The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
If he does it will be his last…off with his head
Assuming the latter, how long do you give him to execute before you lose patience and go to Apollo and get them to break it up instead?
Yes I meant PE style investors. Can’t see them selling, expect they would club together and force MM out. Why haven’t they?
@ste, we don’t agree on everything, but you clearly aren’t stupid. Why haven’t the long term II’s broken rank on MM?
@yespsb, Vivek might be a good technologist but we just don’t have the full picture. If you look at his CV, BAT/Salesforce we’re well established businesses, he may not be the right guy to scale up Ingenuity in his first CEO role. ingenuity needs sales, hopefully Crane can deliver
Also when @ste says shorts so no sign of leaving, assuming he means a few no mark day traders like him, rather than proper institutional shorts. There are no material shorts here @ current valuations.
And just to be clear to shareholders, whilst Ste presents website traffic as down as a statement of fact meant to frighten you, he has no visibility of app traffic or purchasing which is where THG has been pushing their customers. FUD at its finest.
@ste thanks for the commentary Ste, except the “does feel awful” comment is a lie, because you actually love that it is down, but are playing on shareholders emotions. Manipulative.
Thx @Ste this thread is for shareholders although I stand corrected to “news of dilution”
New thread for actual shareholders, I felt last week was positive, held firm @ 60p in spite of the minor dilution and Vivek departure. Personally happy to see employees aligned and rewarded if they see this share through to separation events and back up to sensible values. Ingenuity remains the key to the door to real value here, all upside if someone can deliver it as markets currently ascribes zero value to Ingenuity, that much is clear. With SoftBank giving Ingenuity a valuation of £4billion less than 2 years ago, IMO MM lives or dies by meaningful progress on Ingenuity this year
Old news wildtiger, as we saw last week market had nil interest in Vivek. And as for celebrating a 1p rise, no one had commented. On the other hand you, Ste2000 and your jolly crew celebrate a 1p drop like you’ve won the champions league final. Squeezing the life out of a 1p drop. Don’t see how the risk reward stacks up for the crazy hang here, why don’t you jog on
Lol. Weekend FUD. Gotta laugh. Bunch of saddo’s…can’t wait to see what storm in a teacup outrage the non shareholders come up with next week.
Just received a delivery addressed for soletrader at my house..suspected interference from Wildtigers AI tool
@steveinhull I would never intentionally deride a frustrated shareholder. Unfortunately there are trolls that hunt in packs on here on down days because it does effect some weaker willed investors. That is why they do it. I have no time for them.
I'd like £6.00Ste to stick
@Steveinhull, my average is low 70's if you must know, have been in this share a while, and happy to hold to see value out. I don't usually post, only on THG now because this is the only share I own where non shareholders blast FUD incessantly on here. Its a grubby game, as we know no new II buyers until "the grand plan" is in play, so the green boxes trying to bully PI's in the interim. They won't be getting my shares on the cheap. I have tracked THG for many years, didn't invest at IPO as price was far too frothy. I like the assets in nutrition & beauty markets, see huge potential in global outsourced D2C services for brands for Ingenuity. Execution/progress on Ingenuity in the past 12 months has been disappointing. MM will either make it happen here, or the II's will turn on him IMO. He is in last chance saloon to get it right with Vivek going.
More like £6.00 Ste the investment genius, who was long as you like at £5.00, and now shorts for 1p drops...funnily enough I don't pay much attention to him
What a vipers nest this Board is today. Good luck to all SHAREHOLDERS, don't let the FUDsters get you down, that is what they want after all. Blue skys ahead for those with conviction in their investment.
Well said cong lots of experts in conspiracies talking utter guff here: I’m happy to le the long term II’s and Chair who know the business and the people inside out call the shots. Oversold.
@steveinhull - there are big long term investors in here who have seen the value of their 30 percent investment drop by billions. They will decide MM’s fate.