Member Info for Pmh198

All these comments about Apollo bid value and what they valued Ingenuity at as all being above SP..is complete speculation. MM made some comments but it wasn’ta factual bid amount ..I could value a company at £1 and say I’ll give you 2p and pay 98p of the debt off..this is Matt at his best..smoke and mirror man..someone give me a link to a definite bid price? It’s not there.

Nugget 2..look at his posts..my god.

RE: Expectations16 Sep 2024 21:51

You missed out on the impact of the Yen on nutrition.

Two main factors for Nutrition disruption are Brand Revamp and Yen. Both are no longer a problem and as the Yen improves it will impact massively on THG Nutrition's margins, remember revenue in Japan is £125M and growing.

Revamp worked through this quarter and Yen is now a tailwind.

This audio is from the Q1 update on 23rd April this year and clarifies their position

RE: UK Investor article13 Sep 2024 21:36

At PMH I bought the shares you sold at 58p

ROLL ON RESULTS DAY :)

You are weird and completely stupid..my comment holds more then what you have said..on the basis that he’s put it off till March 2025..suggests he doesn’t expect it to happen or in a completely different form.

You ramped the crap out of it and you’ve been proven to be completely wrong..look what you were saying on the Monday night when Sky did their piece..you are a stupid nugget..you said I would get my 70p in the morning? You are a complete dangerous nugget head.

It’s the people that try and justify it to themselves..the say the sells are more then the buys, it’s the short sellers that are screwing us…fundamentally if the company hit guidance continuously (maybe even surpass, some were saying Damien would be prudent when he became CFO - he sat there in the presentation like a grandad with a fountain pen, nothing from him) the city does not like Matt..he turned up with a laptop and a phone and a tight t shirt (like the rest of the other ‘bosses’ sat in the presentation apart from grandad)..he is not the right person for a plc..

is that what the ******* has said now? 3 years..christ

Tis the problem..and the debt ever increasing..he’s spunking all the cash, someone said that the debt spend is about stock spend in half year..the problem is the overall business is not cash generative so the ‘payback’ Of the debt gets put into ingenuity so the debt recovery is non existent and money is just going out of the door.. he knows it and wants to spend the last of the cash on ingenuity then buy it for nothing (roll it over) and then get the people that rolled over to help him pay the £150m capex..horror show.

Anyone who gives that muppet the time of day..Same as that crafty nugget who was spouting all the great stuff for the last 6 months with no appreciation of an alternative view..they are dangerous. Nuggets, and not in the good sense.

Another week to forget as a LTH in this share..complete crap show. Hopefully MM is starting to realise he’s better off stepping aside. The SP went to 65p on Tuesday before the presentation..25% off.. my lord.

My god that really was a bad presentation..took a

£100m+ off the company value..have a great weekend Matt..

6-12 months..bloody hell we’ve been hearing that for years now. CEO performance = poor..chairman performance = nonexistent, CFO = poor (did he even say anything the other day on the call!)..MM surrounds himself with yes men, proper control freak of a man.

On top of all of this we will get the 5% annual dilution in the new year too reward staff for their great work..my god.

No it was in response to you calling me Steve..it’s called tit for tat..lighten up..reinforces what I said. What about the fact that the SP is near yearly 52 week low.

Not correct..how many shareholders voted and how many shares are owned by Matt and his inner circle..suggest even less are happy now after the publication of the latest results and that they’ve lost another 15% in value on their investment in a world where you can get a near 4% return sat in a bank..

Thanks for posting, seems a bit miffed. He’s so right about the timing of the rebrand and why they were still producing products only to then have to discount them. Genuinely think Matt is starting to realise he’s not as good as what he thought we was..he’s had to eat humble pie..talking on the presentation about share buybacks, dividends and breaking up the company is what he’s been asked to do for sometime..Kelso have also mentioned it numerous times. Man under pressure at last.

Good point openview..a tier 1 construction company put themselves up for sale recently and stopped winning work as customers don’t know who they would be contracting with in the long run…bloody hell MM imagine leaving something so vague and open..I watched the presentation yesterday didn’t actually think he came across as bad as some are making out..the whole ingenuity thing came across so vague but part of me thinks he doesn’t want to come across as a desperate seller so he’s being deliberately vague. For a numbers man he was off with some of the numbers he was spouting. Hopefully the rot stops today and we start to see a steady increase in SP. The money spent on ingenuity is incredible..

Says something when they are buying at these levels..horror show..70p seems an age away again

Will be sub 50 by close of business Friday

Yet we are probably going to end on day low based on patterns..