Member Info for Globex

Not the sort of summary you'd get on Linkedin, but seems fair. He could make second line his bio.

I notice Diggle has taken a roasting today at Theracryf with his company's 5% stake. Seems karma could be catching up with him.

Big congratulations to the exemplary THG board for the 0.11% increase after 5 years of freefalling. Please help yourselves to another oak milk latte, an above inflation pay increase and some more free shares. To doubly celebrate the good news Mr Moulding shall be awarded the freehold to another building, and or anything else he choses that he hasn't already asset stripped which is now limited to things that aren't bolted down.

The company's Senior Independent Director responding to congratulations on Linkedin about a corporate award while in the real world the share price here approaches all time lows just about sums this whole farce up. You have to laugh really, it's like an episode of the Office except one where large sums of money got nuked.

Looking back now Moulding unveiling his 50 something plucked turkey torso was a decent sell signal

Have to laugh at shareholders back and forth over whether they have or don't have a contract with the military. Like a couple of tramps squabbling over a packet of chips. Meanwhile bit more of a pressing issue that the company is on the brink of insolvency.

Looking a bit perkier now. We've had a few false dawns before, but couple of shifts recent might help sustain this one - yesterday's rate reduction and more importantly doveish noise from the Bank about the trajectory for future cuts. Other potential positive is FTSE100 at all time high, and if it feeds through to feelgood factor for UK equities as a whole, which of course Jup heavily exposed to.

Looks like the sham could be revealing itself now.

Anyone seen roughandtumble? Seems to have gone a bit quiet now. Can only laugh really at his absolute audacity to try to call me stupid for warning about this, while he was ramping it up a storm. And presumably putting money into this. Priceless.

It would appear these guys are absolutely stealing a living.

In the sense of a car crash it's hard to look away from, curious to see how it ends. One way or another the whole charade surely can't go on for much longer.

Now wider market has fuller picture on outlook management sells last summer look curiously well timed.

Case of CEO selling 2m shares at what turned out to be close to absolute top looks particularly striking now.

For non insiders I would say this - at least that was a useful sell signal and cue to likewise exit at time. Goes to show always worth paying attention to what insiders are doing rather than just saying.

As I flagged months ago, challenges around new car market not going away. At least nobody can say they weren't warned.

The company trying to blame the government is a bit of smoke and mirrors as the EV transition is global and nearly all non-Chinese manufacturers are facing similar pressures. Just look at Ford's results last night, Stellantis woes, even Honda/Nissan not immune.

Given pressures on cash levels and still not factoring in potential motor finance provisions, management decision to extend buybacks in addition to the a dividend looks riskier than ever.

Fair play a big upgrade on the old CV to go from this ragtag market stall to a quality outfit like M&S

It's weighed down by the debt, LTV much higher than average seen across UK Reits

A very well run company and deserve credit for growing revenue that much in what is a tough market for consumer discretionary.

For someone who claims to "not give a fcuk" this Johhnnny seems a bit emotional?

DamayHill

If you are uncertain whether I am invested here - not it makes any difference to my knowledge of the sector - I suggest you read my post again. Does it come across as someone who would put money into this?

As for the rest of your post, with truth twisting like that you should apply to be a member of the board!

If it's so unique I'm sure you'll be able outline the differences between this and Brembo's offering.

The never ending struggles to actually manufacture a functioning product consistently is quite shocking.

The thing is it's not just the shop floor. If anything the exec team have a higher failure rate than the discs. It was only in September they guided revenue for the full year at £11m, which in itself had already been reduced from previously guided £17.5m.

Yesterday they then tell the market (a full month after the year ends) that actually it will be £8.2m. That example just relates to revenue, which if anything is the least of the company's problems. But is It is quite rare to see a company mislead the market this often and to this extent. Something very wrong here.

If technology jobs more like to be Ingenuity than the plc. If they save on bottom line there that would go Mad and co rather than benefitting shareholders here given fixed contract.

Wouldn't surprise me if they suddenly decided to be more frugal now he owns more Ingenuity. He was very good at spending other people's money via the plc but will undoubtedly take a keener interest now more of his own at stake.

Kbyk that's wasn't aimed at you specifically, just a general point.

To me it's numbers the company puts are all that matters now. We've had so many of these jam tomorrow stories now, they lose all meaning. When you cut through it all you realise it's all a distraction.