Member Info for licker

Time we held him tabd his negligent another IR team to account ill set up.a are meet if people are interested to ger us aligned hope we get a few very annoyed PIs there. Let's give them the Ranter AGM thet deserves

There are a few key areas of neglect I want answers too

Time we held him tabd his negligent another IR team to account

Im going to the agm. Hope a fre om here are too. We need to take action now instead of waffling in here

LSE fault if it doesn't turn up

Ffs give your own money away moulding not ours he moans about LSE but this robbery makes him worse. The KSE us ab exchange yes he's leaking money off us abd the PIs and giving away fir poor performance.

This is worse than the LSE he boringly moans and moans about commenting in city fm about fast lovers shooting off to.US while he does nothing but soecrates and criticises.

Man up moulding and do your job and create value stop.blamimg the past

your rapidly becoming public enemy number 1

Oculus there is a lack of fanfare but i in disagreement with you. It's absolutely against our interests not to promote the sp.with good news. There is so.much of late he could have promoted. Infact you could go.further and day the rns smables I'm January was negohent and destroyed vale. It staggers me they could get something so basi so.wrong in a area he's supposed to.have fixed

Fanfare would create a wider support vsse of investors which can only be food fjr sl

The base level woukd be higher fir a premium to be applied dltoo.

I do wonder if moulding has an outright coflicrbwith us and his interests which are preventing him from executing his fiduciary duty as he should

Happy you direcror of a special project role comment made me laugh. How many times have you seen a leader get excited about their new special project without realising the project is their exit

The answer depends to who...

1. An income investor zero as its no divi and no plan to divi

2. To a VC with MM in control very little

3. To a VC without MM I'd estimate 300p to 500p on DCF as there is alot of Cash to be made from SOP disposals then milking what remains fir high cashflow

4. As MBO MM said 170p significantly undervales business walwhen it was in much poorer state so 250p min

5. To sovereign wealth again 300p as they could take private hold fir years and make a killing back end with trade sale or US listing but not sure they are keen on MM

6. To another listed market investor again 300p min but without MM as he's got too much awefull IR baggage to carry to another exchange.

7. As we are now the dark forces now control it MM and his IR have lost all control of this which is tragic but down to incompetence hence 65p

One thing the small free float on such low liquidity and volume is a totally unreliable measure to value the whole business but that's what is in control its a stupid position to be in but fir sure there is alot of value to be had

I'd add 3 inch on your short mate if you want to mix it with the big boys

I think some people buy the value gap not the CEO. Its not hate that's the wrong word its frustration at his many mistakes and skill gaps in the whole business around IR

Many EU banks are technically bust. They can't hold out against a bad bet rise due to interst rare affordability...one of the many macro threats such a demographics, defebce problems, energy dependacy, Capital good spend reductions etc.

It's giot to unravel soon

Does no one want it?

I think they want the business but no moulding. While hes around it destroys value. Not sure why any investor would part with nearly a billion and lose control of it and let moulding do his usual baffoonery muss targets kero it all secret rant on linked in and return the 100m

He needs to find 1.2bn and deal done to buy out the 35%. He will have 300m himself so 900m from current IIs. Bosh!

Not sure what hold up.is

Why would snyone ipo on lse. It's dead its finished beyond recovery. I can't

Fathom why he just specates it with a running comentapry

There are some wrong assumptions in your post canary. If you can spot them and Ill buy you a biscuit

I think you need to read the written word not your interpretation of it.

Those words are yours bud

Where did anyone say that oculus?

Believer then why is he listed?

It's hardly daily either it's been 2 years!

Actually it's not it's been since he floated

Fortunate to be around my average but...

Everyone around him his family II backers, charities friends PIs staff been let down.

Must be under enormous pressure now to step up of step aside. I think hes just about timed out. This can't carry on he's appointed primarily to deliver value and many must be now doubting his ability himself included.

After 2 years everyone sick of he stuck record of blaming others (thats weak leadership) and the macro (its the sane for his oeer

Rubbish. The macron applied to all THG peers and they aren't in this mess who with such crap multiples. The macro set a level playing field.

It's moulding and his atticiuos IR the problem ever since capital markets day