Member Info for licker

3 years is a long retire I'm business

How can you defend his oerfirjance after all the misses and promises missed

Just look at his dire performance vs every peer

Still its created a very oversold stock position. Just feel for rhose earky IPO investors averaged way above this. The rest of us can handle this bobbling along the bottom as we wait yawn

Ah I was looking on his post pre results. Found it now

Its been deleted I think

Didn't someone post a THG vacancy for tesco lead also?

Forgot new entrants to fund part of buy out they want low but cannot vite6

Yes. Price will need to be agreed by 75%. Rolling want no rolling low

Non rolling want high price

....but he will needs one of the non rolling to get his 75% so price will have to be fair. Plus he's already stated value is alot more than 170p on public recird Also a hostile bidder may come in and scupper his plans

Neither moulding nor IR are bothering to manage the free float ie us and kelso. This is a well established sign of action coming.

1. They are only managing the 75% (none have sold) they need to get a buyout over the line. This is the mouldings, family friends IIs staff and charities. Collectively they will be safe in an extraordinary resolution

2. He had to relinquish GS as he couldn't do buy out with it in play as no independence and opens all sorts of challenges. He has to get a fair 75% vote to get buy out.

3. He thought he had all thus in place with his wonga from property deal rest far east miney Property deal flopped but now back on

I see this clear as a massive elephant and all parts now in place again

Only 2 questions now..

price which affect free float and non rolling IIs vote which will have to be fair and in line with his previously shaed indications of real value

The risk he runs is a hostile comes in ither before his play or if they think his play is too.low

Who will play role of chair and recommend to us whether to accept or not

Tn everyone can close on this saga

Its overall good having them on board however their idea about a buy back now is just plain stupid. Why borrow debt to buy back equity when there is no dividend. I dont get it but with debt costs high seems stupid

All good in theory until you realise he will also end up...

1. Shafting himself

2. Shafting his peers, friends and family

3. Shafting his staff

4. Shafting his charities

5. Shafting his repuation and become investable making your scenario impossible

Stockbroker

You are a good poster but wrong on this one. We incest in thr business not a CEO. The CEO is a passenger like us. If he can't close the enormous vakue gap its normal that they move on and a credible entity does it. I can't see any reason why he he is still here. The vakue gap.is enormous and that's why we are here. We aren't here because we invest in moulding to close it

If he wants to run a charity go run a charity. If he wants to be a media mogul go do that. If he wants to sort LSE out go run the FSA. But right now he's employed by us just pure and simple run a plc just please do that and stop messing it up. we don't want an all over the place CEO social crusader while the wheels are well and truly coming off for investors running the show that's not the CEO we want right now just move on and find your true calling in life

A few here are on it

Says all we need to know. Very well argued you've convinced me. Thankyou

Correct they have shifted to being openly critical now of mouldings lack of strategy expressing in their word "disappointed" go read thee RNS please then come back to me and may I.point out all the other points you chose to ignore in my post.

I think the CFO should face his investors and answer this question...

As a board member getting paid 400k p.a. why have you.not put your own.money into beating this current share price and that of apollo. Why should you be trusted more than apollo to lead this when you are not backing it yourself.

Plus he won't tell us what people want to pay for my shares which i own and i paid for. Where else in the workd would that happen. He works for me to protect my interests with my money. He denies me 170p and 250p then delivers me 70p!

Matmax

with due respect please read the mood from keslo. Its darkened quite markedly[they have also trimned] and these are someof the most respected business leaders in the UK. The analysis are not rerating. The buyers are coming ditectors arent buying at this price CFO holding is pathetic. There are still guidance misses. The strategy is very unclear and he mostly chooses to rant about the FCA. Come on man please read the room!

It was a perfect response to moulding and 100% captured the wide deep and deepening mood.

I do wonder about mouldings mental state and if it is deteriorating. He seems incapable of breaking free of the perceived damage that someone else has done but total ignorance and awareness of himself.

The mood everywhere is very loud now from business leaders, institutions and private investors. The message is absolutely clear. ....

How are yiu closing the gap

Hit your guidance (or better exceed it)

Where is THG heading

The mood has changed from people sympathising with him.last year to tired of the rants which are more numerous and more passionate than genuine informative updates on the business

The old saying seems to be true here around the definition of madness...

Repeating doing the same thing and expecting a different result

Ffs not moaning again! Do your job moulding deliver your promises no shocks no misses , explain and deliver a clear strategy. Please read the room and the mood music!

Then you will be in a loffty position of someone credible, an authority, a guru

Ive heard tonight 2nd approach coming from apollo.inbound

Moniman our interests and those he does care about IIs himself family friends charity are all intrinsically linked so we are looked after by default. It's illegal ti give one class of shareholder preferential treatment