The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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US and Marshall know a wrong un, and will not let go
And another day low as 64p is firmly left behind. what a total dog this is
New day, same Nut Group. cant change, wont change, cash machine always
Woof, woof, woof.
New day, but same Ste
New day low. this dog cant help itself
I am Crafty in disguise LOL
Come on Ste it's nearly weekend take a break
He needs to schedule a few calls with loyal shareholders, he might learn something helpful.
If THG was valued on the same terms as Darktrace it would be £16 billion, not that I'm saying that is the true value of THG as in a different sector, but seems very undervalued because of the Deluded one sticking two fingers up to the city it appears. JMO
Could take decades for Nut to escape the mess of its own making
Day low. always the same here
Darktrace is being offered 5x the value of THG's entire business yet it only has half the turnover of THG Nutrition or Beauty divisions alone, that speaks volumes of what the city thinks about the Deluded one's management skills it seems. IPO value for THG £5 billion, now languishing at £800 million..You can see why Kelso think a lot of value locked up in THG..JMO Adyor
Could he not announce that on Linkedin, save the copy some much needed coppers.
That little buy hasn't done much. How much did the RNS cost THG?
And sending catty linkedin posts
Too busy drinking coffee and pumping iron.
The slow walk down, each day every day for 3.5 years. nothing stops it mid-long term
I think we can all agree that if Poppy was the CEO of THG she would of said #yesplease to Apollo last year and it would have been the right call.
MM is embarrassed by the state of the share price, it’s hurting his ego. Personally don’t think he will try and nick it on the cheap.
Complete utter joke, the AGM will be interesting.
And before anyone says "but he said £1.70 undervalued the company"...all he has to say is, "I'm offering £1, things change folks".
This from a senior team who chuckle about making no money.
You ask who on earth the 5% that he has been listening to are as the sp has just continued to fall and fall.
I think there's a point missing here that it's not in MMs interest for the sp to rise. If it stays low, he can buyout cheaper in the future. At the same time he carries on issuing shares to people who are guaranteed to be loyal, diluting any threat from other shareholders.
OhhAhh I think you have hit the nail on the head with this one and that is why the City mentality of don't touch THG with a bargepole is prevailing. To be fair he seems to be the obstacle and is closing the door on virtually every angle for shareholder value so you can understand that mentality.
So much "City right" stuff could be done to bolster the share price but isn't, good advice discarded and binned from people who have accomplished track records and you might well be right on him having hit his development ceiling.
I thought we might have heard more on the MyProtein Kitchen (Cafe / protein shakes) business at Q1 update. It was opened to great aplume and with a tweaked and refined offering thought we might see a mass rollout. But Nothing - and probably one that's just ticking over and will ultimately get forgotten about close. Also on one or a few updates back we also got told about a Southern Comfort licensing deal. Again I haven't seen anything since on that.
They will have a long way back on the MyProtein side to make up a 9% dip and especially in what is now becoming a saturated marketplace for Protein products. Strategically don't forget £50M was actually spent on trying to keep prices low to retain customers!!
There is nothing to be gained by comparing them. Obviously they are in different sectors.
THG have very little IP that is providing a genuine competitive advantage whereas Darktrace's whole business is based on home grown IP which differentiates their offering for others.