Thg Share Price (THG)

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.

...£545 million turnover...