Member Info for MyMasterPlan

A 22.5% profit margin swing between a market leader and a challenger is almost unherd of in any market. Especially when you have savings in economies of scale and the ability to make savings down the entire production line, marketing and distribution channels.

Proof this company is run by a bunch of amateurs. Problem is I am so deep I may as well hold incase they decide to split all the businesses and sell them at their market values.

Is it true according to Google:

THG net profit margin -2.37%.

APN net profit margin 20.67%.

If it is then they must put on clown makeup before they get to work.

I have held this share for about 2-3 years. I have been through so many business updates and jam tomorrow earnings reports. I struggle to see how any other CEO's apart from MM could hold this job for this length of time based on these results.

The chairman is just as bad, why not just keep taking his fat salary and saying nothing? In future I will not only be looking at share fundermentals I will be doing deep dives on the people in charge. I have been stung with this share and I see no light at the end of the tunnel until MM steps down or they decide to break up the company and sell it in parts which would vastly inflate the current value.

It's even making the front of the BBC.

Should be a massive upswing for THG, oh wait, the company looks like it's ran as a non profit by a narcissist who wont step down.

Only two options, THG gets rid of MM and we see the start of a share price rally, or this share is going to zero.

Wondering if anybody else knows a CEO in any other company that is still employed after 4 years of declining share price?

How can you be a market leader in two major markets of Nutrition and Beauty and not make a profit?

On the other hand I would love to work for him. Massive pay and share allocation for consistent underperformance. Anybody know of any jobs going in THG because spending money without having to make a profit sounds quite easy to me.

I worked for a company who used to get hit by a poor performing share price. The CEO used to say in his staff meeting 'here is a graph of our profit' soon we will be making so much money they won't be able to ignore us. He was right, the share price climbed continuously for 15 years.

I wish MM had the same mentality. Stop making excuses and start making money.

While on the school run a dark cloud came over me. It's the reason why MM won't stand down. He needs to run THG to ensure that his side project on ingenuity continues to get cash funneled into it by THG.

Without it a simple procurement process would follow and a new company offering lower prices would be found.

We know this because THG is not profit and it's staggering how this is the case. THG is the worst shares I have in my portfolio. I want MM gone, he is like a bad premier league manager who we have had for the last 4 seasons.

I have worked in FTSE100 companies and I have seen a number of CEOs get marched out the door by security. This is normal, they work 12 hours a day, typically get burnout then move on. If the numbers fail then they leave, if they keep going up they stay.

MM would not be in this company right now if he was a typical employed CEO. He just wouldn't, so why are we letting him stay? He obviously doesn't love the company or his employees either as if he did he would step aside for somebody who can rapidly grow profits within the business. This has happened to hundreds of companies in a similar position.

I just don't get it.

What I find baffling is that how can a company with near infinite funds not be able to make 5% extra margin vs competitors with a better delivery system (ingenuity) and by buying a beauty and whey production plant for another 10-15%. Instead they are losing money. Sorry, I think it's time MM steps down. It's easy to set up a business and lose money.

That's such a weird hobby. You aren't invested in a share but you hang about on the forum and comment? I recommend you stop wasting your life and fond something useful to do. You could literally pick anything and it would be more beneficial.

If you.outba message saying there are better shares out there than FXPO.....why are you even here? You are free to leave for other share chats at any time.

I am going to bet you are a shorter and are in fear of losing big money if this continues to rise. If there is an ending of the war like Trump has managed with Palestine - Israel this could see a rapid 100-200% increase.

There has to be much lower risk shares to short than this, I would get out now. DYOR.

Good lucky to Matt and the team. I have been through this since 2022. I currently have a cupboard full of jam ready for tomorrow and it's full.

Unless the results blow expectations out of the water the CEO simply has to go. He would not still be in this company if he was a hired CEO based on business performance, so I don't see any difference.

For the first time ever, if this underperforms again I may have to put my own message on LinkedIn, it's simply unacceptable and seems the best way to communicate any dissatisfaction.

Both of these news organisations have come straight out with 'meeting ends with no deal'.

It was never going to be about making a deal. These things always happen in stages, so just seeing if Putin would even get on a plane and leave his bunker was a massive step forward. If I had to put money on it, I would say it would need a minimum of about 4-8 meetings before the outline of a deal is put forward.

Second point is them saying Trump was too nice. I have negotiated deals for FTSE 100 companies, you are looking for an outcome for your business, you leave your opinions at the door, it's the art of the deal. The second you are hostile to the other side, they will walk and never come back, which means endless casualties on both sides (which goes against the intended purpose of the meeting).

It's the bits you miss that point to a major step forward, Putin inviting Trump to Russia shows that at least it didn't end in failure, they want a peace deal, Putin didn't immediately walk away from the discussions.

BBC saying they believe Putin was the winner and smiling etc, good, because I always wanted my opposite to think they had won, every time.

Shorts got to getting twitchy now. Imagine waking up to see this update and a 16% upward swing. If this happens for the next few weeks then companies looking for that cheap takeover will be circling too. You just can't stay in this share if you are shorting, there are better bets to make.

For a second I was hopeful it was on the basis that Matt and the Chair were stepping down, because they are a complete shower of shi....and would have been booted out from any other company a long, long time ago.

I worked for Admiral insurance for 15 years. The owners of the business (I won't name them but you can look them up) used to come to the AGM and say the share price is low but we are making record year on year profits and soon the market can't ignore us. They also said if they needed too they would step down. They stayed, produced (with no fanfare) record profits and eventually the share price sky rocketed and gave a chunky dividend. They eventually stepped down at the perfect time when the business needed fresh new leadership.

Now compare that to THG, while having massive economies of scale, market leading brands and the cash ability to run any advertising campaigns, they struggle to make any type of gain. Leadership is weak and refuses to step aside, I have been through so many 'Jam tomorrow' updates that I have lost count.

In future I will refuse to invest unless the company has a clear vision and a great management team to support growth. I'll chalk up my difficult to swallow loss as a learning experience.

He is such a poor business CEO he can't even do that. Not too long ago he said the company was worth much more than the £1.50 takeover bid price. Can't exactly turn around and say £40p is fair today.

I agree with you, my buy price was 1.30 from buying in 21/22.

This is the only major company that has a CEO who runs it like it's still a private business. Any other business and he would have been forced to leave a long time ago.

If the next update is a 'Jam tomorrow' update I'll have another little chuckle to myself. I just wish I was on the BoD who must be making a killing from simply nodding like dogs and smiling along. They are the real winners here

This makes total sense, why would you say you are going to bid £0.75 when you can leak a 35p bid which is going to set the initial bar.

If the BoD had any backbone, they would have laughed that offer out of the room. But it worries me, it looks like they are just trying to stuff their own pockets.

Funnily enough I am going through a similar time with The Hut Group, the CEO has declined many bids over the years of £1.70 etc, the share price currently sits at 29p.

Sub 30p, we made it! I cheer because if this goes to zero I get to laugh at Matt and the BOD getting kicked out of their jobs and made to carry their box of belongings home.