Member Info for yespsb

Cheers C3, great post 👍

Https://www.theguardian.com/business/article/2024/may/08/brewdog-james-watt-step-down-as-chief-executive-beer-company?utm_term=663c7520e88dd5ec695b43db6f5547b1&utm_campaign=BusinessToday&utm_source=esp&utm_medium=Email&CMP=bustoday_email

I don't care for salad dressing

Someone needs to "remove" Netanyahu for this dreadful situation to improve

THG is interesting but alas for all the wrong reasons, the main one being the dysfunctional board of directors and how they choose to run the business and communicate with shareholders like you and I

All this stuff about shorting ruining the UK stock market is daft. Shorting originated in America, the majority of shorting by value is done against American stocks by Americans.

Darktrace was an easy target for the rumours and lies because it was new, very few outsiders understood how the technology worked and Mike Lynch was closely associated with the business. Thankfully Darktrace has an excellent CEO and well functioning board and they have ensured a positive outcome.

Alex this is b*ll*x

"Amazon would have been dead in the water in the early 2000's if it had been listed in London. Tesla also. And many others I could think of."

It didn't take long for my LinkedIn post to be deleted. I basically surmised what this thread says. I guess the truth hurts

I see not everyone on LinkedIn agrees with Moulding and his blind bunch of followers

There are some very telling and great posts on this thread. As my disdain for Moulding is well known I will say no more, suffice to say I wish he would realise he is out of his depth running a decent size listed business.

One day Rodney, one day 🤫

I imagine they are not allowed to disclose the numbers for 3rd party products. That's pretty much standard practice for multi channel fulfillment businesses. They could however disclose anything they wanted to about their own products but again I think a lot of people would see this as commercially sensitive data. A good starting point would be a headline split of revenue and gross margin between own label and third party products

Moniman, I am totally with you. When Moulding decided to list the business, the listing came with rules and responsibilities, some written, many not.

If you join a "game" you know what you are getting yourself and your team into. You can't hope to join a game and then change the rules that have existed forever just to suit your mood.

There's no getting away from the fact Moulding has a very controlling personality, he is awfully vain for a guy over 30, he loves publicity but cannot handle criticism and none of those are positive traits in a CEO of a public company. I do think he and his team are running out of ideas. I buy shares to hold for up 2 and occasionally 3 years. I had a 12 month stance with THG and here I am 16 months later frustrated with myself with not cashing out around the Apollo bid. I reckon I will be holding a long while to see a decent payback unless Moulding goes.

There is nothing to be gained by comparing them. Obviously they are in different sectors.

THG have very little IP that is providing a genuine competitive advantage whereas Darktrace's whole business is based on home grown IP which differentiates their offering for others.

Respect OAC, I am happy Darktrace shareholder and there is simply no comparison between MM and Poppy. Poppy is a class act and has demonstrated how to navigate so much more negativity than Moulding has ever experienced.

I know he won't, but I sincerely wish Moulding would see sense and stand down but I cannot see a set of circumstances where he would

Really interesting link and thanks for posting it. My only comment is I cannot see THG spinning off Nutrition until its in much better shape because MM would want the very best price and he would want to be confident of its future because he simply could not handle the American financial community if they turned against THG and himself.

Based on this my instinct says it won't be separately listed until 2026 at the earliest.

Obviously I would be delighted to proved wrong.

Here's the thing, no matter how much the app usage has grown beauty saw good growth whilst nutrition declined so you can't yet see any evidence of the app usage changing the performance of the business and that's what counts

Thank you crafty 👍

As for the green box remark, be my guest, I have no time for people who reside in echo chambers

Moulding is not shrewd business, he is a rich arrogant man child and unless you are prepared to wait 5 - 10 years I doubt very much whether you or I will see the shares back at 500p.

About as much use as good old Clinton :-)

https://youtu.be/Rd79Ie_vWyQ?si=fGuMA2yJJF1WSfcM