Member Info for ProxLDM

Who's actually winning at these levels? It's only shorts.

MM's face today showed the stress. I understand why he needs the holidays!

Do you understand the level of narcissism you'd require to show up in work knowing your employees are shareholders to not care about the SP? But we'll see what '25 brings.

'Understandable Lucy was nervous' Lucy is CEO of a £1.7B turnover company... Lucy should be able to speak confidently.

I've given her the benefit here are she isn't external so doesn't hold no real experience outside of THG.

I'm telling you now. If I had to write my prediction down for THG it would be the step back of MM & Damian.

If you can't see that after that management section at the end you clearly haven't been in corporate world.

MM will step back into a chairman position (As he need visibility for Ingenuity + Largest shareholder)

Lucy will be our new group CEO to replace MM.

Matthew will be our new CFO replacing Damian.

That will boost the SP alone. THG is going through pain this year - You are playing catch the falling knife here but I don't believe the knife has much further to fall....

My pure financial mind tells me this is an undervalued company and I'd love to double up to 1M shares but my time invested here tells me that THG highlights there might be potential for exceptional items in FY'25 (This would not cause concern for any other company but because it is THG it is causing me concern)

I'm not selling at these levels but I am 37% down....

Dolly if i'm honest the whole time Lucy spoke I was nervous.

The analyst were clearly asking questions to help guide their broker ratings - The questions asked were all probing into how is THG looking for '25

MM/Everyone else at that table has finance qualifications and knows what to say/what not to say... She does not (To my knowledge) to me this is where she failed us slightly and didn't provide enough or help guide the analyst down a path you want to lead them down.

It takes time and it's us the shareholders that'll continue to suffer.

He needs oversight on THG and the only way will be a chairman role.

MM looks completely exhausted.

Lucy is not ready. She still has a while to go yet! I don't get the confidence when she speaks her voice is shaky and she is looking towards her finance people for guidance.

Change is coming but when?.... Q1'26?

It's clear...

Lucy is not ready to lead. That is clear from this call - She may hold the knowledge/competence to lead but however she can not tell the story well enough YET!

Change is coming! I wasn't going to waste my time on this call but however this Q&A section is highlighting for me the current management structure.

Damian will be retiring.

Allen will be retiring

MM will step back and fill the chairman slot

We have a new CFO sat there shadowing. We have our new CEO sat there shadowing although she still is extremely nervous....

I'm 85% sure... If i was 95% sure I'd double my holdings over the next Q.

Crazy isn't it....

We'll see the director buys hit soon too as they'll all get their yearly bonuses for another job well done :)

As expected Nut growth Q1.

-6.6% CCY disgusting as discounting shouldn’t have had a massive impact as I don’t believe it was ongoing during Q1. So poor pricing. AGAIN THG POOR PRICING!

Beauty failing to grow highlights THGs failures to me as competitors grow THG continues to shrink.

If I was 1-5% down I’d of dumped. But I’m not, I’m basically stuck in this now to 0 or a poor poor bid by MM to take it private.

Good luck to all holders. We’re going to need it! HIGHLY UNLIKELY THG will see over 40p again this year.

I was just about to say congrats for the new website....

https://www.thg.com/careers

Click the BIG BLUE button 'See your life at THG'

FOR FOOOKK SAKE! Do something right for once THG you shet house! That was the 4th click on the website and I've already come across an error. Bunch of amateurs. Disgusting.

I was about to write the exact same thing....

Results are finalised fully ready to report - RNS's submitted 24 hours before publish

Yes.

However servicing debt is expensive. Look at the US it spends more on debt than it does the military....

Debt can be used to grow but not the kind of debt THG is sat with as to me the opposite entry is what an M&A that's lost 7x it's value?

THG has ran out of steam. It can no longer raise funds like it did with Softbank - It had to free up some cash to throw at other areas. I don't know their metrics but I bet they could throw that additional FCF into Marketing to convert more sales?

ROAS of what 2x on the lower end for E-Com especially one as 'refined' as THG - £20M for an additional £40M in sales? I'd take the trade off as you'll be generating more margin than you would interest.

Build up a healthy cash pot to then look at M&A again a few years down the line or possibly rescuing companies out of liquidation through liquidation auctions etc....

Right I'll start the go-fund me.

Get PMH to Turkey before Trump Tariffs cause price hikes!!

£500 in the bucket from me - Let me know your ETH address please

Not Kennedy... He went in on Ingenuity demerger again (So he's happy with THG's direction as of Q4)

MA had to buy what like 12-14M shares for his next reporting threshold to be crossed? As much as I'd love a bid for THG, I can't see it happening now. Selkirk is going to dissolve and disperse remaining funds

That's funny. I was complaining about the quality of MP clothing a few weeks back and now this drops....

I actually like the clothing. I have not had my hands on it yet but the quality looks a lot cleaner, modern more suited to the current demand.

I like this. We could also pull great margins here (Strike whilst trump is playing his trade wars and secure a greatly discounted supply chain in Vietnam)

Someone is accumulating heavy..... As others have said I think we're going to see TR1's drop fast.

MA over 20% by May. What next? Offer? Quietly sit on the board? Hostile TO?... The way the market has turned this afternoon kind of makes me feel like this might be the worst of it for UK market but we'll see how the EU respond.

It's difficult.

EU could effectively turn countries with lower wages/OH into manufacturing powerhouses but expose it to massive levels of corruption to pull all manufacturing/labour from Asia with that comes increased costs and it will take 10-15 years to build the factories to replace them you then have to hope global politics doesn't change within EU. Putin remains in Russia or dies off to cause you no issues.... So for me that option is a no go currently OR they do it quietly start to build up to pull away from US.

EU will have to cozy back up to US it has no other option. It's either they go get close with China/India or they get close with US as they currently do not have the power needed, we also need the US to control the global shipping (UK would of done it if there was no wars)

Trump needs the interest rates cut Immediately. So he's looking for rate cuts to then come out and pause it. Personally I believe he's playing chicken with the FED on who moves first and he will not move so this crash keeps going until the FED is FORCED which it's fast approaching that position.

I'd sit out a little longer as catching a knife when falling is dangerous.... So I've been told.

I think THG's days are done in the short term...

I'm sat on more funds to Invest and I am lost at the options!! Why would I put anything into THG when Trump has just made perfect entries to companies much stronger than THG.

I will be watching the deals closely.

Why buy THG when your friendly global bank is down 20% in 3 days?.... I say that as I'm now basically 50% down on THG. Pounce on the market uncertainty MM and give me 50p a share today for the lot thank you.

I'll take the loss happily right now for the buying options elsewhere!

i don't think ma is hostile.....

i think ma & mm are allies both ****ed off at the city the more i think of it - if you look back at coggles etc.. this was clearly outlined as the game plan. did i expect a placing? no.

but they'll slowly trying buy it up to hold 60-70% of the company min if you look at frasers ownership thg will look a lot like that in a few years

already look at the ownership of thg they're both fast approaching that with mm's convertible. i think this is mm's get back at the city that or he's taking this private with ma

I thought buying more at 35 was a steal......

MM then prints 100M shares at 32

Now we sit at 29

170. 170....... Q1 best be record breaking

Give me a good laugh there....

You and MM must be the same person? Just like your AI tool we can stick £1B in and get £25M out

I still believe from the data I've seen THG are going to post a good Q1 particularly strong finish in March.

I'm expecting strong sales carrying into the new year with a dip towards back end of Jan & Feb with a big increase in March, Growth seen in Canadian market with Improved margin overall within Nut (Natural seen as the heavy discounting has stopped following the old stock clear out)

MM can't afford to fail. I mean he can but if he wants to be in FTSE250 next update then he can't.

Do you understand the sheer embarrassment for a company to enter FTSE250 to then be kicked out the next update?

My ranting on here is through 3-4 years of frustration invested in this company. I do believe THG as a company can be something special (IF managed correctly)

I said IF as I currently do not believe it is managed correctly from the information provided. I would love to be privvy to II discussions or an offline discussion with MM to pick his brain. F knows where we're going

MM is drunk driving at the wheel - Is he Verstappen or is he currently driving a Porsche Carrera GT on slicks?