Cobus Loots, CEO of Pan African Resources, on delivering sector-leading returns for shareholders. Watch the video here.
Shares are noted the same on the RNS, however I’ve seen this before and could get a corrected RNS. Seems odd to show reduced based and the new issue of shares..does that mean we are getting an RNS from all other major shareholders showing same % reduction? Suggest it’s an error on RNS and they are reducing..brilliant!
Loving the analysis….some solid analysis for a Sunday..had my brain working hard for a Sunday, appreciate the analysis. Here’s to a good week for THG holders (I hope! - not the short holders, to be clear!)
Makes a big difference to my outlook for next week when we finish strong on a Friday and especially busting 55p again…and a short closed further, citiadel dropped below 0.5 yesterday…banking the 16bn..probably made half of that playing THG share! Good end to the week.. bring on the next one..peaceful weekend all.
Oke, understand about being chipped but if they’ve gone into writing on an RNS saying literally ‘AGREED disposal of £44m’ this ain’t agreed and is misleading..who’s to say they don’t get chipped another 10%..20%..30%…how’s to say the 1bn GMV doesn’t get chipped by 50%..I’m exaggerating but proves that we can’t take anything the company says at face value..
Everyone keeps taking off the £40m from the net debt for the sale of the freehold..is this the same one that was noted in the Sept half’s as the agreed disposal of £44m freehold (10% drop - where has this gone?)..yet it’s still not been completed and has dropped 10%..is this still the same one? queried with investors relations for clarity.
Have to say not happy about the 33m dilution let’s not forget he did the same in sept for 19m, so in 50m in 5 months. Completely understand about rewarding success / retaining staff but it’s just a red rag to a bull at the moment..other companies base it around SP price, might be a bit unfair / out of their control, but at least will give a bit of confidence that not dishing out shares to staff that can count to 10..or give us some visibility on what the performance incentives are..
Ruddy hell some glum posts today..Monday blues / THG blues..I’m as angry as the next man about the contempt we are shown by Matty ‘over-egg’ Moulding, however remember why you invested..things are clearly happening..myprotein & Asda link up, Iceland, ingenuity biometrics etc etc..things are defo taking a lot longer than I expected but I still believe it will come good. Tomorrow is a new day. As much as the TU was a let down the SP has held up relatively well..keep the faith.
Or some people are just very, very disappointed with the stock and the constant misses..Charlie has been in nearly in 12 months and the share has tanked even further..governance issues are still out of control I.e. reporting an update less thank 3 months ago and being over 30%+ out is simply unacceptable and gives no one any confidence in their ability to deliver. No one should be giving Matthew ‘over-egg’ moulding a pat on the back or an easy ride.
We should be all calling Matty ‘over-egg’ Moulding out..it’s simply not good enough how shareholders have been treated. Putting only a small snippet of the actual results on instagram is exactly what a love island contestant would do! He forgot to mention they are down 30%+ on a forecast given less than 3 months ago, he forgot to mention that he’s issued 4 profit warnings over the last 12 months…he forgot to mention that the SP has tanked on the company because of his governance of the company he forgot to mention that he appointed someone on £400k a year and we’ve not heard or seen anything of him for the last 6 months…I’m glad you tried to call him out, on the basis that he blocked you, or one of his lackeys did, he can’t handle the truth. It shows that he surrounds himself with ‘yes’ people and he can’t take criticism..take it private for £2+ and do us all a favour..
THG get a mention https://www.ft.com/content/91046d16-7a8e-4dcb-8790-23c7e34757c3
Agree…Matt just seems so focused on revenue, I know we are supposed to be growth business, but any numpty can sell a pound for 50p! The 30% drop is absolutely not just on post..it’s a combination of bad management and the prize freeze not working and smoke and mirrors from Matty boy,
I don’t think I’ll get a response from IR..the title of my email was. ‘What is going on over there?’..amongst other things I asked for clarity on the role of our chairman, I asked for clarity on his plan for the business, I asked for clarity on rents to MM and who is monitoring to see if best value / market rates and if there are breaks in the leases, I asked for clarity on forecasting and the constant misses, I requested better clairty/communication with investors (not necessarily Matt buy our chairman at least)…it was a long email