Member Info for stanleyb

Be careful, you'll get blocked for saying anything slightly critical.

Annoyed is a more appropriate word.. 😃 Is it appropriate for a Chairman and CEO to tell porkies to investors of a FTSE 250 Company? JAO 🤔

Maybe needs reporting to Financial regulatory authorities?

What happened to the 12th September 2024 Company RNS..

Statement from CEO and Chairman...

"........Post a demerger, the Group would consist of THG Beauty and THG Nutrition, two globally leading consumer businesses, which Are Highly Profitable, cash generative and capable of paying dividends... END"

https://www.lse.co.uk/rns/escc-transfer-ingenuity-demerger-update-11s0rr0th1uzg9o.html

He doesn't care, just trousered 200 million shares for 32p....It's not the market doing the manipulation is it?

Nah...B1nky threw him a bung...... 😆 🤣

Tomorrow's headline...

THG hails "strong trading momentum" after record second half of 2025 but CEO sabotaged the conference call?

Adyor!

B1nky would have given a better interview... 🤣

Best update since IPO but CEO appears to sabotage the interview? Why? JAO ADYOR 🤔

https://www.lse.co.uk/news/thg-hails-strong-trading-momentum-after-record-second-half-of-2025-xearhp7rln8psap.html

Can't figure out if the vagueness is a deliberate ploy to sabotage what was looking like a strong set of results. Never seen an SP reaction so negative to such a positive trading update. Surprised company not being investigated by the market regulators on a number of matters? JAO Adyor 🤔 Confused dot @

Wouldn't be surprised to see another after market close RNS within the next few weeks?

Well if others on here think he is afraid to talk about Profitability then he and the Chairman have potentially made a deliberate and false statement to the market prior to the demerger haven't they...Legal Action? JAO Adyor 🤔

12th September 2024 Company RNS..

Statement from CEO and Chairman...

"........Post a demerger, the Group would consist of THG Beauty and THG Nutrition, two globally leading consumer businesses, which Are Highly Profitable, cash generative and capable of paying dividends... END"

https://www.lse.co.uk/rns/escc-transfer-ingenuity-demerger-update-11s0rr0th1uzg9o.html

Global by Nature Ltd

Neutral citation: [2025] UKFTT 24 (TC)

Appeal references: TC/2023/07672

List of VAT appeals updates - GOV.UK https://share.google/Bz2EbOVCTPSfjSbuk

First-tier Tribunal decision: Appeal allowed.

Date of decision: 9 January 2025

Current status: HMRC is seeking permission to appeal to the Upper Tribunal.

THG could dispose of the Beauty Division or the Labs business for more than the current SP imho..The entire company is only trading on a less than 1 x sales multiple. Not even companies on the verge of bankruptcy are trading at these levels it seems? Yet THG have refinanced the much reduced debt to Dec 2029 at favourable rates..Reduced net debt by over 65% in past 18 months with loan repayments and the £104 million Claremont Ingredients disposal. £330million in cash and borrowing facilities...potential £55 million VAT refund coming within 6 months possibly? JAO Adyor 🤔

Just a giant MM shorts coordinated shake..If other companies have already stopped pay VAT then that's pretty obvious where that appeal is going imo. Another Claremont size disposal isn't too far off by the sound of previous conversations...patience rewards patient investors. JAO Adyor 🤔

So what was stated by The CEO and Chairman in the Demerger document was false and misleading then?..

"Following the demerger THG Beauty and THG Nutrition, two globally leading consumer businesses, which Are Highly Profitable, cash generative and capable of paying dividends... END

JAO Adyor!

Nothing stopping the BOD from a gigantic discounted share issue is there?

Broker upgrade, increased target, buy rating..positive reception to Q4 records trading update..

https://www.lse.co.uk/news/thg-hails-strong-trading-momentum-after-record-second-half-of-2025-xearhp7rln8psap.html

Jefferies raises THG price target to 60 (55) pence - 'buy'

https://www.lse.co.uk/news/london-broker-ratings-deutsche-bank-cuts-haleon-jefferies-likes-thg-2ugusyyv7cfwuke.html

Just in case some missed the recent interview..

THG: A Mars a day: Fireside chat with Matt Moulding on Myprotein

https://www.peelhunt.com/news-insights/articles/thg-a-mars-a-day-fireside-chat-with-matt-moulding-on-myprotein/

Surprised Kelso haven't commented on THG's record breaking Q4 trading update today considering THG is the biggest holding in the fund? JAO Adyor