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comment from FT
The article takes it for granted that it's OK for Charles Allen also to be Chair of Belfour Beatty and Global Media Group. It's not. Lack of time availability for the Chair of THG is a signal that governance reform is just a pretence.

Recall Luke Johnson and his vast portfolio of board positions at the time of the Patisserie Valerie fraud. On reflection, he said, he was arrogant to take so much on. And recall just yesterday's FT article reporting Severin Schwan being jettisoned from the Credit Suisse board before shareholders vote him off due to too many competing board roles.

Charles Allen is also on the board of Match ltd, ISS Equity, and Chair of 2 Sisters Food Group. Maybe the 2 sisters can help him with his task at THG and Balfour Beatty. Somebody has to.

all sounds very well but what worries me we did not see directors buying or institution

https://finance.yahoo.com/news/thg-operations-holdings-limited-moodys-150107234.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAB8uaGZX4etL0flLTcbTchh1iFS-R5JS6N49-uSLJX9--dwcmifyoSNXueaQRnnpvZu9wyddzct6Rs1m9nQ5pEV5ev_9VWIdzpg1hqoxe-fHTjHl9QYh5fzSDCu3T2rpDR9WK-AGu4zeHUITnf6jmOgFm8OMBBwZrNXpsCDO79A_

unbelievable, was expecting -20%

both are moving same pace yesterday and today - intersting

is the price weakness related to the court ruling? what has change with this ruling ? was it legal in Bagdad eyes till now ?
what are the risks hear ?

https://shiftytherat.blogspot.com/2022/01/batm-advanced-communications-magic-life.html

https://www.theguardian.com/business/2022/jan/11/matthew-moulding-the-curious-case-of-thg-founders-property-deals

Next plc Online Overseas sales report 3 Nov Q ends oct 30 + 41% vs Boohoo down about 15%
Next also dont have a base in the USA

interesting management argue the drop in sales in the usa is only because of shipping time not because of competition. according the FT article Shein us market share increased in 6 months from 15 % to over 25%

"Boohoo have net cash of £70mil and total liquidity of £170m… they need a US distribution warehouse to improve US distribution logistics - which they have stated they are looking to expedite and bring forward from 2023.. I think they would have it covered."
why only 2023? doesn't make sense unless they don't see a market for them there

its strange 2 directors selling lots of shares( 1th in November) now we have a shorter . this week CNE drops litigation against GoI,regarding Air India in US something nor rights hear

https://shorttracker.co.uk/company/GB00BN0SMB92/

I dont understand why Boo cant raise the prices of there item ? is inflation only hitting Boo ? or maybe the cant because of Shein . Just heard Shein can sell so cheap because they manufacture it in china/s Concentration camps

CAIRO, Dec 12 (Reuters) - Iraq's Kurdistan Regional Government (KRG) said on Sunday that it would vigorously defend itself against any claim for compensation from Genel Energy (GENL.L) over the government's termination in August of gas production sharing contracts (PSC).

Genel, whose production is focused on the Iraqi Kurdistan region, said last week it will start arbitration for "substantial claims" against Iraqi Kurdistan over the termination of the PSCs for its Bina Bawi and Miran gas projects.

The London-listed energy producer has spent around $1.4 billion on the projects, including their acquisition, maintenance, drilling and other costs.

The semi-autonomous KRG denies breaching the PSCs and says it has always acted in accordance with its obligations.

"The Government will vigorously defend any claim that is brought by Genel, and intends to pursue its own counterclaims for damages resulting from Genel's renunciation of the PSCs," an official statement said.

he cant get the company on the cheap he has only 14%

https://www.ft.com/content/bfaf918a-307a-4270-9de6-5fb7331c9e69

THG ex-employees allege they were fired for raising US safety fears

Asos sales of £4b but values at only £2.8B why should Thg be values so much more?

T. Rowe Price Group Reports End-October Assets Under Management of $1.67 Trillion