Member Info for Bob77

100% didn't share about the deal, just the frustration they have and opportunity they see.

Just voted, although been fairly pointless in the past given AGM results!!

I've been trying to find peace with the ever growing loss on my fairly significant THG holding.

I was with MA last week, share the role his strategic investments play. He's happy with THG and working partnership, nutrition in store is going well and didn't express a desire to go deeper, HB was different, he sees potential in the brand that current management team are not fully embracing so only option was to go all-in.

And the 3rd important reason........... If the proposition is right consumers are still spending money on Fashion.

Life is never dull as a LTH on the Rollercoaster that is THG, what are the chances of Autostore/Softbank capital markets day formally declaring interest in Ingenuity. Sequencing of messages and vagueness from MM might be to avoid spoiling their announcement?

Any insight on if/when we might get a TA, was 19th Jan last year.

Also worth noting that most e-comm, including the bug guys like Amazon have reduced their digital marketing spend to prop up the bottom line, result is lower traffic but conversion rates & basket spend is driving continued growth.

Be careful on Similarweb, as it is desktop traffic only excluding Mobile & App based traffic. Based on Boos consumer profile I would expect App/Mobile to be >70% of their total traffic.

What's the view on the €5bn value being claimed? didn't Vodafone pay double this for ONO? Are we sell £10 notes for a fiver or am I missing something?

I wouldn't call waiting 3 years since IPO for value creation for investors as instant gratification.

Peers currently have Mike Ashley building a sizable stake so maybe not a good benchmark right now and I would like to see those peers growing faster given Ashleys reputation and potential.

I don't think this is RNS worthy, it is a research firm sharing their view/opinions. We must also remember these same research firms are also paid by big tech when recommending eComm strategies to companies. It's interesting they appear on here but can we say it is without any bias or offer a clear indication of future potential?

I fully agree with his post & sentiment but it does pose the question if he knew all of this why did he list on LSE in the 1st place. None of this is new practice and he would have known this could happen from day1.

A fool & his shares are easily parted......... Diamond hands here.

I see no evidence of Surprise H1 results, they have already notified the market on H1 and would only have done so with high levels of confidence, H2 will see further improvements with cost deflation on transport/Whey, strategic review completed and retail sales in their sectors being more resilient. I see more chance of positive re-rate than disappointment.

Increased activity on BB, SP drops despite good buying volume and long term picture looks great, IMO this is shorts trying to close positions.

I read his post and IMO I don't think MBO is the path. His post talks about being forced by LSE to take action he doesn't really want to do, selling a part of the business he has a deep connection with, if MBO was the outcome he would stick 2 fingers up and keep hold until it is private.

Also with all the improved comms and removal of GS it's driving the SP up, again not in his interest to do this if launching an MBO. I'm no expert in this space but all focus appears to be on delivering the business plan, demonstrating it's the gem of a business we know it to be and then I suspect (Pure speculation on my part) a listing move to the US.

This is crazy, positive RNS, positive retail sector, inflation falling, pages of goods news and buyers at 110p, so our price plummets to 104p.

I hope just a tree shake and last gasp attack from shorts before we launch to 1yr highs next week IMO.

The only thing imminent is my Friday beer to celebrate a strong blue week and close at £1

Looks like Morning glory has turned into afternoon droop.

Let's hope we re-load and go again tomorrow.

I do love this BB, on a regular day you can have a good exchange and learn loads. On a special day you get to marvel at the wisdom of some extra special individuals.

2 yr LTH and finally head is above water and I can now confess my sins to Mrs Bob having averaged down on more times than I ever planned. Now very happy I did and finally have the confidence it will hold this time and look forward to a summer of steady rises.