Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
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You're right pokerchips, Putin closed his short on THG and went long...also signing up business there for ingenuity
TheBeerStalker
good luck.... hope you haven't missed the turn here ..... sounds like Putin has just put a big order of Protein shakes for his 100,000 soldiers judging by the SP jump :-)
@Pokerchips
I agree with you 100% on FXPO and I have a decent holding in them, but it's high risk to top up just now as you suggest. That isn't what I recycled the THG proceeds into. I bought Barratt and topped up on Yellow Cake.
a wall of AT tradings coming in 129.8p 30,000+ just bought by some1 nice!
we are below bottom of bollinger band. the top is double the current sp. just saying.
TheBeerStalker
betting on FXPO is taking a bet on China (iron ore prices) and Putin (at present) ...both of which are unpredictable and with risk at the moment.....good company but not without its risks....beyond the company control
blast off today it is then! 127p
@ryanf - to be clear, I did the financials as well, as I subscribe to Refinitiv, and I'll take their detailed analysis over your blinkered pumping any day. I'm bored of reading the same old 'this'll be £3 in a few weeks time', 'this is undervalued', by people that just hope and want that to be the case, but that is the extent of their evaluation. My choice; and I understand what I've put the money into as an alternative is a way better equity on every level, which I have bought on a dip and I'm much more comfortable with. I shall be delighted for you all if THG has bottomed out, but I'd rather bail out whilst my losses are in the hundreds, as my average was sub £2.00 anyway, rather than risk being in something I have lost confidence in. As for Matt Mounding's mother, she should keep a lid on it, as there are plenty of investors that have lost more than 75% of their stake in THG, that will be mightily fed-up with Matt Moulding's performance.
I got this from investor relations today (I was complaining that MM mum felt the need to take on a journo)
Thought it was a good reply, and interesting they have a new group comms director - I am impressed with how quickly THG are reacting to whats asked of them (goverance/ ingenuity disclosure/ and now this)
Any message to the journalist would have been made in a private capacity and was reported as such.
The Company has a strict policy limiting the people that are authorised to talk on behalf of the Company and its businesses. A new group communications director was recently appointed to renew the Company’s media relations.
We will update the market in due course on all of the strategic changes that have been communicated, including the appointment of an independent chair.
Yours sincerely,
THG PLC, Investor Relations
@thebeerstalker
so you jumped out of THG and topped up in Ferrexpo....FXPO is a very good company...but situated in the middle of the Ukraine and needing access to the ports for their exports...you do like a risk :-)
...i like the fact you intent to face up to Putin rather than hang on to MM in here ...
go for it...good luck
Fordm ticked up cos it is true. I'm long and believe in the hype and story but I agree 100%. There are a lot of cheer leaders supporting the team.
today could be an important turning point
FTSE and NASDAQ futures up strongly last few hours, should see a decent open here based on that.
GL all today.
When I'm looking into purchasing stock I really like to see negative sentiment from holders such as yourself, I take it as a contrarian buy signal. Stick around you might even leave here smiling.
Selling at the bottom is a big mistake but I understand how the noise emotion can get to you. I will be buying more just keeping my powder dry to see what happens in US & if it bleeds to us before stepping back into THG. ..
soleman, I come here for the entertainment value, I figured I paid a lot for the ticket, I want a meal and a show.
You must be one of the cult members, do you need help? Send a signal, I will send help.
All you idiot harp on about the 'tech' the 'ingenuity' and so on, but when mummy starts having a pop at the newspapers you still blame everyone else?
Yeah, that is a sign of a genius all right.
I'm not sure this is true Wigan, sure we haven't seen ii step in to buy yet but I was expecting a raft of ii holdings rn to declare selling after the massive drops but they haven't come yet, it looks like they are holding and this is panicked retail folk.
Absolute carp as per usual fordm.
Abandon ship. All those that are still following this cult leader, carry on. The mothership will be along soon...
Absolute genius. Selling out of a beaten down stock, sold down mostly due to company and market sentiment, way below intrinsic value, because the CEO's mother spoke to the press?
Genius analysis and I'm sure you'll make proportionate returns.
Like most of you guys, I don’t enjoy cutting my losses, but I did so yesterday morning before it dropped yet still further. When a CEO’s mother feels she need to reassure the market what a wonderful son she has that needs to be given more credit for his pantomime performance, that felt like the final straw for me. SP may well recover, and I hope for those of you invested it does. For me, I lost interest/ confidence in this share. There are better quality shares without the risk, uncertainty and circus act feel to them, so my money’s gone into another equity I have confidence in, which THG was no longer supplying- GLA.
Having considered the risk reward on offer, I ve taken the initial position of 10000 shares yesterday at 119.56. Plan to keep them atleast for 3-5 years
I see management have been buying at 200p and above.
time to dip a toe in.
It seems there may be one or two catalysts on the horizon for a turnaround here.
can management ( or their mums) step up to the plate?
@EchDelta. There are no real shorts in THG. Less than 1% is negligible. This is selling (dumping) by institutions who have lost confidence in THG management. No institution is likely to buy into THG until all the skeletons are exposed.
For RBC to indicate their model values Ingenuity at £4.4 billion is more bullish than their actual THG price target of £5, perhaps they brought the target down due to the low current share price.
https://www.sharecast.com/news/broker-recommendations/rbc-capital-ups-rating-on-thg-to-outperform--9088704.html
Pretty incredible that it is currently valued by the market at £0. In-fact arguably at the current share price the market values both ingenuity and THG Nutrition together at £0.