Member Info for investor95

I’ve emailed THG investor relations a week ago and a bit. I had a reply saying they have passed my email on.

Has anyone had any luck contacting them before. They also CC in an AGM email address. So hoping for a reply.

Queue the 4:00 buying of shares 😂😂😂

Kia_ my friend you are completely right. This Vote is a big one. LinkedIn is key for us investors. If they try and paint over the cracks we need to go on there and put them right.

Just like Neil’s post previously

I have no doubt Matt will go for a takeover of 45-55p. If he can take this Private cheap he will. That's why i would like love hostile takeover. If he offered that for my shares i will personally drive to THG headquarters and let him know what i think lol.

He used his family investment vehicle to buy an additional 24.39 million shares at an average price of 34.93p. Because he has been actively increasing his stake at this low 30p baseline, any premium he offers will be mathematically anchored to this level, not the multi-pound figures of years past.

good thing i don't think Big Mike Ashley would allow his shares to go for that

Matthew Moulding holds a 25% total stake in the company

Frasers Group (Mike Ashley): Holds a strategic stake of around 10%.

Qatar Investment Authority (QIA): Holds a long-term institutional stake of around 5.9%.

I think Moulding could look to partner with Qatar Investment Authority (QIA) someone with deep pockets to take off the market. One thing for sure it takes one take over offer to start the ball rolling. Also how worried would Mars get if someone launched a bid.

Personally I think

Thg Nutrition 1.4-2.0 Billion

Thg Beauty 1.0 - 1.3 Billion

Share price

£1.35 to £1.60 (I think his is an outline)

Be interesting peoples thoughts on this

I think Mats will let all releases out and see. I.e bounty, Mars, Galaxy etc …. Then will make a decision. Galaxy and Malteser would be massive realises with Mars already.

If THG had a comparison to Huel the value would be 2.2 billion. 1.4 I think would be close to what he would want tho. But with My protein growing like it is. He would be in no rush to sell.

Beauty would fetch 850m to 1 Billion easy.

July time this will get interesting with No debt. Makes THG very prone to a hostile takeover.

Matts on holiday again ole ole….. Matts on holiday again ole ole ….

Sorry couldn’t help myself was at the arsenal parade yesterday 🏆

Lol 😂 you couldn’t make this up.

Matts on holiday again in Cannes 😂.

On the day APN released that RNS

By the looks of today’s share price rise. We might hear pretty soon about VAT…. Then disposal of Bentley before AGM.

That would be intresting

@leggylad Mine was in my junk mail. If not contact your provider. This vote is very important.

Political donations. I still can’t believe it. When we have debt 😂😂😂

This is exactly it. I’ve emailed THG investor relations. To know what this Deed of release is 😂 I think it’s pretty poor. AGM issuing shares to your mates Matt. Voting on something we have no information on.

I would recommend most people email Rothschild & co which is on their website. As they should work with shareholders and THG.

I hope someone raises this at AGM. Why he wants to hand out free shares

Would love to know what people’s opinions are on Question 21 ?

21 Questions. Have you’re say….. Make sure you vote !!!

Some questions that stuck out to me

2, 15, 16,17 & 21 Against. All overs for. Suprised to see some questions that would dilute shareholders even more. Please watch out. I did sit on the fence for 21. But they need to be made accountable. You can’t be making mistakes.

Q2 - can send a strong message that against. Shows a protest of the share awards and bonuses these directors Batman and Robin are making on the back of terrible. share price. A vote against is a protest to say we didn’t agree. VERY IMPORTANT.

Q 15 - Political donations. No thanks is that a joke 😂 send more of the company’s profits to clowns. Against

Q16 - dilution risk. Against

Q17 - issue additional shares to give to the board. No thanks. Be diluted again 😂 No thanks. Think it’s outrageous they have even put this in. Against.

Q21 - Management and insiders should remain accountable if the process was flawed. Against.

Everyone is different. Just thought I would share my vote.

With this negative. I do think we are changing around. I have also contacted Rothschild & Co about the vote. I don’t expect a reply tho. Like my LinkedIn posts 😂

Have a great bank holiday all ☀️

The My Protein Clothing range is really starting to pop

Very interesting from gemini

The Heavy Inside Ownership (The "Related Parties")

Footnotes 2 and 3 highlight why this is a highly sensitive Related Party Transaction that required independent vetting from Rothschild & Co.

Matthew Moulding (the founder/CEO), his wife Jodie Moulding, and his investment vehicle (FIC Shareco Limited) are all classified as "Electing Shareholders."

This means the Moulding family actively chose to take their slice of the demerged Ingenuity private company shares on January 2, 2025.

Other board members, like Chairman Lord Charles Allen and Damian Sanders, also participated.

The Reality of the Resolution: Because the original 2025 transaction was technically flawed, Matthew Moulding, his family, and the directors are personally liable to the company for that £501m distribution until this resolution passes. The "Deeds of Release" are essentially an agreement where the company says: "We are letting Matthew Moulding and the board off the hook for this technical oversight." ### Summary

This is corporate governance at its most complex. THG is asking public shareholders to vote to legally protect founder Matthew Moulding and the board from a technical liability regarding a £501 million asset transfer, while simultaneously wiping out their own share premium accounts to give the company the future financial flexibility it should have had in the first place.

Would love to got to the AGM. 4 hour drive for me from essex .... But might have to.

Think the VAT RNS will come soon

Anyone attending the AGM