Member Info for shandypants2

Crafty you are comparing apples with oranges. Your excerpt is a specific campaign involving 100 influencers. This seems an excellent use of focused and targeted influencers. I have no issue with this.

I was clearly commenting on the supposed 32k influencers that supposedly have been used by THG. This is far too many and will potentially damage the brand and probably 95% won't make a profit.

Also, we have no idea what profit this generates. For Beauty the EBITDA margin appears to be paper thin. So, "THG Society generated £300m revenue from just £27m outlay in 2023". If the EBITDA margin is 10% that's £30m 'profit' on a one off £27m outlay.

Nice to see the SP tick up, albeit on low volumes. Has been sitting on 284.5/289 spread for a few days so thought it only needed a little push to get back over 290p.

Still think anything under £3 is a bargain so won't be selling for a while.

Will they reiterate YE numbers now that the the 30/11 YE has gone? The October RNS was very detailed so it's unclear if it is required. Maybe it could accompany the next contract win/renewal.

True fact. Revenue is not profit. APN generate the latter, unlike THG, unfortunately.

As Alan Sugar often says anyone can sell a £10 note for a fiver!

Agree with PPP, the vote was a yes, so let's move on. Some institutions have as standard a non vote policy at AGMS etc so there is nothing to see if some did not vote.

11th Dec GM may give us more clarity. Essentially everyone wants to see a timeline for the next few months. Hopefully this will be provided once the GM is out of the way.

32k influencers! That's a ridiculously high number. Surely we should be focusing a on a smaller more targeted number.

No wonder admin costs are so high - these people will get paid per mention/ad (although you should be able to measure success so they can be binned if not successful) and someone will have to manage the relationship.

One for the ignore list - JO what a t wat

Lsle - if you refer to people being foolish perhaps it would help if you could correctly spell naive.

Agree, hoping the 11th Dec meeting or soon after provides a bit more detail on timelines. Essentially we will know nothing more until then so amazed that so many people were posting over the weekend. Our 3rd person friend contributed 10 posts across the weekend - someone needs a life.

In terms of the potential timeline and the end of H1 date - if it was to be 30/6 why not say end of Q2. I suspect Sidara would like, if possible, to get this sorted ASAP. Let's see how it progresses.

As has been said by many the SP action is still somewhat bizarre, especially now the Sidara money has been made available, which massively derisks the deal. Bought 100k extra shares this morning as a result.

https://www.energy-pillar.com/

The end of H1 2026 date (so before 30/6/26) ensures that a large amount of contingency has been built in. No company wants to come back and say they missed a deadline.

Agree it won't be January, however, pretty sure it won't be June either. March/April is my bet.

Let's keep things real.

For 2024 Mo earned £697k in total (£347k salary, £310k bonus and £40k pension). In 2023 he earned £621k in total.

CFO earned a total of £349k.

Surely their bonus for 2025 should be zero - although i very much doubt this will be the case

Yes, hopefully the bedwetters can now relax. A few hurdles to overcome but this is pretty much nailed on.

this research??

https://*********************/companies/uk/pharmaceuticals/shield-therapeutics-plc/research/cavendish/shield-therapeutics-pathway-towards-profitability/129_a83feacd-0a86-4d82-b308-e55fd750181e

A few panicking here. Everyone needs to chill. I suspect one of the outstanding conditions is that the accounts are formally approved - hence the GM on 11/12. Why would Sidara pull out? They are getting Wood on the cheap and will have committed millions in legal fees up to now. They also can't pull out unless one of the conditions is breached.

"All outstanding conditions precedent under the A&E Implementation Deed, the Sidara Interim Funding Agreement and the Escrow Agreement are customary documentary conditions precedent within Wood's control and Wood expects to satisfy them in the next few days. Wood will receive the $250 million Sidara Interim Funding and will have access to the $200 million New Money Facility shortly thereafter"

Why do we need to prevent further dilution? We have repeatedly been told we will be cashflow positive by year end (3 weeks from now) and this was reiterated only a few weeks ago. Furthermore they also took extra money via a placing a few months back to give them a bit more headroom.

Yet despite all the above they have already accessed an extra $2m of the funding.

Not 100% sure what to make of today's RNS. Amending the interest paid is clearly a positive and having the potential money available for M&A isn't a terrible thing but it does also appear that in the short term extra money is required despite supposedly being cashflow neutral/positive by about now.

Within the small print see excerpt below it does say that $2m has been immediately drawn.

Clearly whilst i think the company has now had a positive cashflow month, probably October 2025, Q1 is usually lower revenues so there may be a dip. The company has been quite vague on becoming cashflow positive - is this for a whole quarter or a smaller period? Who knows. Clearly this is not a straight line there will still be dips and upward progress over the coming months. I thought that was the point of the placing only a month or so ago.

"As a part of the amendment, Shield will draw an additional $2 million of the total available funds bringing the total debt outstanding under this facility to $22 million. "

I'm with you Futurehire - i've topped up massively at 22p to 24p as the discount is just too large. With 30p pretty much guaranteed in the next 6 months that's over 20% return (so 40% annualised) and i will probably start top slicing if/when the share gets to 27/28p in a week or so when the Sidara money is confirmed.

People say there are better opportunities in the market - but never say what they are!! Feel free to provide company names !

The GM is to approve the 2024 accounts, the director remuneration and re-appoint the Auditors.

Whilst a tick box exercise i wonder if it is needed prior to the Sidara payment

Well our broker has a 12p target price so it would eb nice if we could get to at least 50% of this.

Need the 2025 targets to be hit of course and we are 4 weeks away from year end now.

The general meeting is a tick box exercise.

Receive 31/12/24 accounts, approve director remuneration and re-appoint auditors etc

Hope so as this will be positively received, maybe c 10% increase in the SP.

It will hopefully also stop the speculation as to whether Sidara will complete the deal - a non story IMHO