Member Info for ryanf

Reardon, for all the great work Debs have done, their market cap must be flying and much higher than asos... right?

??????

Al4x

Posted in: ASC

Posts: 903

RE: Another sad day for ASOS26 Feb 2026 09:43

I pop in every now and again to sympathise with the bag holders.

Al4x

Posted in: ASC

Posts: 903

RE: Another sad day for ASOS25 Feb 2026 16:17

How is asos chat so active when it's such a trash share? Yet other shares which have muliplied over the last few years have absolutely no comments against them?

It's so strange and fascinating how this(and other trash) just keep rolling on with comment activity

What is being shafted in your eyes nate?

Sam, im not sure its sales growth the market is waiting for... albeit that'd be great.

Its profitability. At least beat fcf neutral guidance and pay down debt, the share price will be rewarded.

Legendary 😂

Are you holding any beyond 200p MSN?

This has to be takeover talks.

This run is fundamentally driven, based on the results and the turnaround. It can continue to outperform the market. In fact, this Trump news may accelerate shorts buying back.

Cong, I have sold twice. You're right, once on buyout rumours and once after the demerger.

I sold out buyout because of a tip-off that Okehurst posted on here about a bloomberg article that the deal was off. At this time I thought the city had it out for MM unfairly.

Fast forward to the demerger, it became clear to me (as the price was in the 30s), that value has been transferred from shareholders to MM. Compounding it, it was clear that MM was gunning for revenue growth to keep ingenuity alive at the expense of THG. My mind was made up and decided to sell when I could, and to never buy again.

Yes I like to hang around because on the one hand it's entertaining, but also want to show people what has caused this car crash. It isn't some conspiracy or attack against matt, it is a result of his actions. The share price isn't a lottery ticket.

Now, if he issues an RNS which says he's leaving THG, or continues to sell off assets at higher than valued on the balance sheet, fine, the share price might go up. I genuinely hope it does for you all, maybe except that weirdo Rob Millington that has a fascination with me 😂

What does it say?

Does it say I recognise when shareholders have been shafted through the value of the demerger, how MM ran rings around the board, and the situation emerged over 2025 that MM will sacrifice all THG profitability for higher ingenuity revenue due to the conflict of interest?

When a company is being run in a way that is extracting value from you, and you have a chance to get out at breakeven, you run and invest in a company that will do their upmost to deliver for you and fellow shareholders. Not this clown show.

Yea exactly Cong, MM has been an impeccable CEO and put shareholders first in all decisions he's made and hasn't done anything shady whatsoever, which is why we sit at all time highs... right?!

Munger, if you were happy to buy at 700p, you must be happy with a 62p average, albeit being 50% down.

To put in Martins words, they are seeing "green shoots" as marketing is stabilising.

60p takes us only to £400m market cap, a great price for a company making £80m EBITDA and with £86m net debt in its turnaround phase.

It should be at 60p and that's without pricing in future growth and return to 20% margins.

As msn says, 200p+ is the target, but honestly I think thats conservative especially considering the competition are saddled with high number of employees who are sticking to the billable hour model.

When client budgets get tight, monks will be the obvious solution. Never felt so confident in an investment in my life.

How soon for £3?

RunS4, your username is fitting... 😊

The shorts may want to close but I won't be selling any for less than 300p.

Haven't seen crafty around for a while...

1. The 10-Year Tie (Operational)

The core of the relationship is a set of 10-year "arm's-length" commercial contracts established in 2022.

What it covers: These agreements ensure that THG's major brands (like Myprotein and Lookfantastic) continue to use Ingenuity’s technology and logistics platform for their global operations.

Why it's long: These are intended to provide stability for Ingenuity as a private entity and to ensure THG brands don't face massive technical disruptions by switching platforms.

The "Exit" reality: Market analysts suggest that while these are 10-year deals, they could be broken earlier if a major buyer (like a global conglomerate) acquired THG’s brands and paid a massive "break fee" to move the logistics elsewhere.

2. The 2-Year Tie (Administrative)

The 2-year timeline refers to a Transitional Services Agreement (TSA) that officially began upon the demerger on 2 January 2025.

What it covers: Temporary shared services such as finance, HR, legal, and sustainability support.

The Goal: This is a "hand-holding" period to allow Ingenuity to set up its own independent back-office functions so it no longer relies on THG’s corporate staff.

There are plenty of people out there that have no idea what they're talking about, or have sinister motives. It's quite clear.

Better to watch the webcast, study the numbers and understand the direction management are going. Not listen to some bot saying this is all false 😂

Remember Wes Ter Haar bought 1m shares in October last year.

Directors are confident of the future at S4!

Msn my only question to you is why sell so cheap? 😄