Member Info for guird

At today’s price all shorts are underwater for 2025 , last night 1.82% of the company shorted , will be interesting in the days ahead if they start to close , the upside risk for them in the share price for next couple of months is significant

What a game this is , are they crazy

I’m amazed one of the big global fragrance and flavour houses have not taken this out before now , Treats supply many of them with base materials to build their flavours , the worry is they wait for a further drop , trading will be poor as management more interested in selling the company than sales numbers , really sad , this was an amazing company historically and I have followed it for 10 years , I should have cashed in a few years ago

Takeover will not happen , they can not get enough support , they will walk away and the shares will then drift until they can demonstrate growth again , management team is shocking , can see this below £2 again

I feel this move was done to let more shorts close , Ai generated reports cost nothing and can manipulate the price quickly , then back on Monday to 37-39 range

Let’s hope one of the big 4 flavour houses takes a look

Not a good price at all , many must be underwater, I was hoping closer to £4

Diageo is a great example, brokers ramp it up to £40 then took it down to £19 with constant downgrades, who knows where fair value sits , probably around £25

Market churn is what the brokers want , they make money both ways , consumer staples back in favour today (Unilever etc) , financials out , then in a month or so the switch back , they always win , just buy safe dividend paying companies and watch them grow in your ISA , these are buying opportunities if you take a long term view

They need to aggressively evaluate the profit per sale and promotional strategy , maybe cut volume by 10-20% but drive profitability through the roof , unfortunately that does not work forthe Ingenuity model , they need volume to hit break even , SIS was the same , talked higher turnover for years , could not make a profit though , they got taken over at a low valuation, THG needs to focus on profit and not growth

I think the issue is all based around Ingenuity, volume is key as you need to cover the huge fixed costs of capital deployed, so MM drives THG volume at any cost , so sales can actually be lose making per purchase but Ingenuity still gets paid , THG needs to stop driving volume and start looking at quality of sales , what profit they make per purchase , you can promote to get trial and new consumers but not at the level they do , business is about making cash not just turnover , the conflict of interest between Ingenuity and THG is considerable

Lots of discussion over the months on Applied Nutritions valuation compared to THG with reference to turnover , look at there results today , the cash they generate from turnover dropping straight to the bottom line is amazing , cash in the bank , that’s why the valuation is some different, there ability to drive top line growth and bottom line cash generation at the same time , that’s what THG needs to focus on get the share price moving , these company’s are worlds apart currently

I think we may be finally see the shorts closing , it’s taken a long time for them to decide the balance is shifting against them

I think in the consultation process there will be lots of debate before the rules for payment are locked , 50% commission was deemed unreasonable and excessive, so what is reasonable, not defined but needs to be agreed, I would have thought around 15-20% , therefore only loans that paid between 20-50% need to pay that commission + interest back to the car buyer, I hope Lloyds fights hard for this clarity and does not just pay all policy’s back to reduce administrative burden, people buying cars had options and were not misled , the judgement was around the commission was deemed excessive and unreasonable , shareholders need protecting also

Added more , agree undervalued, would have been a different FDA view if Pfizer, the FDA is extremely biased with the constant rotation of key people in and out of the large drug companies cashing in on their relationships

I believe at these levels the down side risk is very low and there is money to be made

Another increase , I just don’t get it , how can money be made at this level and the AGM and associated risk just a week away , risk v reward for the shorters does not make sense

Let me be clear I’m long and always have been , shorts are only a problem when a board of a company give them an opportunity, THG could at any point issue an updated trading performance and don’t , until THG start delivering against its key objectives and deliver growth shorts will always see opportunities even at impossibly low levels like we are seeing currently, we should be focusing on the people running the company not the people shorting it , use your votes at the AGM !

Very odd trades today , many at exactly £24.87k , all buys , depending on price slightly different amounts of around 100,000 shares , I’m sure we will see RNS in the coming days , another just gone through

Voted with my 60000 shares , easy on HL online and free , Barclays also free but you need to call , very easy takes 5 minutes and they are very helpful , 08002793667 , if you don’t vote you should not keep complaining, this is your only real voice as a shareholder