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Couldn’t agree more HelloDolly.
Bye bye and good luck to everyone who is disappointed and will now exit….until the next time.
I’m in for the long hall and therefore, will be waiting for whatever happens next…
Looking forward to the call. Hopefully at least one analysts will ask about partnerships this time.
Its good news on Beauty but how much of that is benefiting from the supposed ESPA, The Hotels and Country Club etc being switched into that category.
And OUCH - Nutrition sales - DOWN 9% - and that's despite £50M spent to keep prices low to retain customers and a shift into Bricks and Mortar retail. That part of the strategy, although Moulding will say otherwise, isn't imvho working and why the Nutrition CEO was absent from the last Q+A.
It looks like Beauty is now going to have to subsidise the Ingenuity Capex which is only marginally ahead.
Same as...
I think it reads really positive. Understandably we all want more but it’s not how it works in most cases. Beauty will be on the radar for a bid no doubt. Surely it’s a blue day today
“#THG Small cap cup is definitely brimming over. THG reports a sharp acceleration in Beauty growth to +11.1%”
It’s such a ridiculous post from a CEO. I’ve said it once and I’ll say it again, it reads like a teenage girl’s diary and not of a professional businessman to be trusted and looked up too.
He REALLY needs to start taking more advise on board on professionalism and how to improve the share price. Kelso have given him a hint or two.
Excellent progress.
Until this growth is reflected in the SP then his "told you so" stance falls pretty flat IMHO
Matt Moulding is right though. If you don't like his manner, his strategy, his persona or his business, don't invest / stay invested. I don't like capers, so make a point of not buying them. GLA
Debt is really high
No big smoking gun deal
Is coming is it
Potential, potential, potential. But it never realises that potential and it never will, with a CEO who plays silly unprofessional childish games.
Full year will be the same as usual - unfulfilled potential with the man child CEO promising that next year will be different, except it won’t, it will be just like all of the other years since it listed.
A growth stock struggling to grow in key areas, delivering no profit held back by a CEO who is not capable of being a CEO of a listed company. Another 12 months of drifting is assured unless some spectacular announcement is made on the investor call, which I very much doubt will happen.
I’d love to be wrong but I fear it’s going to be another THG Groundhog Day presentation from a group who now look and sound like they can’t be bothered.
what an arrogant *****.
Well, let's see. Numbers speak the truth no amount of creative prese can hide.
These numbers are stable. No banger and no clanger. But, I do agree, let the business people get on with the business. I'm willing to hold for another 2 years at least and hope the ship has indeed turned by then. Atb
If you are going to spread FUD please do it in a sensible way that actually makes some sort of sense.
Superdry sell washed up clobber and could not move with the times! If that’s your comparison you definitely are in the wrong game
A great set of results given the dire economic climate we've been operating in. Lots of positive developments and evidence that recently implemented changes are paying dividends. Beginning of a new long uptrend in SP toward fairer value I think.
It's an even stronger BUY and HOLD from me.
The Multiple in house brands owned by beauty is following the L'Oreal,Estee Lauder strategy.
Own brands are where the big money is made and THG's portfolio is rapidly expanding
With ingenuity internal revenue down - do we think they have lowered the pricing to be more competitive for nutrition and beauty for the below mentioned IPO?
“One thing I’m not short on is receiving advice.
Every day people tell me how THG should do things differently. From advisors, commentators, investors, friends, family, or even strangers when out for a family dinner – each have plenty to say. Naturally, it's ramped up further since listing.
I’ve learned to suck it up and listen to most advice….and then to rarely act on it! Listening, processing and then discarding 95% of advice, is super valuable.
Why?
If we acted on all the advice, it would be as effective as drinking water from a fire hose. Most people sharing their views are unaware countless others are advising the complete opposite.
What’s worse, people often change their advice just a few weeks after giving it – “I’ve had time to reflect and now I think…”. OK, that’s great, lucky for us we reflected first before acting on the last advice!! Imagine if we ran THG that way, shifting strategy with the wind, from one month to the next.
Most advice is naturally biased, driven by personal needs or agenda, even if not intentionally. It’s human nature – persuade others to do things that benefit you. Lots of people want lots of things, and so there’s a lot of persuasion, especially when on the LSE.
But in amongst all the noise, there’s always the 5% valuable, golden pieces of advice that are worth all the noise. This is like finding pearls after cracking open a million oysters. We all need to be drawn to these people and avoid the flip-flopping/self-interest ones like the plague.
Today, we posted our Q1 trade update. THG has had a strong start to 2024, delivering +4.5% Revenue growth, our 5th consecutive quarter of improvement.
This time last year the team and I were doing investor calls after our Q1 23 update. We were busy overhauling both the Beauty & Ingenuity business models, improving them, making them stronger for the years ahead. This was negatively impacting Beauty & Ingenuity revenues in early 2023 – an inevitable but small sacrifice to make.
On the Investor/City calls, we constantly faced the same question: “why don’t you sell or close Beauty and Ingenuity, and just keep Nutrition? The Group would be valued at least double if you did”.
The answer was always the same: “Errmm, because that would be stupid!” 😯
Fast forward to Q1 24, Beauty delivered a whopping +11.1% revenue growth, and Ingenuity +5.9%. Both businesses are clearly in rude health.
By contrast, Nutrition sales declined -5.8% in Q1 as we phase out products to major new branding, positioning Myprotein for a big offline push into global grocers & retail.
So it’s a good job we stood our ground and didn’t act on knee jerk advice. Given Nutrition sales dipped in Q1 24, maybe this time we'll be asked to close or sell Myprotein, the world's biggest Nutrition brand??? 😂
A good piece of advice that's always stuck with me is that “nobody can walk in your shoes”. Sure, listen to all the advice, but it’s do
If you want to know where THG is heading, go and look at Superdry’s numbers for the past couple of years.
This Japan forex excuse for nutrition is starting to wear a bit thin now, they've had plenty of time to reprice accordingly and when you look at the regional breakdown, "Rest of the world" category it's grouped into makes up a relatively low proportion of overall sales.
just bull**** 1 year on from apollo
Solid update showing the potential going forward for the entire business after the last two transformative years. One more year of bedding in and the shares will recover some of their value. 2026 I see the shares over 150 pence by YE. Any bottom feeder investment funds had better bid this year if they still want the company cheap.
I disagree - I was expecting more jam tomorrow but was given a taster today - hopefully sp will rise a few p. We shall see.
Looks like the IPO will come in the next 12 months for Nutrition
That would like trying to squeeze olive oil out of a stone