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As usual Okey top quality post and analysis - much appreciated
Interesting update on the 121 with analysts. Are you able to share the revenue growth and ebitda these 3 have for 2023 and 2024?
Cheers bud
Thanks for sharing oke. Strange that most thg shorts actually increased. However share price held up quite well (with the normal volatility caused by the ahorts and their Algos)
Sad to see no whale news yet, as in the absence of this and with no formal 2023 guidance from tjg (which is shocking as we are actually in the year) THG SP will just live up and down inline with the macro and at the whim of Algos
Amazing to think, if they had listed properly with a normal premium listing, this would have gone straight into the ftse 100
Moulding is not a man to be leading a ftse 100 firm!! So important they replace him soon (esp if it takes as long to replace gallemore , although we all know that 2 years was total BS- gallemore was essentially farmed out for repeated pathetic guidance)
Simon botfield seems to be having a melt down on Twitter. It’s actually quite sad. Fighting with all and everyone unless they have a cult/ ramp view on all things THG
Moulding is being attacked everywhere now. LinkedIn, LSE, ADVFN, Twitter.
He’s a goner. Even Thg inept board and IR won’t be able to miss these. And then you have the new activists.
Moulding insta/ Twitter post on the share give aways were the final straw for him, as the missed FY guidance were for that foolish gallemore, who was made scape goat and unceremoniously relegated to COO (wasn’t even a role before!) from cfo (the no 2 position in all companies).
With people saying new board members are coming (and hopefully that snake McDonald being ousted) moulding is gone, and seems lord Allen (who has invested 1.5m is flexing his muscles)
Bullish close. Could be there is something in this boots rumour/ boardroom meeting. I guess any big news events would need to be signed off by the board and they only meet at defined periods throughout the calendar year
All 3 of us are the same, or so I was told
Why would we use the same name you sad little boy
Still waiting for some actual financial analysis from iou on this company or you too thick for that
Shorts have nailed today with THG having so little buying interest/ low volume, they have deflected a day where all similar shares are up 9-12%. Credit is where credit is due
Put aside the SP drop, what was the point of his linked in message.
At best it comes across as defensive, small minded and arrogant, with no regard for shareholders esp PI, as let’s be honest most II sold out long ago.
It gives you an insight into the mind of the guy we trust to lead this company.
Well I don’t trust him, but I do believe in the potential of Thg, and I want a seasoned pro to lead it
They are so many tail winds one feels Thg should smash this year as all it has to do is drive
Refit , not growth, and whey is falling every day now.
Just lead a better captain to weather the storm. Moulding is like the titanic
Whatever little good will existed towards moulding has firmly vanished today. Even if you don’t believe that post crashed then share price, is that really the sort of guy you want running a ftse company?
He’s an emotional wreak
No your right cong, in the world of mental Matt and the hut, nothing is what it seems. It’s literary like being in Alice in wonderland.
just hope the board fire him
Doesn’t matter late - we were 6% up. All our ceo had to do was nothing. Instead he got his mum to write another note and we plummet
Asos finished +2%
Boo +3%
We were at least double them all day
Until moulding is booted out, no one will take thg seriously in terms of investment or partnership
I can’t quite comprehend why he did it or at least didn’t wait until the market was closed. It feels like corporate sabotage to suit a private agenda
However activists are here now so one would think things will change soon minus matt moulding
Owning shares in this company is like a reoccurring nightmare. You wake up every morning hoping things will change. And even when they do like yesterday and today, the chief twit officer goes on LinkedIn and rants
The SP can only improve without moulding
It at 58.06 so moulding wiped out all the gain and likely to keep dropping tomorrow
Incredible really- no chance he’s surviving this one
Hosai - what drop. Boo and asos stayed where they have been all day. Nasdaq is -0.2%
It was the post - it’s yet another reason why THg with moulding can’t be trusted
My guess is McDonald has been ousted today and Mould is throwing a fit
Well he’s next
Well your in the minority mate judging by the Sp
Why would anyone in their right mind do this
It has kills the SP
Lower growth than asos and boo
And in the 58s
He should be fired by the board for gross misconduct
Back under 60p -
Probably moulding lending out to shorts
What a tool he is - didn’t need to say anything I t couldn’t help cost us yet more money