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agree this is massively undervalued by any metric you.look.at as explored to death on hete but Steve does have a valid point around the appalling air and expectations management.

kelso said exactly the same

agree sb1000 but he needs to stop moaning about what he can't control and be the best at what he can control ie brilliant at expectations snd guidance management

do agree with the steveà on here for once. no matter what exchange you are listed on

3 misses and a mega miss on Q4 woud be punished harshy
Legally committed RNS promises to shareholders completely missed and gone silent on would be punished
strategy promised in 6 months from chair now over 12 months would be punished

this is where our CEO is immature ignorant and lacks his own highly valued humility

he must acknowledge his own failings and stop moaning like a boring stuck record about LSE

Do feel for the IPO investors but us recent ones will make multibag return here as by every peer and sector measure and by every valuation method and by recent sector deal its very very cheap. AROUND AN 80% DISCOUNT!

Buy when blood on streets

Moulding really does need to take on board his recent views n humility for himself. I found his lecture on this highly hypocritical and it showed a lack of self awareness. Its astonishing how un-self aware he is of his own failing in his primary responsibility as a CEO to create shareholder value. Investors are bored of the stuck record blaming LSE. He needs some humility himself and acknowledge his own failings.

Listen to Kelso WE ALL FEEL THE SAME!!!!

Kelso were spot on in their note but its incredibly basic what they said so obvious feels like talking to the stupid.
The fact that the CFO has an incredible revelation about about under promise and over deliver.

I can't help but think how stupidly GCSE level basic all these top riee exec insights to create value are.

Think moulding is almost finished. His linked in posts are utter rubbish. He cantle move past his 90% failure and wants someone to blame.

The point I found astounding was his humility comments. He needs to show some right now to gus IPO brackerss he's list a fortune and then diluted also to staff.

I thinks he's finished

It's a bit too navel gazing and self appreciating for me.

As his write up says humility about the loss of wealth to some people who backed him at IPO. I don't think dishing out shares to staff at moment given the losses suffered is the leadership trait of humility

I wish he would take that post down it's off message a d more hyerbole and please start posting exactly along the lines kelso strongly suggests he does

Hasn't he been arrogant towards then is staggering. Please take on board kelso and apart to RNS

Sorry for being flippant but
...

Promote the share price
Deliver your promises

Ffs sake if the board need telling (which I agree they do) this come on.!

Not really.like that too simple

Mm by law have to create a market

At any time buys and sells won't match so they change price to create supply or demand to balance it but.its constant change

3.86 defo not a sell

Those shorts selling into this must be getting into silly tettitory now. Imagine that all unwinding against a very sticky free float plus longs coming in
It would go crazy it'd got to unwind at some point

New CFO obviously nailing it with his city briefings!!!

Its the way he habdkad q4. He just doest bloody learn. He coveted a incompetent miss by more divertionary hyperbole on the 1bn gmv wins. He's done this time and time again it's a pattern, a flawed trait, not a one-off.

He is now the problem and preventing fair value.

No matter what the underlying business does he needs to build on his own level of trust so people beleive him. Without that he's a liability for the business no use to any stakeholders; staff, investors as a CEO.

He should become CCO recruit which he us good at and hand the reigns over to a seasoned CEO

Why is imgenuity US listing fave option. What about others..

Private sale to corp or PE
JV with a majore whale (it's only at 10% global capacity)

Goodiltimes

Agree with your overall sentiment.but you need to look at net cash on hand not facilities available

However I do agree that the business is valued below overall balance sheet levels Inc intangibles

Their have been many fair value calcs done by posters on revenue mutipliers, ebit multipliers, DCFs and balance sheet and fair value to peers is 2.50 to 6.00 today based on peer comparisons and recent deals

Should he also RNS nor if the 1bn GMV is not going to be met
Strategy ENS
Whete was profit warning RNS

He is negligent on RNS and breaching the rules of "any material event"

Strategy RNS 6 months overdue?

Someone did tje maths this morning on recent rebenue impact of recent wins. It was c. 5% turnover. I'd say thats a material event. Also the strategy RNS is now 6 months overdue

He only posts on them so he can hyperbole and spin when what he should do is RNS .

The Masterclass RND from.WP this morning is a good lesson for him.

There are.many major wins he could have RNS. Only 3/4 year left with no guidance RNS. It will.only be 2/3 left when we get guidance

Then where are all.the other overdue RNS

He needs to get off the gossip platforms and do what a competent CEO would do

Who mentioned milkshake apart from you? Stop trying to.look stupid

There's a place for this moulding. It's called an RNS!