George Frangeskides, Chairman at ALBA, explains why the Pilbara Lithium option ‘was too good to miss’. Watch the video here.
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On things in the pipeline, he also said, “I’ve probably said more than I should”
See Yorek post its spot on
@Yorek that’s a good analysis of the key points of the call 👍
I’ve no doubt there will be plenty come along with alternative views but you can’t argue with what you have laid out
Including:
Nutrition - good quality partnerships to come, launching products in categories not currently in. Mentioned Flavouring and Chocolate. Success in licensing greater than expected. Offline sales carefully curated to ensure no cannibalism of online. Awareness of MyP brand 52% from 48%.
Ingenuity- new clients on board basically because they offer the best service than brands can provide themselves, including a 12.30am cut off for orders & 30% of trading done after 10pm. Enabled Whitestuff to reenter German market.
Beauty - operating with most global brands. Building an ecosystem via app and once customers work through the tiers, they buy 5, 6 or 7 times as much product. Biossance contribution was in low single digit (of 11% growth).
Apologies if I’ve miss interpreted any of the above.
It was a good call in my view and I’m more than happy with progress and continuing to hold.
GLA LTH.
Hi All,
For those who couldn’t listen in live, would it be possible for someone to bullet point any relevant points brought up? Thanks
Indeed being short now is suicide squad stuff
The turnaround shows this is likely worth closer to 400p so Moulding was right to reject previous bids
@STE65p what does a SQUIB look 👀 like,not seen one of those recently?
It appears only a matter of time before we see a £ multi-billion spin off it seems, the remaining shorts will be getting nervous at these levels as we saw last year it can suddenly spike by 50 or 60p in a day or two. JMO Adyor
Novice , I agree pinch of salt to be taken with the comment but Very Interesting all the same . I really do think something is in the works here with Nutrition or Beauty Float being the prime candidate but they are not quite ready to announce. all my opinion
Novice agree and have the exact same thoughts as your last post re city and personally happy the call was... Normalish. Yea Steve, city is def someone here 🙃
Bid increasingly likely now
You have to Forgive "the steves", they are having a bad day. After all having to constantly swap accounts and post nonsense is difficult as they are struggling to make up new rubbish.
Maybe today is the day that they finally blame "Aliens"
Nice RNS, very positive conference call, with wider macroeconomics beginning to look better also I'm fairly confident that we have seen the last of the high 50s / low 60s range and and hopefully move back to a S.P that better reflects the overall value of this stock. GL all
Earlier in the call Matt mentioned licensing deals to come in the weeks ahead, in categories that MyProtein wouldn’t normally have permission to play in….
I heard that too GB1! Again, I don't want to read too much into it, but noted that he said "weeks" and not months.
Probably nothing though.
You're probably right Steve. I'll be honest enough to admit that I do "hope" CS is right whenever he posts (which shareholder wouldn't??) but I temper that with the fact that he's a nobody who consistently gets things wrong. He's just a distraction really, if that.
Anyway call is over. No pleasant surprises and no clangers, just as anyone would have expected (which is nice considering THG have a habit of throwing a spanner in the works).
I suggest this may be the last time ever to be able to pick up shares under 65p
Onwards and upwards!
Interesting Comment from Matt at the End we look forward to updating you in the weeks ahead .All my opinion
Very positive call I have supreme confidence in MM
He knows how to run a business.Most commentators on here have no clue what that entails
Hahahahahaha ste2000 and his damp fkn squid
Please get it right
It's Damp Squib
It's someone who posts on here for sure. No idea why anyone would believe what's posted. It's telling that when he posts now he instantly deletes his profile.
SIH - I have no sympathy for anyone who invests on the basis of CS's tweets, unless they are literally new to investing.
Looks like it was another lame attempt from him to boost his followers/profile that has gone down like a lead balloon.
Quite clear now that the sum of the parts are now worth more than 240p
No-one said it was "good." It's just not the disaster that you are portraying. The share price over the last 20 minutes doesn't infer how the call is going I'm afraid to say.
Jeez Ste have YOU listened to any "real company analyst calls" either?