Member Info for Rock8

It’s certainly a very different approach to business?
Building huge warehouses, huge studios etc all ahead of the business requirement.
It’s probably one of the many things that spook the markets.
Certainly on the recent conference call the analysts couldn’t believe they were only utilising less than 30% of their existing warehousing capacity and yet building more?
It’s certainly a bold vision and something that desperately needs to sold to investors and analysts - otherwise they will view this over capacity as a liability?
Just an observation from the recent investor conference call.
One of the many issues the THG management team needs to address urgently.
This is really why market has such a different valuation on the company - for every positive there is an equally rational negative.
Incredibly frustrating as a shareholder as I don’t see MM recognising and addressing these issues.
But again I hope things now start to change just not sure how?

Friday looked interesting on the Nasdaq.
Let’s see what develops.
Not sure there’s a straight extrapolation to THG but will keep an open mind as ever.
Not a bull THG quite yet but will continue to view the data.
A worthwhile discussion - that’s extremely rare these days.
Thanks again

…and thanks for link.
Various opinions out there but I like the sound of this one.
It’s a start.
Best

I think we agree on this …. “but as I said the negatives get outweighed by positives at certain price points.”
I just don’t think we have reached that point yet especially overlaying sentiment towards MM and the market overall.
It’s impossible to find the exact bottom or top but once the trend changes for a meaningful reason I will add again?
I have been a reasonably successful investor for over 30 years but never try to front run the market.
Best to all.

I assume that’s why short positions are rising again but still low vs historical published data.
I still hold a position at the moment but no evidence that the trend in place since the bid collapse (which happened 11 days before we were told - large shareholders knew in advance) has reversed.
Let’s see if the trend does reverse?

The market trades using algorithms using these technical indicators.
It positive news to change the trend.

Excuse typos as on mobile device outside but difficult to see the positives without news which I don’t expect?
I was bullish as I hoped with a bid and a period of due diligence THG could have proved a safe harbour in a storm but sadly the opposite has proved to be the case.
Something more than one brokers not is required to stabilise things.
But just my opinion.

Do your own research by all means but I can’t find anything positive anywhere.
Last we we got a short bounce due to one broker report - we had a trading bounce.
Short positions are now increasing not reducing.
Https://lse.swingtradebot.com/equities/THG:LSE
Https://www.investing.com/equities/thg-holdings-technical
Https://www.marketscreener.com/quote/stock/THG-PLC-112544292/charts/
Https://www.britishbulls.com/SignalPage.aspx?lang=en&Ticker=THG.L
The last one is the most favourable and is a short term trading indicator but otherwise it looks weak at the moment.
If there is no news until September that is a long time in these markets.
The US VIX ( measures volatility) is still high at over 28.5 despite Friday’s rise.
If we are in a bear market we can expect further severe drops followed by swallower bounces?
How things have changed so quickly.
I am going to wait the summer out without more positive evidence.
But DYOR

You could be right but I will need more evidence that things are going to improve.
I will hold what I still have a see what happens next?
The technicals supporting the share price are still extremely weak and it could well drop further especially if the US Markets drop again?
I suspect we will hear nothing until the September update but I hope to be proved wrong.
Let’s hope we get a more balanced debate in the future on this BB.

Yes I take your point.
But I would argue that that neither Jobs, Zuckerberg nor Gates were so loathed by Wall St or indeed behaved is such a manor that undermined the company’s share price?
MM has done a fine job bringing the company to market but I don’t think he has the abilities required to run a Public Company.
Maybe he should step back into running the company behind the scenes but hand over to a new CEO who has the abilities required to lead a PLC.
Let’s be frank do you the share price will ever recover with MM as CEO? - What will change?
PIs often blame everything on manipulation when things don’t work out?
Maybe the explanation is rather simpler?
Short traders exploit poor leadership.

Discussion boards are about debate.

I want to be positive but it’s difficult when the CEO of the company I own shares in is beating me over the head with a baseball bat.
Why Is he repeatedly doing that?
He needs to relinquish control to someone else or change rapidly.

He needs to start treating PIs with respect.
His behaviour has caused this recent turbulence and continued share price decline.
I realise that oddly some on this board (I filter them) worship him but he needs to remember he is accountable to all the shareholders not just the chosen ones.

It’s not manipulation it’s just selling pressure.
FCA declared shorts 0.21% increase 22 & 23 June.
BlackRock Investment Management (UK) Limited THG Holdings plc GB00BMTV7393 1.19 23/6/22
Marshall Wace LLP THG Holdings plc GB00BMTV7393 0.60 22/6/22
Qube Research & Technologies Limited THG Holdings plc GB00BMTV7393 0.50 22/6/22

Very true.
His management style is not investor friendly unless I assume you are a mate?
An unusual approach for a CEO of a PLC.
Let’s hope he talks to his investors very soon.
First scheduled update not until Sept - That’s too long give what he just did.

But unlike us he only has himself to blame.
Just an observation.

Correct but there is absolutely no chance whatsoever of an imminent takeover.
MM killed any chance 8 days ago.
The company will sink or swim during the forthcoming recession.
Everything is in the balance.
Short term hopefully it will retake 90p the hopeful won’t drop lower than 55p??
Stop this delusional thinking on this BB?
Hopefully there are more suckers to buy into this nonsense.

To be fair to MM he might be a good manager of a private business but not transitioned to a PLC - He hasn’t grown up!
I am sure I have just upset his adoring fans?

Yes it was a good day and hopefully they will fill the gap to 103p?
The difficulty they now face is they will soon (within 18months) need to raise cash but given MMs recent behaviour I don’t think it’s going to be that easy?
I assume he is counting on a swallow and short lived recession?
He has burnt his bridges with PE so this will remain a PLC for as long as he can raise money?
I still have a reduced position and will hopefully reduce further.
But I will buy back as this deteriorate again - only a matter of time.
It’s a good business poorly managed - IMHO

I am not quiet?
I was first to posted the Citi recommendation before 7am?
No conspiracy just foolish speculation on this BB.