Member Info for ihavenoclue

B1nky, FFS give it a rest for a day. If they were dreadful I am sure we would be 60s. Even OK numbers will be punished but you are deramping to say "dreadful" when it is the companies busiest quarter.

C-Rock ... are you Greta Thunberg's dad ???

"That’s what happens when a CEO like Matt Moulding screws his shareholders and takes away their hopes and dreams."

And the Oscar for Outstanding Melodrama goes to C-Rock !! Takes away hopes and dreams LMFAO

Crafty ... if Igenuity can stand alone and generate value, rather than leaching off Nutrition and Beauty maybe that can show true value without even splitting the divisions ? (in a singular sense as they spent £15m on separating them and there is still no difference)

It's a bit poor when anyone relies on "Tingly Ted" to bring home the bacon ...

I agree Specimen, otherwise it becomes a case of "Oh what is he going to promise next ?"

Ingenuity £1b client mention in January and then apparently more than one at the last results but so far they haven't appeared. I feel this is really needed for a rerate as Ingenuity is dragging Nutrition and Beauty down as it feeds off both currently. When it stands on it's own two feet that will be something .... but when ?

I put in an order last night on a 2 - 3 day delivery and I got a message to say they had upgraded it to next day and I got it a few hours ago.

Can't really complain about that and I think the whole ordering and delivery process is very streamlined. So when I see people saying "rumour is Nutrition will miss targets" I am not worried as I am in for longer term than the end of this month or year.

1pencil, do you not think you are running with an assumption based on clutching straws ?

This was in last years January statement

"During 2023, the Group expects to add over GBP1 billion incremental GMV to the Ingenuity platform."

Still waiting for that ....

If MM comes out with this line again on LinkedIn my reply will be "Why CAN'T the RNS bloody say everything ???!"

Sb10000 .... how old are you ?

Polish, do you mind if I make my own decision rather than go with your rant

I bought here for 2 - 3 year picture and still hold. I was buying at 32p. I guess you have to have the constitution for investing ?

"On a more serious note, becoming obvious that much of the narrative posted is generated via AI text generators"

I don't think AI's tend to suffer from emotion the same way quite a few on here do when discussing something to the nth degree.

"I agree that if MM does ever get round the negotiating table his opening gambit will be that he values THG at 11x - to which the response will be Why?"

Specimen, bloody good job you won't be at that table then.

Know ... I think they do and that is why MM felt threatened when Kelso started approaching them which led to a change in wording on Kelso's replies.

MM has constantly blamed numis etc. and called anyone who isn't part of the larger holders who support him "fast money". He needs to engage a lot more with these investors rather than throw labels at them IMHO

That's just it ... I am not sure he can prove them wrong within an environment he created.

He was fuming when the SP dropped to 250p (Q4 2021) ... stated 170p a share materially undervalued the company (Q2 2022) .... spent 2023 continually throwing rocks at Numis and others (refer to his motto on LinkedIn) ... and even RNSed Apollo bid news as a spoonful of sugar for results missing the target again.

He has had a LOT of time to add value and hasn't and I think the only way to get anywhere close to actual value is for CE but he continues to battle away inside a game he can't win IMHO Certain parties will always poke holes at even the smallest negative, when surrounded by eventual positives, as a reason to value it the way they have done.

I believe (now these are my thoughts and I will not protect them as fact as some do on here) that MM was paying lip service to Kelso's "demands".

He made all the right noises in public but with Kelso holding less than 1% he treated their opinion as such.

It's only when Kelso started talking to some of the larger shareholders did MM take action and that action was to buy 6% of Kelso.

I think what he wants more than ever is to prove he was right all along and bring growth to THG and have that reflected in the SP. What MM doesn't seem to realise is that he is not well liked in the market and that is reflected in the SP and valuations.

If MM will finally realise that I am not sure but his stubbornness is still winning the battle.

... any news ... to give people something to discuss rather than chewing over the intricate details

"What was clear from that exercise led by Lord Charles, was that when he spoke to the various shareholders it was clear that there was no appetite within that major share register to accept a bid at those kinds of levels and so it wouldn't have been able to progress at that level."

I would be interested how Softbank felt about the offer for 170p when 5 months later they offloaded all of their shares for 39p

UnHappy ...

"The Board of THG notes the recent press speculation and confirms that it received a third unsolicited, highly preliminary and indicative non-binding proposal of 170 pence per share from Belerion Capital Group Limited ("Belerion"), together with King Street Capital Management, L.P. ("King Street") (collectively, the "Belerion Consortium") to acquire the entire issued and to be issued share capital of THG (the "Proposal")."

Are you saying what is down in an RNS is fiction ? If it was said on LinkedIn etc. I would agree with you but it was RNSed and there are rules for those so I believe the offer was real.

What I also believe is that the 20 months (almost) after that offer MM has completely failed in showing why that offer materially undervalued THG (and this was mentioned by Jamie G - I think - in his reply to one of MM's LinkedIn posts).