Member Info for Holy1

BAZ, interesting the same multiplier for THG gets you to £1.70 😉

Your comments are refreshing YIAB, keep it up 👍🏻

Interesting find. They have an investment in D2C, with an ambition for lifestyle + beauty markets.

https://www.adityabirla.com/media/media-releases/aditya-birla-group-formally-launches-tmrw-a-digital-first-house-of-brands-venture-in-the-fashion-and-lifestyle-space

Let’s not forget the lies, character assassination and pointless articles that contributed to the 90% decline.

Oliver Shah is a judge. Comedy.

Matmaxmat, if it’s just us PI’s missing the point, where are the big ii buyers who know there stuff/understand the strategy?

Why’s it unreasonable to expect MM to help stabilise the share price?

Also, how are THG colleagues feeling, assuming they’re ‘fast cash’ as they want to cash in their bonuses to enjoy life? Not all of us have the luxury of waiting 5yrs.

Thought I’d update the stock loan data for info, taken from my.euroclear.

7.56% Aug-23

8.58% Jul-23

8.64% Jun-23

8.97% May-23

10.13% Apr-23

10.31% Mar-23

10.55% Feb-23


10.52% Jan-23


10.60% Dec-22


9.19% Oct-22


7.49% Sep-22


7.47% Aug-22


6.98% Jul-22


6.42% Jun-22


6.80% May-22


6.76% Apr-22


6.94% Mar-22


7.61% Feb-22


8.39% Jan-22


8.72% Dec-21


7.85% Nov-21


6.19% Oct-21


6.54% Sep-21


2.71% Aug-21


1.92% Jul-21

Interesting to see the Walgreens Boots CEO has stepped down, the shares have fallen by half since she took over. CEO's need to deliver.

https://fortune.com/2023/09/01/roz-brewer-steps-down-as-walgreens-ceo-amid-share-price-plunge/

I thought it was interesting Qube were in John Woods Group too, who also had an Apollo bid

Saudi Arabia has emerged as a private financial backer of the £4bn takeover of Selfridges, as part of a shopping spree intended to increase its international clout and boost development of its economy.

The PIF’s interest in Selfridges via Signa highlights the way Saudi Arabia is using intermediaries – most famously including the Japanese technology powerhouse Softbank and its Vision Fund – to deploy some of its vast wealth.

https://www.telegraph.co.uk/business/2023/07/23/revealed-saudi-oil-wealth-backed-4bn-selfridges-takeover/#comment

Ref the Icon sale completion, I assume we will see Directors resign on companies house when this completes? ie ICON 4 HOLDCO LIMITED - Jodie Moulding still director

Sorry OSG, to be clear, just updating a thread 1pencil started months ago. Whilst everyone was arguing yesterday I was just digging around for some useful content.

Data from my.euroclear.com

Just updating an old post for those interested:

8.64% Jun-23

8.97% May-23

10.13% Apr-23

10.31% Mar-23

10.55% Feb-23


10.52% Jan-23


10.60% Dec-22


9.19% Oct-22


7.49% Sep-22


7.47% Aug-22


6.98% Jul-22


6.42% Jun-22


6.80% May-22


6.76% Apr-22


6.94% Mar-22


7.61% Feb-22


8.39% Jan-22


8.72% Dec-21


7.85% Nov-22


6.19% Oct-21


6.54% Sep-21


2.71% Aug-21


1.92% Jul-21

Great summary.

Heading next to QIA’s average of £1.70

Looks like a new logo, if you go on the website

Was Steve CitySpy all along?

I’ll never get that time back.

All in favour- passed.

Just for context, there were similar recommendations last year and Iain Mc still got 91% of votes.

https://www.thisismoney.co.uk/money/markets/article-10884455/amp/Hut-Group-boss-Matt-Moulding-faces-shareholder-revolt.html

“Investors are uneasy that Belerion's founder, Iain McDonald, is also a non-executive director at THG. Shareholder advisory firm ISS is recommending that investors vote against his re-election.

ISS questioned his independence given his longstanding relationship with Moulding and finance boss John Gallemore, having served alongside the pair for 12 years. Another advisory service, Glass Lewis, also urged shareholders to oppose his re-election, saying McDonald was an 'affiliate or insider' on the pay committee.”

Cheers for the response HH

HH, do you think the GS going is as monumental as people hope?

I see benefit of a premium listing, but not sure I see the takeover risk - There are very little GS’s on the LSE, and a lot of undervalued companies at the moment. That said, THG are clearly dragging their feet.