Member Info for stanleyb

Does THG RemainCo Beauty Division still own the Hale Country Club as it was part of the Espa Spa business, or was it another asset robbed by Ingenuity?

https://www.halecountryclub.co.uk/

Https://www.myprotein.com/c/nutrition/bestsellers-en-gb/?thg_ppc_campaign=12242272965&affil=thgppc&gclsrc=aw.ds&gad_source=1&adtype=&kwds=2460591388&product_id=&gclid=CjwKCAiA2JG9BhAuEiwAH_zf3stK3u_yrfd4tg-ErYV3Zm76DXTX8qOtOIG06f9dDaQMpcCcwCZdsxoCYhIQAvD_BwE

As someone said yesterday, MA'S Frasers has parked their tank on MM's front lawn, let's hope MA just drives straight through his front windows with an aggressive takeover, sack MM, the Chairman and the BOD then just incorporate THG's Nutrition and Beauty brands into their retail empire. JMO Adyor!

Just in case you forgot what Kelso think of the THG Chairman...

"As a result of the lack of action on the workstreams outlined above, Kelso will be voting against Resolution 5, the re-election of the Chair whom we believe is ultimately responsible and should be held accountable for leading THG's strategy and communicating this in a clear and transparent manner to all shareholders."

https://www.lse.co.uk/rns/voting-intentions-at-thg-agm-v0k11xza2a1619m.html

If our CEO wasn't such an egotistical charlatan peddling untrustworthy nonsense to everyone and baiting the City since the much hyped IPO, then the SP would have been in a much better place long ago. Now that his expensive project Inginuity has been jettisoned let's hope MA is a hostile investor to MM and he increases his holdings. He already has significantly more shares than MM's Dog now..I'd like to see the great deluded one try to pull the same childish stunt with Frasers as he did with his petulant raid on Kelso shares, when he and his Yoga Partner bought 20% of the company to shut them up..MA will run rings around our useless CEO, and if MA wants rid if the Incompetent Chairman at the AGM vote he will be gone this time! Aimho Adyor!!!!

Re Stevescott1001 and Co. You and you 100's of daily posts on THG are totally irrelevant and are of no consequence to anyone but you...maybe have a look in the mirror tomorrow morning and ask yourself some questions!

https://youtu.be/z4uivPpzCGo?si=0AQzXmLAsrG-SGme

Re Telex, let's have a bit off balance regarding THG borrowings... " The Group has strong liquidity with c. £400m of cash and £150m undrawn Revolving Credit Facility at the period end, ahead of the Demerger which completed on 2 January 2025."

· Continuing revenue (including Ingenuity) of £1,879.6m (+1.1%), with ongoing portfolio management to successfully exit loss-making discontinued categories.

· Over the medium term, revenue growth of mid to high-single digit is anticipated, with adjusted EBITDA margins consistent with historical levels (for Beauty and Nutrition), and significantly improved free cash flow.

· Specifically, capital expenditure will reduce to c. £20m pa (FY 2024 pre Demerger guidance: £100m to £110m) and cash lease costs will reduce to c. £22m pa.

· Future cash generation will facilitate a measured reduction in gross and net leverage, with RemainCo targeting continued progression to a neutral net cash / net debt position.

Adyor!

Stevescott1001 a personal message for you...

https://youtu.be/z4uivPpzCGo?si=0AQzXmLAsrG-SGme

Stevescott1001, that's only another 480 posts you need today to make you feel better...oh dear how sad never mind....!

If MA and the other big shareholders in the 65% club wants THG for £1 well bring it on!

Stevescott1001 and your other aliases/crew..you ain't getting your £3.30p back so just move on..Let's see where Capitalisation of THG, Warpaint and Applied Nutrition settle out in 12 months time shall we...Stevescott1001 you can post on here 500 times a day with FUD but it won't change one thing about you £3.30 buy in price! JMO Adyor!

Agree, if you read the trading update, it clearly states, reducing capex (Ingenuity gone) and FCF because both divisions are 'profitable'... Adyor!

Despite all the shenanigans behind the scenes aided and abetted by our less than transparent CEO, the laws of gravity and common sense will eventually prevail here I believe. Hence why a sharp minded businessman like MA has turned up here now with a 5% stake don't you think? Let's see what happens over the next few months..BOE expected to cut UK interest rates today. Adyor!

Going on to say THG fair value £3 billion, that would still be half the x multiple of Warpaint and Applied Nutrition would it not? Adyor!

Https://www.lse.co.uk/rns/THG/q4-2024-trading-statement-2tx8ubiykyr2qoi.html

Well let's Compare Warpaint, AppliedNutrition and THG RemainCo...So up until today's Trading update Warpaint was valued at £400 million on turnover of just £102 million, APN valued at nearly £400 million on turnover of just £90 million, THG valued at £500 million on turnover of £1.8 billion.....no wonder MA's Frasers Group is hoovering up shares at sub 40p.....Now that Ingenuity has been disposed of anyone should be able to squeeze at least £200 million net profit out of £1.8 billion annual sales, capex and administration costs should fall dramatically one assumes? Is THG bargain of the century. Please don't reply Stevescott1001 and Co, you are morons. JMO Adyor.

https://www.lse.co.uk/rns/trading-update-mwlobop9p0r57hm.html

The Charletan pretending to be the CEO has not been a good CEO at all, he has mislead investors right from the IPO, hence the fall from 700p to 39p and he has finally run out of road it seems? If the Incompetent Chairman did his job properly from the start the CEO would have been asked to step down...both individuals are not worthy to hold those positions. The sooner MA or another party makes a move on THG the better for all investors. JMO Adyor!

....incompetent lapdog Chairman.

Well I'm fairly sure that MA has more shares than MM's dog..I wonder how MM's feels about MA 's..5%...Now he's getting a taste of his own medicine after raiding Kelso shares with his Yoga pal and trying to shut Kelso up after they criticised the

DE Shaw have done their job very well allowing Frasers to get over 5% of the company in the high 30's..Do you think they will get a bonus payment? 🤔