Member Info for licker

Not sure if this is possible but given the protection of anonymity this board gives I'd like to know how staff are feeling about the strategy problems.

It can't be being communicated to them either and it impacts them directly too with their decision ro join, careers and stock awards are tied into the strategy being clear and executed against as with any normal well run business.

They are in the sane position as us regarding the value gap so I do wonder what the mood music is like internally re moulding

We don't need to wait. We've been waiting too long. A simple

1. Smashed q4

2. Strategy update

3. Governance fixed around chairman

4. IR directors who understand the job title

Would bring a very nice new year. All completely doable and zero reaso not to.

Can't stand Bailey he leaves it all too late then end up stamping the break or accelerator on full abd then overshoots the other way. He can't seem to see what's coming and smooth it

He only know full brake or full accelerator when its too late andd hes going oh sh## nothing in smooth in between

They haven't a clue. Over applied the brake as will soon come clear. Look like geniuses though vs our mentally challenged Mr Bailey

No way HH. Always go for the brunette

Wish I'd bought bitcoin in 2010 and amazon in 2000

York sorry but I totally disagree. All of us at any level of management in business have to manage sicknesses across all sorts of seriousness every day. To brush it under the carpet and move on is not the way its done especially when there us such a risk in such a critical role

It simply cannot be ignored,thats a rediculous position to take. There should be a plan and a comm on how this is managed and the risk to the business and imvesrors managed. That's a perfectly normal and good practice thing to do especially given how strategic a risk and share price impacting issue this has been since float

Pmh spot on. He's left all control of PR and IR now to the scum so he can hardly moan. He needs to moan about his own inept internal IR leaders.

I'd also add to negligent handling of strategic update promised by the chair that all evidence points to having a non functioning chairman costing 400k p.a.

Why so many going to US now then. Still don't get why timing is wrong now as nasdaq near all time high, deals showing great multiples and we are way below even the absolute worst of our oeers

He may do but he said don't do it now as value options isn't there....my piont is you definitely can get value if you don't narrow it to uk

Nasdaq is near all time high. Recent beauty deals are getting good multiple valuations

Where do you get backside from?

It boils down to one question. Could kelso convince the IIs to release value now take the gane and move on (the experience it that business is inctrdible) vs MM convincing them to take his road which has a appalling track record on managing investors and has shown a fat zero sign of delivering anything different

The 0.5% kelso has some relevance but they are not selling thst its a bigger different story of their experience bringing a path to riches that needs respecting and listening to

The problem with the MM road is its delivered nothing for 3.5 years and is fill of aomewgar amayuer players vs kelso. Can it deliver in the future who knows but its a massive risk.. He's a good MD and CCO but he isnt a CEO. To go the MM road will need some deep board changes as too many are well out of their depth and no track record but it isn't insurmountable but surely most are now thinking we are sick of this drama and would take short term babked 3-4x vs long term huge risk unproven 10x

It will be a very different story when kelso are on the board and have insight into thg and management and direct access to the IIs. Its the leverage they have not direct holding. Their presence on the board to bring much needed experience in investor and city managenent and their maturity would be appreciated

The blind ignorance of moulding and Ms Grim in managing investors like kelso will.be sorted

I'd like to hear more than about a bloody plastic gorilla

Lets not forget the 3% dilution to staff. They took our value and gave it to them. Sanders being one of them

He's been a huge disappointment and I was originally pleased with his appointment but hrs proven a total lightweight

Great SP but at least 2 more who are shirking it

Funny cantina. I am struggling to recall anything Grim Kate has done for IR.

For the life of me I can't understand why the major IIs are putting up with this circus of a Board. The credibility of them is on the floor and how can the IIs think they are the best option to fix this. For a start do we have a functioning £400k p.a. chairman or not?

Why do you say when environment improves. Nasdaq near all time high

May deals getting 5 to 7 x sakes

Yespsb why would it not be worth 600p. Put some logic fwd not just emotion

600p is only using typical peer multiples which are not vertically integrated we have alot of infrastructure costs sunk (thankyou Softbank) so growth here is at a very low incremental cost vs competition which is a huge ISP you could argue deserves a higher multiplier. As you say moulding and his team are a negative drag bringing high discounting to value so it needs adressing to extract full value. The massive write down and target miss at end 23 when 6 weeks prior he guided all ok is his Ratner moment dont think he will ever recover from on LSE or any other global market. Ultimately a new city backed CEO is what is needed with MM as MD or CCO and more seasoned experience in the top team plus NEDs that do more than just collect a pay cheque.