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Fingers crossed there’s some good news. I’d take GLA stepping down as that. But would prefer +ve trading; VAT update (+ve decision) and cherry on top would be an asset sale (but v unlikely).

Again it is the role of BoD led by Chair supported by SID to prevent the CEO of the PLC intentionally enacting strategy that has its primary aim the support of another, non-listed company, the CEO is also CEO of and major Shareholder. How is GLA squaring this circle? It is staggering.

Errr…

I’m not short. b/e at 68p. Nothing on this board moves SP 🤦. Nor, I hope, does anyone make decisions based upon it. I was merely relaying GLA position since I sought it myself. Very separately, to short from here is a bit bold with VAT decision and AGM update within weeks.

Thank you @Mogger. Separately, @pauldrayton may you remind us of your outlook. Welcome both your inputs to this board as well as those of others

GLA has circa £1.51m invested at ~63p breakeven. So here’s hoping there is some drive to get the SP up. Perhaps there is given recent RNS that i understand did not need to be RNS’d. Hopefully it’s not a distraction that MM has form on - before announcing something daft - like returning VAT savings to customers through a price cut to increase volume (read support Ingenuity, where the conflict is blinding).

@100notout and @Daffved it looks like and I hope you are correct. Peace deal would be welcome in every dimension.

Sadly I think Mr. T is all over the place. And so unreliable that no deal will come forward : too much counter party risk (for any entity wanting to transact) under T administration.

@100notout VAT rebate and a major sale and debt could clear. That’s what I’m hoping is announced before (day of) AGM : it would be big GO signal.

Is this a non RNS?

Doesn’t feel RNS worthy. But that might be me misreading it -or- more likely not understanding the significance.

5yrs ago >600p. What wanton destruction. How can the BoD put themselves up for reelection without reflection. GLA must go. As should the SID.

I don’t see TGA stepping down at AGM (unless there is a health issue) though he should have gone when Kelso pointed to his failings. Instead GLA fall in either (a) here for the £500k/annum for doing sweet - F - A -or- (b) will step down at point SP is higher than when he arrived : my hope is both the latter arrive quickly.

Mad how SP at start of year ~46p. In ~32p. Surely THG in a better place today than turn of year? It’s just so very odd.

Could really just do with a slow steady rise until AGM. I can’t see material news until then or shortly before, as is the way. And please… no LinkedIn posts from any of the Exec.

600p is a steal. Stellios wouldn’t accept that. What would be good is if bid came in and it kicked off an auction with one of the gulf carriers. 🤞

He’ll only be ousted if major holders exc. MM push for it. I can’t see that happening, sadly. Would welcome Mike Ashley taking a seat on the board. MM stepping down as CEO but being retained on BoD. Won’t happen in a million years though. I mean even on the investor calls - no one other than MM may speak - it’s comically controlling.

Im struggling to vote with Barclays Smart Investor - appreciate it is a nominee account - may anyone share how they have done this successfully please.

Well put Telxx - and I think Kelso saw this and admirably acted. The other major shareholders have not or will not. I would welcome FT or similar querying THG Board performance over last few years (previous FT articles have been enlightening). Meanwhile GLA on circa £10K week (from memory) for incredible share price destruction. Incredible.

GLA joins 22 Mar 22. SP c.92p. What’s happened since? Has the Chair demonstrated value? It should be okay to call out non performance. The Chair has not performed.

Davffed, they will not remove the Chair. It is the ineffective Chair that should be removing Executive and commanding BoD acting in the interests of all shareholders. Surely the Chair can see the obvious conflict with the CEO also being the CEO of the biggest supplier ingenuity. Yet has instigated nothing. The Chair has and continues to fail.

This has been said countless times before and the result has gone the shorter away. The idiosyncratic risk with THG is off the scale. Why? Ineffective Chair.