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Let’s get the basics and free cashflow right first. Inc some Board oversight. From previous post by another. Great if MM can move into another role and someone else takes over as CEO. Prob 50p in that alone.

Nutrition product placement in sainsbury is awful

Now doesn’t appear to be a good time to US IPO. Would rather Exec focused on sorts underperforming beauty out (I fear for a poor Christmas) and get ingenuity to a point where it finances itself.

We’re getting taken out for a song. This is easily 80p any day of the week

Forgive me .. dumb Q. I have RTN shares in my Barclays account. If buyout goes through and shares are suspended … what happens .. do I simply wait and at some point the shares get ‘cancelled’ and convert to cash in the account.

I’m hoping several firms are now doing the numbers 65p is a steal.

I wonder if we’ll get one - we don’t normally buy with takeover in play I would suggest Board should release a set. Otherwise it’s a wait until Jan - might all be over by then

What happens now. We just hover at this SP until deal closes?

Taking the other view moniman : what would be necessary for a rerate? For example would new CEO (however fanciful) result in an upgrade? Would nutrition continued performance create uplift? Is it simply sentiment? I agree we have heard very very little from the Board. Don’t think we will now until Jan.

I don’t there will be corporate activity for a while. Not enough risk-on mindset at the moment for a.n.other to buy part of THG, rather wait and see - maybe easier to take out in Jan post Q4 results. What id really like is a new CEO with MM moved into a new ventures / ambassadorial role. Wonder when this will be above 100p again.

‘Investment’ in reduced pricing was an absolute blunder

Long positions being opened. Bodes well

I expect most to be underwater on THG.

Good write in FT today commending Oasis on execution of their strategy. Need another bidder. But who?

In profit : fab. But feeling slightly short changed by offer. Thoughts on a.n.other entering the arena? I’d live with FT suggestion : holders should seek 80p. Oh well lucky Apollo - for now.

Any other Board would remove or augment MM.

I would guess update at Q3 and action in Jan on Q4 update. Action in Jan as either it’s a re-rate up or a tank (as I see it) later req board action, former would be most welcome. Sadly former for me is the hope and it’s the hope that kills you.

434p to 69p in two years. Requires management consequences. There would be at any other floated stock.

Could. Would. Should. I would take 120p tomorrow with current management. And current management will not realise potential. MM needs to move into ambassadorial role. A CEO needs to be appointed. (50p in that alone).

I would take 170p on Monday. Reflect. Move on. The idiosyncrasies of being founder-led with significant ownership hamper objective improvement. That SP would be higher for absence on management updates speaks volumes.