Member Info for Ste2000

likely they will wait until April FY you would think, so they can respond to whats in and not in

20 MDA is 61.12, hence the battle at the mo
we are above 50 and 100

thanks Onsolid - its an incredibly exciting partnership between the 2 companies

such a strong range. has anyone been instore? are they in the same chillers i.e. have instore they removed some skus to fit? or are they in different pizza chillers?
cant wait for the ice cream to land

-4% drop from high to now. strange for any other share on no news, but standard for thg.
annoying neverthless

thanks for checking Boom, yeah it does go to show how market sentiment can change rapidly if a company can just crack on and over-delivery. like most of you, I dont think Moulding is the right man to be CEO for much longer. the company is outgrowing its founders (reference John Gallemore being sidelined).
Sanders and Vivek are the right people. the board needs improving still, and if a respected long time pro can replace Mould as CEO, and THG over dilver, we should see shareholder value unlocked

fascinating - i remember a few years back w7l was in a bad place and SP was so low (maybe even 40p). shows recovery is always possible if companies just focus on delivering top and bottom line.
this is a key direction THG have to follow. They 100% can and can do it well, esp if led by a seasoned CEO

The chance is Mando was quite shocking. then you had the carzy gang like Monimom, who were uber and manically bullish, then after THG disappointed, they became bearish and left.
the point is Moulding and THG are the epitome of 'jam tomorrow' and this grates after a while. Blackrock, Rowe Price, Softbank and others all came, and left so must feel the same.

teh saving grace is that Nutrion is a very good business and is worth at least todays market cap, so whilst this is unlikely to be the game changer the market and some of us thought around IPO, it should return upside to most, albeit not much unless you are lucky to have a 40-70p average. most longer term holders here are 1 quid+ at best

well put Steve. Its the constant missed guidance that gets to everyone. we all know the macro is hard, but factor that into your guidance. Mould now just a reputation as a BS Charlie. I assume no one in the city trusts a word he says. this has allowed the shorts to get their gripes into the share, so we constantly have wild volatility that encourages hsort term trading, that further hurts long term trading.

for me the fix is simple. as they have done with the CRO, get in a professional CEO who guides and delivers the market. get rid of the GS and get the premium listing, so UK II are allowed to buy in, to get buying pressure. then deliver or better over deliver on guidance, get FCF positive, and ditch anything that doesnt allow this (hotels/ experience/ OnDemand/ ingenutiy capex), and as long as you also pay down debt, SP goes up.

why have mould and lucan found this so hard to communictae?

JP Morgan downgrades thg to underperform

not sure it was me who first shared it fella, and pretty sure it was me that spotted the difference.
keep up fella

ah yes everyman, i think it was pulled or reduced wasnt it. The arrogance of WPP strikes again

this is a different Goat, THG partnered with G.O.A.T labs

classic THG - all contracts have an acquisition exit clause. my guess is this one is now void. shame as it was a good one

just like LSE, the uk is a failing state populated by self indulgent people. they moan and groan about everything, then vote for brexit (making labour wages inflation high) and then pay 4 quid for a coffee!!

UK will be the worst out of EU/ US etc

its nothing new - there is little to no buying pressure. this has been the case broadly for 18 months. main reason other than the massive mistrust of Moulding from the city, is most UK II cannot buy standard listing companies. crazy the premium listing hasnt been done by now given when it was RNSed (ditto GS cancellation)

Kando, you previously were super bullish on THG, I think even suggesting shares could be a tenner each in time. that is some turn around, but I agree with what you say. mouldings massive miss at the last update destroyed all confidence in him and THG. they simply cannot be trusted to deliver, and never follow through with what they say they will (GD removal/ premium listing/ separation of beauty/ whales/ ingenuity commerce to be 108-112 etc etc)

comparing to

The Cult of Matthew Moulding will never allow any sensible debate. anything they dont understand (which is a lot) is labelled as FUD. they are essentially mini trumps.

https://www.betaville.co.uk/betaville-intelligence/uncooked-alert-thg-said-to-part-19/

hope frank wins

I really dont want shares in THG. maybe if the april update isnt a total disaster the leaks are suggesting it could be.
anything has falls by a third in 2 weeks is a falling knife and I dint fancy being cut. will wait.