Member Info for 2phevs

May I ask KYK has the margin requirement gone up at IG for THG positions

Nice find again pencil with all these bricks and mortar shutting down they could be queuing up for THG smart automated warehouse that provide DTC as I mentioned a couple of months ago but who cares about vision atm

Haven't got a list justice but it mentions 338 in this article posted by Steve 1001 earlier nice find by the way steve there were posts the other day mentioning a lot smaller amount maybe FUD again
https://www.chargedretail.co.uk/2022/10/12/thg-ingenuity-how-herculano-rodrigues-is-championing-dtc/

And vice versa if you'd sold 100k of shares short b1nky

Still not putting any value on Ingenuity
Just 1.2 bill on beauty and 800 mill on nutrition maybe 25 mill on hospitality now after recent accounts released at companies House and 10 mill on recycling

Yeah that's the other side of the coin pencil

Nice find ste this should remove any objections from whales about data integration

If this is confirmed and the same is happening on other platforms then there's going to be a lot more volume hopefully on the buy side due to shorts who mainly use these types of platforms for short trades reducing positions by 2 thirds to cover a large margin call

Personally GGG but I'm biased I think it's one less seller that doesn't have a clue what's really going on at thg and every time thg goes down they have to balance the holding down which has been going on a lot and the shorters know this along with the distressed sells loan outs etc...
But IG today if they carry on could be a turning point

Very interesting goldman hope you can share with us a definitive response thanks for sharing your experience so far with IG

Could be royal mail strikes tenners
Would be great to get some kind of feedback from the company before you cancel though

No worries I've never been short just thought they might give you a quote 1st thanks anyway GL

Have you tried a short order oculus

Agreed loneranger I know some there too
But it does seem that MM is making a charity happy forever campus at Manchester Airport and providing consumers with an abundance of in demand products at ridiculous low prices and he doesn't care about the SP
You can't live in lala land past middle of next year golden share expires capiche MM if you're listening

Towards the bottom of the page I don't get the 1.45 bill mentioned the other day here but can't be bothered with the FUD anymore just waiting for them to get burned

https://www.lse.co.uk/rns/THG/application-for-listing-and-total-voting-rights-rffag8rzi9neb4x.html

Say it is as it is GGG cold light of day view just what we need here
Great to have you on board here it's been mentioned that comments here get back to company not sure on that one but if they do hope your comments get back keep them coming rather than unsubstantiated FUD we get here

GGG there's a little bar chart at the bottom of page 9 or 12 of the recent presentation you can see the automation savings there I think the company more likely MM/GALLIMORE really believes that automation volume will get them the FCF and they think by buying the turnover and getting the savings on automation will save their butts
All imo

RAH you missed £44 mill from asset sale

Steve 1001 I thought we'd all factored in Ingenuity at zero value back at 200p in January no point discussing something that has no value priced in for the last 9 months
I think there will be some serious slashing of overhead in that department if not started already until this is communicated with CF positive timeline and beauty/nutrition fairer split of profit personally I'm not factoring in any value

At least smartpea a 10 % drop is around 8.5k for me now rather than 17k when I got fully loaded here I can't believe I'm saying that but it's not as harsh now
Also the shorters at 0.50% are only making around 200k plus paying interest on their borrowed shares
This scenario a year ago the shorters would of bagged around 2,500,000 on 10% with a lot less interest to pay
Imo getting very tight for any shorters I've never shorted but I'd rather be on the long side here with the chairman of the BOD who's lost nearly 800,000k in a few months
GGG I believe your figures are spot on