Member Info for onsolidground

Managed to get some of these in the Trump Liberation Day meltdown and sometimes the best thing but I forgot I actually had them.

Banked and hopefully some more in it for others.

May look again if it dips back but shall stay silent in the background.

LD1973

Warpaint are on an upward trajectory with +13% Revenue growth and + 33% Adjusted profit growth.

Compared to what exactly @THG Beauty?

The analysts have saw through Mouldings numbers for many quarters now.

They really do need a rabbit out the hat imho to stay in the FTSE250.

"Pope Leo confirmed to Giorgia Meloni his willingness to host in the Vatican the next round of negotiations to try to end the war between Russia and Ukraine, the Italian prime minister said on Tuesday. “Finding in the Holy Father confirmation of the readiness to host the next talks between the parties in the Vatican, the prime minister expressed deep gratitude to Pope Leo XIV for his unceasing commitment to peace,” said a statement from Meloni. Leo, elected two weeks ago, said on 14 May that the Vatican could act as a mediator in global conflicts, without specifically mentioning Russia’s war against Ukraine."

Well if they do buy REVB Money_mad then it might have synergy and brand appeal but it'll need a WHOLE LOT of money to clear out a fully drawn RCF for starters as the banks will want their money back.

That would upset stanleyb who is still hanging in there waiting for THG's promise of dividends and I'm really not sure how the analysts would view it.

Far better to be buying profitable businesses that produce profit from the get go imo.

Imvho it's not one THG should go for and certainly shouldn't overpay for given the perilous state of the balance sheet and the fact the FCA still have to decide on sanction for a previous incident but there are 7 pages of REVB products on the THG Lookfantastic website, so who knows.

It can always add to next years exceptionals just like the Hotel, The Williams deal and the large beauty products write offs in the last update.

It'll probably end up with BOO / Debenhams, or with Ashley as a counter bidder to asset strip, Probably BOO / Debenhams as they also carry the stock on their websites and that association with BOO / Debenhams more than likely explains where Iain Mac has been parachuted in from.

Not wishing to be funny but I follow THG ardently and THG on any purchase would be a kiss of death imvho. They seem to have an invariable knack of under delivery and then a few years later effectively give companies away for a song. Take a look at Zaavi, IWOOT (I want one of those), Coggles and MyProBikeKit as examples.

The REVB finances are in a complete mess, it's a distressed sale and unless I'm mistaken they still have the FCA to decide on a sanction for a previous episode.

The market likes the update.

That's what really matters.

Sadly if the algo's are working against you and it's dropping the price then there isn't much as a PI you can do about it, other than spectate and watch it happen.

If what MM said on the run up to FTSE250 inclusion was correct and that funds would have to buy around 70M shares, then with potential for departure imminent then some may well be leaving ahead of any announcement. Those that bought in advance of FTSE250 inclusion got hit with a placing on day one and a drop in price, so tbh they don't owe MM anything.

Will be the one who ends up receiving the Nobel Peace Prize.

That's my shout...

It's been a good rebounder since Trumps Liberation Tariffs Day knocked the share prices of many and created just the right markets for CMC.

Happy with the gains for now.

Selkirk will not be coming back for THG Nutrition any time soon.

John Goold being the CEO of Kelso, and part orchestrator of the setting up of Selkirk with Kelso holding a sizeable stake would be classed as an "insider".

He therefore wouldn't be permitted to buy shares in Kelso, as he has literally just done with his own investment vehicle, if there were still active discussions or consideration going on between Selkirk and THG.

"The Vatican, as represented by the Pope, has stated that it would be very interested in hosting the negotiations," he (Trump) wrote on social media."

A 2 hour call, says a lot more going on here than we are privy to at this time. Probably more drip fed in the coming days.

Now moving in the right direction again.

Russia and Ukraine will immediately start ceasefire negotiations, Trump says

18:37 Breaking

US President Donald Trump has just posted on Truth Social following his two hour call with Russian President Vladimir Putin.

He says believes the call went "very well", adding that "Russia and Ukraine will immediately start negotiations toward a ceasefire and, more importantly bring and end to the war".

The Vatican?

Call definitely under way as of a half hour ago.

In recent days we have seen what happens with others trying to initiate negotiations.

Much better chance with the strength of DJT as mediator and what he additionally has to offer.

Alex1978uk when Trump was last involved a "territorial freeze" had made good headway and Donald J Trump brings to the table a completely different skill set and a rapport with Putin, and there are also the added attraction of many US carrots there as well like greater US / Russian cooperation, reintegration into the G7, western companies investing again, air flights and reintegration into the sporting world etc etc and if you remember - leading ultimately one day hopefully soon to that Basketball or was it Ice Hockey match between both nations again.

Contrast that with how last week unfolded and the added sanctions on ghost ships.

Trumps gambit is that this conflict will not be concluded militarily but by diplomacy and it is all about preventing all those innocent lives being lost.

Personally I have much more optimism when Trump is involved and especially given he has that signed Mineral Rights deal.

Rome / The Vatican imo is looking like it is shaping up as the next venue.

Just heard it on the news. Much better dynamic imo with Trump in the middle

https://www.bbc.co.uk/news/articles/c70nwr7zg7lo

100notout, you do raise one perfectly valid point which is that instead of people constantly whingeing on here why don't they get their authorisation letters sorted and pop along to the AGM and express their concerns or ask their questions in person and face to face.

Too many just sit idly by and either inconsequentially tick the boxes or abstain. We had the exact same mentality last year when activists and investors were questioning the leadership and stating their voting intention and we had the happy clappers vocalising that they were happy with what the Board were doing, in time it will rerate, and the I'm voting in favour contingent. Well one year on well done on that front and just take a look at how another year has seen further declining revenues, missed targets and a share price more than halved.

Also, no doubting that some of the workforce has been cut but just answer me these two questions and you might see the contradiction.

How many CEO's does the one company THG actually have?

Can you name me any other FTSE 250, FTSE 100 or indeed any company that has this many?

Mike Ashley you also mention. If he or Frasers were to actually come in the door @ THG then I suspect the first thing they would do is announce a thorough review of the staffing and structure of the organisation and instantly strip out any duplication and excessive cost. I'd bet Ashley's average cost per staff member is nowhere near £50k per employee.

Is about due it's own rally.

It's got a lot of catching up to do.

Somebody offloading perhaps today as well as some buying on the other side. Delayed publication and showing as a buy??

16-May-25 14:22:35 2.20 5,242,732 Buy* 2.10 2.40 115.34k