Member Info for Monty888

Another great set of numbers, I like the progress with no increase in debt, managing their conversions very well. It’s really starting to gain momentum now and a te rating should be in the wings - Very much under investors radar at the moment.

All MM’s updates are unfortunately containing a large percentage of window dressed nonsense and opaqueness.

He never mentions costs to ingenuity, profit after tax. Switches verbal RNS strategy between revenue then flu flops selling businesses that don’t help bottom line back to revenue, then add in the opaque Ingenuity and THG becomes II uninvestable and hence binned out SP and mocked in the City. Of course MM can change all the areas mentioned, gained trust and drive the SP over time but frankly I don’t think that’s his agenda.

The promises of net profits and dividends at the time of the split have turned out to be more MM BS. Also as others correctly say / see lots of profits at phones off to Ingenuity (No segregation of companies). They shouldn’t have the same guy running both. If the full published nextvresukts do not show a net cash and retained profits after tax (& a promised easy to pay for dividend or share buy backs). Then this is too risky for serious investors because it’s just not being run in the right way - It’s not focussed on shareholder value creation, just shareholder BS and clever genuine investors see through this like a clean window.

AIM is not a scam unless you are naive gambler and lazy regarding researching investments.

It’s obvious from the market cap this share should not be publicly tradable. It’s got the legal minimum 2 market makers who are maintains a spread of c.20%. So if you buy and it goes up 40% you’re still not at breakeven as you have your dealing fees. There is a big difference between gamblers and investors and anyone invest in this share is a gambler (Gamblers always lose money). Sorry if this harsh but it’s the truth.

These and similar ships going into administration create extra market share for B&M as they are largely the same demographic shoppers. It’s all about getting the retail items and margins spot on. The shops are very busy for sure, how much of the revenue will that get to bottom line (PAT) is the million dollar question?

Oak bloke, Citywire experts etc starting to put WJG on their radar more and more now. Should get a decent uplift in 2026.

Peel Hunt’s Clyde Lewis has re rated WHG at a 38p buy today - says “After a difficult couple of years signs are the groups key markets are starting to recover. He said the balance sheet is in good shape enabling the group to take advantage of new opportunities, trading on 12 times 26 full year P/E we believe they continue to offer good value if the market starts to recover.

So Sandyman, reasons and data behind your little negative post or hot air?

I think next year will see a new high in the SP from many data points such as lower borrowing, improved gearing, continually higher revenue and good quality product well enjoyed in Poland & Croatia.

DP Poland delivered its strongest sales growth of the year in Q3 2025, reflecting sustained momentum and effective execution of our growth strategy. System sales in Poland rose 9.2% in Q3 and 6.3% year to date, driven by a 6.5% increase in orders and higher average ticket values. The delivery channel continued to lead performance, with LFL delivery system sales up 4.7% this quarter.

Friday and Saturday night was when I was in town for the Brighton and Worthing. Then one time on a Friday around 2pm in Worthing. Very nice little constant queues switching between 2 lines and then 3 when the queues got longer. It’s never going to be say a Tesco’s of course but as long as it’s turnover is solid it can absorb its fixed costs and make money above. - Let’s keep sharing as we are. Things will drop off after Christmas but if things are steady that will a good sign it’s not one swallow making a summer - GLA.

Whilst it doesn’t kick yet, this will ensure student accommodation shortages remain for the foreseeable future, no bad thing for WJG. The results are as expected, disappointed they added a bit more to the remaining provisions, however their remedial works done by “Refresh” are turning into a nice little earner. Net cash is nice at £80m since results also, bearing in mind market cap at current share price is £70m. A bit more patience needed but this could come very good indeed over the next 18 months step by step. - GLA

The products obviously don’t work, been around blagging for nearly 10 years in various with one excuse after another. I think they will delist in 2026, then we all get wiped out.

Can’t comment on the effects of top and bottom lines but B&M Worthing and Brighton are extremely busy with 3 tills open and queues for each line. I’m thinking that news of a good CFO plus Christmas updates are going to be very good indeed. OK profit guidance down per the freight costs but still nicely profitable, cash generative, paying dividends etc. I’m thinking 190p to 210p is a realistic fair value now - Serious investors, please take a look at your local B&M’s and share back if your local store is really busy? Might be a good look only regionally where I live. We do seem to be seeing a sustained uplift now, someone’s buying big looking at the trades lately - GLA.

Can’t comment on the effects of top and bottom lines but B&M Worthing and Brighton are extremely busy with 3 tills open and queues for each line. I’m thinking that news of a good CFO plus Christmas updates are going to be very good indeed. OK profit guidance down per the freight costs but still nicely profitable, cash generative, paying dividends etc. I’m thinking 190p to 210p is realistic lay near fair value if I’m correct - Serious investors, please take a look at your local B&M’s and share back - Ifvthey are also busy and it’s not just a Sussex regional kaching then I’ll top up at under 200p. GLA.

Probably buying stock in lumps to fulfill the large Director spend today. Odd it dropped near the close though.

Molding doesn’t have a strategy - He flip flops to where / whatever BS numpty shareholders have to swallow (includes me). No net profits generated - We are chasing revenue, then the split with promises of ditching non core / non profitable (loading all Ingenuity debt and overpriced leases on THG), then it was profits, cash and dividends all on the way folks, now oh no there not, let’s tell the shareholders losses due to whey but revenue is now the focus again. It’s all BS MM is a city laughing stock and serious funds avoid him and his antics like the plague 800p ish to 45p ish speaks for itself really.

No surprises today, I’m sure we will get bidders sooner or later from the various enquiries in process. Looks like more upside than downside around the corner. Cash is king and we have a great balance sheet.

TAP?

We need a vote of no confidence and an early election

Look today, more CEO purchases. I think from people are sharing and the CEO buy. I’m topping up. (Follow the money).

Why didxJPMorgan reduce their holdings at 22p last week. They will know a lot more that all the PI’s that’s for sure…….