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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.

It's always been 10% CAGR to 2030 beauty too 10% CAGR so combined its 21% CAGR so market size should doubled circa 2028. We just need to ensure market share is at least constant

A massive spike straight to 6 quid would do it for me

It's nothing to do with the emotions of liking or not. The IR here is a total sh#t show. If you've been around market for a while you would understand how bad IR really is at THG.

Ahandanda please almost down a bit. I dont think you understand many of us invest in an undervalued business,not MM unless he proves himself but its been 3 years now

So much for pac man!

Agree. Underlying business though has done well. Can't see any shocks but we all remember his howler last year when 6 weeks before the bomb they indicated all ok. Trust hangover of that is still holding us back as everyone isn't quite sure. The shorters who entered 100% blamed but in hindsight weren't all wrong

Value gap and size is obvious to all of us but I think everyone is just plain old tired now of moulding and his team...

even the once faithfull. His time has passed and fresh faces needed deliver the gap closure

3 shillings and six

Tui was and is a great punt though as they smashed guidance this year and will next by mitliples and the market is only just starting to react to it.

We are definitely not in that position yet.

Need to stop thinking this is all LSE fault. Any market would have punished severally what the business did last year and has yet to prove that is in the past

Sp28 what you mean today's climate? Nasdaq near all time highs

Quick trade out of here to TUI but will be back in shortly still think its most undervalued LSE stock

20% has already gone

The money one is bloody aweful at the end paragraph

Like all areas of media management is what happens when your IR team lose total control of running the market agenda

(even on good news) and so give control to other more sinister players with selfish agendas now control it for you.

I my view a clear out of underperfoming directors is needed and I wish he would start with....

Kate gimoldby

Chris lauder

They are asleep at the wheel

Everything clear as mud on where this is at. How anyone can do a meaningful DCF valuation on this is beyond me. Even the value add from key roles such as chair and Investor relations are clear as mud. A promise is simply not believed. The reasons behind the kelso biyfrom MM are clear as mud but massively.important. what was that all about? Moulding response to kelso clear as mud..is he buying as a supporter or pac man.

All we get silly updates on gorillas and jet set holidays and how poor LSE is. We need business updates on strategy

I'm.lomg here. It will.be sorted and I'm not convinced the IIs will think.MM is the man after all.this but christ it's taking some time

This is why sp has been trashed and why alit of us are here fir a credible trmwMvro sort it out or get it back ro private when these things aren't important to the narket

Strategy here really is clear as thick mud what's going on here are the updates. ls he buying into kelso as a friendly or a pac man.

So basically if I get this they all want to rig the game through cloaking naked shorts from the market to give themselves even more advantage than PIs have?

But would not an investor following their guidance since float have made a tidy of money whereas other analysts would have cost an investor.

I think they are bent as a xxx but still called it right and the shorting was vindicated by the moulding performance anus horribluses 2021/2

They called the price with sell spot on since float and made clients and themselves ecent money with guidance misses

I think they have it dead wrong now though and are way off

As much as I appreciate researcher's efforts on here it should not be this hard to try to find out what our CEO is doing and why

Agree its gmv. Point stands though

Yes yes good tech I'm sure but whose buying it..... where is the 1bn revenue moulding?