Member Info for HypeHero

I do agree

If you want to get a better understanding look through his posting history a few years back...

"Guys - I m going to share why shorts love this share, why it always sells off during any day raise and also why the SP under performs its competitive set

It’s all about the share register

There are not many companies set up like thg where the PI free float is so low (circa 13% of total shares) and the shares in non sticky hands (ie Moulding plus sofina plus top 4 owners) is so high

So essentially all one has to do is have a circa 0.5% short to reek havoc as the number of traded shares is too low to counter it

This is why the SP is manipulated at will, and why nothing ever changes / why sp never stays up

This is then supported by the stupidity of tjg itself:

1/ the hyperbole used by the senior management is alienating

2/ they miss bottom line

3/ there is not enough available shares for any meaningful II to invest in (ie no fear of a short squeeze)

4/ no fear of TO after moulding refused to allow due diligence on the candy/ king st offers

So you see it’s a virtuous circle of easy shorting, layering and positioning day after day after day"

the buy or sell part is only relevant in an open market. even then it's *******s. even with a market maker involved that is only a short term liquidity thing. what it is really describing is where the price pressure is... are people paying more or less than the current average.

Not really sure how an off book trade can be a sell when it's a direct transaction between two parties. So it must be a buy and sell. Good old Paul Martin Hill at it again with his FUD though.

Cheers Paul

Late reports, is that what was taking up the slack?

Maybe of boredom

Yes Ste4k, according to every man and his dog on telegram

Do they act like this on their podcast thing?

Matt the magician, Pauly pilot, maybe I should start calling myself Henry HypeHero.

Seems like there is some Corp Acq activity going on to me.

**** me steve, this is a good entry - just take it and shut up.

£188k per employee.

Given many are low-skill-wage that isn't THAT crazy. Total cost of employment for much of their workforce will be £50-60k by my estimation reaching up to 120-130 for the tech end. Got to factor in infrastructure etc on top of all that.

If we don't reply we can see how many unsolicited posts in a row he can do on a thread. I bet we can hit 10 by the end of play. I put the value of my entire THG holding on it.

Knowing our luck they will just do a raw raise 🙈

But totally agree - I would think people can deal with time if there is a robust plan and it is stuck to. Currently everyone is having to guess. If you have to guess that means risk. Risk means investor flight.

One would hope people running a company of this size could understand this if us plebs on a two bit forum can!

I am sure they thought of all this then thought "nah, we will just buy a big plastic gorilla instead".

Also one to be aware of for those that like this kind of data.

It is about to change big time because of the introduction of the AI summary in google. Its changed user behaviour massively already so the stats will no longer read across to sales, revenue etc as they did before.

Its anecdotal and a single data point but...

I can tell you if I look up the business I work for the internet traffic estimates correlate in no way to the actual business we have done over the last 5 years or so.

Our internet traffic report paints a similar picture to MP. Cyclical and consistent, gradual decline. The reality is cyclical and consistent gradual growth. Pretty much the inverse of the trend data.

The other thing that crosses my mind is we really should be normalising revenue growth against sector cost inflation to see what the TRUE business growth is.

Had a similar discussion away from the board Rock. The online data reads as a gradual year on year decline but indeed it is a bit of a blunt tool.

Changing online behaviours i.e. app use, direct access, referral sales and so on can cloud the picture.

we do see a similar trend in that type of data across many brands in spite of where they are trading. So its an indicator, but needs to be looked at in the bigger picture for sure.

Something that is interesting is if we consider the value of the brand alone with MP.

A typical approach is a market based value, for brand alone as an IP at 1x-3x revenue.

Let's be pessimistic and go for 1x revenue for 2023 (658m ish IIRC?).

By this thought process, somebody could deem just the name of MP to be worth more than the current MCap.