Member Info for Ste2000

Thg Board and management team seen to enjoy screwing the private investor (so so many examples over the last 12 months)
I honestly no longer know what will happen but they need to sort it out - at least a lot of them have skin in the game (even though they act like they don’t - Moulding for example has lost more than 2-4 billion through his stupid decisions and remarks)

I dont see the point TBH - esp as they just dish out shares to staff all the time (26m last week) ......
cant see them doing anything other than conserving cash, and better off paying down debt, with interest rates rising

Hansson is no longer eployed by softbank since Softbank Northstar was dissolved
Koopman is vital though

the board and leadership team are at fault - who rejects a TO at a price premium in these conditions and not share a plan B. Its not PI fault.
this is now a total and utter mess - at least moulding has lost an absolute fortune too - his shares were 1bn, now cirtca 200m

Problem is Ged, THG itself doesnt know. The strategy is under review (as shared in the FY results) - pretty scary stuff when rejecting TO offers at 1.70-2+

clearly rejected a TO in these conditions without a plan B to clearly communicate is the actions of a naive leadership team

Mounding is arrogant - will he renegotiate down if his thinks ingenuity is hitting previously agreed investment hurdles???

Interesting that Ocado managed to raise the full amount of money (in 30 mins) at only a -4% discount. Markets are still very interested in investing in online tech players. hopefully this reads across as positive to THG today

Shut up lodgeville of the bull…..we know who you are

That’s simply not true - no one knew of the candy or kind at approaches

Lord Allen needs to remove that pric from the board

pretty good email from IR for once - thanks for sharing
agree that we must be getting a strategy and split update soon - sept is too far away and SP needs more reassurance to help support

I m not sure I trust the website sharing this information - and the other thing to remember is we dont know what part of the stack these companies have agreed with THG- given most contracts are 3-5 years, it seems unlikely they are stopping

I think it’s safe to say McDonald will be the next director that lord Allen gives the F off to

Seperarion is done (look at companies house filings) - but I agree it is just structural for now - so in its self is fairly meaningless for any value creation unless they do spin off any of the separation divisions or SoftBank take their option

I agree with Rock- surely the board have aligned with the major shareholders (top4-5) on the strategy and next few moves
Otherwise it seems mad to have rejected circa 1.7-2 per share and just press on with ‘delivering the numbers’ (which let’s be clear- they scraped in at the min top line and big miss to bottom line - which a profit reduction for 2022)

This dog is even more disappointing than usual - boo and asos showed steady rises all day (never sold into) whereas this turd will probably end up 1p - just to rub salt into the wounds

Why would the board need to wait until next week - asos directors bought already
We are all guilty here on ramping this company and giving it the benefit of the doubt to many times
What have they done for any of us???? Genuine question

SP do you believe SoftBank invest in ingenuity
My concern is
1/ the SB team who lead it have ledger softbank/ SB Northstar no longer exists even
2/ FY update from thg made no mention, all other updates did
3/ option price is simply too high
4/ SoftBank aren’t in a great position themselves, are using cash to do share buy back and confirmed to limit investments
5/ Matt couldn’t even do a deal it’s supposed mates (McDonald and candy) - can he do one with Son

Owww, the grand old duke of moulding, he matched them up the hill, and when the share price was only half way up, he marched it down again….