Member Info for onsolidground

Well Sky are reporting 2 Oil tankers have done a U-turn before entering the Straits of Hormuz.

I suppose you're right in what you say ftm.

I was thinking more the potential powderkeg the region now finds itself in and markets being forward thinking.

Expected a bigger rise.

Seems muted given what just occurred over the weekend.

Didn't personally think DJT would do it, but he bullied them into negotiations in Geneva on Friday and Iran never accepted any of the proposals. Bit sooner than anticipated for Us to bomb and I suspect the response from Iran will not immediate, more covert and when everyone's guards are down. Next 24 to 48hours will be key.

Is everybody waiting for a 200p to load up fully again?

Stanleyb I trade off the lows as it's the only way you get your money back. Realised that a very long time ago. But I also exercised my voting rights on the others. With THG you learn to take the profit when it's there and it hits your target.

The THG share price rose in exactly the same manner on the run up to the FTSE exit announcements, and then it dramatically reversed as many know. Hopefully though it keeps going and it is Ashley further accumulating.

I shall though remain silent from here on in until the AGM.

Hit my target for my traders so I'm happy.

Changing rhetoric overnight and its now "within 2 weeks" off Donald J Trump for a decision. All threat, bluster and trying to bully Iran to the negotiating table, but unfortunately with Russia now openly coming down on the side of Iran.

It was walked down to the point trades were drying up Magnum (as was chatter on the bulletin board).

Market makers and participants need to make a living so it moves back up.

It happens here like clockwork.

RevB could always bid for THG as an all paper bid stanleyb and make use of all the recently raised monies and better debt profile that THG have.

Genius idea.

We could call the new combined company Selkirk ???

Https://www.lseg.com/en/media-centre/press-releases/ftse-russell/2025/ftse-uk-index-series-annual-review-june-2025

It'll be because the 23rd June is the official date for being kicked off the FTSE250 stanleyb.

That's when the reshuffle takes place.

Might see the algos return then (and which atm seem to have been switched off)

Found a link to that Sky News interview between Yelda Hakim and the Head of the IAEA.

https://a2news.com/english/rajoni-bota/bota/organizata-mbikeqyrese-atomike-irani-nuk-po-perpiqej-te-nderton-i1150908

135k only shares bought and sold in the first hour.

So Nobody's buying, Nobody's selling.

Needs a good AGM Statement or positive outcomes or an external event to inject more life into the share price.

I believe the 3 months customary negotiation period in respect of the International Investments Agreement Notification is up and that it may now be proceeding to the International Chamber of Commerce , and outside Ukraine for adjudication against International Law. Perhaps an update to come.

https://www.lse.co.uk/rns/FXPO/international-investment-agreements-notification-4d40m83t7sts3h7.html

imvho and dyor

I don't know if anyone has picked up on it but in yesterdays melee and crossfire with Rob Cotton the ex CEO of NCC I think MM already gave the line he is going to try and spin at the AGM for the company's poor performance - and that is that it's not just THG but other online businesses that are suffering a similar fate, BOO, ASOS, SFOR etc etc.

"Although I’m not aware of you posting similar criticism to the CEOs/founders of ASOS, Ocado, Boohoo, Future, S4 Capital and countless others whose share prices have performed similar to THG, each of which have been paid the appropriate salary packages."

Doesn't help though when imvho it's been backed by poor decision making and lack of actioning of good advice given on so many fronts.

He should just have kept quiet and it would all have passed unnoticed. Now IR will be having to issue copious press passes for the AGM.

Trump imvho is all bluster, threat and hot air to try and get the Iranians to the negotiating table, and those 3 planes landing in Oman yesterday, two of which were presidential, and the country of previous peace talks, were probably for talks running parallel with what is ongoing.

If you saw the Sky News interview yesterday with the head of the IAEA, Mr Grossi, then he quite clearly stated that their report stated that yes Iran were enriching Uranium to over 6%%, but there was No Evidence of any Nuclear weapons being built. The question therefore is one of Legitimacy for any actions taken and being considered. The UK Attorney General has I think picked up on this and is questioning it himself.

the share price seems range bound by a percent here or there until there is further clarity.

Held quietly thinking they might have recovered on the revenue and the client front what with M+S and other high profile cyber attacks, but not fully so on the security side.

Plus point is that the debt has gone and the Escode talks are still ongoing albeit they do drag these things out.

May buy back at a later point once I see how the analysts digest things.

I suspect if Ashley isn't interested then it can't work for him unless the debt gets expunged and it gets gifted in a pre-pack admin.

Kyk

Unfortunately it would be for they have 7 pages of REVB products on the Lookfantastic but I suspect if Ashley isn't interested.

But then in all probability there would be further years of suffering and bang would go any chance of FCF, dividends or buybacks and there would be more exceptionals and write-offs. They could extract synergies in manufacturing and would gain a lot of new distribution channels in bricks and mortar in the US and Germany and other parts of Europe they have just ventured into.

Lets see what the impact of him shooting his mouth off again publicly is. The Hedge Funds must be laughing their socks off.