Member Info for GoCPI

"Reported you Polish

If you have something you could explain it and not require peoples e mails

Not sure what you are up to, but doubt it is in anyone's interests but your own frankly!"

Does anyone expect this 'initiative to be anything more than an information gathering, and possibly for some of the more unfortunate and trusting souls, maybe even an identity takeover exercise? Caveat Emptor!!!

EatStocks - indeed. I'll stick with my view that the hack news is Passé. As long as CPI shows that it is winning contracts/building backlog in their H1 update, this daily 'scare news' barrage from FearFul is meaningless. The market is forward looking and is assessing how this impacts future revenues. Till then, we'll move with the market.

Spot on. R8. There'll be no new approached until the GS expires in a few months - no PE will approach THG until that's out of the way, but the likes of Apollo 'may' start accumulating at these levels if they're serious about another bid in the coming quarters. But maybe MM will pull a giant rabbit out of the hat with their next update - who knows?

"Its good that concensus is now that Moulding is more harm than good, and needs to go."

Where's the consensus? Just because no clue Kelso and you/Polish.Cap and his 4 avatars who shared their holdings want Matt to go, doesn't mean he'll go. You may be sore that you didn't make a fast buck, but I'll keep adding if this goes any lower. 2024 should be transformative year with inflation under control and rates start dropping - all good signs if you look past 2022/23. I'll back Matt to execute and deliver - he knows PEs are circling and he has to deliver in the medium to keep the wider investor base on board. I do think he will and that's why I'll be adding more on any weakness, which could happen in the near term.

"The weird punctuation is a mobile phone quirk.

I will be looking to set up an anonymous email addresses so we can speak more genuinely

I am here to unlock value for all poor holders but need voting size to matter hence me reaching out to all of you"

If I can recommend an email address for this noble shareholder saving initiative, I'd use cluelesssuckers@gmail.com. You don't even need to upload your holdings to this email address. We can use this combined 0.2% holding to knock MM off his perch - after all, that is way bigger than the 20+% that he currently holds. And don't you worry about the remaining MM affiliated jokers who hold another 20+% - they'll move over to the light when they see the massive holdings that these big activists hold!!

@PolishCap - You'll first need to stop posting weird looking posts with meaningless punctuations trying to convince 'innocent' holders that you're their saviour and you're really out to 'save' them/us. Lets face it - you've been about as useful as a chocolate teapot over the past few weeks since this Apollo TO drama unfolded??

@Hosai - it's mot just growth for the sake of growth - it's also all about generating positive CF on the back of this growth - that's something that Matt hasn't delivered so far, and revenue growth is now negative too, and the market is responding accordingly. Who in their right mind can blame 'the City'?

"Don’t worry I am sure wheels are in motion."

Classic sign that you're coping, Rock8. He isn't going anywhere and you know that well.. Lol..

MM doesn't inspire confidence at all, IMO. I hope he can get a handle on costs and turn this shop around, but it's still a show me story. I expected the stock price to fall into the 50s should the bid be rejected, and I suppose its accumulate time for the patient ones. Many who were singing MM's praises last week have jumped ship, and that shows how A. incorrect their expectations were about how much a PE firm like Apollo would pay for a company like THG which has been undervalued by the market and B. how sure they were that MM would be the saviour near-term that he hasn't turned out to be. I hope he can step out and execute operationally in the coming months, and that could/should set the SP on a positive trajectory going into 2024.

Near term - who knows? If the US debt ceiling issue doesnt get resolved, it could tip the markets into a period of short term downturn, a la 2011. If THG falls more, I'll add more. It's not a bad place to be adding more, acknowledging that there could be another small leg lower. Don't bottle it, Matt. Focus on delivering FCF in 2023 and the market will reward you and the long suffering shareholders!!

Lol..That's why I don't call you Clown, FearFul - I'm very fearful of you getting turned on by me. I'm here to make money and nothing more, and negative opinions/news is more than welcome - we don't need to be blinkered. Even a fair bit of negative spiel is OK, but you're drowning posters on here FearFul..And it's now working - its sitting at solid support levels, and unless something breaks with the US debt limit talks, and takes the market with it, I don't see too much downside. IMO..

Yes, I too think its very, very underpriced -currently held down by the drama over the hack.. once this blows, and it will blow over, true fundamentals and value will stand out. Don't be caught out with your 'pants' down when the hack tide recedes or when a disposal is announced!!

THG is back below 60p - now that's a proper trader's share. Should you be on that board and pushing the price down more and then buying in? it's way better than trying to push the price down here. Plus if it goes below 50p, I may add more there? Come on - you know you want to? Riling up the crowd there is more profitable than riling this board up...

Not knocking anything, FearFul. Only stating facts!! ;-)

You're doing in pretty much everyone's head on this board, but it is what it is. it's a free world and free speech is the norm?

That sounds good - the short answer is there will be improved security processes and security awareness training. Go on, CPI - let's get over this speed bump and deliver good FCF in the H1 results - detractors are plenty and we'll kick their backsides on a regular basis.

Good for CPI - low or no margin business - I'll ask them to hand this over to FearFul and Aimster. They love losing money!!

"Any thoughts on potential price effectively rejected Oke?

The way I see it if Apollo really did view ingenuity alone as significantly more than pre bid THG (66p), then unless Apollo hugely undervalued Nutrition and Beauty than the kind of prices bandied around must have been at a huge premium, arguably in the £2.50 - £3 range?"

This is exactly the kind of cuckoo land valuation estimates that fan boys have been bandying for days on this board. Firstly, we're supposed to take MM at face value - he knows Apollo won't deny or confirm his spin that they put a value to Ingen that's higher than circa 60p? They know they have a good hand with market undervaluing THG and even a 100% premium (circa 1305-150p) would be a big plus for shareholders who saw 30p market price just a few months ago. Obviously, they couldn't agree on 'terms of control' and here we are.

Until MM can actually deliver free cash flow and bring the company back on a growth trajectory, we'll have to suffer and live with sh*itty valuations.

FearFul - can you please speak to them and get them to sell more ASAP? That seems to be working well...

Hello Alex - many thanks for organising the investor webinar on Tuesday. Your efforts to level the playing field for us PIs is much appreciated.

Low volume down day, led by light weight PIs selling today. Not much to see with today's price action, IMO. And it surprises me that investors on this board express exasperation that this topic wasn't covered on yesterday's call. How on earth can they cover it until this material information was made public to the market today (although you can argue that the market got a whiff of today's revenues/bookings update a couple of days early) - almost nothing is ever leak-proof in this market.

I can see a pair of shorts appear in my neighbour's back garden. I'll be sure to let you know if they increase in numbers, imho