Member Info for sparsam

So today was a big two fingers up to the CEO Mouldy saggy chops, shorts defo in control here and of him.

Until he sells this off or does the honourable, he is always going to get owned.

lol

This share price is about as saggy as old saggy chops himself Moulding.

When is he gonna to learn understand that the city don’t trust him.

1. Leave his role, focus on ingenuity.

2. If you have confidence in your business, you and your other 2/3/4 ceos all buy shares in the open market, not underhandedly or through schemes.

3. Get your chairman to leave or talk more.

5. Sell assets to get us out of debt. Or don’t reject offers for the business that value it about 8 times the price it is today lol

So THG at last officially announce the news that will bring yet more revenue and this revenue due to t ur sector will not really cannibalise any of THGs existing offering. The lunch break meal deal grab is pretty buoyant and big and those that do it well

Are likely to really benefit from it.

So with that in mind and many more millions in revenue what’s the price going to do today?

Should go up?

Fair price on the stock was 82p

Terrible company, release news of Greencore , delete it and radio silence.

CEO and investor relations should be fired.

Just a thought. Greencore are certainly doing well right now. They have kits acquired Bakkavor a competitor. For 1.2 billion.

Now if they can do that and they see a market to grow and increase range? Then sounds like My Protein could work?

Who knows but just saying.

Dyor

Looks like the shorts are giving Matt a little whack today. No RNS means easy shorting playground.

When will THG learn

It’s like they want the price suppressed.

Old sag you are under the thumb of the hedge funds

Ok and here are all your points with a bearish view.

THG Q4 Earnings Call

“Strong Return to Growth” – Or Just Easy Comparatives?

• The 7% Q4 growth is viewed by critics as largely a function of easy prior-year comparisons, following multiple years of contraction rather than a true acceleration.

• Forum users note that management has repeatedly talked up “strong H2 momentum” in previous years, only for growth to fade again.

• The claim that H2 came 14% ahead of guidance is treated with scepticism, as THG has a long history of guidance resets, lowered bars, and selective framing.

• “Broad-based growth” is questioned, with bears arguing that growth is uneven and still dependent on promotions and discounting, not organic demand strength.

⸻

Beauty “Exceptional” – But at What Cost?

• The 6.4% Q4 beauty growth is seen as underwhelming relative to the amount of marketing spend and discounting required to achieve it.

• Critics on LSE highlight that growth in Lookfantastic UK & Ireland (+16.2%) likely reflects:

• Heavy promotional activity

• Loyalty incentives that compress margins

• Pull-forward demand rather than sustainable expansion

• Record retention and higher spend per customer are viewed cautiously, with posters noting:

• Loyalty schemes often mask churn by subsidising repeat purchases

• Increased spend may be inflation-driven, not volume-led

• TikTok and social-driven trends are considered highly fickle, with little moat and rapid reversals in consumer behaviour.

⸻

Offline Beauty Stores – High Risk, Low Proof

• The Altrincham store being “ahead of expectations” is dismissed by sceptics as:

• A single data point

• Located in an affluent catchment area unlikely to be representative

• Profitability claims are questioned due to:

• Lack of disclosed store-level economics

• No clarity on rent, staffing, or capex assumptions

• The so-called “halo effect” is viewed as unquantified marketing spin, something THG has frequently cited without hard evidence.

• Bears argue store expansion introduces:

• Fixed costs

• Execution risk

• A move away from the asset-light e-commerce model THG once sold investors

⸻

Nutrition Growth – Margin Pressure Still the Elephant in the Room

• 8.5% Q4 growth in Nutrition is viewed as modest given the category’s historical growth rates.

• Claims of Myprotein being the “world’s number one” brand are criticised as:

• Marketing language without independently verifiable metrics

• US retail listings (GNC, Kroger) are seen as:

• Lower-margin wholesale channels

• Likely to dilute brand positioning and profitability

• Elevated whey prices are not dismissed as “temporary” by critics, who argue:

• Structural protein demand + geopolitics = permanently higher input costs

• THG lacks sufficient pricing power to fully pass these through

• Activewear growth is viewed as:

• A crowded, low-loyalty category

• Historically poor margin territory for DTC bran

THG, THG, tumble and slide,

Up went the hopes, then down went the ride.

Charts went wobbly, numbers went “oh!”,

Red arrows pointing way down below.

Poor Matt Moulding sat up in his tower,

Counting the minutes, the days, the hours.

“Once we were flying,” he sighed with a frown,

“But markets are funny—they love a good down.”

Investors all whispered, “Will it bounce back soon?”

While THG hummed a sad little tune.

But like all rhymes told at the end of the day,

A fall isn’t forever—just part of the play.

So hush now, dear THG, don’t you cry,

Stocks fall asleep… then wake up and fly.

Well I bought a share of THG down by the old stock screen,

Thought it’d age like whiskey, come back strong and mean.

But every quarter rolls in like a busted-down truck,

Numbers keep on missin’ and the margins just… suck.

🎶 Chorus

Oh it’s profits on the promise, but losses in the books,

Every update’s thinner than a Nashville bar’s free looks.

They keep sayin’ “next quarter,” yeah, I’ve heard that song before,

At THG headquarters by the never-profit door.

Now you gotta tip your hat where the credit’s due,

Matthew Moulding’s drivin’, yeah he’s seen it through—

Seen it through the mud and straight into the red,

With big bold visions and the shareholders misled.

He talks scale and strategy, platforms built to fly,

But the earnings call comes round and the guidance starts to cry.

It’s ambition on a billboard, execution on a slide,

And the share price just keeps lookin’ for a place to hide.

🎶 Chorus

Oh it’s profits on the promise, but losses in the books,

Every update’s thinner than a Nashville bar’s free looks.

They keep sayin’ “next quarter,” yeah, I’ve heard that song before,

At THG headquarters by the never-profit door.

So play it soft on the fiddle, play it sad on the steel,

For investors still hopin’ it’ll someday turn real.

‘Til then we’ll read the updates with a stiff drink in hand,

Singin’ “one day soon”… like a long-lost country band.

Only did was seemingly existing declared shorters did and that was go short. I see declared when’s up slightly with Tages brazingly increasing their short.

That’s two fingers to you Matt!!!!

Why do you open the door to these pirates? They have you sus!

You are powerless to them!

And we have to suffer your constant incompetence

I’m long you mong. I was short but mistakingly bailed at 38.5p but I still held my curling holdings.

What I said was I went big at results adding to existing holdings only to get a hiding from the city so joined them at mid 40’s on a cfd short.

I did it, I clawed some back and now I am just an angry long investor who don’t care anymore as it’s jokes.

There once was a CraftyInvestor, sharp as can be,

Watching charts and candles, sipping his tea.

He’d buy on a hunch, sell low with great flair,

Swear “next time’s the one” while pulling his hair.

Stocks dipped, shares slipped, his portfolio cried,

“Just a temporary loss!” he confidently lied.

Crafty in name, optimistic to the core,

Still chasing green arrows… and finding red more. 📉😅

Ohhh haul away, lads, to the L-S-E,

The ticker be wobblin’, the vibes ain’t free,

We checked the chart once, then twice, then three—

And down she went, aye, THG! 🎶

🎶 The forums were buzzin’, ADVFN cried,

“Is this the bounce?” (reader note: it died),

Hope walked in, but it promptly sighed,

And jumped ship quick with the rising tide. 🎶

🎶 Oh the CEO speaks in corporate lore,

Of vision and scale and synergies galore,

But earnings calls leave us askin’ for more,

While the share price sleeps on the ocean floor. 🎶

🎶 Diamond hands tremble, paper hands flee,

Someone posts “long term” aggressively,

Another says “zoom out”—we zoomed, you see,

Still looks like a wreck from A to Z. 🎶

🎶 So pour one out for the brave and bold,

Who bought the dip that dipped the hold,

Now we sing memes of days of old,

While THG’s tale gets endlessly trolled. 🎶

🎶 Oh haul away lads, with gallows cheer,

This ain’t advice, just shanty and sneer,

If hope’s a compass, then fear’s the gear—

And THG’s voyage be… “wait and see,” my dear.

Oh Matthew Moulding, eternally moulding

Big visions he’s holding, yet profits keep folding.

He gazes in mirrors, self-love never scolding,

A CEO pose that is confident—bold-ing.

His dogs sit in meetings, their shares ever growing,

He asks for their votes, they just nap without knowing.

The chairman says nothing—no nodding, no glowing,

So silence approves every plan he’s bestowing.

On skis he goes flying, down mountains he’s gliding,

From balance sheets though, he appears to be hiding.

Conference calls leave investors just sighing,

As answers go missing and numbers stop trying.

Money slips off like loose change when you’re jogging,

Through fingers, through quarters, through forecasts he’s fogging.

Yet still Matthew Moulding keeps confidently modelling,

A master of talk while the margins need coddling.

Still onward he charges, convinced he’s outstanding,

With paws on the board and no one demanding

A plan that’s less vibes and more fiscal withholding—

Ah Matthew, sweet Matthew, forever moulding.

Probably wants 0 profit so he can come in as a white night again and provide cash for debt reduction with more shares via CLN.

City will just sell into that as it’s more dilution and still no more profit as per normal.

I don’t know this for sure but it would be typical of old saggy chops to come up with such a plan.

Theif! Stop! 🛑

Seriously though. Moulding needs to quit remainco! It’s an abomination

And not Mather how you look at this is all comes down to him and his leadership, narcissistic nature, self benefiting accountancy, social media splurges, social

Media blunders, conflicts with city people, you name it he does it and all it does is drive the share price down.

Is anyone brave enough to tell him to get lost? Go play with your other toy and allow someone professional and knows what they are doing run the show or shows.

As for the chairman? Who is he? I can’t remember his name? Waste of space and wages if you ask me.

THG is full of over paid management, over rewarded leaches of the share price. Unable to make profit ever!

Yes but no.

Not professionally

Something popped up on LinkedIn and vanished apparently!

If it did then it is good news. But not a dickie bird since. Shows how much they value shareholders.

Bunch of apes running the joint. Need dogs as directors to keep them in line.

Woof woof would be a better language than old sags terrible chatter in conference.

Where the RNS Moulding? What a sham this company is leaking into linked-in first?

Bunch of apes running the show.

Must be why he airlifted that one from the ski resort and put it in reception.

A Monkey business me thinks.

At last maybe something else decent to eat other than the yo sushi salmon poke bowls I’m getting tired of.

I actually think this will be quite a big revenue driver.

People

Want healthier lunches but feel full. Protein does this in spades.

If up to 3 major PE firms were making offers for THG 4 years ago at a higher price than today. With today having more revenue, a more understandable business model and growth and a route out of debt? What would t they offer again today?

Quote from 5th Feb 2022

US-based buyout companies Advent International, Leonard Green & Partners and Apollo are considering a buyout, according to reports