Member Info for Polishcap

Adore.m beauty is classic case of trying to fill

Capacity and sweat some

Fixed costs better

That warehouse in Melbourne must be 20 per cent full

Disgusting

You know it is ironic

If they would of just paused for breath and sat on the cash chest after ipo and SoftBank raises you could see it being valued now at 3-4bn

The cash on the balance sheet today would have so much more power than the sht they blew it on trying to in vain dominate the world

They couldn’t just wait and sit and see how Covid unwound itself

It’s ironic

Yep ste

Scary how much spare capacity is idle after blowing the ipo money on vanity warehouses and hardware

They are really pressured on fixed costs here remember Jg saying in The 2021 disaster call they have 14bn of gmv capacity

If it’s. It full its absolutely shafting shareholders

Just can’t get in with moulding driving it

Less like bezos more like posh dunky at superdry

Eurobond maturity worries me to 500m

Shows how hated and toxic it is

Thg fulfilment costs 13.5 per cent vs asos at 22 per cent

Some differences behind it but fundamentally Thg on this p and l should be dominating

Yet it can only get a couple of minor Thg ingenuity fulfilment deals done in 2 years

Absolutely pathetic

This chairwoman worries me a lot

Done nothing since she got in

Keep up

Your declarations in holdings and length of hold please

Great to hear these stories from the long termers

Only just jumped in but feel there is method behind the madness

Gotta be activists lurking too

Any other stories would be welcomed

Feel that the bod does need a total cleanse and is very elitist seems you only get a role if you’ve been to oxbridge

That’s totally not the right type of people for 46000 employee company

100k is a good hold on 614m shares total

I hope this board combined could be easily 6m to get to 1 per cent club land

Doesn’t seem like many investors were unhappy in 2022 as 99 per cent voted garat to stay in post

Sure the 5p divi soothed

I think the share register churn will be interesting to see as the price as collapsed since 3 or 4 quid so you’ll have loads who have gone or the ones who have stayed average down but with much more meatier holdings

Smokey stop wetting your panties

Go and read the annual report for 2022 which is the last we have unfortunately

24 and even 25 fuel is well hedged and not a huge COS

It’s actually wage inflation that should be the bigger concern

Always note this company has a lot of trades but relatively low value 7k average shares

Anyone remember that horsesht Thg air

https://www.thg.com/news/thg-agrees-partnership-with-singapore-airlines-to-charter-100-flights-and-confirms-plans-to-launch-thg-air

That got potted rather quickly and quietly didn’t it

Can’t trust anything from this thing

One thing I do know trading is a big slog

Who is the boss of the CEO

The chairwoman

Who is the chairwoman

1 year in ms Helen weir

Scary she is a non executive of superdry too so we know she probably is a weakling

Pressure will come here would be good to understand the level of investment every one has in this enigma

They don’t dare do it or otherwise you will see a doc martens style fall

Those markets are tough atm but you got to pick the right ones don’t think this one is because of the BoD and its failure to make shareholders whole

When is agm

Activists will be sniffing this

It is toxic

Nice m and a from them today

Type of m and a Thg could only dream about when it had a 5 billion market. Cap

Suggests they smell blood and don’t see them interested in Thg nutrition

We have to bide our time and get your agm votes in AGAINST

the lazy CEO is fact he has come from FedEx we’re the culture of arrogance and brown nosing is rife .they are so arrogant they won’t communicate with anyone other than those directly below them and won’t go out to the front line to really the troops

It’s very i irritating as the fundamentals and market conditions of the business are solid

Consumers getting hammered mototorong a rip off transport desire incredibly high new motorist learning to drive at all time lows

Value will out it must do cosmens know better the devil you know and will not want this going to private equity so they are up for the scrap

Garat and stamp are on borrowed time

The saying is true

What goes round comes round

Mouldy and the chairman telling the shareholders there are benefit alternatives than Apollo

Did they mean 50p a year later

Absolute pirates this lot feel sorry for anyone locked into this

You’re spot on pmh it is going lower

The mm proganda machine is going off the charts

To actually declare 120m of profits on LinkedIn is absolutely contempt and very dodgy

Imagine 120m profits and not a penny in divi to the poor shareholders

Beware this one ladies and gents

I’ll be back in at 50p as a pure take out gamble

Only way we will be made whole here ladies and gents

Putting up with more Thg results will just lead to a slow death

If nothing else yesterday confirmed Thg has no care or appreciation for its shareholders

In all of mouldings LinkedIn posts over the past 18 months he’s never once shown any sincerity towards us

I just don’t believe the arrogance of the company after what people have pumped in and out up with

Apollo buy it for 80p