Member Info for Yesimabeliever

Come on team, positive vibes only, 70p and no sign of the ste2k spamming about resistance and rejection. Feels like something has changed

Does anyone have any further insight on timing/detail of the rule changes Canary posted on. We know they are likely coming, but I couldn’t find anything in the public domain to say we are anything other than deep into the consultation process, with implementation likely at some time in H2. Canary seemed more bullish than that suggesting confidence in 1st July implementation? Any extra insight appreciated if anyone has it

Thanks canary, will read those reviews with interest. Just for clarity though, is the 1st July now a firm date for the changes, or does it all still need to be ratified and implementation date confirmed? 100% agree with your analysis, if tracker funds have to buy from the 35% it could get very interesting.

@canary, I know these changes have been in the works a while, but when and where were the official changes published, and are the timelines for implementation firm? Keen to read up. Feels massive for unloved standard listings that have been the playthings of the shorts. I believe S4 capital is in the same bracket, where I also hold shares

@canary if your research is right that is big news. Let the front running of the index funds begin!!! Poor shorts

@SB1000 whilst insider buying is positive, and i've got no doubts THG will beat expectations on trading this year, IMO a strategic move to unlock value and access capital for growth is imperative and overdue. Its all good and well MM and Iain Mc b8tching off the LSE, but sooner or later they need match the bullish rhetoric with action.

Good to see longs having a bit of fun, and the SteBOT quiet. Sure he will soon be back soon. Can someone please enlighten me on the Insider rules. My working assumption is now that a there must be no meaningful conversations live re spin off or take private given CFO purchase?

“That's not fair to say he doesn't know what's going on with the company. He at least knows where the pens are located to sign off Moulding and Gallemore's numbers”😂😂

Assuming that means no capital event in the short term though…

City spy = no insight = ramper

Shorts have had a great run on THG but I really struggle to see the risk/reward at this price at this point. Why anyone would run a short overnight on this share is beyond me.

@desert, understand your fatigue after what sounds like a long and painful hold. Whilst I haven't heard Wiley's more specific rumour, I remain very confident in my THG investment. I think you will kick yourself if you bail now.

We have to remember that the last 3 years have not been the environment for a capital event conducive with extracting best value for long term shareholders. Market is looking much friendlier now, and MM/Board can't sit on their hands forever. Ingenuity sales disappoint, and until they get more traction, that will cap the upside - but at current share price there is still upside nonetheless. That said, I still believe Ingenuity will deliver in the medium term, as D2C isn't going anywhere, and THG's full service offering (marketing, ecomm, fulfiment) positions them well to capture a slice of that market. Good luck

@ste2k, not true, I want to hold this, as do plenty of others. Plenty of catalysts that can move this up - standard/premium listing rule change announcement, ingenuity progress, capital event(s). Could sell off nutrition/beauty and shut down ingenuity and still be in the money at current share price IMO. That makes it an investment no brainer to me, but patience required

Well MM’s fate rests in the hands of Crane/Ward double act to get Ingenuity scaling. Ward looks like he has an enterprise sales background, which in my opinion is the right profile for Ingenuity CEO at this stage of its development. I don’t buy into the general MM hate, but he is in last chance saloon on Ingenuity and justifying his own hype around that business. Still believe the market opportunity is huge with better execution, but the clock has to be ticking for MM if the whales don’t start landing this year

Will have a look msn thanks

Have been watching this one a while. Also bought today, feels like a good entry point for a business that has restructured and is well positioned for the recovery. A medium term hold for me. GLA

Come on Steveinhull, let him/her have a bit of fun, a bit of light relief from FUD spam

BoE is always behind the curve. Too slow on the way up, and will be too slow on the way down. Not expecting them to cut yet.

Why now? Call me cynical but Cookson is just trying to raise his own profile to promote his new business: how do I raise my profile? ah start posting about my feud with THG!

Correct 1pencil. So many bed wetters flapping over short term results. If you can’t take a long term view and invest with a longer term lense then THG isn’t the share for you.