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Good numbers to be fair and also interesting that the spend since 1st November is also up.

That'll do nicely.

No postal disputes either this year compared to last.

Definitely somebody hoovering up what becomes available in the background.

"UK shoppers splash £3.5bn on Black Friday/Cyber Monday weekend

British shoppers spent £3.5 billion online from Black Friday to Cyber Monday, according to industry data, an increase of 5.6% on last year.

Adobe said British shoppers spent more than £1 billion on Black Friday and an additional £2.4 billion over the following three days, a period known as Cyber weekend.

Adobe said British shoppers spent £475 million through ‘Buy Now Pay Later’ services over Cyber weekend, accounting for 13.8% of total online spend and up 15.8% compared with the same period the previous year.

It also said total spending since November 1 had reached £12 billion, up 5.1% on 2022 levels."

Source is Proactive investors

"UK shoppers splash £3.5bn on Black Friday/Cyber Monday weekend

British shoppers spent £3.5 billion online from Black Friday to Cyber Monday, according to industry data, an increase of 5.6% on last year.

Adobe said British shoppers spent more than £1 billion on Black Friday and an additional £2.4 billion over the following three days, a period known as Cyber weekend.

Adobe said British shoppers spent £475 million through ‘Buy Now Pay Later’ services over Cyber weekend, accounting for 13.8% of total online spend and up 15.8% compared with the same period the previous year.

It also said total spending since November 1 had reached £12 billion, up 5.1% on 2022 levels."

With the share price drops and nobody is selling.

Happy to hole up and wait for next Capital event, seperate listing of Nutrition or January numbers and without last years severely detrimental Postal dispute timed for maximum impact and disruption all around Black Friday and key Festive trade.

The falls here seem to have started and coincided with the Israel Gaza conflict and the thoughts it might spread to the wider Middle East and adversely impact business. But it hasn't and PFC operate in neither Israel or Gaza. Drop the share price enough and all sorts of rumours then can be promulgated.

Not a pretty sight, but throughout it all somebody is picking up all the induced sells and triggered stop losses. (30p one today)

Then at some point the wind changes.

Nice movement though !!

I think the bit I find most ironic is that the last results with growth and upping of guidance actually saw less of a rise than the contents of the Kleinman tweet.

Good to see that the THG approach for Adore Beauty has been rebuked. Fingers crossed Moulding doesn't go back with a increased offer.

Last thing we need is another laggard added here and what we need is to be spending money wisely and adding instantly profitable businesses for our buck. Profitable ones that can be further fast expanded for further profitability.

The Minto figure, at £3Million. imvho seems a tad low given the baggage and upheaval this created for REVB and its shareholders through suspension and work it involved to right the ship and get the company relisted. That sum would be just about his legal bills if it went to court. Would be nice though to draw a line under any and all legacy issues.

Kleinman about 10 days ago also broke news of Hammerson in detailed discussions to sell Bicester Village and its many other Designer outlets globally, under the Value Retail brand, for circa £1 Billion. Offload hopefully completing by Xmas. Seems to get his fair share of breaking news. dyor.

1 pencil - no to the THG paper route please at the present share price. price up please and not interested in any form of dilution for non instantly accretive businesses taht require spend or work on them.

Sorry - got pee'd off today seeing this today and after just having read an article on Huel and what looked like them selling in Tesco's by the look of one of the pictures. Whilst it has to be said we are buying 3 metre gorillas and probably going to pay a lot more than 93.5 cents for a slice of Adore beauty. Don't we understand the business sense in trying to accumulate as much of the stock first as low as you can (like Mike Ashley does) then make a move.

That Huel article.

https://www.dailymail.co.uk/news/article-12779669/huel-boss-julian-hearn-idris-elba-500million.html

Looks like new news and I have to say just like with Wild Kong I have mixed views on this one personally and importantly where it is timing wise and the distraction it will cause.

Plus points

It will add to Revenue and help bolster what were declining Beauty sales (albeit improving again we were told).

It may bolster THG Ingenuity GMV

Negative points

2% to 4% margin is pitiful??

Hardly adds any EBITDA. (we need to be adding visible profitable businesses)

Price being paid and accordingly the reduction in the THG cash pile. (Been too overgenerous in the past with prices paid for level of profitability).

I hope I'm wrong but if there is substance I don't see this one going down too well.

The BoD should instead be concentrating their efforts on rapidly expanding THG Nutrition, a clearly profitable business and then getting it to seperate listing. That or any other initiatives that will resurrect the share price.

Indeed Hello 30p !!

Fair do's sb but they are Active Investors and they so themselves have shareholders to account to and are also perfectly entitled to make a profit themselves, and particularly so if they have gone in behind their shareholding with more risky leverage and CFD's.

They still retained circa 80% of their holding and who knows they might even have bought back the 105p shares that they sold whan it was in the 60's after the last results and after the talk then of seperate listing of THG Nutrition.

All I'm saying is don't shoot the messenger. They have the ability and levers and can achieve far more than either you or I, and that being not only in their own interests obviously but coincident with the interests of all shareholders. They are onside - plus side.

Not going to get drawn in to replying and replying all day on bulletin boards and Black Friday sale prices beckon.

Bubbleshoot the dynamics on here seem to have changed lately and after about 150 million shares were afforded a change in direction without the massive uptick in the share price that should otherwise have happened with that sort of volume.

Patience and hopefully a nice Xmas present arrives between now and then and the share price then reflects a further £1 Billion or thereabouts onto the HMSO balance sheet.

Sky News did say in "detailed discussions" so far more advanced than "preliminary approaches"... and it has to be said Mark Kleinman seems to be the man uncovering most of the recent solid business news scoops.

Should never have dropped post results - so more of the same.

Never complain at a rising share price!!

"Cheer up. Its Friday. 😁"

Not just any Friday though - It's Black Friday

All the way through to Cyber Monday...

Sb1000 and OB,

Just hang off the Kelso distaste the pair of you.

It was only a few months after they became involved in THG and their missives, that up popped the Apollo bid for THG and it was completely not their fault that it got rebuked with the door closed too early. MM predominantly and BoD to blame for that one.

Then they have repeatedly highlighted the value that is in THG and particularly THG Nutrition with numerous well argued and true missives on it. Then what - 2 Bids have popped up for THG Nutrition alone which yip you've guessed it MM (and BoD) decided not to inform the market about till a fleeting remark at last webcast.

Then they have, with the benefit of the knowledge and backing of about 20 to 40 seasoned stock market professionals advised him to do the following to support the share price:

~ seperate list THG Nutrition

~ buy back THG shares when its at a low sp to support the share price and to show confidence in the future

~ communicate with the market via RNS and RNS Reach

~ Strategy update??

~ proceed without delay to a premium listing (bringing in fund interest and buying).

So imvho blame MM and the BoD for 4 of those not happening and the 5th (seperate listing) has only to date had a fleeting reference "in the not too distant future", with no definite commitment or confirmation.

So personally I have no problem with Kelso revoicing the contents of that Telegraph article, publicly, and acting as a reminder and repeater of what was said previously

Now I've remained quiet on here for the last few days and whilst it has to be said giving THG and its may divisions and sub divisions a good amount of Xmas trade and I'm patient and happy to wait to see improvement or the next capital event. That's up to a point.

But here we are - on Black Friday no less - and we are sat with not a lot of THG shares trading daily and at 76p to 78p. The 50% to 65% support MM goes on about certainly not eager to top up in any depth or bulk and neither are the BoD. Nor it would seem is anyone else. So perhaps if Kelso's advice had been listened to then it may have changed the dynamics and directions of of the present share price.

So, if by January trading update MM and BoD haven't delivered a commitment to that seperate Nutrition listing, decent trading numbers (remember no Royal Mail strike this year) and / or Ingenuity haven't delivered still on a substantial improvement in GMV or a Whale account or any of the above advisories (plenty in the pipeline supposedly + C-Suite access now) then I for one have no problem with Kelso starting to pick some of the many levers at their disposal to challenge the existing status quo and to bring about change and a resurrection of the companies share price - for the benefit of all.

To be fair to them also - a stated timeframe of up to 18 months in any stock they invest in to see handsome return isn't "fast money" either.

Back the busiest weekend in the online retail calender

And bottom out.

Can't be too far off.