Member Info for Ste2000

And if it was a big deal, SP would move. the daily volume in THG is actually decreasing week by week ie less and less interest in investing even at 50p or so.
point being, market doesnt care about this partnership, the other ones, and as such no movement.

and yes the Mould will be screaming his boasting head off if they actually land a deal. longer no news, the less GMV that will be delivered within the calendar year...tick tock tick tock

agree LD, and this is why there is so much distrust aimed at moulding. he is happy to rant on linkedin about his mum/ media/ apprentices etc, but will not update the market to all the ingenuity partherships.

there have been 3-4 this year alone. he should bucket these and share the plans/ sales/ ebitda/ whales they expect for ingenuity and highlight how they will ensure it is FCF positive or when they will can it if it cannot generate FCF

this is simply THG acting as a supplier of autostore solutions to ingenuity clients. it may unlock new whales to be fair, but its not a game changer in terms of generating ebitda in itself.

Rock - agree with you, THG has many very good elements (nutrition/ beauty in UK/ fully invested logisitc network) and some terrible (capex spend/ low margins/ hotels etc). However the THG cultists are very aggressive and only allow positive, despite SP down 90% and shorts increasing.

moulding is a liability, and his post and subsequent coverage in the news clearly dropped SP from 59p to 57p. with him gone or at least wearing a muzzle, SP could get back to low triple digits

all ecom players up. good partnership with autorstore. THG negative to flat. someone is again selling in the background?

https://www.linkedin.com/posts/matthew-moulding_entrepreneurs-wearethg-mammamoulding-activity-7031579466208325632-32Ge?utm_source=share&utm_medium=member_ios

Oh dear - seems no one can control this CEO. even a mention about his out of control mother....this is not a professional way to run a business, and why does Mould feel this is more important to communicate than clear guidance (sales and ebitda) and plans for 2023 inc ingenuity enterprise clients

Lord Aleen, muzzle him, or better send him to the knackers yard

are either of you able to support why price protection has worked (ps in the update THG compared customer retnetion and AOV not to 2021 but to Q4 2020 - the suggestion is they have fallen vs 2021 - hence the material drop of circa 10% in beauty)

sometimes it is best to review what is not expressly written

the foofdinflation and the strong results from FMCG players in food and beverage show what an awful decision matthew moulding made by not passing on the whey prices more.
everyone else did and protected their bottom line. consumers are broke cos of it so cant buy mypro like before (hence 2% growth in FY 2022). however thg lost so much ebitda cos of it. after adjusted, they made circa 10m or 1% non-adjusted ebitda. on a 2.25bn business to make 10m ebitda, you ask 1/ whats the point, 2/ is this a business model that is sustainable?

early morning haircut

marshall wace continue to increase their short. 1.4% now

seems these rises are just for a seller to unload. but maybe some whale news is in the offering

the bots have made very penny they drop a new point of resistance - so now 56p is resistance.
over the last few days they have managed it better than I have seen for a while.

based on linkedin, moulding appears to be having a break down. THG have given shareholders no 2023 guidance, no updates on ingenuity customers, and no update on premium listing/ GS plans for 2023.

yet he has time to post about Danny, about John, about this, about that.

surely this cannot go on for much longer

yeah it does Canary - as did the post when Gallemore was demoted to COO

coudlnt agree with you more Golden - I do think Lord Allen has done some work here though.

Vivek as CEO ingenuity is a huge upgrade to Gallemore and that lady who used to appear on the analyst calls - think she was MD ingenuity commerce

sanders is a huge upgrade on John'misses guidance' Gallemore

hopefully whitehead gets replaced and a few others

Moulding is about to be ousted. this sentimalism is a classic defense mechanism when egos feel threatened. could be the time to load big as will rocket without him

why Q1, they missed Q1 and Q2 and Q3 and Q4 in 2022, both are still employed and both have not bothered to give the market or you guys, any guidance

at least one of the ingenuity enterprise deals failed at the last hurdle

likely one of the larger II is selling out- round 50k/100k '0' sales '

wow quicker than I though - MM are corrupt fookers

exactly why shorts target THG - for all the ramping BS (serious or not serious)
ps target is to get 55p/ stretch 54p.surprised no update on the new board members. boots deal fallen through?

HH, just cos its falling, no need to get emotional/ scarky. everyone is here to make money. if someone calls it and backs themselves, fair play. its pretty obvious, shorts have increased and I am sure you will see this in the next day or two