Member Info for ProxLDM

Isn't it tomorrow's end of day SP?..... A tad premature

Slowly walk it up..... First time I've seen it happen in 10 days.

Elmsley - I share the same opinion it seems.

My Ingenuity play was simply a hedge on Matthew Moulding. Imagine a world were I have to hedge in-line with a CEO to avoid him shafting me.

If Ingenuity lists in 3-5 years at $5Bn MCAP then I will go get a replica kong for my garden office.

Https://companiesmarketcap.com/gbp/united-kingdom/largest-companies-in-the-uk-by-market-cap/?page=3

Sofina are backing MM fully... So that one can be dropped off the list.

Sofina have held a seat on the BOD since 2016 I believe + the also invested more on the demerger.

or lack of it shall i say...

it looks like we're only getting the standard communication of which will be fy'24 results + q1 fy'25 a week or 2 later. i think then if the market reaction isn't good we need to see resignations.

i understand the requirements around hiring an investors relations team + in-house broker but why hire such useless ones. neither communicate to the market and it's literally the bare minimum requirements. this is all going to be under the chairman's say who talks even less to the shareholders.

ii's aren't ****ed as them + top pi holders went in on ingenuity so they're obviously getting communication. why not us or the market?

2022? That's when Candy appeared... We're almost at 3 years since Candy first 'Bid' what I'd give now for our SP to be at 105 again....

I seen a post on the other board earlier as I was seeing if there's anything new with THG.

It said "We are now waiting on the Ukraine war to end to save THG. (Lower whey price) No Wonder Moulding hasn't thought of that excuse, you daft mug"

It give me a chuckle as I'm actually surprised we haven't seen that excuse from THG. (I'm -£45K currently on THG)

Write a formal draft petition format were we can all sign perhaps and then email? Is there anything like that available online currently. Then we each send it from our own emails too - It should be a well drafted email outlining the history of THG alongside the failures we've seen YoY, also highlighting the potential conflict of interest MM being CEO of a Public company and Private at the same (Without THG - Ingenuity fails basically. Look at the contract)

We could also add the poor communication to the 35% has been, lack of communication from IR doesn't offer any comfort to PI's.

I would also target activist II's to question their integrity and why they suddenly went silent?

The amount of questions I have....

BOD should be meeting once a month (Most likely has already happened this week)

I would of love to of been a fly on the wall just to hear the discussions that goes on.

How it should look;

" MM what plans do you have to restore shareholder trust within the THG brand. How will you intend to recover the SP to ensure entry to FTSE250 (This was highlighted many of times by THG so they clearly expected to be in")"

To how it probably goes.

"Hi, I'm Matthew Moulding. I intend to F00K all this month. Thanks for meeting. Oh did you see me topless? Not bad for a 50 year old man ehh Sue ;) " Why would they contest him? We all know people sell their souls for money in the city, part of the reason I'm no longer in that cesspit. £100K a year + expenses + Insider info shared for fun. It's Connections & Money.

Well to the Circus. Steve my offer to sit outside THG HQ with a big billboard still stands or just stand at the gates with a megaphone playing benny hill theme. I will pay more than whoever is paying you.

It is pretty much our only saving grace.

Selkirk come in Monday with an offer to buy half of nutrition for £500M cash.... (Hopeful) Cash is used to clear down debts and we're immediately worth 80-90p just off the back of that.

The problem right now is the debt THG has loaded on itself because of multiple failures.

- Failure to grow (Every division + Ingenuity)

- Failure to improve margin

- Failure to retain customers never mind attract more

- Failure to govern

- Failure after failure has resulted in this chitshow.

Reality of it is. MM has played with other people's money to get ingenuity to what it is today. That is MM's next unicorn company. He needs that to succeed to save face (Some of the reason I went in on the offering)

Clear the debt, hold off on M&A until we build enough cash to fund it ourselves! It's really not hard. But the problem is Matthew Moulding, he doesn't have the cash to inject into THG so we need a buyout or we have to knuckle down for 3-4 years go through a debt restructure and come out the other side better off for it.

THG is going nowhere short term without a buyout. We are all stuck in this clown show for years unless a bid comes, my advice is to dump every single last share you hold in THG if a bid comes. I've sat through Candy and now Apollo and both times I'd hoped we'd kick on

Too add to the below..

Where is our in-house brokers?! Why aren't they fighting the market.

Where is our Investor Relations team?! Why aren't they communicating with the market.

Where is the II's!? Why aren't they speaking out against this?

Clearly THG (Matthew Moulding) has 0 interest in ensuring entry. Everyone has gone quiet, have they been let in on the long term plan for THG so are now content!? I've so many questions that just aren't getting answered.

Give us another -5% day followed by a 0.35% increase the following day! Woohoooo

I'm telling yous, we're missing the FTSE250 Inclusion. Which is F'n disgusting.

THG (Matthew Moulding) specifically spent MILLIONS separating THG to ensure entry to FTSE250 it is also highlighted again by THG in early '25 as a victory.

Reminder. THG spent millions splitting the accounts of which delayed entry, demerged Ingenuity to then try get entry again and misses. You honestly couldn't write a bigger failure if you tried.

Let me pull a seat up next to Steve so I can join his MM hate train. I used to actually back MM for leadership years back, now I think the man is nothing but poison.

Oh no they will be exercised.... Best believe they will be especially being the CEO's best pal.

They'll be linked to a load of sustanability bullchit metrics for them to attain a healthy chunk still.

Each day is record breaking at THG. Smashing the all time lows of the SP day-after-day.

What other company would you be invested in that could possibly break targets daily!? How lucky are we!

Now they'll hand out bonuses worth 250% of their base salary. Of which Damian Sanders base salary is £500K I read? So he'll pocket a nice little £1.25M extra. Great work guys. SMASHING RESULT!

"while the remuneration committee initially proposed a salary

increase for the executive directors in line with the wider

workforce, the executive directors informed the committee

that they would forego any proposed salary increase for 2024

(as was also the case in 2021, 2022 and 2023). "

"in line with the current remuneration policy (proposed to be

rolled forward for shareholder approval at the forthcoming

agm), the remuneration committee intends to grant awards

of 250% of base salary to each of john gallemore and damian

sanders under the ltip during 2024. awards will be subject to

stretching financial and strategic performance targets which

will be disclosed at the time of grant and measured over a

three-year period, with a further two-year post-vesting holding

period applying in line with the relevant code requirement and

market best practice."

page 74/75. go have a read to **** you off even more.

https://fcdn.thg-corporate.com/thg/thg_ara_full_master_digital_optimized_adc3bf004b.pdf

i need out of this clown show once and for all. i bought in so much my avg is low 40's get me out of this circus asap. i feel sorry for those that didn't have the spare capital to ride this joke down. anyone with £1 i don't think you'll see your money back for years. certainly not with the current leadership team.

enough is enough.

I 100% believe now we'll miss FTSE250 inclusion unless a ghost bid falls on THG's lap within the next 3 business days. I'm sat here lost for words as this share is down again a further 2.4% on the day.

This has been the single worst investment I've ever made. It shouldn't of been like this at all THG is a great business that should be conquering the market and creating a monopoly on the protein market but we have incompetent people throughout the company starting at the board.

I've lost confidence in THG.

- Every single Board member needs to go, they offer 0 protection for shareholders (They should be having monthly reviews and putting pressure on MM to DO SOMETHING!!! But he is doing literally F all for us shareholders!

- Chairman (THE CHAIRMAN!?!?!?) Lord useless Allen's job SHOULD be leading the BOD whilst ensuring good corporate governance/ethical standards (Yeah good one) HE should also be the one to COMMUNICATE to shareholders! The F'n Clown.

I'm so angry this morning. My distaste for THG grows daily.

Employee stocks - Every company does them once you reach a certain level. However, I'll be particularly DISGUSTED if there is some big bonuses handed out this year.

The ONLY deserving person will be Lucy Gorman - She hit her targets not a single other member from SLT hit theirs. They'll all get say 25% of their share allocation based on personal objectives but should FAIL massively on the company objectives.

But hey - If they hand everyone full wack what can we do? MM will block you if you write something he doesn't like. IR ignores you

"Some of the largest growth was seen in Optimum Nutrition and Isopure, two of Glanbia’s core protein brands, which both delivered double-digit volume growth, according to CEO Hugh McGuire.

Protein products have seen a sustained boom in recent years with sales of protein bars, powders and drinks up 24% in the UK last year to over £200m, according to NIQ.

Glanbia’s nutritional business – which includes its premix and protein solutions – saw revenue rise 14%, largely led by the acquisition of the US ingredients business Flavor Producers for around $355m last year."

We still aren't in the FTSE 250 - We need to wait till next Wednesday's close as that dictates if we get in or not. You can't expect a reaction to a result that isn't confirmed as of yet.

It will most likely get sold down as funds are buying so we will see minimal benefit on the SP short term.