RE: Value of Beauty Nutrition and Ingenuity26 Feb 2023 11:05
"I still can’t believe the mouldy cultists exist. He has diluted you repeatedly, lied to you about guidance, about golden share going in 2022, about beauty being spun off, about 1bn GMV in 2023, about premium listing etc etc, and still you defend him.
Try to separate Thg (which has some excellent business parts such as nutrition and beauty, and some horrid business parts ondemand, experience and the hotels), from mouldy who has just plain not delivered
There is no agenda, the above is fact. He Rns Ed these things and has not delivered them"
I don't think there is many can disagree with your statements, I certainly don't, it's for those reasons the SP is down here and hence why I'm here. SP has been demolished under Mouldy, however there is lots of business and upside potential which is why we have the Kelso group new on the scene, changes are coming wether Mouldy likes it or not and I feel PI's can only benefit from here as any further downside is minimal.