Member Info for licker

I do think l there are genuine fiduciary questions now...

1. Why are we on a standard listing that clearly depresses share orice. How is this in our interests?

2. Why was rejection of apollo bid in our interests. What is the explanation for this?

3. Why does IR not respond to shareholders questions?

Rather than blame LSE for it's failings maybe it's other way round and LSE has businesses like tgus that miss targets, ignores shareholders, don't fight to defend decent bids in shareholders interests. How is this credible on and exchange other than LSE. It's fantasy to think it would be. Numis et al all have a major presence in US

I can't see hiw he could credibly defend his reputation to anyone against another bid. He's had his chance

There is a long list now or our CEO niot acting in our interests even destroying value against not only IPO orice but against external bids also.

Do we have a functioning chair ir not? I can't see any evidence whatsoever for it and critically where is his 18 month overdue strategy update which he himself promised

My question to moulding would be if 95% of advice in his vew is bad then who on earth were the 5% he did listen to and crashed the sp. Clearly the wrong 5% and the good advice would be somewhere in the 95% he ignores

That's all he ever does. Staying on lse for 3 years just moaning ranting and commenting on all the others actually doing something about it. It's boring and looks childish now

Did mouldings plan work ....to buy kelso and silence them on THG?

To me this means going private. There is no way of he could take this childishness to a US listing or any other public market

World oil markets certainly not pricing it in. Oil has dropped today

jed that could mean anything such as a soft ***** slap. it's the political words of face saving de escalation. there's no way us would take the economic hit of high oil prices. israel.told get back in its box and about time. they can't do anything without us backing and weapons. apart from a few loons the world does not want a war over thus. it won't happen. us hold the hardware go codes here!

Israel have been told by the g7 your on your own if you do anything in respinse and rightly so.

There are many things MM could do. Him and his IR team have somewhat lost control of the stockmarket engagement. The agenda seenms to be controlled by hostile forces now. Its a bad position be in hating the share structure of your business but its one he created,yet all we get now is a stream of comments about how crap it is but zero action to adress it.

Im not sure if he is now even afraid of the reaction he gets from his updates due to the previous mess he made of them. Hope he hasn't given up the fight and resigned to a loss but I don't see the fight just the moans of a defeated man. Im long with a low average the value gap is at least 4x but christ he's taking he is well overdue leading as a CEO and convincing his backers hes the ma n to something to recover here

He's being doing this for over 2 years now. It's got very boring and tedious. Even buying City FM to tell more people but JDFI!!!

When is is he going to stop moaning and merely commentating on the other proactive CEOs making their move by.... delisting, going states, going private PE sell out, MBO, share buy backs etc etc and do something about it to close the value gap?

He's in the space of oh no here he goes again. Get on the front foot do something

Yhsnkyou.

Hmm. let me think of something Im bit busy at the minute though sorting fusion

What you lot on about. There are many 21 years old I know come through non degree apprentices landing 35k plus a year jobs and didn't go to uni. There are lots of skill shortages. High voltage power technitions 40k, HVAC engineertings 40k, technicical systems security system technicians 38k with car. Energy trader I know was on 60k at 25 with commission. All on decent paths with progression to supervisor/management. Its only going to get more to as the demographic tilts with boomers retiring

just get a high denand skill, put graft in, talk to people, be respectfull there are many to choose from

None of these are in high cost living areas like london either

There's loads out there and they are paying more than traditional degree jobs now can work anywhere they look great prospects ablnd zero debt

Some have it very good indeed

About time! This is more like it good +ve update...no ranting.

Begs qn why aren't their own IR and inhouse brokers doing this with more analysts.

Get the fight back going!

Investir activist Group is up and running. Already banned from moulding LOL so others will have to link posts across

The attempts to silence genuine challenge is telling

It would be a good action group for retail investors

I'll look into it and how I can profile it

Would others be interested in having a linked in shareholder group that would not be filtered? I understand want annonymity protecting. ? We could then give un censured views on the platform as moulding and his IR team would have zero control over but it would be a good counter mouldings page.

Why aren't they courting more analysts we need more of this. Long overdue

Canary simple answer is there is a rather enormous value gap opened up over the last 3 years which MM must start taking accountability for if he wants to wear the leadership badge and be the steward of investors money. Its created a buying opportunity though. Maybe one if the best on LSE . I'm just unconvinced now this board has the ability to close it given how much time they've had and the ongoing incompetence on IR. I never buy the other side of the value spectrum

It will be closed though they always are

Looking at his legacy he did a great deal with softbank money in to buy all the beauty acquisitions but then had to write a large chunk of that off via imparements and softbank suffered the same Farley. Infact virtually all investors in him are actually facing the same or actually have taken a write off.

.I may retract my comment about great entrepreneur.

But he does simply not have a legacy to take take any other market public or private investor.

He really does need to step aside. I dont want to sound acidic like others on here but he and others must see his leadership at the top is finished along with many of his bench

It's clear to pretty much everyone now MM has taken it as far as he can. Great entrepreneur but it needs next level now. His failings for next step up in investors eyes are very visible. A confident calm city friendly type, seasoned, wise, measured inspiring confidence from all. Set out a clear plan and smash it.

He seems far short of this.... tired stale, boring, choatic, emotional and plain out of ideas in what to do next. It can't be fun for him anymore. I don't believe the IIs are full.of confidence in him either.

It really is time for change of bench CEO, chair, CFO and the total failure IR department.

If there was ever a time for real change at the top its here and now