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Wace have it well under lock and key .nothing to see here for at least 18 months of 45 to 60 p
Can’t believe some of you didn’t tip slice pre Xmas
Feels liberating
Gallemore and Co creamed 10s of mills out of the ipo
I don’t think they’re too worried at loose change being lost
This is why some of the investor base are content with Matt as they’ve already had the jackpot so are sorted
Because you can’t do a deal with moulding
Apollo case in point controlling equity rights and he got sour grapes as he had to cease control
Of course if you’re buying the company you want control that’s the whole point of it hence why out of all these supposed approaches not 1 has progressed
So that’s why no big boys will touch it and trade players become less interested weekly with its current governance
It’s only the gamblers on here that want a touch of the poison .the market values this on its governance again not on the underlying business
The applied nutrients news is a big if but it truly highlights the disconnect of lost equity value of Thg .my parrot could do a a better job generating shareholder wealth
Whether you blame moulding bod or lse is up for debate but his latest linked in timing was not good (the first solid blue day since the results q4 weird )
This will end one day when it becomes right for moulding and at this level wace and Co are tempting me to drip back in
Suspect wace and Co will get it down a bit more as reminds me of winter 2022
Tempting
If applied nutrition floats for a bill I will eat my shorts
Sis is the same size as it
Check out sky news. Business
Got a feeling 50s to be hit this week
No rns on staff listing shares interesting
They usually make a big song and dance when they hire people .totally the opposite when they let people go
Clearly got far too much fixed overhead and capacity relative to sales hence why they wanted that Australian beauty company
Wake me up when we touch 59
Hard man summed up moulding won’t let anyone get this for 3 years
Key takeaway is the likes of bwana exiting
Multiply this by 40 or 50 and this asset as a real problem
Ask yourself what does it do for shareholders
Sure it does loads for staff suppliers the marketplace suppliers amazing
Nothing for the people that give its life though
Moulding neeeds to sort it or more will dump it and this will fall hard as wace have identified
Sue farr is a waste of time too
Yeah it is managing upwards is what it’s called especially after the fiasco to the half year rns
If there was no update then simply quote this
To omit anything is curious and will need further explanation soon enough
Look at kier yesterday and ferrexpo
Unexpected dividends supports the market reaction on the day
Card should of mentioned divis or buy backs to excite the market
They should know now what the plan is for April and could of announced
That would have protected the share price to have 2 steep falls in sept and Jan is very annoying as the underlying business is rock solid
Darcy school boy errors though
What was the context oke here
My take on the updates beauty was decent top line but heavy discounting will leave it pretty light on ebitda when finally disclosed
How is the group going to make real Money since whey rocketed in September . If nutrition doesn’t make. Money this business is break even at best and no real clear bridge to get to 9 per cent at this stage just words
Didn’t see any updates on net debt position at year end
Good that they came loaded up with h and b rns suspect deliberately timed to help the market reaction on the day
Fulfilment contract at 8 per cent of the 175m is maybe 15m revenue maybe 5 per cent margin on cost so it may pay for an account manager or 2 within ingenuity.
Ingenuity still far too cost heavy from a wages stand point
This time last year my quoted 1bn confident to be delivered gmv in 2023 so take this now in hindsite as a miss
Still needs some major titillation or m and a deal to sort the share price which will go no where fast without it
Great to see also some fund picked up 5 per cent last week
No smoke without fire
Feels like something major in the pipe
Osg the fugazi market is bad enough but Thg just fuel it more and more and never want to learn
Moulding clearly thinks no one controls him . The governance at Thg is just awful and arguably worse now than it’s ever been
I know for a fact Jodie moulding was on the payroll as she was mouldings wife earning 100 bags a year until 2018 Amy maybe longer so who knows of the other skeletons in there
Could be that but doubt it was because the market was fed up with arrogant and pure sht rns
You will get the rns soon enough about the yearly issued shares to staff but these if sold on 2nd Jan maybe in arrears from ones issued in 2021 2022 etc
Another out of date Matt moulding own scheme that served a purpose when it was him and gallemore and no one else as shareholders but is now wildly unfit for the poor souls who have lost mega bucks in this pile of cards
He doesn’t give a Fck about shareholders (unless he was rinsing them for 5er a share )
Will just sit stubbornly until someone does gets to his bunker
To all willing to wait for that day wow that could be a while
No chance of any dividend too for decades and missing out on decent 5 percentage cash return is another blow to long suffering holders
Dump this garbage as January could be tricky and no chance it’s doing 160m ebitda 2024. Now whey has surged