Member Info for Ste2000

big sell being worked on in the background

no a CEO cannot sack a Chairman. shareholders can though, so if Mould got them together in theory yes, but Mould doesnt have the support of Sofina anymore, so LL aint going anywhere. Mould is though

amazing how quick THG IR are stuff like that and so so poor at replying to share holders. the drop today is worrying, Boots deal is off is the noise.

yeah Gallemore was made the proverbial scape goat for Moulding's over hyping. cant see either remaining on the board past Sept, or in a job

Pearls, did you review how much beauty missed by? circa 80m. you cannot believe this was due to postal strikes. the trend was there to show it was impossible to hit (same with ingenuity - remember the 108-112 commerce number, reaffirmed until sept.
the fact is they cannot or will not (you choose0) manage the City with forecasting - which is the bread and butter of a CEO remit

it could be a fantastic way of landing a whale as it helps software connect to THG, but obvs its not a whale as AND dont generate GMV!!!!

maybe it was a sell actually, as the walk down has been slow, steady and relentless since

1,1M share trade at 59.5p trade just gone through. showing as a sell, but doubt it....

yes agree, MM hopefully will get the boot. reckon he only has Gallemore and Mcdonald on his side now.
btw, I would recommend contacting Kelso and having a chat with them

very good Mon, got to admit, I m a big fan of your posts now, very droll

thats aged pretty badly so far SIH

Kelso are open to conversations with PI, and are in conversation with THG directors and Moulding. despite their small holding/ size, they are making noise/ waves

It is a good wish list SS1001. but this board and CEO executive team are woeful. still no news on the lesser seen whales (if they were to do an extra 1bn revenue per year, thats circa 20m a week, already no news from the update (no doubt another lie) so even if it started next week, thats now means they need to do circa 23m a week to hit the 1bn. nothing is every thought through at THG, or part of a coherent plan. I mean, why do they own not one, not two, but three hotels - they are an pure ecom player..ah yes now I remember the company pays the CEO who is landlord rent for them

agreed - ingenuity is crap. no more cpaex, and needs to generate profitable growth within its current form.

beauty is average. needs to generate more profit

nutrition is very very good, but is at the mercy of whey pricing

Whats so sad is that anyone who follows this share, knew the SP was being temporary held up to allow a solid sell down to come. it happens day in, day out. it gives longs such a sense of powerlessness

Eric, agree in principle, but if they had SP would have risen quick (think how low volume is). whereas buying off market at a low price is a great deal.
TBH, its what I'm hearing. totally respect if you believe or not, but I believe and I know Mould position is untenable (just wait for Mcdonald to be ousted BY the next AGM)

it happens to all newbies. they buy in, ramp about he virtues of how under valued THG is/ hw amazing the Mould is etc
then, the BS of owning THG hits them, they get stuck under water with a share that can (often) drop 10% in a day with no reason, and love (as it always does) turns to hate

welcome to the club Monimom - membership is high and every growing

sofina and balderton are rumoured to be hostile to mould after he and QIA poached the SB shares at 39p - they werent given the opp to load. Mould is very much alone now, esp with Gallemore being ousted and all supportive NED gone except Moron Mcdonald (who is likely to be the next to face the boot).
THG is a very different environment for Mould vs even 4 months ago, hence his emotional outbursts on social media happening aagin
#deadmanwalking

looking at the low volumes, and even the tumbleweed between the normal nut jobs on advfn, it seems not only has the City given up on Mould and his shed, but even the PI and cultists have

definitely a new seller too - its the same old round number 0 sales (50k/100k etc) - my money is on sofina. rumour is they got annoyed they werent given opportunity to buy SB sell when QIA and Mould hoovered up