Member Info for yespsb

Evens money then that his head will be on the block OSG :-)

Bravo Dafad, your are indeed the THG super sleuth

OAC as a "forever" Utd supporter can you please recommend some patience medicine as I am struggling with Matt and co and feel the need to medicate ;-)

More jam tomorrow talk without any meaningful l strategy as to how win over the big new clients.

Being candid I can't see me making through to the 'big payoff" everyone is hanging on for because I am not sure it's going to happen. Let's hope Matt proves me wrong

That's exactly what a well run business would do however people of that standing aren't YES men and people who don't worship Matt won't get a senior position in THG.

Our best hope is that a potential buyer would sound this guy out to see if he is interested in running nutrition following acquisition.

Manc39, rest assured you are not alone. Amen to that .

OSG why is you react so strongly to any comment that is not positive, this an investment, not a sports club or group that "fans" support which is how often appear to behave. Manc's absolutely correct in thinking there are currently far more reasons to disappointed with Matt and his underperforming mates who make up the BoD.

And whilst I am not actively trading in or out of THG I have absolutely no issue with anyone who does, if they can make a profit from the yo yo share price then good luck to them because we are all here to make money and right now Matts influence on the SP is making that almost impossible

@Steve in Hull Hindsight is only good in advance ;-)

"Some of us have been saying for a while now that Moulding is a very good salesman. Look at how he got SoftBank to invest. That they decided not to invest anymore, with hindsight, should have been a big clue what was to come.

But hindsight is a wonderful thing when investing."

OSG I not having a go at you and you and I are entitled to our opinion but you can write a case for £2 + until you are blue in the face but the cold hard facts are this. The SP is currently stuck around the 70p mark and in the past year even with the confirmation of an approach by Apollo the SP has never made £1.20.

£2 is circa 66% uplift on £1.20 and that's why I stated earlier I would be surprised and delighted at any offer circa £2.

Finally rest assured my head doesn't need as you put it a "wobble" because "wobbling it" won't change the facts or the SP trading range. What needs to change is the way the business is run !

Significantly more is a term that I believe Matt used to be deliberately ambiguous, encouraging people to believe that the business Is worth more than it was when Apollo made an approach.

Trying my best to be impartial, I think a 20% uplift is significant and a 50% uplift is definitely significant so I challenge your logic that significant meant Apollo had bid £2 or more.

I am wary of the repeated SOM of parts justification for any bid being > £2 , if it was that simple then rest assured someone would have made a bid and been vocal in stating their case and their offer price.

Rock is 100% correct to say there's not a single person on here who knows what price Apollo submitted and I would have been surprised if it was £2 or more and I would be both surprised and delighted to see a £2 bid in the next 6 months.

OAC you correct it's guff, buzz word compliant crap. And here's the thing - this guy is the CEO of the biggest and most profitable division in the group.

With an experienced no nonsense BoD this would be a great business but currently remains one person's grandiose train set.

Kelso gives me hope and without their public criticism highlighting what we all think I would be giving more consideration to selling whilst I still have a small profit and reinvesting my money in better run business which not be hard to find.

As it stands I am hanging on in.

They have an awful lot of money, enough money to make mistakes in their investments and still prosper, unfortunately most of commenting on THG are not in the same position

Its good to see new posters who put a bit of thought into their posts so welcome Desertsands.

Ingenuity is indeed at the heart of everything THG and I have made my feelings on Ingenuity clear so I won't fall into the trap of repeating myself. If its your belief that its difficult to put an accurate value on Ingenuity even after its absorbed hundreds of millions of working capital then that's in part a failure of the THG board to explain the value in a way people can understand & accept. Apollo managed to put a value on Ingenuity and it would have been helpful if the THG board had communicated this to one & all but they didn't, ditto the Apollo offer.

I have absolutely no idea how the profit in the THG shares will materialise but I am holding firm in the belief that the profit will come and whilst we all wait for that day we can amuse ourselves on here with our thoughts on all things THG.

I hope everyone has a good weekend and next week see's some upward SP movement

1Pencil the voice of well researched reason and sound logic.

Big thanks 1P you give me hope where Matt gives me headaches ;-)

Ok if you are so sure you are right and I am cluess how about offering me the same. No takeover by L'ORÉAL in the next 12 months and you can buy my good lady and I dinner at a UK Michelin restaurant

Theres grasping at straws and then theres this.

"Furthermore the largest cosmetics co in the world could be trialling before bidding for the whole co"

I will buy you and your partner dinner at any UK Michelin restaurant you want if this fanciful notion ever comes true.

I am with Kando on regarding Ingenuity, the decision to invest in and build out Ingenuity was strategically a dreadful decision and I suspect something of a vanity project. And its Matts vanity projects that are stopping THG from being a decent business, make no mistake, this is still his grandiose train set and we are passengers guessing and passing opinion on the final destination.

If you strip all the hundreds of millions squandered on Ingenuity THG would be a very good business and the SP would be much closer to the inflated IPO price. Someone needs to firmly remind him, the CEO's job is simple, deliver the very best shareholder value you can and on that basis and that basis alone Matt is doing a woeful job.

I sense he only pays lip service to the notion of delivering share holder value. I think this is all about him proving he is smarter than his peers & critics because he already far more money than person or family could ever need. Time to get back to basics Matt and run THG as publicly quoted business where the shareholders interests matter.

Having read and then re-read the RNS my one word summary is

UNDERWHELMING

No surprises either negative or positive. I expect the SP to move back up again but I was hoping for more about the strategic initiatives.