Member Info for Polishcap

Because Thg psses money against the wall on poor acquisitions

How can glanbia sharp as ever get their full year out for end of Feb whilst Thg waits till snooze fest near start of may

It’s so poor that new CFO looks another mercenary as well

This could collapse if there is silence from now until the finals as the market detests the share already

Shhhhh

Keep it secret !!!

Some strange cats

Have a look at nutrition last 2 quarters pal

It’s in mid single digit decline

Ebitda will also be feeling a pinch after recovery of whey

This is he problem with thg and why now it’s trying to get water out the boat in the form of redundancy

No growth poor margins and no chance it hits 160m ebitda 2024 without a miracle

100 take out

I think these snakes have huge longs as well and because the short is much more visible to scare pis

Trust your own opinion if you want in or out of this rollercoaster

Mad

They probably dish out 12 to 15m quid on uk couriers so that for a start could of went on yodel to sort its operational issues but they probably don’t want to do the hard work

They Thg don’t nothing special currently other than resell courier rates to ingenuity customers they don’t own any infrastructure post it leaving a warehouse vs Amazon Iceland Argos etc top notch after sales

Noted in your other comments

Getting embarrassing this now

Apply wincantons multiple on takeout to card and you get a card valuation of over 900m near 280 pence

Card by the way has a huge ebitda per centage vs wincanton who is low single digits

Does everybody in the city just hate card shops ?

They should of sniffed around yodel which would of turbo charged ingenuity’s offering and would of been very valuable

Don’t think they have expertise though in the team

The commercial model of ingenuity is just so manual and slow probably so many meetings about meetings to check how it will all fit together

Allbeauty and Holland barratt the 2 main ones of scale will take 2 years end to end

They need to get much slicker at it

Hopefully this new chairman will give our governer the Bat fella a good pointer just bizarre how that was not rns and why will he not join main bod

Thg needs one

Wincanton getting a sugar sweetener this morning

Needs more focus as logistics is 10 per cent of the cost base and a key ingenuity piece but it’s just not winning enough business for me

Can’t believe people still fall for this moulding propaganda

How wet behind the ears are they to be

Don’t believe everything in a LinkedIn post man

Well said cantona

This gang of crooks (Thg bod) in the meantime continue to sweep everything under the carpet

Can’t believe how spineless sofina and balderton are being as well

Hi

Does anyone have a cap table with major shareholders ave paid price ave length held etc

Not a happy at this drift it will continue with the wall of silence from the scientists

Need proper commercial animals in here too

Darcy needs to sort it

Card is better than those who have been knocked over

Anyone buying the balony the 65 per cent club supported rejecting Apollo is wet behind the ears

The golden share vetoed Apollo and they probably were so offended by mm they think it’s not worth the hassle

Predators will wait if nothing happens here this will collapse like a deck of cards why would you buy this other than a takeout ??you wouldn’t as there are so many risks underlyingly

Charity begins at home

If he’s that kind why doesn’t he give Thg a peppercorn rent so margins can improved

We are probably getting spanked paying eye watering rents of sites that need mothballing or are at 50 per capacity

As ooh ahh says the status quo is Perfect for mm and bod getting tilled

Plus he’s getting a lovely dividend in the form of rents and probably increasing if tracking underlying interest rates or inflation or market

Scant detail ever revealed on the leases

It is truly outrageous governance

Certainly no loyal holding PI is “in the money”

Good for nothing but trading this thing

Any chance of a LinkedIn post on the loyal investors who have stood by this thing ….not a chance we are just collateral damage here

Governance is worse then. Ever

Moulding has everyone over a barrel

Be careful here bargain hunting

Market makers being dripping this since December

Had to get involved

This Alastair fella better have something good soon or it’s dropping harder and faster

Commercialism is all that matters

Gla

Just think for a second

Cookson has a huge chunk now of Thg

Do you think moulding is ever going to give him the satisfaction of another big pay day

Forget about it this is about kick the can for as long as you can

May I remind you all there is a 500m bond to refinance next year and chillingly no declaration of net debt in the last update

It has gone up from probably