Member Info for ProxLDM

All time low - HERE WE GO BOYS!

Well done Moulding, Well done.

He's used other people's money to essentially build a global brand to then destroy it and buy it back on the cheap...

Think Barstool Sports - Dave Portnoy kinda deal were the CEO is that TOXIC no-one will touch it so has to go private

Results or Resignations.

Steve or whatever your name is... I have an enticing offer as you love to go on and on and on all day long.

If THG miss guidance again and again, I will personally pay you £250 a day to sit in a big digital advertising van with a megaphone outside THG HQ.

The van must say "Results or Resignations" and you have to broadcast that message over megaphone multiple times a day. Peacefully of course...

Thank you for the post Yorek.

I have an interest in Ingenuity although it is private I wouldn't see that as I don't use Linkedin - I'm not sure why Linkedin is their preferred method to communicate. But it is.

Bad results and we'll see a 52 week low.

I've had enough of it. My finger is FIRMLY pointed at Moulding.

Results Or Resignations should be the backbone of any business! Failed us again - So now we must see Resignations but we simply won't - I wouldn't be surprised if we fall under £500M MCAP.

Investor Relations (Stealing a Living!!!) Lord Allen Chairman (Stealing a living!!!) Board of Directors (Useless incompetent fools) CEO (MASSIVELY UNDERPERFORMING!! Useless!)

What is going on!?? How can your net worth half and you not ask questions and DEMAND solutions!? HOW!? Is it just a charity now, we employee people for goodwill. WTF is going on with this puppet show.

I'm fuming. I have been for weeks - If I see my position turn Blue I might just drop the lot in 1 go. Disgusting.

We'll have a surprise results call, give everyone 60 minutes notice again so no-one can answer questions.

I've seen online retailers with 2-300M spend 10% of revenue on Marketing with a bottom line of 15M+ profit still.

THG will have a massive marketing budget - How do you think all the youtubers, terry crews etc get paid? The global events etc there's so many things that come under 'Marketing'

F1 Deal alone.

Marketing is one of the biggest OPEX costs within any P&L nevermind an online retailer? So I'm unsure on what your comment gets at.

My concerns. Margin, FCF & Revenue - If Nutrition failed to grow, I want continued growth in Beauty.

More precise metrics - Amount of Customers. Avg order value increased in this last set of results but we lost customers so seen a drop off. If THG maintained or grew the customer base we'd of seen significant growth.

Their conversion rate has dropped off. Their sales team needed looking at as it was clearly underperforming (In my eyes)

Ingenuity will be included as it wasn't demerged, so we'll see Ingenuity numbers. See if Ingenuity has had a cracking Q4 I'd say it be grounds for a class action.

I rolled into Ingenuity.

2 reasons.

1 - Sheer amount of capital invested in Ingenuity. I give you £1B you give me Ingenuity for £25M? Great Deal.

2 - MM financially engineered the IPO of THG to disgusting values. MM will relist Ingenuity in 5-10 years time with a ridiculous valuation and I'll be dumping every single share I hold.

3 - It's in an SIPP.

Trading update - Missed targets to push us back into the 30's.

Absolute joke. If targets are missed I want resignations. IMMEDIATELY after results are released. Disgusting.

Lord Allen is only there to protect THG from the lawsuit. Fellow Lords in the supreme court hearing. Disgusting. I'm actually disgusted.

What is that puppet show of a board doing?! How can you sit there and watch the complete destruction of a company before your eyes...

If targets are missed. Resignations are the only way. I'm so angry at this clown show - 6 figure investment in the red handled by complete buffoons.

Currently I'd say it's grey area.... However if they were paid to post - Then yes it would fall 100% under Section 2

I'm being too lazy to work it out.

Is a Hostile takeover possible by the big boys? What's the current share split?

Steve how's Rajasthan?

BigBro2.....

Are you Mouldings brother?.... LTH might remember this board when that was happening? Instagram etc....

Patterns are easy to spot. You like to defend MM - I think I was one of the only ones to defend him and point out the company he built. But now even I'm exhausted. You aren't.....

Divisions are already separated with individual financial colleagues for all divisions.

'24 results have been finalised awaiting audit.

Speaking from personal experience (Not THG)

Poor results and I'll be done with the final bit of support I have for MM. I can't defend him.

If poor results are posted - I want MM to step down as CEO and to be replaced.

Enough is Enough.

I could be wrong. That's my interpretation of it - Interim or Full year results are the only time we enter a closed period for directors.

But like I said, I could be wrong.

If I was a director in THG - That is the single best day to buy.

You have inside knowledge of your financial position but because of a date it IS NOT a closed period. You can claim no additional knowledge was gained as the purchase was within Q4 '24 before you even knew the full financial results whilst also avoiding the closed period before interim results are released.

Closed period is 30 days.

30 days to trading update of either Interim or Final of which won't be out till February. So it was still within the legal timeframe for a director to buy.

Trading updates are not subject to that closed period.

Closed period would be Jan 1st Onwards.

Purchase was technically still within Q4 thus gaining no additional knowledge before purchase. It can be a director hiding behind anonymity.

Https://www.supremecourt.uk/cases/uksc-2024-0047

Still hasn't gone away

Who's hiding and why?

I think it's MM hiding his holding in a family trust.

Are we forgetting how THG come about?

THG wouldn't be THG WITHOUT JERSEY!

Is he actually that disliked an open market buy would cause a further decline?

It's not a company. It's a HNW individual.

The only possible person I can think of it being is either Moulding or McDonald?

McDonald forcing a hostile takeover through Selkirk... Let's pray.

Exactly what I thought. He likes Jersey

He isn't selling anything. Rebought the 5%