Member Info for Hardwell

@yespsb couldn't have said it better myself. I and my OSA, would be delighted if Q4 results could prove me wrong. But while I'm interested in share price, cash/FCF, ebitda, governance and transparency we discuss the latest ready meals in Iceland.

The numbers never lie...even if THG try to make them do so...

All these fake valuations and fake bids being banded about.

Mars bidding for myprotein 😂😂😂 absolute first rate ramping.

You may as well throw a dart at a wall of numbers to guess what we're gonna get in 2 weeks, but one thing is for sure...they constantly disappoint, so why expect any better.

All the directors including Maccy D and MM will be on the ballot paper again in a few months. They'll just get another significant vote against...then what's the good lord gonna do? Ignore shareholders again?

Agree. I don't give a damn what Apollo did or didn't think Ingenuity was worth. We've only MMs word for it anyway, which is, as we know, unreliable. The market thinks this is worth c.70p a share.

If Apollo thought "wow, this is worth way more" then they'd have bought a shed load of shares at the current prices or lower in order to make money. They haven't. Nor has any II increased their stake. The IIs are stuck and are powerless. They have positions on the Board and regular briefings. If they thought this was suddenly going to "corporate event" to £2.50 or £3, they'd be filling their boots while not in a closed period. They're not.

The sp movements indicate a cr*p Q4 to me. Guess we'll find out in

The GS was a red herring. Doesn't need it to stay in control.

IIs too weak to do anything, have lost a fortune and are stuck in a value trap. They either consolidate losses or just wait and hope for better as they have last 2 years.

Spin offs cannot work here as all the good stuff is subsidising Ingenuity which by itself continues to lose a fortune in pure cash terms. It cannot stand alone (remember MM stating possible FCF in Ingenuity in 2027 or 2028 onwards)?

Unless there's a rabbit in the hat on Q4 for Jan update then it'll be the same old.

@OSG...

Which information showed you that qube were definitely out? I think YOUR posts are factually incorrect....lol

We can note all the so called "inprovements" as much as we want.

The only real thing of interest to me is the share price, accurate FCF, EBITDA, growth, good governance and a transparent set of accounts.

All the rest of the noise is irrelevant.

Every quarter we get a "can't be below projections this time" and every quarter it disappoints.

Every results day has murky calculations such as "constant currency" or "adjusted" on every line. Wonder what it'll be this time?

Last year's full results had a completely surprise and no warning write down of value of Cult Beauty thrown in for good measure.

Every disappointment has also be preceeded by a massive sell off in advance of the results, with loads of people on this board saying "its the market makers".

Well, we've 2 weeks to results. Let's see if history repeats *or* hopefully MM comes through. Forgive me if I'm a total cynic but been here about a dozen times before now.

You can't spin off nutrition and beauty in any meaningful way as Ingenuity loses too much money to keep going by itself.

@OSG

Thanks for the summaries and I agree there is zero in the RNS today that changes the revenue position for 2023 now...

But, every time we have a set of cr*p results, they're preceeded by the "in the know" getting out first. So forgive me if I don't trust our CEO one jot. However, I hope for rhe best, just like you.

I think we should all spare a thought for the employees in Investor Relations here....can you imagine ever trying to get your next job having that you've worked in or led IA at THG?! 🤣🤣

Been watching this today Post RNS. Whilst it was a ridiculous RNS, there must be more to the drop. Remember before the Q3 update (or was it H1?) the sp steadily declined whilst those in the know got out before it cliff edged following the release and call.

Glad I halved my holding at a out 86p but sorry for those who have lost money today. You have my sympathy.

I fear Q4 results will be below expectations but will continue to hope for the best.

It's not in certain people's interests for the sp to rise...go figure...nuf said.

What's all that stuff about Maccy D about? As far as I can read it...basically saying "we don't like how you voted and we're gonna find him another role. Ps - he's staying." Why now?

I just can't wait for next year's AGM and the reappointment voting...can you imagine MMs vote 😂😂 not long now...

I don't understand why, when considering: the last 2 years, multiple losses for big investors, promises that haven't been delivered and consistent disregard for PIs (sorry, "fast money") anyone thinks that anything different will come along...

This is actually quite funny...gotta have a sense of humour in this game...and they are games here.

"Remaining positive unlike some on this board."

We're all allowed our opinion. I'm positive about THG and the share. I'm simply pointing out ove never met Matt, spoken to him or am likely to ever do so. Do I trust him based on his past record? Na. It's business.

In a number of scenarios mentioned, his gain will be a loss to PIs. Given he's never met me or is likely to, do I think he gives two hoots? No.

There are very few options cited which would end up being a win win for both Matt and PIs.

I'm sticking to my £1 before Christmas prediction.

@Traintracks

Thanks. I don't mean to be negative about the share. I've plenty still invest here but was happy to get half my value out this week after making 25%.

I don't think THG will go bust. It has an incredibly bright future. The potential is significant. But let's not pretend all our interests (inc Board, Matts and Kelso) are aligned. They most certainly are not.

@PMH

Interesting perspective. Don't agree 100% but what I do agree with it your perspective on people who say "he won't screw us over"... 😂

To these people: you don't know him. He's not your mate. He'll look after himself, family, foundation. This is business. You bought in to make a buck. Hes in the business of making a buck. The evidence shows he has no regard for trying to increase sp or delivering value to thise who invested...look how many have lost money investing here. THG has had an opportunity every single working day for 2 years to come out and say how it will deliver for PIs and how it's focused on sp value. Not a word. 😂

No one in business is here "to look after you". Please don't put all your eggs in this on that basis. History of investing is littered with people who lost their shirts like this.

There's only 3 options imho:

- He wants a position as feel threatened / needs a seat on their Board.

- He's doing it for entertainment / to wind them up.

- He's working with them.