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With AGM? (Obvs no one knows…but… some boring good trading figures / financials as opposed to MBO/GS/premium listing/ takeover would do a world of good.

That on 55% supported Directors Renumeration Report . So close to a defeat.

Sorry Davde don’t know about Oasis. Separately, do we think it’s Sept for next trading update - on a scheduled basis? Guessing Aug will be dead on corporate front (hopefully busy busy at airport concessions).

Sorry didn’t mean IP : but branding etc. surely THG get a sign-off on productZ

Thank you Ste. Underlying point stands… license the IP to others so they may sell it too. Suspect Iceland has an exclusivity for a period. After that Nutrition should allow all to do similar.

Need to branch out of Iceland - those ice creams would sell out elsewhere

If so it’s subtle. Expecting a strategy update in next 6 months : no press etc to suggest such - more it’s the obvious response to investor concerns.

At Portstanley - may you share the sentiment on the ground at the mo? Would welcome your sense as whether it’s felt sealion (Falkland oil generally) remains a long shot on periphery of discourse, whether is more

mainstream -or- if there’s simply ambivalence to it all.

Hoping the Brunning & Price pubs are taking good custom with weather.

Sorry i meant pearls

Manc — I’m not sure that works from a corporate governance sense. Lord Allen would have had to secure something (indication from MM) and probably advise LSE.

Im invested in RTN too. Interesting compare/contrast btwn Boards / CEO. Hornby under immense and understandable pressure - as well as Chair (Hanna) but neither are posting on LinkedIn … say as a lot

Anacott : let’s wait till results - they’ve forward guided us with rose tinted glasses in the past and then dropped a shocker. I hope with some new personnel in recently this is in the past and we can place weight on RNS’s

At jontaylor - it could also be that GLA is (if not powerless) slightly muted in ability to act precisely because of MM Golden share. One surmises but the Chair may not show a hand until one is able to play it : that point is yet to come but is on its way. In the meantime the Board has changed. We should also remember recent results were shockingly poor and there was no forward guidance for such … Chair will have consented to this and that has concern for me.

If anyone’s at a THG pub or airport concession this w/e please may you share how busy it is (or not) and what service is like? Tah

It’s interesting how with nutrition focus can be on recent expansion in product and channels (and broader move toward sport/ health foods) and a brand and model it gives a buyer a big head start in this space. For Beauty - how many more products / brands decide to onboard - and whether there’s an easy fit with Boots / similar. Ingenuity - who knows lol - but there must be some IP / functionality that’s transferable. Yet no one seems to be able to untangle all this or THG strategy. As that unfolds my hope is value is seen and priced into SP. Sadly I don’t think MM has the objectively to unfold and communicate that value to either markets / PE and increasingly average Joe. Bring on September

UK mid-market dining chains fight for survival after Covid and cost of living woes (Can’t get link to work)

Sadly MM’s inappropriate public response to Apollo (the would petulant comes to mind) has done THG (and other holders) no good. Post 16th Sept THG req more mature CEO.

Maybe the airports aren’t going to help out this year… always messing it up. // separately hoping RTN are being particularly punching with LL’s on renewals / rent frees etc. Summer trading update will be interesting

On the board. A bit of a protest vote at AGM. Hope Board/Exec take heed. Separately small retrace - I topped up today. Hoping this gets bought out. And expecting concessions (airport) to absolutely smash it this Summer