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Golden, I know you get some grief on here even when your content is thorough and well put together but the fact you’ve stated £1 could be the correct call just shows your not genuine and clearly have an agenda. The main reason I want this sold now is to stop reading nonsense from accounts with a clear narrative
OxfordBull - you do realise early investors doesn’t just include us small PI. Early investors involve huge funds and investors with lots of clout in and around the financial world. MM certainly isn’t daft enough to commit commercial suicide trust me on that
Seems the idiot brigade are working Sundays. Some of the nonsense spouted surely can’t have any impact on one’s investment. 80p for a MBO ? Crowman get a grip and a proper job.
Also for those comments about investors idolising MM, that’s just idiotic. Nobody here fantasises about him (I hope) but for those who have invested long term, researched, done deep homework then seeing where the company is now from the beginning is pretty impressive. The company isn’t the share price for the millionth time
Morning 101 - essentially I think every pointer says FY results essentially won’t be great based on X Y Z Hence the miss, therefore a miss has become custom the last 3/4 main updates however IMO now there is a different slant as investors (even minnows like myself) are focusing on Premium listing for example, the targeted accounting and any JV or partnerships to accrete some honest value. The current SP I’d suggest is nonsense and I don’t think any honest person would argue that however it’s also hard to know an honest SP regardless of knowing the ins & outs because of the misses, hazy figures and complex setup. Any small inkling of clarity now starts to unwind that spiders web in my personal opinion, so if results are pretty mediocre or poor BUT we get premium listing, monetary savings ie ON demand, clear divisional value etc then the only option for me is the share price goes up regardless as right now the market cap doesn’t even account the infrastructure and dealings in place (even with the losses & misses) but it does reflect uncertainty and hesitation from all views which actually is very fair
Rock - my outlook is that results have possibly taken a backseat now. I believe more importance rests on premium listing, any split or JV and forward moving done deals. I don’t see how results can be anything other than bad after the pathetic Q4 that apparently blindsided everyone in the space of a few weeks which I still don’t quite believe
Is not closing down in any way shape or form. ON demand is ceasing which will have a small impact on staffing, roles and workload within the studios for the areas it is used for…..
OnDemand
Edit
THG OnDemand sells entertainment products and subscription services of clothing, gadgets and vinyl figurines, with a particular focus on licensing arrangements with global publishing houses and personalisation.[1]
Web stores include IWOOT, My Geek Box, Pop In A Box, Very Neko and Zavvi.[1] The division also includes the cycling web stores, ProBikeKit and Morvélo, and the film distributor, Arrow Films.[1]
The division also operates several brands which sell licensed designs exclusively on Zavvi, including DUST! (gaming and film memorabilia), Akedo Footwear (high-top shoes), Milliner (baseball caps) and MOTH Audio (headphones).[26][27]
Studios clearly isn’t going anywhere for gods sake. It’s the utilisation of it for On Demands needs which as we already knew is going & rightly so. The brands are minimal within it and the staff will be redistributed throughout THG. Brains are few and far between today