Member Info for MyMasterPlan

Just fyi I am a long holder down 97%. Just had a notification they are going 50-1 to keep the life support going so those at the top keep their salaries for as long as possible.

Very surprised this hasn't folded yet.

The only reason I hold these is as a reminder to not to buy shares when I think they can't get any lower in extremely high risk companies. Always look at the balance sheets.

Good luck all,.

Work hard and what little money we have spare we invest in companies like THG.

What I would rather be is the chairman on a guaranteed 400k playing wordle and telling everybody how great they are. I don't think the interview questions would be that hard by the sounds of it.

Well, you have sold out all of your shares now, so none of this matters to you.

"Selling off now. Average at best update. Much infos missing" - 10/04/2024 09:53

To be honest, if this means that we never have to hear from you again with the constant de ramping, I would buy the shares off you myself.

Reduction in market share to be more profitable is something every industry is doing at the moment. The car insurance market has aggressively been doing this, cut market share and increase profits.

With the volumes that these businesses are doing, this screams takeover to me, if that is for the entire business or just beauty / nutrition I wouldn't like to take a guess.

I don't mind results like this because a business that is ticking along can't keep ticking along, something will have to happen. Wrose case scenario would have been marginally better news that may have strung this out for another 12-18 months.

THG sprung a leak?

Hard and fast this dog drops?

When looking at the last month it's almost 10% up. Name a share that doesn't have some fluctuations? None.

What type of amateur investor are you? Or are you trying to get people to sell? If it's the latter, try and make it less obvious. You are like a coin bro.

There is no shame in just listing each business and selling them to the highest bidder. It will inflate the share price, and it's what a takeover business would do anyway to strip THG for full value.

There has to be a time when you run a business and think, why don't I just sell it, make my millions and sail off into the sunset? If Matt gets the itch again, then just use your millions to start a new business in 12 months time.

I understand why people may be sleeping on this share. Let's look at the reasons:

Remember 'Buy low sell high'. This share is massively down vs IPO and vs competitor share price that have been part of a takeover even very recently.

This share has hit 100 - 4 times since 2022. With the current size of the business and brand that it holds, it's also a potential valuable asset and has been on the radar of many businesses as a takeover opportunity. Even a jump from the current 60 to 100 would be a substantial increase within a 12-month period for any portfolio.

There is the option to split the business and sell each as individual parts, again maximising shareholder value.

I just see many opportunities for this share to gain value with very little downside.

Currently I would say the opposite, you buy low sell high. This share is so low there is a real chance of something happening here such as a takeover or a split of brands.

It can't continue like this, so the risk to shoring is actually massive. I would rather short Apple currently as some of their cash cows such as the app store are being challenged currently.

Why would you not hold? You know you are meant to buy low and sell high right? This share has no reason to drop based on results and there is always a possibly buyout of it falls too low.

I just want Matt to split the businesses and sell for about 2-3 times current share price and put us all out of our misery. He could, but is he too stubborn to do it?

I totally agree with you here, I have been in this share so long waiting for the big payday or buyout that if I just sold high and bought low against a normal cycle I would have been almost the same level.

I am getting so tired of this jam tomorrow mentality, I am at the point where MM may as well just call it a day and sell each business at its max value and we all get 2-3 times the current share price back.

You mean 'whey ahead of you'.

Sorry, ill get my coat.

I am a minnow, I had 1k invested, it went down to £500 then crashed to £60 with some weird share buy scheme and I just received a payment of £1.10 for the shares I hold. I have no idea what has happened but I feel like they have just pulled my pants down.

I can see the passion in your comment, but I have been through this 'Ingenuity' news a few times now. Each time, it hasn't made a net positive to the business bottom line.

As another comment has said, maybe they have decided they are going to do something with Nutrition. That would seem more logical.

As a long term THG shareholder, this feels unusual that the share suddenly goes up by 8% on what is little news.

This stinks, like somebody knows something that we don't.

But for the first time in a while, it's a nice stink.

Liberum have said TGG are worth £7 a share. So a takeover will happen and the buyer will pay 10 times the current share price?

...and I am the one who hasn't done their research. Did they also finish their valuation saying buy NFTs and TOO THE MOON! By any chance did they?

I would be happy if the plan was to break up all of the businesses and sell them independently. I think the value would mean more like £1.90-£2.00 a share if this was done. I am a long term holder and just want these gone now. So many business updates and hints that this is the moment and every time it falls short.

That is the question. The issue is that because THG is his 'baby' he may never let it go. It's like the old saying "There is never a man good enough to marry my daughter". I have held these for quite a while, MM should have taken the £2.50 offer on the table if that is what it was.

I personally don't think he will accept any offer that isn't close to the IPO price, which worries me. I don't want to hold onto these forever.

I hope MM hasn't done a Musk and put too much time and effort into a vanity project that is City AM. I want to see a great set of results in the next update. City AM is pennies in comparison to what THG is and needs to become.

Musk had to show investors that he was stepping away from Twitter to run Tesla full time, as the share price started to slide. If the results are below par, MM is going to look like a complete amateur and I would be willing to let him sail off into the sunet.