG as a comparison.

Agree, pointed this out a while back but divided opinion.

Technically speaking it is still "in" November until the end of the month but the additional wording of "or by early November" is what is confounding everyones pain here.

Some of these falls are unlikely to be directly company related, market cap is a big barrier or cut off point for most funds - S4 is now in microcap stage for many, same thing happening with THG with regard to trackers.

Thing is, by the time we get accurate fund updates everyone has forgotten about the falls with something else to concentrate on.

Making a scapegoat out of the CEO either here, or elsewhere is not the answer imo as many have invested due to his involvement, myself included.

Just raised nearly £100m which is 1/6th of market cap..

Trackers doing an S4 on THG ?

For me it depends on the amount of detail released, what is the outlook for Ingenuity, we know NJ and Manchester are full Autostore but what about other locations ?

Interested parties I would guess have to show their hands, have they been active buying in the market ahead of demerger ?

Whats the actual ratio and are investors getting a lower percentage based on THG's drop in market cap?

Without definitive answers its hard to make a call, at the moment Ingenuity looks attractive long term based on what we know but need confirmation of past investment/future plan...

Tip on CNBC web site paywall.

Trump has made declarations on health, also appointment of

Trump nominates ‘Dr Oz’ as Medicare and Medicaid services administrator

https://www.theguardian.com/us-news/2024/nov/19/trump-cabinet-dr-oz-medicare

Might be a sigh of relief or indication increased medicare spend

I know i'm exhausted ..

lol..

I've followed Tom since his post on Autostore at New Jersey site, not much detail on this site (need the circular) other than a few odd mentions

US Beauty Manufacturing

Facilitating brands’ market access and expansion, in addition to our extensive UK operations, THG LABS has a sister site, in New Jersey which offers US manufacturing. This 360,000 sq ft operating space incorporates warehousing, production, labs and offices.

https://www.thglabs.com/us-manufacturing

Deffo some buying today in 25k lumps including my own (bit of a result on Burb)

These trackers don't have a limitless supply of shares, we know Vanguard's largest fund sold out completely in Sept but not sure about the smaller ones, interested to see where they stand at the end of Nov.

It does feel like exhaustion so perhaps they are all out ?

If Clarkson was a shareholder we would have a line of tractors outside of Matts office ..

..lol