Member Info for onsolidground

If you go back into the history of the bulletin board about a week ago you will get all the responses. Probably right in everything he says, then may be not.

Apparently there was also an H1 update around the same time 11 days ago now and a presentation and Q+A afterwards as well. It would be interesting to get everyone's comments on that one also for the umpteenth time as we might have missed a point.

If you detect an element of sarcasm then you may be correct.

Added a few and will add a few more if it dips any further. 5% Dip off no news and TUI always gets disproportionately affected compared to the likes of Jet2. Extremely good Q4 trading update isn't being reflected in the share price at all imvho.

https://www.lse.co.uk/rns/TUI/tui-ag-q4-pre-close-trading-update-s3e1ef2bp3w94bz.html

Hopefully you've been grabbing a few more stupmy

Trying to find its new range.

Will suit the traders amongst the bulletin board.

My decision making is extremely sound Stupmy. As always.

I just picked up on your bragging "I love it when a plan comes together" comment when so many holders on here are significantly under water.

You might need to work on your self awareness a bit.

GL though on your next trade.

Luck more than judgement that's why

Accumulation going on is what I suspect.

Stupmy even a broken clock is right twice in the day.

Why did you buy at 466p when the support you refer to is 460p? Why didn't you set it at 461p?

Just curious.

Just noticed that purchase also dafad. It bought them a 3.2% stake as well and I see they are after share buybacks instead of the dividend @ WRKS. If it follows true to form then they will add further.

They could have tucked it into THG last week but probably got the ar $e at the lack of a coherent strategy update and instead decided to stick it elsewhere.

The individuals behind Kelso have vast and superior PLC running experience and knowledge of how the stockmarkets works and ticks and Matt Moulding would di wise to listen to suggestions and hints they are providing him with free of charge. Forgive me for saying it but it's all aimed at increasing the share price for everyone, something that BoD seem to be struggling with.

Anyway a bit of diversification for them.

Feel free to pop in here any time joseywales with anything that concerns you. it's a caring and sharing bulletin board where everyone pops in and that's what everyone else seemingly does. Holders and non-holders alike. I mean it beats the weekend of Matt Moulding hating that we just had, every possibly permutation for why the ICON sale didn't complete and now through to every man and his dog commenting on Ingenuity and it's hating also.

Seriously if you don't like the stock you are holding sell up and pass it on to the II's who seem to be having a field day collecting all the low hanging fruit.

Guess what they probably pass it back to you + 20p to +40p come Q3 numbers with any improvements (that's improvements we have been told are there - Beauty back to growth etc)

Last week of the Q3 quarter to get those purchases made and bump up the sales and revenue figure. Last week of the month normally bags you the best Myprotein discounts.

I actually don't use HSBC so unfortunately can't assist with your query.

Odds on Mouldings next trip is to the USA, in more ways than 1.

Manifesto, look it maybe just as simple and Moulding was trying to pocket £50 Million in profit for himself, Mrs Moulding and the kids by selling Icon on at maybe the top of the commercial property market. The sale was rumoured to be for in the region of £250M so if the FT's figures are correct, the council and any others would have got their loan monies back with maybe some nice interest on top for everyone.

Now needs to revert to a Plan B and hopefully one that lets all shareholders benefit. (Strategy Update, Sale of a division, Premium Listing, Improved Numbers)

Incidentally on the last point today kicks off Week 12 of 12 in what will be the Q3 update.

But never mind PI's (shareholders and faux ones) are still talking about the H1 numbers and presentation and are just pocketing the reds whilst the II's are lining up on the black ball.

"Means he can redeploy his energies solely to THG for the coming months."

That's if he's not on holiday (Again). I reckon it's 2 holidays in the last month plus a Dubai trip, that's for someone who is seemingly averse to flying. That's what he told us all on Linkedin...

Come on lets get them all out there, bottomed out, talked about 4 or 5 time and exhaust the # ell out of them.

Or ICG wanted a clause in the agreement allowing them to increase the rent but Moulding wasn't having it. Many possible reasons for deals not coming to fruition, all speculation.

Means he can redeploy his energies solely to THG for the coming months.

Been a bit of a problem of late though where he seems to be the common denominator in a number of deals either not progressing or completing.

I'd personally say its excellent news on two fronts:

1. For Moulding now needs to activate Plan B to realise value. So I'd guess that it shouldn't be too long before you hear rumblings on one of the divisions being seperately listed and things getting nearer to Sum of Parts valuations. We all know what 5.7X revenue multiples for THG Nutrition means...

2. Because I think it physically highlights that our CEO has been spending time and effort on matters concerning his own "private sale" when that time might have been better deployed @THG - like for instance writing a strategy update.

The most interesting bit in the article is actually this one line

"THG is unaffected as a tenant by the sale to ICG falling through. A sale to another party could still materialise."

Another one in the hip pocket for Kelso.

https://www.theguardian.com/business/2023/may/25/starling-bank-founder-steps-down-as-ceo-to-avoid-potential-conflict-of-interest

*proximity*

There we go. I've opened this one up again for the weekend. Still got winges, moans or anger 1 week and 1 day on from H2 results this is your place.

For shareholders heres your contacts.

THG Investor Relations Contact

https://www.thg.com/investor-relations/contact

Kelso Contact details

https://kelsoplc.com/contact-us/

For all (thats holders and faux holders) Lets use it as your punchbag, your stress balls, for your anger management class, your darkened room, your therapy.

Just what exactly got your goat up with the H1 Update, the Presentation, The linkedin post.

Lets get it all out there and discussed. No holds barred. Say it as you see it / saw it. Full weekend to debate it and to see if we can come up with any new ones that we haven't debated 2 or 3 times already now we are a full 8 days on.

Let me kick it off.

No Director purchases since H1 update and the fall in the share price?

Might that not be down to the close promity of both the H1 Update and the Q3 update and them still being in a closed period. I mean on Sunday we actually start week 12 of 12 in Q3. I mean some who may wish to purchase and take advantage of the depressed share price would actually have 10 weeks advantage over others.

Keep them coming but most of all have an enjoyable weekend

Well the Americans seem to be relishing the opportunity to pick up Ocado on the cheap.

It's nice to see.

Hopefully a bit more mileage.

Some thinking we may have seen the peak in interest rates.

If you know the Q3 numbers are going to be an improvement (been told so) then you take the numbers down off the (Q2) H1 update and you pick up all you can.

There are people and funds playing snooker with this share price that are already on the black whilst everyone else is on the reds or maybe just beginning to pocket the coloured balls in between.

No point in living in the past when you are already 11/12ths of the way there to the Q3 numbers.

Indeed - and all the properties that they witheld rent on seem to have been re-let just like that and to Mears Group which are high quality. Now seriously get some court action together for the recovery of the outstanding rent from all the shirkers.

It does however beg the question if how on earth was this ever allowed to happen under several peoples watch.

Always beware the analysts that seem rogue from the others.

Given the numbers yesterday a 390p target off Exane or thereabouts was an abomination. Probably aleretd their trading desk for some cooordinated buying at the same time. Nothing stopping them.

Not surprised in the slightest that it's rebounding.