Member Info for GoCPI

For Fuc*k's sake - stop moaning about LSE and shorts - if you can't deal with a falling stock price, you shouldn't even be touching stocks. When the price goes up, its not manipulation/LSE and when it goes down its the LSE/Cube/Shorts. Get a friggin grip - the so-called shorts will be longs when the dear leader actually delivers growth, FCF/profitability. Yep, the LSE isn't as liquid as the NYSE, but how was that a surprise? There's no real depth in the LSE/Europe, and possibly made worse by Brexit and the economic malaise that permeates the kingdom as a whole. How is that an LSE/Short problem.

Maybe Matty laddie delivers next week and if he does, the stock will go up, and if doesn't it will go lower. Maybe there's a news leak or maybe there isn't, but the market seems to think next week will be shiite. C'est la vie. No doubt you'll get your 200p if you wait a couple of years, once Matty delivers? That should be a no-brainer, yes? Ranting/moaning about LSE/FCA will change nothing..but then you know that. Crikey, you're a bunch of moaning, impatient longs!!!

No one big is selling THG in the past few days, just some lightweight traders who can't see the trees for the woods - the trading volumes are pathetically low for there to be a big seller. Tech is broadly week in the past few days, and UK retail has been shiite, and weak trading hands are selling. I'm still buying small chunks in prep for a good runup next week. I think that finally the perennial stock market underperformer, Matty Laddie, will finally deliver.

Twiddling thumbs and writing space fillers comes to mind !!!

It doesn't effing matter if they offer discounts all year round. All I'm interested in knowing is are these marketing strategies driving sales volumes and how are the gross margins doing? We'll know next week, but I'd think they're up their gross margin and FCF forecasts for 2023, and from the slip-up noted from a Linked-in post about the Nutrition business, it looks both are trending higher in H2 so far.

For supposed long term holders waiting for £3 or £5 in the coming years, you lot spend a lot of time debating/discussing daily trading moves?? If that's a trader mentality, I'm not sure what else is!!! Lol... :-)

"Whilst Matt Moulding and current management team are at the helm, shorts are in charge. I don't believe the current setup can turn things around.". That sounds either like a shorter or a frustrated holder view. It's too early for me to spout that view. if the next set of financials are bad, and I have no reason to believe that this will be the case, I'll then go with the view Matty Lad is incapable of running a PLC and sell my holdings. Till then, I'm accumulating on declines..

I'm staying the course for now!!!

@Beachfeont - I'm around. I feared a slow bleed is what may happen and hence I closed a large % of my holding. There was no point me hanging around like a bad rash and providing daily commentary on the SP moves here, but I think this will recover over the coming months - a combination of the new CEO and positive news flow on operations should do it. The market is marking down CPI with the excuse of unforeseen hack liabilities, but once that headwind is sorted, the SP would react to the upside, IMO.

I don't know where the bottom is and the broader market movements will dictate that to a large extent, but I will get back in at some point in the near future. CPI is already in the very cheap territory and in the medium term, once the headwinds go away, we should trend back up..Patience needed if you're a holder (I still have a decent chunk) and accumulate if you're feeling brave!!

Matty lad can also take leadership lessons from Jen Hsun (NVDA) on how to run a listed company and a couple of key components that he should pick up may just be

1. Don't bite the hand that feeds you (the stock exchange particpants). They delivered for you when the market was in the midst of a tech bubble, but the onus is then on you to show to the market that you're worth it.

2. If you consistently beat guidance, the market will be forced to mark up your valuations. Missing guidance time after time, and then expressing shock/dismay when the stock gets pummelled as a consequence, isn't taking ownership of your actions.

I still think Matty can turn this around, and with less hubris and a real focus on shareholder returns, he could make THG a company that truly rewards shareholders - even those with price averages much higher than current levels.

@Taverham - that is indeed a balanced view of the state of play at THG. There's been plenty of deifying of Matty lad on this board and I can only hope that beyond his hubris, there's actually some substance, and he can for once deliver for long suffering shareholders. I'm not looking for a quick buck, but if he can consistently deliver profit/revenue beats, then he would have done the correct talking. Constantly demonising the 'city' is rather tiring - I hope he now actually delivers for the first time in a long time!!

I don't think this is going back to test old lows - Matty lad has to do something spectularly dumb for that scenario to play out. I'll start accumulating some now as I believe that the near term downside risk to the 60s is low at this time, unless the US markets turn volatile and we see VIX jump in the coming weeks. I'm a buyer at these levels as the margin fundamentals haven't weakened at all!! Even matty shouldm't be able to f**k this up, even with all his newspaper toy distractions to contend with...

@Hexam - the best way forward is to put the NoClue on filter and leave the self-important numpty to talk to himself. The only thing that's certain with NoClue is he pumps the share when he's long and keeps dumping on it when he's out. He does exactly what he's accusing aimless of currently doing - I wouldn't give either of them any attention by responding to their tripe.

Retec - Carillion and CPI (now) are miles apart in their financial standing that there's no real point in trying to compare them. Minimal net debt derisks the possibility of this going bust. technically, you're right there is not a zero risk, but if we were ever in a situation where CPI is on the verge of going bust, I'd think more than half of FTSE-250 companies, by virtue of debt on their balance sheet, would have already gone bust by then - that isn't a real 'factual scenario' in my books and I can happily wager on that and place my bets that there's ZERO risk of this going bust.

My point still stands and you've offered nothing to counter it, other than hide under a sweeping 'pointless waffle' statement - what is happening to the share price in the near term is no real buying support after the H1 results because of a weak update and risks of fines. I can't say when the situation will resolve itself, but I think it should by the end of this year. Where the SP goes in the next 4 months is a coin-flip and depends on the broader market direction, alongside Adolfo coming on board to clean up this operational execution mess.

"My average is 27.9p and I've got A LOT of CPI shares but I'm still not worried as I'm convinced this business will not go bust and, historically, a 27.9p average has been a very good position to be in."

There's zero risk of a bust happening, IMO. It's what may happen in the near term with potential fines and perceived impact on operations that's holding this back.

NoClue - I know better than to respond to your incessant and pointless ramblings!!

I can't see this go to single digits, TBH, unless there's a black swan lurking in the horizon.. At some point in time this will become too cheap to ignore, and we're having a change of guard and hopefully, strategy, by the end of this year. Fingers crossed.

Maybe NoClue is going all in?

If a company doesn't operationally execute, then the LSE just isn't the place to be listed on - as someone observed, it's littered with undervalued and underperforming shares, and until CPI can truly turn this around, we'll be subject to these kind of low volume sell-offs. We shouldn't be here, and yet we are. Could we go lower, of course we can - that is the reality and I don't know what can change this in the near term. Pretty sad state of affairs.

Both FearFul and AimLess are the same lot of 2P trading profiteers who unshamedly pump or dump depending on their trading positions - I'd make it a point not to base my investment outlook on their positions or their pump and dump schemes. CPI will probably be range bound till the dust settles on the hack related issues, and I don't know what the trading range could be in the near term - A 19p to 26p range could be an easy bet?

I honestly can't see how this is 'dignificant' enough to impact the share price. Yawn piece of news.

@Trenners - I still hold more than 200k shares - I've wound down about 75 to 80% of what I had back in March, in a couple of tranches, one in May and then on Friday. . I still have a decent skin in the game and I'm not planning to fully sell out of CPI - I still think that there are gains to be had in the medium term after the new CEO comes on board and he does 'sometahing' to shake CPI up, just like the new CEO did at Rolls Royce. I read the report in detail and noted we'd regressed and hence wanted to cut my losses as I had the feeling that the SP would be forced lower on the back of that update. I'm sure I'll buy back in the future when Adolfo is on board.

"If you thought CPI were out the woods pre last results then you could be foregiven thinking as much " - Ahem, ahem - they were and should have been - hindsight is a great thing though, admittedly. The cyber hack did most of the damage this HY, and I'm of the view that if that didn't happen, CPI would have been on a sustainable path to FCF from this year onwards. Not to be for now, but that could change next year.

Good luck, Crow. There's plenty of value in CPI - it just won't be unlocked till JL is the CEO, IMO. I'll sit on the sidelines for now and see how things shake out. I'm not like NoFear to continously sl*ag the company off, it's pointless and I won't do that. These are my current views and they can change if new facts come out- I'll be keeping a close eye on news here.

P.S: I'm not a single-stock holder as that's aimless investing. THG is now biggest holding after I sold down CPI, but there's plenty of other growth (US tech) and defensive (Gilts and Treasuries, and cash too) holdings in the overall portfolio.