Member Info for onsolidground

Showing market share gains and backing it with a £200M share buyback and a special dividend.

At least she had the decency to smell the coffee. Was implanted by BOO to oust Bob Holt who I thought had the confidence of the City and was doing a good job. Held a Capital markets day on what was essentially her strategy and that was never well received and failed to deliver. Don't think she would have been re-elected and her options were at 27p so imvho hardly surprising. At least she had the decency to seek and find alternative employment.

Off to become the Chief Merchandising and Digital Officer at Ulta Beauty, Inc., the largest beauty retailer in the United States. Has presided over a collapsing share price from circa 36p to 9.9p in her time.

Not surprised she's off to Ulta. Has presided here on her stewardship over a dramatic fall in the REVB share price and has virtually no sight of her 27p options at 9p. It's all down to how the market interprets the move.

I'm not panicking, for to all economically minded Tariffs will fail.

It's just a case of how long it takes Donald J Trump to work it out.

It is the economic stats and the markets that will ultimately defeat him.

Well Jerome Powell has just fanned the flames again on the ecomomic consequences of Trumps tariffs.

Not a bad plan and thinking but there this is a good 'special event' quarter (Valentines Day and Mothers Day) and there has imvho been a noticeable increase in prices @CARD to more than mitigate most if what you say imvho. Dyor.

"Wish I knew what it was all about"

It's all down to Trump, tariffs and the economic uncertainty it is causing.

Jerome Powell, Fed Chiefs comments this evening the culprit.

“The level of tariff increases announced so far is significantly larger than anticipated, and the same is likely to be true of the economic effects, which will include higher inflation and slower growth,” Powell said on Wednesday during a speech at the Economic Club of Chicago."

Wants it reduced to one off events as opposed to on - off tariffs.

You're not wrong 1pencil. Has backed himself into a corner with a World superpower who won't be bullied and one that can't be matched in terms of producing goods cheaply.

Maybe a choppy day tomorrow. Trump tariffs and Jerome Powells Macro comments to blame.

“The level of tariff increases announced so far is significantly larger than anticipated, and the same is likely to be true of the economic effects, which will include higher inflation and slower growth,” Powell said on Wednesday during a speech at the Economic Club of Chicago."

Wants it reduced to one off events as opposed to on - off tariffs.

By the look of the dates they didn't participate in the last placing.

Good luck identifying them if it is Jersey registered.

Didn't even hit 1 Million traded today during market hours.

Nobody selling at this price I can understand but again we have nobody actively buying or even the MM's manipulating the price back up. Was 32.32p prior to Donald J Trumps liberation day tariffs and many other have made good recovery.

So.

Placing at 49p, and we lose the suckem dry leach Ingenuity through demerger.

Ashley accumulating over 11% in shares

FTSE 250 Inclusion and allegedly 70M shares that needed to be bought by trackers.

Refinancing with clear road until 2029 and another £90M injected into the business with a consequential large reduction in debt, leverage ratios and a Fitch upgrade.

28.5p.

Why bother?

You should do nicely out of it.

Oke,

"Just look at the margin to APN

6.5% to 29%"

That is exactly why I would like to see Ashley take it over, strip back the costs and to get back to what is necessary and only if it adds value to the Group. Full review, no stone left unturned including the Executives. This all went downhill rapid after money was spent on Kong (whilst others lost their jobs). Then the gucci projects like the Protein cafe. Then you had the Williams sponsorship last year, Hotel refurbs, all the influencers and media spend and for what - sharply declining Nutrition sales. Even the Board are still getting full salary now for only managing 2/3rds of the Group without Ingenuity. You need synergies, you need economies of scale and you need to deliver them.

The share price at anywhere under 30p speaks for itself.

It should be going up Telxx given virtually the rest of the market is blue.

Constant taking away and never giving back. Something we grow accustomed to.

Looks like it's not going to make it through the 30p barrier today for some reason.

Still, we've got MM's next private jet trip trip and holiday snaps to look forward to and probably explaining why the next update is about a week after the end of the Easter holidays. Gives MM about a week to prep for the next one man band performance imvho.

Yes firmly over the 300's for the first time in a while.

Tesco's recent blip might be helping.

Seems poised !!

Why are we bimbling about at these levels when circa £90M was just raised at what was a discounted bookbuilding rate to the already discounted share the plans in advance discount and arriving at a lowly 32.3p?

That's with Frasers / MA accumulating over 11% in the background also.

I was thinking exactly the same stanleyb with the lack of volume and no sellers.

Is there the will to push it back up through 30p, MA or otherwise? That is the question.

I watched Donald J Trump on tv last night and where he made the same threat again that he is looking to tariff pharmaceuticals in the near future. Is anybody perceiving this as an actual real threat or are people just thinking it will be like the Chinese tariffs (and now the 25% Car tariff tax I believe) with a row back. Or given all the rhetoric in advance are people thinking as has been suggested that he and friends may be playing the market for their own advantage?

If he does tariff then I will probably look to add and then wait for him to row back just as he has done with other categories of goods.

From the falls associated with the Trump tariff debacle.