Member Info for ProxLDM

You clearly are restarted my friend.... Collect your intra-day 3% gain and on you go with your £123 profit after fees :)

+ MM getting loud on Linkedin & now the times. You don't make that kind of noise unless you're sure or extremely narcissistic

Either way CFD well into the money and my AVG gets' lower. Best be fireworks AGM

Volume is popping - Pretty much a clear book up to 28

We'll see how the day plays out.

As I said the weekend was a business event

Anything under £2 disrespects THG. I'd accept £2.30 today for the lot, no less.

MM may be a lot but it doesn't take away from the fact the business at the core is prime to take on the world and dominante. We just don't have the team in place it seems to actually accomplish that.

If THG had gone down the right paths at each turn THG would be doing £3-4B + Rev & still growing.

Each day I look at my portfolio I have to fight myself not to invest even more into THG at these levels but I just don't trust the leadership.

Current Leadership = Share Price Destruction

Frasers shares have performed awful unless you're actively trading them as of recent...

No point doing an MM chasing that stock bonus or I'm not actually sure MA would allow Murray to as the ROI would be disgusting and any gain would be temporary on desperate overpaid acquisitions to help inflate your top line whilst hiding any nasties along the way resulting in another THG.

I'd be rather disappointed if that's the answer a Finance focused CEO give to the share price performance v competitors as we aren't down here because of anything other than MM/BOD AWFUL management of funds. I would much more appreciate a defeated MM come to the stage and be honest for once.

We foookk'd up guys. Wasted incredible amounts of money which has resulted in SP destruction. BUT this is how we're going to fix it going forward - We have reduced OH, switched to dynamic pricing to return a favourable margin. Reductions in OH resulted in £XXM a year saving of which will be realised this year. Expected FCF of £65M for FY'25 then shuts his mouth and goes back into a corner to do HIS JOB. You are a CEO/OWNER ACT LIKE IT! Acting like an owner whilst sat in the CEO seat playing poor me every chance he gets.

Disgusting. Shut your mouth for once MM and DO YOUR JOB. Restore value or LEAVE it is really that simple.

My frustration is accelerated as I know what a GREAT company THG can become ffs. It's like MM has just give up and claimed defeat - I'm fully lost at the lack of defence he's played (Or his defence was removing Ingenuity, taking it private to avoid any of this the ultimate defence)

Exceptionals>Further Destruction>CLN approval>THG performs

NO EXCEPTIONALS IN THE P&L THIS YEAR!!!! (It would be nice to hear :) )

For the love of everything just step back and let someone else run it after you get your CLN approval

You have control with majority. MM, MA, THG employee shares & friends + any buyback will favour it even more.

You have control of THG & Ingenuity kindly F off now and let the business flourish & within 5 years you’ll hopefully be collecting dividends to enjoy life back to enjoying that Billionaire status again that your ego loves.

Dispute from years ago. Cancelled IPO initially - Not recent at all linked to a bad FC (Fall guy)

Still lingering around but most likely our chairman is doing the heavy lifting on it

£400K a year buys you a seat in the house of lords it seems.

We'll see how them pickleball matches/late night dinners done for MM......

Deals aren't done in boardrooms fyi........ I mean sure they are but they're done before hand

You've already had clues this week on ownership/buyers but perhaps not everyone has picked up on them.

If you're in Chicago this weekend you're more than likely about to get some very valuable info from MM

Watch the market and we'll see how well he does this weekend. It's a business event......

It did look like it has been from a PnD BUT THG name has been circulating the city today/yesterday

Something is going on…..

We'll all end up on a UK gov watchlist if we attend.....

CFDs/Options closing so there's no charge holding overnight.... It's natural to dip end of day as people close unless there's desperation to be in the share.

I personally can't see it being a BID, I see it more so as MA increasing his stake

THG/MM want's to retain full operational control of THG..

If you owned a Hedge Fund and wanted to buy THG. You offer THG say £3B for the lot but on a 51/49 split.

If you've just handed over say £1.5B would you be happy handing the team that amount of money whilst they retained operational control knowing what they have done previously?

That's the issue with bidding on THG. The offer has to be that good it fully retires MM whilst also protecting Ingenuity (Suddenly the bid becomes even more complex)

If you've ever met an analyst at one of these banks you'd soon understand the chit they spew.

Yes men following one another, exactly like you see on the analyst ratings.

Pop into a pub in the city some day, let me know how you all get on that's where you get your answers.......

Asset play alone THG is worth multiples on this SP. I am more than comfortable sitting in THG loaded with shares as my avg allows it (Under 100% from here of which 60p alone was the offer for MyProtein)

THG has been a rollercoaster for everyone involved - I traded it completely wrong and believe I now understand the company better (Hence why I loaded up a CFD doubling my holding at 24.5-25.2)

Time will tell though....

I think a 26.4 close is very possible. But what matters is the next few days after that

The more we gain up-to AGM the easier AGM becomes suddenly....

FTSE250 demotion - MA picks up the additional stock, THG then re-enters on the next review of which even less shares are available and THG should in theory hold a much higher MCAP solidifying its' position in FTSE250 whilst swallowing available stock.

THG is my largest single holding. I've got CFD's & stock in THG.

I have always believed THG would be one of the biggest trades I ever make profit wise and I still believe it

We are all just frustrated. THG is worth £2-3 all day long.... Deny it all you want and throw ridiculous number around but THG is a company very very close to showing the numbers the city wants.... It's just IF it'll finally get the valuation

We may be 10% up but we'd need a whole month of it to be at where THG should be if we had a board that didn't load THG with DEBT then fail to grow....

The short is MA........

Look at the TR1's and look at the short movements

I haven't seen THG's order book look this attractive in a very very long time....

It looks like it is being let loose - But we shall see if anyone blocks it.

Volume is rather high for this time + Order book does look like it's building nicely. Could gain nice momentum until someone slaps a 250K sale through to crash us out.

The only reason I've bought more at these levels is purely an asset play.

You can't trust the BOD or MM to deliver anymore - They're incapable of delivering as the have yet to do so?

What have they actually accomplished in the last 3-4 years? Whilst other businesses adapted since COVID and MM gloating about how agile THG is because of the supply chain WHERE HAS THAT GOT US!? I'm LUCKY to be sat about 36% down (This was reduced by a CFD swing trade)

FTSE250? Sure delivered there didn't they (Again 1 year too late minimum)

Ingenuity demerger (Sure I hold shares here too this was purely a hedge against MM)

Please list something positive that THG specifically MM/BOD have delivered that has bolstered the SP?

Every single person that owns shares in this company is basically sat on a loss now UNLESS you've got a CFD play covering you or are shorting outright.

So yes, I'm here for an asset play as the business should of been able to turn a profit by now but simply down to awful management it's not. If THG was in the hands of anyone else, I 100% believe THG would be worth £5B+ right now that's how much of a massive F UP MM/BOD are.

They took all of that cash and just burned it to the point if THG continues on this tread THG will become a topic of business studies. Has there been an IPO failure as big as THG in the past 10-15 years in LSE and now with more and more people choosing to list in the US now as primary THG will end up holding the title for the biggest failure for years to come too.....

They best drop some good news AGM