Member Info for licker

Think long cash has given up all hope. Even the CFO isn't exactly backing long recently

Shorts have overfishing in UK. Nothing much left to short

I've heard same but I'll await the desk basher accusations

Let's see if high THG beta factor here swings in now on the risk on recovery. Feels like the start of the moment we bought in the bottom and parked up a little too long for

I think sb1000 is being sarcastic

Agree canary those at it every few minutes and hours do clog up the boards a bit

But the underlying point they make is correct

Agree he just keeps saying the same thing again and again and again about LSE but nothing at all on the promised strategy update ( over a year late) big wins, New Jersey opening all the things that matter.

It's very weird it's not normal it's like he's got stuck in a fit of anger over LSE. God knows what sanders and the IR guys are up too. Very quiet. God knows why saunders not snapping up shares since he became CFO.

To all who say sell up its a naive observation as a value investors often invests in businesses where the Board is making a mess of things r are incapable of unlocking the value which itself creates a value opportunity to unlock. THG is a perfect hostile takeover target as I'm sure many IIs have now had enough of this and given them 3 years

We need the NEDs to really do their job here now more than ever

Https://www.cnbc.com/2023/11/16/deflation-holiday-walmart-ceo.html

Sorry you sold up one of the better posters

Please please just stick to solid business updates especially the well overdue ones.....no dramas thankyou

😟

QED

ONS

Just read you post and perfectly summed up all that is wrong with our very limited CEO moulding

Nobody cares less about his bloody gorilla or his "look at me holiday pics". Im sure his staff don't exactly love it either.

We just want decent normal boring business updates on progress on rhe major issues strategy amd progess as you put very well.

.

Spot on let's not make this telegram or ADVFN.

Be assured there is good news coming. Ref start of this thread not sure we've heard the same thing

Statly put

Bluewhiley

Just heard same.

Hi Canary

Not sure I agree with that. PE, hostile bidders, asset strippers, M&A loads of examples where current management team fail to realise value and removed to get a decent team in . Its a very big theme.

Sooner of later the IIs will say enough is enough

Hi Canary

Ill try to answer your question. Don't confuse the value gap with our opinion on moulding. The value gap is an order of magnitude to peers and moulding is pretty much the only remaining reason as you can see from the large number of investor's comments. Its a perception i agree but one that is also reality in the SP . Apart from early IPO investors most of us are not far from.our average

Moulding is a different issue. He may very well not be the one to close the value gap and ld say this is getting more amd more obvious evidenced by his behaviour and the depressed share price vs peers for way too long.

We are here for value gap closure in whatever form that takes as it will be closed. We are not here fur moulding ( although a year ago most were abd saw him as a victim of a short attack) as he is not here for us ( he has blatantly said that). This does not worry us however as we are tied to the IIs intetests and so protected by that

"A force to be reckoned with" I think that quote will be remembered for all the wrong reasons

Looks like it's become the symbol of all that's wrong with THG and moulding

Guy has guffed. A £200k flop