focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar 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.
As Exclusive Authorized Distributors of Myprotein we are excited to announce yet another product launch of Myprotein Myvitamins Clear Whey* for the first time in Sri Lanka!
https://www.linkedin.com/posts/sports-nutrition-hub_myprotein-clearwhey-srilanka-activity-7196025554951647233-3RxU?utm_source=share&utm_medium=member_android
In a note entitled: “A U-Turn: Favouring Europe over US equities,” the bank’s strategists said European stocks excluding the U.K. now outrank the U.S. on its “regional scorecard.” Japan is top of its list, the U.K. is second and Europe comes in third.
https://www.cnbc.com/2024/05/14/forget-us-stocks-ubs-says-europes-are-a-better-bet-heres-why.html
Great article, World #1 online Protein Brand one of best on the market... THG price creeping back up despite ste and his FUD gang. Big potential returns here as the tide turns in favour of THG business. JMO ADYOR
It's complete BS. He will be laughing into his spread bet seeing that people has turned him into a hedge fund boogie man.
Really is Twilight Zone stuff
If that is the case Anacott then what a sad existence. Imagine that being your job! What a twat
Last post from Dr Lao suggesting Ste2k might possibly be paid by Marshall Wace got quickly deleted. See how long these stay up 😂
LOL....you are joking right?
That’s ALL the moving averages in the bag momentum traders joining the Party.. Technicals looking So Good.. GLA LTH..
It's an advert.
Chunky buy just went through, hence the sudden jump to 70p, I suspect.
He’s not trading it @citypie he’s a well known Paid deramper for the Short & distort gang.. Word on the street he works for Marshall Wace or another big firm to spread FAKE news about companies particularly THG… GLA LTH
Probably right @citypie. I am interested in the counter argument though, as on the face of it looks very positive for buy volumes in THG and other standard listed shares with a market cap that gets them into an index. Does anyone have access to an electronic version of all standard listed shares & their market caps? Looking on the LSE website but can't seem to find it.
Now in the press
https://www.independent.co.uk/extras/indybest/outdoor-activity/myprotein-impact-whey-protein-b2540737.html
You’re wasting your time mate. He’s a weirdo that blurts out nonsense and goes back into hiding. Probably disgruntled because he’s traded it poorly.
Come on @Ste2k/GTC/APH, whilst it’s quiet this morning, you were very quick to comment on no volume this morning. What about the rule changes, index buying? What’s that going to do to volume in a couple of months time? What do you think? Who’s going to sell their shares, not the 65%, so what’s going to happens IYO? Can’t wait to hear
Ste is upset because a small amount of volume has gone through and it's homing in on yesterday's closing price.
It might take a while for him to cool off before he/she/it responds.
Come on @ Ste2k, let’s have a view on the impact of the upcoming LSE rules please. You always have a view on everything, always negative, but always a view. Please don’t disappoint us
@ste2k, in the absence of a capital event there has been a bit of debate on here of the upcoming change in LSE rules, a single share class, and hence index fund buying of THG. Sure you have a negative slant, I’m struggling to see it, so please elighten us?
All eyes on US data, this lunch time. Until then I suspect we'll be treading water. Business as usual would have seen any gains wiped out the following day. As it happens, it's holding up quite nicely.
@jed Specinam wants to use EBITDA multiples to value his THG investment instead of the sector standard of multiples of revenue. This is bad for his investment and makes no sense. Why would he opt for something out of the norm that will lose him money.
It has nothing to do with view and makes no sense at all.
Ah good morning to you too Ste. I'm guessing its the "early shift" for you today.
Back to normal. no volume/ red.
Just filter it ... fancy trying to understand lunacy ...
If you were selling your house why would you want the agent to sell it at a lower price than others in the street even though your house is in better condition and has more bedrooms, sorry but I just don't get it.
Who said their house is in better shape /condition, it's all a matter of view.
See they are splitting themselves up
No witty comment no winking emoji, just an honest question.
If you genuinely hold THG shares why are you undervaluing your own investment by using a valuation formula that is not common practice in either Nutrition or Beauty Sectors?
I have on many occasions provided examples of actual M&A based on multiple revenues but as yet no one can find a single LSE M&A in the last 10 years in the Beauty or Nutrition sectors with a value less than x1 revenue, which is often the case when comps are valued on multiples of EBITDA.
If you were selling your house why would you want the agent to sell it at a lower price than others in the street even though your house is in better condition and has more bedrooms, sorry but I just don't get it.