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The burgers are great to be fair
Some good reviews there 👍
Https://www.iceland.co.uk/p/myprotein-xl-supreme-hot-dogs-500g/18795.html
https://www.iceland.co.uk/p/myprotein-xl-supreme-cheeseburger-380g/18684.html?&utm_source=google&utm_medium=cpc&utm_campaign=Iceland+%7C+Performance+Max+%7C+Frozen&utm_term=&utm_content=&source=ppc&gad_source=1&gclid=CjwKCAjwl4yyBhAgEiwADSEjeBDq-gOax7AA8zMOBx1TsKtP0wqsiHEVYU4cbMZLux3vR2wjUqmzEBoCSEMQAvD_BwE&gclsrc=aw.ds
@c***yinvestor (See I can act like a 12 year old as well, but am a bit better at rearranging usernames given I’m a fully grown adult).
If you are so sensitive to criticism maybe it’s better that you spend more time at Iceland counting tubs of Myprotein Ice cream rather than continually posting nonsense on here. This of course is just my opinion feel free to ignore it.
Speciman, you have digs at me and others, it was your Iceland lunatic asylum post that made me bite. In life, if you dish it out you have to learn to take it and no I am not 12 :)
In the past, I have sold one of my businesses, I have completed the complicated Information Memorandum, and I know how it works.
In January you said:
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Revenue multiplier isn’t a realistic way of valuing a company irrespective of what Kelso say.
I suspect they know this, but they are fishing around for support so valuing Nutrition at £3bn+ fits right in with their narrative even if it is disingenuous and nowhere near reality.
You also said:
Just my opinion but I would have to agree with GoCPI on this, EBITDA multiple valuations are a more standard way of valuing a company than Revenue multiples.
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This is your opinion and IMHO it devalues your investment, I am of the opinion that a Revenue Multiplier is the correct way to value THG Nutrition and that it is worth £3 billion or x5. I have posted many examples of other comps in the Nutrition and Beauty sectors with bottom-line multiple revenue valuations, so I guess we will have to agree to disagree on this one.
Thankfully when MM talks about valuations he talks about multiples of revenue and not multiples of EBITDA, so I am happy about that.
Also CraftyInvestor - why do you keep on deliberately misspelling usernames for anyone that doesn’t agree with your view of the world. How old are you 12?
@crafyinvestor
you’re completely missing the point. it’s nothing to do with my valuation i’m not bidding for thg. it’s how any potential bidder will value thg and it isn’t using revenue or ebitda multiples.
any large investor looking to bid for thg will build out cashflow projections over time to determine how much free cash will be generated. this will ultimately determine what anyone is prepared to pay because the free cashflow effectively relates to what they can expect as roi.
they will get an m&a team at an investment bank to do this on their behalf and provide price guidance based on this.
other factors will apply to determining the final price but this will depend on the individual bidders including things like funding costs etc.
i’ve said this before - stop misrepresenting things i say and stop try to confuse the issue with waffle. i quite like reading some of your posts but in this instance you are repeatedly talking **** and you must know you are.
Feel free to list them, it will help others green boxing.
You could fill a venue with all the user names he has created over the years.
Anyone with half a brain only needs to read the posting history to suss him out. Always the same spellings and uses of capitals on his pet terms. He isn't very bright.
Just popped up on tv, with a formula 1 car with ‘My Protein’ splashed on the side, as they’re also an official partner of williams. Free advertising?
They started stocking in The Range in lockdown, so it could stay open as it was classed a foodstore.
Iceland goods are also now being sold at The Range, my local Range store now also sells My Protein goods. Turnover must be rocketing on this stuff.
I thought it was 67p Ste? Higher highs, higher lows what sort of signal is that?
Went to my local Iceland store today for a few items. Its only a small branch, but there were 2 large chest freezers marked up specifically for My Protein products and both were full with a good range of products.
Assume this is duplicated across all the Iceland stores. If so, must be doing some decent volume.
Impressive range - hadn't seen these products before.
The Hermit - its a good job Marsall Wace allow Ste the weekends off so he can enjoy the sunshine :)
Rejecting a price each time is ultimate bearish signal. rally momentum gone
How is it in Dubai ste?
It’s going to have one last sniff at 70 before it makes up it’s mind
Not really, given that I'm not the one providing trade by trade commentary on the smallest of price movements.
Your desperation for the price to rise is embarrassing...
Your desperation for the price to fall is embarrassing...
Cant trust it not to plummet at any given time
Its lost, again
"It’s curious about 70"
It's having one hell of a fight with it
It’s curious about 70