Member Info for Yesimabeliever

@ste, nobody has a problem with an activist investor agitating for change. All THG shareholders believe the THG share price undervalues the assets and that change is needed to realise that value, in whatever for that change comes. But let’s be clear, your constant drip of negative commentary is not of someone that wants to see the share price up- it is to spook PI’s to sell, and to put of other PI’s from investing. Simple

@Ste2000, yesterday you were claiming to be one of us, a shareholder, time we voted MM out etc. Usual service resumed I see and back playing games.

More likely than one of MW systematic positions than fundamental. I think most people agree that you need to be making glass nearly empty assumptions about the value of the underlying assets to arrive at the current SP. The current status quo can’t continue, whatever THG’s plan is to extract itself from this unhappy LSE marriage, they need to get on with it.

If MM doesn't land a game changing RNS or two to match his bullish rhetoric before the AGM I'll be there pelting eggs, 4 for MM, 4 for Iain Mc and 4 for Charles Allen

See you there lickr, should be good for a giggle

@Ste new question, have you now closed your short as you seem to have taken great glee in the dropping share price for the last 2.5 months..didn’t seem like a “net” + position to me

@Ste has changed his tune...talking as "we" want Moulding out, "we" can vote at AGM, "We" want Apollo anyone would think he has bought some shares

"anyone else in their right mind, would list nutrition on a new exchange/ partnership, cut ingenuity capex to the bone until it finally delivered, try to sell beauty to one of the big boys"

Agreed is the plan that is likely being executed. Apart from Ingenuity which they continue to invest in for now. Either the Ingenuity pipeline starts being delivered in the next 6 months or the capex has to stop. Surely II's would have pulled the pin on spend already if it was garbage.

"Its a mystery thats for sure. surely there must be pressure, they are not mates, they are investors with their own shareholders after all, and no one has made money here. its 59p for goodness sake"

Agreed there must be pressure and there must be a plan to maintain the support of QIA/Balderton/Sofina. MM must be peddling very hard to try and deliver it because the current status quo can't go on, and that is the same for all shareholders.

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