Member Info for 100notout

THG aren't just paying Ingenuity for logistics are they.

Ingenuity offer advertising, studio use, recycling services, commerce etc.

I would have thought that costs will come down as Ingenuity scales up which would be welcome news. The service they offer for next day delivery with a cut off time at 1.00am is pretty impressive.

The T-sorting robots are set to be operational in September 2025, providing THG Fulfil with the capacity to output around 1 million units per day. That's a ridiculous amount for just THG surely. They must have won a material contract, could this be with Frasers. It may explain the issue of the new Ingenuity shares. No doubt we will be updated at the AGM.

It would be good to get some positive news for a change.

THG Ingenuity’s THG Fulfil offshoot has announced a partnership with robotics provider, Libiao, which, it claims, is set to boost its capacity by 75%.

Is for THG's beauty/nutrition or for a 3rd party!

That was a price Selkirk put on it. If Nestle or the likes were interested then they would come up with something sensible in the region of £750-950m for My protein. If not we just have to wait for a few positive quarters which can't be too long off now and then the market will have to value accordingly.

Why, so MA can play games with the share price. Since he has been buying the share price has gone one way and that's down. Shareholders will want to see an RNS with a different buyer but I suspect you will have to wait until after the AGM.

I think you all have Stockholm syndrome. The hedge funds are your friends aren't they, isn't anybody here happy that the price is rising?

I love THG and I'm out of my mind apparently.

I still stand by what I said Stanley, but all the time the share price is at these levels I've decided to pick some more up. Hedge funds have to close at some point and buying back >15% isn't going to be that easy. The FOMO investors who have been waiting on the sidelines will probably start to buy soon too.

Are you waiting for my holding RNS Stanley? Well you will have to wait after the AGM. ;)

I've been buying a few more today. I hope the sun stroke isn't clouding my judgement.

Lol

He may be invested but not as much as MM and as for MA's holding how much of that is lent out or shorted?

That's the reason I voted for MM is that who is going to replace him. He knows the business inside out and if anybody can turn the ship around it will be him. He has a lot to prove and he can't be the sole reason for the current valuation. The hedge funds have crashed the price in order for THG to be relegated out of the 250 and they want to cause more problems by removing MM. I don't think this is the time for more instability at THG, I will give him another year.

Yes, with a bit of luck for the shorts.

We can't rule out the fact that MA is the only shark circling THG. Considering THG have manufacturing facilities in the US it could be beneficial for a US company due to Trumps tariffs. You need two to make an auction, I reckon there will be more than two potential parties interested in THG and I'm not talking about Selkirk.

The UK market valuations are far too low that why Alphawave, Oxford Ionics and Spectris announced that they were being taken over by US companies yesterday.

THG's price has been shorted by US hedge funds so a buyer from the US could pop again or is it MA using them. I don't know but one thing for sure is that THG is being manipulated and MM should take action for all of his shareholders and suspend the company at the very least to the AGM.

It looks as though the share price is being pushed down to create an anti Moulding agenda. No doubt after the AGM the share price should rebound with or without Moulding still CEO. The current mkt cap of less than £300m is absurd, this doesn't look good for the LSE.

I don't know why MM doesn't contact the FCA and suspend the shares and lock the shorts in.

MA aligned with PI's and Kelso. I don't think so, have shareholders not realised the correlation that exist's that the more MA buys the more the share price declines, don't you find this a little odd? MA issues RNS's with regards to his interest in his holding in THG but does he have a short position to? Smoke and mirrors being played.

I better buy some more then. :)