Member Info for 100notout

Marshal Wace have reduced their short to below 0.5%.

Just ignore or the childish rubbish. The one important factor is that the price of spod is close to $2000, to think it was under a $1000 no so long ago. This will give Bernard a lot of confidence going forward. He has done a sterling job thus far and I for one don't expect that to change.

This looks positive. Looks like the storm in the teacup was exaggerated by the shorts.

https://www.thegrocer.co.uk/news/diageo-eabl-stake-sale-should-proceed-uninterrupted-kenyan-high-court-rules/713767.article

I very much doubt the shorter was expecting the spod price to rise so rapidly. If they are nothing to do with Hainan then they are playing a dangerous game especially if the spod price continues to rise. A short squeeze could be on the cards.

Bernard is doing a good job.

Those who say he isn't are shorting and are probably very worried that the price of spod is going up. I have holdings in large diversified mining companies and if they did what some expect on here they would have to put out an RNS out on a daily basis. Bernard does more than enough in interviews etc the suggestion of constant RNS's from the company is ridiculous and those that suggest he does should keep to savings accounts.

Chef - can you please back up this statement, 'Instead we have the harsh reality of our license being revoked.'

The shortser's controlling this will keep it down for a takeover. With some commenting on here that there are no reported shorts above 0.5% check out PMO.They were shorted by ARCM (a hedge fund based in HK) , they neglected to tell the FCA 153 times about their short which peaked at 16.9%. They were fined a paltry £875,000. Do you think that a certain Chinese company wouldn't do that to KOD? Shareholders should get in excess of 1p per share but someone will want it cheaper.

Why do you think certain posters on here spend so much time negating the company? The fact is that the spod price is going up and KOD isn't. The price should be a lot higher than 0.3.

My take is that KOD is being shorted for a takeover, it makes no sense that the share price hasn't risen with the corresponding rise in the spod price. If it was a hedge fund shorting they would have got out by now. It will have to rise eventually as the longer Hainan take the takeover price has to increase if the spod price continues to rise. This type of manipulation should be looked into by the FCA but they always seem to turn a blind eye.

With regards to Venezuela's situation it would appear that many were celebrating and what do people tend to do at celebrations?

Drink.

A very positive move by by Nayager buying circa 29,000 shares. I think he would have discussed the potential of a kitchen sink job with Lewis prior to investing £460,000, it's probably not on the cards as the hedge funds thought. Perhaps we have hit the bottom.

It would appear that the KOD price is being kept down for a takeover. The spod price rising and the share price falling doesn't make sense coupled with a f ew posters repeating negative drivel. Why would these posters being doing this every day?

The buyer obviously doesn't want to pay 1p plus which is what it should be worth.

Dividends could be on the cards for 2026 and a possible share buyback if they are successful with the potential VAT refund.

I wouldn't be surprised to see THG getting an offer for the beauty division next year so THG shareholders could be getting a special dividend. The beauty division could easily fetch £1.5BN and MM will sell it for the right price.

I wonder if it's a coincidence that more negative posts with shorts closing, interesting correlation if so. Perhaps they need more shares to buy!

I think the interviewer came across as interested and intrigued rather than sympathetic. I agree with Pell Hunt's report and findings and believe myself that THG is indeed 'wildly undervalued'.

MM is not answerable to the hedge funds that short but to his shareholders. I think that Matt came across well and hopefully to those who 'wouldn't touch THG with a barge pole' may have a change of mind, well that's if they are in the business of making money or perhaps maybe not if they intend on holding a grudge against the man. Personally I wish him luck and hope he grows the business for all of the stakeholders.

A good interview and informative for new investors. I think Matt seemed relaxed and open, a problem in previous interviews he may have come across as being bolshy and defensive but he clearly spelt out the agenda of MyProtein. I know he hasn't had his fans on here but personally I think he has what it takes to really grow the company. Hopefully 2026 is the year that the shareholders will be rewarded with a higher share price and you never know a dividend.

I think you are right Stanley. The RNS states a change of overall percentage ownership. Perhaps LSE should start to delete some of their own news feeds rather than posts on here as theirs is misleading implying a share disposal.

Now on the LSE news they are talking about THG Ingenuity's mkt cap which was mentioned in one of my removed posts yesterday....

It is strange and Stanley has disappeared too. Having said that, thats not a bad thing.

What is the difference from me posting the news about the JP Morgan upgrade to 55p to LSE's news update then? I can understand deleting 'fake' news but not factual news that is out there.

No doubt we will not be allowed opinions soon but will have to bow to the AI Gods...

My post this morning about JP Morgans upgrade has been removed. What is wrong with that?

Why are positive messages being deleted and who is behind it?