Member Info for licker

Clearky shorting rings and market abuse happens but its not all down to that. I wish MM and some posters on here would see the repeat large errors and failed promises Moulding makes. It seriously eroded market trust in him and left him wide open to the short attack. He needs to look at himself.

We are still awaiting clarity on

1. Premium listing

2. 1bn whale wins this year

3. Confidence in him being able to deliver his own guidance

4. be open on what offers he's had and what value...treat us with respect as investors

Sorry to upset the moulding lovers again but he is totally outplayed by the shorters. New IR leader getting paid god knows

STOP BLAMING THE SHORTS FOR OUTPLAYING YOU!!! GET ON YOUR GAME ABD TAKE THEM ON. WHERE IS ONE SINGLE ANALYST THAT IS VALUING THG AT even 1/3 FAIR VAUE? ARE THEY BEING BRIEFED? No! WHERE IS ONE WHAKE PROMISED 6 MINTHS AGO? DO NOT FAIL YET AGAIN PLEASE

MM needs to stop vlane and get on his game

But the shorters have a machine behind them us longs need a moulding machine with is utter crap

Don't moan about the opposition and being outplayed as is MM default right now, focus on beating them

And closing it means coming into line with lower end peers at 700p....not 250p

As PIs respect moulding as much as he respects us which is very low. Here to make money don't really mind if its via him being in or out.

He needs to close the massive value gap that is glaring but christ at 2 years plus taking a long time and not doing much. He was a big part of creating the gap amd I see very little evidence right now of him giving confidence he has thee skills to close it

ONS agree its a patience game and hopefully it will get rewarded but over over 2 years waiting and a snippet here morsel there 2+2 makes five type dont you dare challenge MM type discussions on here.

Many other investors on here just want deal done and move on. MM 100% isnt capable of managing the stakeholders complexities of being listed and he won't for much longer. His rants though have definitely closed down his negotiating power somewhat by cornering his options by not being able to compare a lightly low bid vs driving price up on premium

The nuch need analyst support now to drive the base position up for decent premiums just isnt there and I find that a bit a annoying. Even 225 SOP is a joke. So much more could be done by THG amd they arent

We need decent credible newsflow. Where is the 1st whale of the 1bn gmv mentioned half a year ago

Shame hrs blown one route as that in ireself is against his statutory fiduciary duties to us Investors and destroys value. Explains why no analyst briefings gappening and sp so low.

Some won't like this but it is wrong amd costs investors real money

Its called scrutiny challenge and holding to account. Its what capital markets do. North Korea doesn't have such a thing if you preger stakeholders to keep quiet about things they want to challenge. Its a good thing investors challenge not a bad thing

There is nothing wrong with challenging the actions of the CEO who has trust issue that definitely needs fixing. It's a major reason he is an order of magnitude behind all his peers

The listing issue is also a oroblem that needs clarity

Sorry if you prefer only to hear one side but self affirmation is dangerous position to take when investing.

MM needs to acknowledge his own mistakes and actions causing a breakdown of market confidence and trust in him fir which was was fairly punished. He has made the first steps in his board changes and GS release but lots more to do such as

Stop the linked in rants of denial and blame

Smash Q2 opps update

Start briefing analysis

Clear up.the premium listing farce

Give trusted clear forward guidance that is trusted and consistently met

Stop the unsulting calling none II investors fast cash

His peer read across valuations are all.higher and start at the bottom of THG at 700p. 250p won't go any near far enough to closing the gap and certainly not years away to 500p/700p. I cant see a reao other than .M getting his act together with the market as to why this cant be closed shortly.

I just question if he's got it though as he seems to be in denial and blame mode still and his current modus operandi is to throw morsels of unclear gristle out on linked in statements which is not the way the big boys operate

Do agree with you theorist. Anyone one of us would be punished maybe not even keep our jobs if we consistently missed our targets and dropped the big shocker at end of 2022 while saying weeks earlier on target

Plus rather numerous missed promises on golden share premium listing etc etc.

I do wish he would look at why he got punished by the market that simply and justifiably stopped trusting him.

Question now is is he the man to get this back to fair value. I'm on the fence as I still think he sees us as fast cash although he was happy to take our money making himself very rich

Given the enormous value gap MM and the shorting attack have BOTH created im expecting a hostile bid emerging soon in the 300p plus region forcing him to counter bid and take it private or exit stage left.

I don't think he has what it takes to move this to 500p to 1000p range on a public premium listing as the normal way of operating getting analysts on-board and bought into the story is clearly not happening.

City pie that's the whole problem. Our peer businesses are being managed at those equivalent values today

Why wait years to merely close the value gap. That just doesnt wash iith investors. The premium.listing is still the "official"capital event objective but I think everyone now these this as a load of flim flam

MM should be closing it now

I suspect it is due to a very inactive IR function and MM operating in the shadows again to the market commentators so i doubt there are analyst briefings happening hence the deafening silence.the reasons for this we can only speculate on, but i agree the situation is very far from normal for a plc hence one of the reasons for our very large value gap. This value gap is not to 200p it is 700p to the lower end of THGs peer valuations based on like for like multipliers on SOP also documented in the "not very activist investors the moment"kelso RNS

But the very large value gap.has now existed for well over 2 years and needs to be closed soon along either clarity on premium listing direction

To me either MM is the man yo close the gap or he isnt ( which is the situation today) on which case I'd be very happy for a hostile bid so at least close some of the huge gap

But patience is wearing a bit thin now with MM as the gap has existed for far too long and things are too quiet. The premium listing farce just droans on and im sure most think strategy will never happe . The longer this goes on the more accepting investors will be of lower hostile bids to close things out

I suspect it is due to a very inactive IR function and MM operating in the shadows again to the market commentators so i doubt there are analyst briefings happening hence the deafening silence.the reasons for this we can only speculate on, but i agree the situation is very far from normal for a plc hence one of the reasons for our very large value gap. This value gap is not to 200p it is 700p to the lower end of THGs peer valuations based on like for like multipliers on SOP also documented in the "not very activist investors the moment"kelso RNS

But the very large value gap.has now existed for well over 2 years and needs to be closed soon along either clarity on premium listing direction

To me either MM is the man yo close the gap or he isnt ( which is the situation today) on which case I'd be very happy for a hostile bid so at least close some of the huge gap

But patience is wearing a bit thin now with MM as the gap has existed for far too long and things are too quiet. The premium listing farce just droans on and im sure most think strategy will never happe . The longer this goes on the more accepting investors will be of lower hostile bids to close things out

Ffs there is nothing rigged here fact is zero newsflow zilch volume so its driven by small day traders

Cube may have hedged a wile back going long just like when apollo bid hsposned and all the rampers wrongly though the shorts had yet tk exitlong also

Just stop this rigged garbage and check the volume

It will continue to blow with the wind until newsflow drives decent volume but IR IS USELESS

Well newsflow is appalling so read into that what you will. Kelso highlighted thi as a priority to fix

Agree to "sone" but he needs to keep.pushing the price are yiu suggesting our CEO has a conflict?😉

All.very quiet. Has opening come and gone with not a word.

It's extremely quiet at moment on news. City am abd the two disposals were minor blips but warranted major news.

Where is the real news...ingenenuity whales, new geographies etc

Again news flow would drive this well now but there isnt any

Started well after kelso note but now nothing. What about twitter fur non rns stuff? Bmbeeds to really step this up nit revert back to tumbleweed IR. Thought they had recruited a master at this but he has been invisible so far

Personally I can't see the rationale whatsoever but I don't know all the facts.if you want to reach a target audience there are so many other methods with far greater reach and more targeted

I do agree with IR being useless. May as we close the whole function abd save the money to.deliver more bottom.line impact

The new much heralded leader seems to be as much of a mute abdvusekess as the old one

Spells corrected sorry I'm a fat thumb typer

Under the scenarios some listed

MBO still in play

PE buy out still in play

Sovereign wealth still in play

Industry player buy out still in play

Premium listing MM blown it

Remain as is non starter

Request in US doubt it as still a public exchange and his skills are lacking in this abd his history would carry over

Divisional sell off still in play but to private equity

In summary anything associated with a public market in my view is off th tabke with MM its just not his skillset nor his bag nor his he making any attempt to rectify the issues

So it's down to MBO or sell to VC, sovereign wealth or industry player. Given his love of the business and control and his cashing in personal assets its still and MBO for me

Why would he cash in a logistics assets worth 250m and therefore give up a fabulous yield income (not sure what it is but they were high way over 10%) so at least 25m a year. Why?

It's defo an MBO

Keeps his passion for control (that was his main reason given on lined in for rejecting apollo not price but control!) plus he has assets to buy out with another partner. He needs 1.6bn at 300p with the 65% all rolling so he defo needs a deep pocket partner as maybe he has 300m (unsure) or so of his own money