Member Info for Okehurst1

‘ Amazon claims its success depends on that of the 85,000 UK-based sellers on Marketplace, but disillusioned merchants are not hard to find. They say Amazon undercuts them with their own products and that its algorithm penalises those that do not use its fulfilment services by pushing them further down the near-endless pages of product listings. Last week, the consumer rights campaigner Julie Hunter launched a £900 million legal claim to compensate sellers for loss of earnings resulting from these alleged practices. Amazon said it always works to feature offers that provide customers with low prices and fast delivery.

https://www.thetimes.co.uk/article/f9f5ad36-5187-11ed-9137-92183a3ffe2c?shareToken=228a8232569b9eaf6a8ff0917ea85c3b

My guesstimate

Mouldy continues to add to his stake with a target of 29.99%
If he wants a bigger stake why pay the premium ?
He’s shown his hand now.

IF QIA add more then there is a good chance they will
fund the buy out - not by debt but equity ( our equity )

By default we little guys hang on to II shirt tails who won’t roll, sit tight today and let this play out

Thanks for pointing out, didn’t realise this was such a detailed update

Plus equity investors tends to look 9 months down the road

We saw an example this week with QIA, lots of cash on the sidelines ready to come into the market

Golden could this be regional / country based data ?
So U.K. market specific ?

My Protein for example has 1M downloads Japan
Notice the spike when we did the recent promotion over there

It’s a bit of fun checking out our regions of operations

Few bits of data the BoD did disclose on the conf call that was interesting

25% of sales USA
55% RoW ( rest of world)
30% of ALL orders are handled by robots
70% of ALL orders delivered same day

It’s encouraging/ impressive stats

I find this platform helpful to monitor App downloads

Worth mentioning, on the conf call they advised 80% repeat customers via the App

https://app.sensortower.com/android/publisher/thg-the-hut-group/THG%2B(The%2BHut%2BGroup)

Does his wife have a chunk ? - classed as non voting ?

Agree

Possible treble bagger from here

Good to see you on the BB Justise

Morning HH

Some interesting points you raised on the close period - we mentioned this week how can Moulding before a Trading update RNS trade in the market ?
Ditto the Good Lord trade but it was almost 2 weeks before we find out ?

Agree, we get the right TR1 the next few weeks and this goes well North

Nb meantime I have been accumulating when I can, was late to the game with THG, was in at 85p before the non bid , sold a big chunk at the ‘none bid time’ , bought back in at 50p before the results and managed to get my average to 45p and then picked a chunk up at 41p, sitting on near 1M shares so in heavy here - much heavier then originally planned

Riding this one out to expiry of the golden share / Moulding Bid

Justise, fair reflection on the week, fully agree on the BB focused on adding value/ sharing data.

Think many of us felt Moulding had an agenda, suggest this week he opened up his hand by ‘ nicking ‘ the SoftBank stock with his latest ‘blank cheque ‘partner from Qatar and he has personally now spent £38,000,000 on shares in the market since August.

Why didn’t we get a more detailed RNS when we signed the Iceland contract, similar to Iceland’s news release ?

Why do we have to do our own research on Ingenuity?As you say we don’t get told what’s going on?

Ditto we have to 2nd guess gross profit per division, where exactly £400M of capex over 24 months being spent etc

How £much would those £38M of shares in the past 8 weeks have cost Moulding IF the market knew what he knows? He’s saved himself £Millions gaming this out.

Moulding has an agenda to build up his stake on the cheap and then help his blank cheque partner to buy out everyone who is not rolling into a private vehicle, he has a tight timetable due to the Golden share issue - I am expecting more of the same, lack of important detailed financial information and Moulding adding to get to 29.99% of the equity

15M now traded today !

If IG is correct they have 96% customers Long THG

250 to 500 with positions

Not us little Pi’s moving this around - other than share info we have little influence on the movement

Looks that way 1pencil, spread is v right at times and 11M traded

TR1 close of play today maybe ?

Am going for a TR1 RNS today / close of play today
Hoping it’s QIA :-)

Wondering do Qatar need the Candyman ?
Personal view he’s a chancer and he made a £quid on the introduction originally for Moulding, who now has direct contact with QIA

He was helpful to put in his ‘ non bid’

Spread quite tight on bid/offer

Must be some volume going on