Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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Ohh dont be such a downer smithy
Isn't it amazing the way the mouthpieces come and go. some of them very vocal.
Heres Hopin the most rude and aggressive, i wonder what name he uses now, one wonders.
THGRockets were is it?
The only civil sensible head was Okehurst but even he's on sabbatical.
Any others?
....... :-)
NOT selling my shares, actually topping up. LETS NOT S , ell!!
They could be piling into beaten down UK stocks with a current 40% discount.. Come on Blackrock you were smart selling THG @£1.95 now @65p & the business much stronger now & Macro changing into UK favour don’t be surprised if the big players return.. Don’t forget approx 7% short including those under 0.50% have to BUY THG shares!! When this turns it could get very very messy for those on the wrong side of this trade. Why do you think the FUD boys have been working overtime to get your shares.. When They all want Out the SP will be our famous rocket ship GLA LTH
Where are the deramping MUPPETS today??? How is the short going, you muppets!!! wait for US markets to open, then you will be sweating more!!Hahahahaha. This is going UP my friend/s!!!!
Much stronger and larger business years after the IPO
Expect it to head back to the 500p IPO price in the not to distant future
Moulding is a shrewd and very successful businessman
Combine that with US stocks being over valued, It could be huge.
With the Macro narrative changed to us cutting interest rates before US are the Stars aligning for THG.. GLA.. 11% Beauty this could be a cracking Year..
The sumum of the parts is worth much more than current share price suggest-just a matter of time imho
Very tasty Yorek, fill your boots.
It’s good to see this has stayed stable through the update and call which hasn’t always happened in the past, in fact it rarely has. Would love to see a nice little upward trend now through this year.
Just to stay on a negative theme, what's the chances of another dilution in the next year to "keep world class talent".
Lets see a complete step change in the business before anymore dilution of any sort or for any reason. No more excuses.
Under promise and over preform every single time, without fail. Today is a day to cherish , they have been few in the past 2+ years. GLA, DYOR
Interesting mention on the call about chocolate….
Someone has replied to Matt on LinkedIn saying “bring back the hotel chocolate bars” and Matt has replied “they’re coming”.
Hotel Chocolate are now under Mars ownership, so it would be nice to think that one of the partnerships could be with Mars…
As the spotlight turns on the ultra processed foods manufacturers,Myprotein is a perfect fit for one of the globa l players to be seen to be going "healthy"
Massive upside from multiple fronts
I’ve held on to my THG share because I think there will be a bid or corporate action which will increase the SP - but this could happen tomorrow or it could happen in 3 years time, there have been so many false starts and misdirections over the last couple of years.
Hopefully it’s sooner rather than later.
There’s some lovely stats at the moment in terms of sports nutrition growth. This article suggests the global value in 2023 was $28.1b with forecasts for 2028 at $42.2b.
https://www.foodmanufacture.co.uk/Article/2024/04/22/arla-food-ingredients-acquires-volac-s-whey-nutrition?utm_source=newsletter_daily&utm_medium=email&utm_campaign=23-Apr-2024&cid=DM1131907&bid=385950211
I can see multiple bidders now emerging from the woodwork as the turnaround is complete and very valuable global brands have been established
That isn't growing in real terms. After inflation revenue is completely flat! Its pretty pathetic compared to many low cost retailers. THG have some real work to do to turn this mish mash of businesses they cobbled together with overly generous investor capital into a world class business. But at least they seemed to have stopped the rot. This should be on the up from here but it's no world beater yet. Ingenuity is just a start up still after all this time with no indications of exponential growth. Which is a shame. That was always the interesting bit and it's not shining
Your now green!!
Agreed @ Yorek, THG Beauty’s online market places and automated infrastructure are hugely valuable assets. Brand’s just can’t build global D2C infrastructure/expertise cost effectively themselves, but they have to play in that space. Just don’t see how THG will not be one of the long term winners.
Thanks 👍🏼
I see ridiculous statements being made 240+ etc etc, more desperate ramping.
Understand it for what it is ....at the moment its a hard low margin business
I’m definitely left wondering if the aborted plans to float Beauty (announced in media Sept 21, to float in 2022) are actually just delayed, until they’ve recovered from Covid etc., to get the valuation they want.
They are servicing almost all global brands and Matt said he could talk more freely about it than nutrition (due to competition). So, I see a long list of potential shareholders, all of whom will want to protect their supply chain…..