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But where are the promised whales? Ingenuity has 90% spare capacity to fill mostly sunk costs though which is good

I.totally get operational efficency savings its part of life and THGs declared strategy to automate

...but the sales and marketing rationale does need explaining

Where are these big several £1bn gmv whales he was so confident about.

What about mre directors buys. Something anything from lightweight saunders would be appreciated

Oh and premium listing for whats left!

Could this finally be happening US listing

Separaton complete

Nasdaq at peak FTSE in doldrums so timing perfect

Statements made by Ceo and hints since nov

Large softbank team at head office

Clues are all there!

Murdoch behind all the papers destroying uk sectors. Why does anyone in uk pay for this by buying his trash papers. Its Sunday Sport journos under Sulivan standards

Wuestions needs to be sajed of damien daunders. He wabts the top.job buy eont out his money in. Show some commitment or leave the post Between him IR dept and chair there must be getting to 2m of cist and litte value

Agree with many on here.

Another miss at year end after a hot reassuring Q3 update, tail winds galore, bumper ecomm xmas trading and peer business sectors posting good results wiil not be well received ....especially after splashing cash on city fm and that stupid gorilla

Just cant see it

...but if a miss then he will really start to look like the nutjob foaming at the mouth bare chested mad man

This dejayrd uodate us intriluiging

If I were bidding now it would be free cashflow. I'd love it to get to divi soon we can't be far off that....again it would be great if they put some strategyuc markets down on this

No point generating cash then using it to pile into new assets if they aren't generating cash. Its got to make its way to shareholders soon

There are many different valuation methods used depending on circumstances of buyer mainly ...all are valid

PE to a dividend investor

EBIT multiplier

Balance sheet asset values for stripping or getting a sought after asset

DCF

Brand value

Arbitrage valuing

Revenue for early high growth in tech where profits may not come for years

To say there is only one is niaive and ignores the value pertinent to a buyer which can vary enormously on circumstances

Surfice to say though good high quality growing ebit and cashflow is the trump card at moment (but not always) and THG are about to hit a major event on this going +ve

Interesting. I struggled with the logic of when opening shorts drops the price so much but a much lesser bounce on closing. Its the panic sellers who follow them on the drop who maginify things.

....but then why doesn't FOMO work the opposite way in magnifying the closure effect?

I wonder if he reads this board. Some of his inner circle of incompetents must. Staff certainly will.

Hardwell i thought the same. The IR team must be completely unemployable now after their disasterous performance its only the basics we need not even good practice. Its know across the whole market how badly they have done.

despite their position of being able to control, they have thenselves lost all controll of investor relations which is now done by other darker actors and the likes of kelso.

It would be better just to remove them and save us the money?

Their professional peers must be thinking the same

Needs chairman clarity too. Do we have a functioning chair or not?

I was a moulding fan Im now half think the shorters called it right all along and spotted the things we didnt

Its v annoying and not on. He can give anything he wants from his deep IPO pockets but let's have some bloody good share price nansgenent and reduce the losses before he starts dipping into our money

MSC and others going Maersk rerouting shipping round cape of good hope which is an inconvenience but BP now stopped sp oil out out fulf affected driving pil price up today.

Defo one to keep an eye on

On the other hand he could be totally legitimate in acting in our best interests. Issue is we just don't know as his IR and the man himself are appalling at talking to us.

I do think it's more am issue of skill than will. I could not understand his life legacy after all this is be a man who stuffed softbank and anyone else that invested in him. His work with charities is an example of why i think this

There are are few other things here...

1. The takeover protects shswhokders all holders of any class must be treated the same. This protects s small shareholders using law so he can't divorce us from the others he wants to protect

2. He has already said on public revmcord 170p significantly underscored the business abd rejected a bid on that basis

3. His reputation would be on tatters given tlwgat happened to softback also. He would be uninvestable

The moulding discount factor! Sorry to say it bit its trie and I've been long for 2 yrats