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B1NKY

I think most here are are not long suffering at all and sat on varying degrees of paper profit, having invested as value players post collapse or averaged down. On average daily 5m volume the last 2 years would have churned 3.7bn shares on a max free float of c. 0.5bn shares

The frustration now is the sheer size of the value gap and its closure pace and the much larger returns we are expecting is taking longer than we thought. Also mouldings weaknesses in investor relations in market shocks evident since the now infamous capital markets day and continuing throughout 2022. We just now want these results to show that's all in the past and get this massive gap closed which it will at some point.

B1NKY

I think most here are are not long suffering at all and sat on varying degrees of paper profit, having invested as value players post collapse or averaged down. On average daily 5m volume the last 2 years would have churned 3.7bn shares on a max free float of c. 0.5bn shares

The frustration now is the sheer size of the value gap and its closure pace and the much larger returns we are expecting is taking longer than we thought. Also mouldings weaknesses in investor relations in market shocks evident since the now infamous capital markets day and continuing throughout 2022. We just now want these results to show that's all in the past and get this massive gap closed which it will at some point.

B1NKY

I think most here are are not long suffering at all and sat on varying degrees of paper profit, having invested as value players post collapse or averaged down. On average daily 5m volume the last 2 years would have churned 3.7bn shares on a max free float of c. 0.5bn shares

The frustration now is the sheer size of the value gapsnd its closure and the much larger returns we are expecting is taking longer than we thought. Also mouldings weaknesses in investor relations,market shocks evident since the now infamous capital markets day and conditioning throught 2022. We just now want these resuls to show that's all.in the past

Can't be a leak volume far too low. 2.5m is v low

Another half million late trades just reported.

10.3m mid afternoon plus a v small UT

V interesting indeed

It was a stupid comment calling PIs fast cash. Not Gerald Ratner level but all the same a very stupid thing to say when SP dropped by 90% and spent 2 years now with an enormous value gap

Deos

Easy explanation for that

Sorry manc couldn't resist

Who aupported THG IR team for IR team of the year awards?

Sp28 great not but.... you missed 2000 20% staff redn saving IRO 60 to 70m p.a. add that onto logistics and whey redn easily 100m annual imoact

Agree and the sp is close to an all time low based on multiples of ebit abd revenue. It is ridiculously cheap

Clearly the shorts are not shorting into these results the other way round and they closed for first time in 2 years

I'm confident there is no leak either way and results wi be positive

1. Shorts have closed so they definitely have not be tipped on poor resukts

2. Longs have not bought in so clearly no tip to great results

3. A leak on a closed period end of 30 June would have leaked a long time ago

4. Moulding much to my annoyance is ranting on about bad this bad that he would look an absolute foaming at the mouth lunatic sham of a CEOf his own house was bad

5. It would be very bad for a new CFO who signed off 2023 guidance to announce a miss so early in his post

6. Volume is far far too small

7. No insiders are selling

8. Moulding talks about headwinds and good news not worries or concerns his hyperbole seems to have been stopped by the chair

9. The upside newsfkow has been solid not been any negative

10. His peers are posting good surprises

11. The product now seems to be everywhere

12. The major insider board enhancements and directors buys

My doubt is the cash burner on vague ingenuity whales. We would have heard something and it's a big reconciling item between ebitda and caipital spend hammering the fcf whole ebitda is good. If they exposed it then ebitda would not be as good. All this but where are the whales making it worthwhile

Moulding should be made to explain to all investors what aplomb bid was why he rejected it and why is he destroying vakue when measured against it. He very arrogant man for not doing this. Its a huge and genuine investor qn and he should be forced to answer it to show he is credible

Moulding we enjoy your good reporting on the failings pf LSE in city FM.

Would you consider an article on CEOs who destroy shareholder value? There is the boots one today who destroyed 50% got fired but I've heard there may possibly be others and even one who destroyed 90% and is still in post. It would be an interesting bit of journalism

To say no shares are for sale is absumoteky wrong. They are for sale right now it's just not at this price. If buyers were there the price would go up and shares would be sold.

The issue here is not sticky supply as people keep stating but lack of demand amd that issue sits firmly at mouldings door and trust investors have in him

He can't do another miss. After all that's happened and peer results another miss would leave him in a totally unrecoverable position of untrusted. He only had 50% backing on apollo rejection now with golden share gone he knows full well a highly likely hostile bid could accepted and see him booted off THG within momths and end of an era for him ending in failure letting down family friends charities staff and himself. His work collapses

That simply won't happen

Everything pointing to good results on so many fronts

It takes the focus off the real problem which is fact...moulding repeat incapable of delivery his very own guidance

You will notice how even he deflects alot to saying its them its not me posts and not once acknowledged his own repeat guidance miss problens

Then he rants on about dark trace. For the Lords sake moulding just focus on your job just deliver and give us all a massive upside surprised drive the share price up!!! please

Or just sell up to apollo and create a bit of value

The elephant in the room is not market maker manupilation

(they legally have to provide a market amd will do what is needed)

It's lack of longs at scale which uis down to one thing and that usismoulding to be trusted for once by investors to meet his promises and meet bd invrease his guidance. That's it.

Then he needs to prove he can any value add to investors by...

Step 1. Close 170p value gap to candy bid

Step 2. Close 250p value gap to apollo bid

Atep3. Close 700p value gap to lowest peers

Step 4. Close 1000p value gap to best in class against peers

Then he has proven himself as a CEO

If an idiot wants to sell.to.let them.close then why wouldn't a market maker transact it. Its what they are for

The real.issue is we need longs piling in

Don't know how you do it but you re an excellent researcher