Member Info for Pmh198

You lads are off you’re heads..as far as I’m concerned polish and crafty are the same but just opposite ends..I don’t agree with either. I’ve been calling Matt out for ages and questioned his intentions…cash has been used to fund a project that he’s trying to carve out whereas all the time the net debt in Remainco is effectively getting worse, with the spending of cash.

I’ve said numerous times I’ve made contact with IR and have no response..I’m not a bot, a ramper or a de-ramper…I’m a FLIPPED OFF (Mild) longterm shareholder who wants answers and wants shareholder value for us all - these are my intentions and I rant on here because I can’t rant to the wife.

Posted yesterday and got taken down..the BOD are obviously feeling sensitive to getting caught up in all of this..they are to blame as well. The story today about studios investing in AI..out of Remainco cash reserves..couldn’t make it up really.

This is what MM should be using LinkedIn posts for to promote…maybe keeping quiet suits agenda..

https://www.thgingenuity.com/resources/press-releases/thg-fulfil-wins-2024-uk-ecommerce-award

Totally agree, the whole smoke and mirrors is a disgrace..the sooner this comes to an end the better..2 months and there is no where to hide for MM anymore.

Https://www.telegraph.co.uk/business/2024/10/19/matt-moulding-cuts-spending-at-city-am/

This because he’s not going to have THG plc cash to keep burning through…

Let’s not forget Matt saying #nothanks to private equity…who the hell is going to want to deal with this control freak..they’ll rather him run it into the ground and then pick up the Pieces…#nowyouwantus #toldyouso…MM has completely screwed the 35% well and truly.

Fast fashion v’s protein & beauty markets both of which are growing..chalk and cheese..taking of cheese..MM is the big rotten cheese that is the problem here. The current SP tells you what you need to know about what the city thinks of MM..he’s going to spunk all the cash and do a raise to sort debt out..that’s his plan it seems.

Https://www.packaging-gateway.com/news/thg-recycling-cosmetic-packaging/

When is any of this stuff going to have even a small impact on the SP..

And shorts increasing at year lows…

Christ buying more at these levels..please MM step aside in the company, only way this is going to move up .

Nice..confirmed again life is too short..lost a friend 20years+ recently….hope MM has some genuine decency and not just to Mike Ashely,.LTH holders need some Mike treatment…MM do the right thing.

These people on here saying people of all these different ID’s etc need to get a proper grip. The SP IS AT 47p..you keep telling me our CEO apparently turned down bids of £1.70 saying the business was significantly undervalued..we are at 47p..since the bid there has been more dilution and £100m of cash spent and ingenuity effectively carved out as a private pension for MM..so the current day offer would be significantly less the £1.70? The fact is beauty is not growing like it’s peers, nutrition is in significant decline (don’t say but MM I said it returned to growth in Sept - we don’t know what that actually means..growth in rev, growth in product nr punches etc - he’s disingenuous). And ingenuity is going private…the best thing for real shareholders is for an actually bid to come for this business that we all get to see the true number and then make our minds up how we want to move forward.

A pre-agreed deal would go against all fiscal rules however they appear to have had bids so know what the market is willing to pay (we don’t which is a disgrace), I wouldn’t be surprised if it happens..it all looks very underhand but hey this is MM. imagine if THG plc still had the capex reserves it should have..we actually would be at the £2+ people mention (they seem to forget debt matures in the next couple of years). One thing that needs to happen, without rose tinted MM glasses, as a THG plc shareholder we should be limiting exposure to ingenuity and their almost complete reliance on THG plc..if they start to struggle this will comprise THG plc significantly..maybe this is part of MM strategy..shareholders in PlC need to start thinking like MM and how he has treated shareholders to date and what his intentions truly are. I’m lodging a complaint as to how all this went down..suggest others follow.

I might be wishful thinking here but there is a chance we may see MM step down as CEO of THG plc and focus on his pet project, obviously he’ll remain a large shareholder in THG plc but it’s as clear as day that the city don’t trust him (right not to aswell)..some of his recent messages show he can’t stand being a listed CEO..he’s a solid business man(conman) not a CEO of a listed company. That would be the best Christmas present we could all wish for..please Santa make it happen..47p SP, Christ almighty.

Https://cosmeticsbusiness.com/cult-beauty-reintroduces-itself-as-it-reveal-new

Missed this news yesterday for obvious reasons…Christ I can hear MM excuses already for next year..when will this ship show end..

Where the cheerleader crafty when you need him..£2+ a share lads.

They were very poor..13% down..do you remember the video that Mm got commissioned last year when he was making comparisons with Beckham getting sent off in the World Cup and coming back stronger. Eggg & face spring to mind, crap CEO

There is as of next week..the demerger has not happened. Cheers, Paul.

Excluding lease liabilities..£130m needs repaying by 4Q25 and the term b loan -£600m euro matures 4Q26. We have about £200m of cash excluding £150m credit facility (which is not cash) long and short true net debt of about £500m..there is now £1.5billion shares in issue. Combined yearly revenues of beauty and protein of £1.8billion’ish.

Exactly people seem to be forgetting what MM had been saying for years the guys invested 1billion of group cash and has carved it out for him and his pals for 100m..and we are being told this is to unlock value for THG plc which is left with £500m+ of debt..how is this going to be paid back?