If you would like to ask our webinar guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund a question please submit them here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Are there any private shareholders out there??
Doesn't seem to be many PI's holding these shares as BB is dead quiet?
Kelso SP seem strangely be diverging from THG? Based on the last trading statement 12th July when THG were a about 93.9p giving Kelso a NAV of 2.6p, since then THG have been around 103p which you would have thought increased the value of Kelso shares by about 10%...?
Saw this and thought it may be of interest:
Investment Analyst – M&A
https://g.co/kgs/xsTrmJ
Defo not OSG I've only got 2.2 mill in total here nice to see it go on the ask 10% above my average and seemingly not a NT as they normally show as unknown at a different time stamp its more than 1% in one go could be one of the original backers taking 30% profit (not happy klso sitting on dry powder) or just swapping it from one account to another who knows but getting these is hard took me a while to get my lot rocking horse manure
GL guys
Come on Kelso do something with the 3 mill loads of opportunities out there or convince Matt to reverse MyProtein in here
I sort of feel like that trade was negotiated_arranged direct trade of 2.5m shares. Seemed to not affect the sp at all. Very odd for such a big chunk.
I'm sure 1 is a buy. Not 2 sells.
2 x 2.5 Million sells
Jul 26, 2023 16:26:37 2.60p 2,500,000 £65,025.00
Jul 26, 2023 16:26:28 2.60p 2,500,000 £65,000.00
Strange ones.
That's not you selling 2phevs?
Get in OPTI Kelso before someone else does
https://www.voxmarkets.co.uk/articles/optibiotix-health-jumps-on-novel-sugar-substitute-update-b3380f2/
Both THG companies that were up for sale after the closure of the On Demand Division.
https://news.sky.com/story/thg-hits-high-note-with-sale-of-music-retailer-zavvi-12924448
Never known a company coming with so much news and expansion - almost relentless at the moment.
Begs the question what will they be doing with these and the property sale monies?
Keveters India
Myprotein launches new products and broadens flavour breadth in India
Thursday, 20 July, 2023, 08 : 00 AM [IST]
Our Bureau, Mumbai
Myprotein, the world’s No. 1 online sports nutrition brand, has announced the launch of three new products for its Indian consumers. Targeting the nutrition needs of the subcontinent, the new products sit under the Clear Whey, Pre-workout, and Keventers verticals, and will allow the fitness community in India to achieve their personal goals while enjoying a breadth of new flavours.
Committed to the nutrition needs of the Indian consumer, the three new additions will enable fitness enthusiasts the ability to supplement their energy, nutrient & workout demands. Through the Pre-workout & Clear Whey product range, consumers will have the opportunity to revitalise their energy 30-60 minutes before a workout, and supplement/support the growth and maintenance of their muscle development respectively.
Additionally, ensuring the taste profiles of each consumer are met, the low-sugar Clear Whey, which delivers an impressive 20g of protein per serving, will also be made available in flavours such as Pineapple, Blood Orange, Mango, Coconut, Cranberry Raspberry & Peach tea. Similarly, The Keventers butterscotch flavour will also be launched and made available for Indian consumers, making it a protein-rich butterscotch alternative for fitness enthusiasts.
The exciting flavours will be reaching Indian shores in the next few weeks, following clearance from the APHA and FSSAI.
Speaking about the development, Sudeshna Saha, regional manager, Myprotein India, said, “We are particularly thrilled to introduce these new products to our Indian consumers, catering specifically to their nutrition needs and flavour preferences. With the launch of Clear Whey, Pre-workout, and the exciting addition of the Keventers Butterscotch flavour, we aim to empower the fitness community in India to align their goals and achieve optimal results while enjoying a range of delicious flavours. We are committed to providing high-quality supplements that support energy, nutrient, and muscle demands, helping individuals on their fitness journey. With health certificate clearance from the APHA & FSSAI in place, the products will be available to Indian consumers soon.“
They say is always a good sign. 2 Director purchases declared.
https://www.lse.co.uk/rns/KLSO/directors-dealingspdmr-shareholding-ibxnwgwxgnjyp15.html
These are both very big business wins in terms of getting your products into bricks and mortar retail.
Kesko on Wikipedia
"Kesko's grocery trade division is a key operator in the Finnish grocery trade. The division's main functions include the centralised purchasing of products, selection management, logistics, and the development of chain concepts and the store network.
The division's grocery store chains are K-Market, K-Supermarket and K-Citymarket. In 2021, the chains comprised 1,200 grocery stores, run by some 1,000 independent K-retailers. Over 500 of the stores also offered online grocery sales services.[5] Approximately 50% of Finns live less than a kilometre away from a K-food store."
Wells in Portugal,
Looks like it might be the equivalent of Boots in the UK with 304 stores and they are literally all over Portugal and even out as far as the island of Madeira and other outposts and they have optician shops amongst them also.
https://wells.pt/
Virtually painted the map of Portugal blue when it was filling in where the 304 shops were located.
https://wells.pt/lojas-wells
Might want to add this one to your post SP28 as these ones we didn't know about either.
Courtesy of Phil Ainscow @THG on Linkedin. Lots of pictures with it also
"As we enter Q3 (can't believe I'm saying that), its time to reflect on some of Q2's retail launches on the continent. Our amazing Beauty range from Myvitamins can now be found in Wells stores across Portugal and a wide range of Myprotein bars have launched into Kesko (K-Market) in Finland. Looking forward to announcing Q3's launches....
Roll on that September update
OptiBiotix Health Plc
Up 56% today RNS about its product SweetBiotix that has been in quiet development for a few years with it turns out NDA's etc with Nestle Kelloggs Tate & Lyle and others it has past taste tests for continuous taste across varied products
see great very currently relevant artificial sugars whereas SweetBiotix is natural fibre RNS below
https://www.lse.co.uk/rns/OPTI/sweetbiotix174-overview-85x5yeldiax4jjf.html
SweetBiotix could do a reverse take over into Kelso OPTI are also a supplier to THG
I have positions in all my recommendations on this thread for Kelso to consider
Anyway Polish I'm hoping for a suspension here pending news then MyProtein take off after moving recently
It would be a nice showcase to show potential ingenuity clients how it's done
Kelso spac may have come about due to THG losing a big huge whale that was very close to being signed (drugs company) late last year
We'll see
Stops you trading it that's why I put my thg shares here at 2.42p average
Spread is a record for m this stock
Shorts also backed off"
(Thought it might all fit on one post).
Summary of events here since late last year. Might explain @THG now moving up.
"A very good trading up, way ahead of projections, massive multiple tailwinds in play
Golden share relinquished early!
2023 FCF neutral, so £470m in cash, another £170m available
Huge director buy, £500k from a very stingy director Lol
MM selling property. The Hangar sold. £40M . £250m HQ rumoured sale ongoing releasing a huge cash pile, very surprising. What for?
MM goes to Dubai to meet investors, usually only conducts online meetings, rarely even goes to London!
MM posts about the Middle Eastern countries with huge capital to deploy
Apollo Bid. Valued Ingenuity alone at maybe todays share price, maybe even more, who knows! Were willing to go even higher than their initial bid!
Liberium went straight to 220p SOTP valuation
Kelso joins as Activist Investor. Maybe atleast 20+ Highly experienced, wealthy succesful businessmen, many Chairman or CEO's of other companies. They piled all their initial investment in THG. Most recent note...
https://www.investegate.co.uk/announcement/rns/kelso-group-holdings--klso/investment-in-thg-plc-update/7629620
Kelso point out inferior Nutritional company M&A is happening at 5-6x revenue multiples, THG Nutrition would be worth £3-3.5 Billion. Currently valued at £0 (ZERO), Nil.
Ingenuity pick and pay global partnership with Autostore
Ingenuity partnership with GOAT India
Matalan Live on Ingenuity
Ingenuity 10 year partnership with Maximo, meaning a
Ingenuity partnership with PWC
Ingenuity x Symbiome
Ingenuity partnership with AND Digital
Ingenuity x BigCommerce
Ingenuinity x Elastic Path
Ingenuity x Age verification company Yoti
THG Studios x Overlap Set
THG Studios winning multiple awards
THG CIO Voted No1 in the UK
New York Autostore completed
New partnership with Iceland
Myprotein Frozen meals and Pizzas launched
Sold 1million plus frozen meals in just a few weeks
Myprotein Icecream launched 3 weeks ago. Health metrics beat virtually all others
Myprotein Icecream Bars, Cereal, Cheese and Yogurts and more to come soon
These Myprotein items will then be made available in other supermarkets and internationally
Myprotein In 20,000+ convenience stores in Japan and Asia
Myprotein in 2 of Germany's largest supermarkets
Myprotein made available in retail stores in Spain, Portugal and Denmark
In UK, Myprotein available in Asda and Morissons
Myprotein largest brand created in the UK in the last 20 years
Myprotein vending machines at gyms and at Airports
Myprotein frozen meal vending machines a 1st.
550 ESPA Spas around the world, opened the largest Spa in the World in Qatar
Creed with just $250m revenue got sold this week for $3.8 Billion. THG Beauty revenue in 2022 was £1.2 Billion!
2 new heavyweight BOD members with extraordinary experience
Derampers have vanished! We all know who they are, everything they
Virtually all are being tightly held so good luck adding in any volume. Suspect you might have to revert to Negotiated Trade or put a Limit Order in and hope it gets met. Initial listing shares and Placing shares were by Invitation only.
More than beginners luck on the first investment front as @THG keeps rising.
Feast in these tickets
I thought you were supposed to buy all you needed in one purchase and not in several lots, isn't that market abuse?
Good luck all holders
Give us your 2p , 2p (etc). Don’t worry about accusations of ramping.
GL2 Canary I to felt their note was poorly put
I have a thesis but I'll leave that to myself thus allowing no accusations of ramping