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Interesting if somewhat ironic comment LD1973

"Crafty - of course, YESPSB the silent assassin. Give THG 1 compliment, then bash it 10 times, then give THG 1 compliment then bash it another 10 times!"

So you disagree with my post on a very public forum and your response is call me a "silent assassin". I don't think I'm killing anyone or anything by saying on here that I wish for change in how THG is run. And at the risk of repeating myself ad nauseum, I don't think Matt Moulding is the devil incarnate, I think away from the job he is probably ok, also I don't think he is stupid, far from it, he is clearly intelligent .

The question I keep coming back to is this, he the very best person to deliver the full potential of THG and I don't think for one second he is. He said as much himself in the recent Times interview but quite how you convince a founder and majority shareholder to step aside is a question I don't have answer to.

Good posts, 404x.

I think at the back of Mouldings mind will the painful memory of how bad he felt when he issued profit warnings, the share price collapsed and he got a hard time in the UK press. He knows if he makes any similar mistakes with a US listing the reaction will be far more damaging and I am not sure his complex and at times very fragile personality could take that.

My view is US listings are for the experienced, well rounded businesses leaders and I don't think Moulding is but naturally I would love to be proved wrong as every penny the SP moves equates to a fraction over £1k to me.

If only he would !

Personally I don't buy into the "he is a Manchester lad and he won't move so US listings are not happening".

The answer is as simple as it obvious, you replace the current head of nutrition with a proven American leader who has demonstrable experience growing the value of a listed American company in either the sports/health/food sector and let that person recruit a number of senior American nutrition staff whilst trying your best to redeploy an UK staff at risk.

Give them a very beneficial 5 year year incentive package, get nutrition listed in America whilst Moulding and the beauty and ingenuity teams continue to operate out of Manchester. None of this rocket science so I know Moulding and co will have given this a lot of thought - the problem is we have no idea what their thoughts or conclusions were.

Given how Moulding continues to throw the shares around like confetti at a wedding he probably has gifted his dogs more shares than Kelso hold.

Unless you are a Moulding fan boy it's not a good look

It would be good at the right price - I imagine Mike Ashley is sniffing around as I type, it's his type of opportunity

AI by it's nature is adaptive - adaptive AI is nothing more than a marketing tag line. Before AI was a thing I spent years working on heuristic cyber security software and I now work in the AI space. Whilst there are differences those differences are in the main a result of the AI chipsets.

Crafty thanks for your comprehensive post.

It's interesting to note you see the numbers as positive and I don't ( bottle half full or half empty? ).

What I think all open minded shareholders will agree on is for what ever reason Ingenuity is no where close to justifying it's huge investment and is still struggling to make any meaningful progress in securing profitable new blue chip clients.

Nutritions numbers are nearly all in decline and so far there is no evidence that the rebranding has improved things ( hopefully the AGM will shed some light on this). All the pieces are in place for the business to improve by a significant amount but I worry about the execution and the continued failure to deliver the promised strategy document.

Ps stating Williams Racing is a new win for Ingenuity comes across as a bit desperate given THG are sponsoring the Williams team

Good post skfrn 👍

If I was a betting man I would say your train of thought is absolutely spot on. I am really pleased all the resolutions were passed. Onward and upwards

Back above the 200 day MA (just)

Good post Crafty, I would love to see THG emulate those growth figures 🤞

And here's the thing OB, so far 15 people have liked the original post which couldn't be more vague if it tried 🤷

Clearly it's rumour that only Mando is aware of because today fall in the SP has been heavy and it's now back below it's 200 day MA which is always a worry

Thanks, this is a helpful post 👍

I don't recall anyone calling Moulding a mug, far from it. You can't amass as much money as he has and be a mug.

I don't think the question has ever been about his intelligence but about him being the best person to deliver the greatest shareholder value.

Clearly there's a huge range of opinions and that in my opinion is healthy - I don't need anyone to agree with to feel comfortable with my viewpoint.

All the best to one and all.

Good evening Crafty, they say the devil's in the detail and what I actually stated was "in the 70s".

It still in the 70s and the charts say there's no rush to sell as there's more probability of a rise than a fall.

As for what the shorters suggest - well I don't take any notice of them, they have their own agenda.

Onward and upwards to one and all and that includes you Crafty 🙂

Regular readers know my disdain for Moulding equals his disdain for all private investors.

As for what he and his acquiescent board could do better well let's start with delivering the long overdue strategy paper, then have an active and involved chairman, then have an investor relations department that functions, then a CEO who behaves in a manner that enhances the share price rather trashing it and finally focus on actually delivering genuine shares holder value rather his own public image.

Stebot software update required urgently 🙂

Crafty I am disappointed, I thought you were following me closely but it appears your interest is only casual 😞 😁 If you go back through my posts you will see I have said on a number of occasions that I use charting to fine tune my entry and exit points and right now the THG chart is all positive so you will have wait a little longer before I depart.

In the interim I will watch with interest how the man child responds to Kelso's excellent comments.

FWIW I have voted against all the directors apart from the newcomers, it would be good if everyone with a vote did actually vote as the board need to get a clear understanding of how p*ssed off the majority of us are.

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