Member Info for 1pencil

It sure as heck is an interesting visit given the background to date, surprised it hasn't caught more peoples attention.

Softbank and THG kept the business relationship going by continuing to onboard Softbank partners via Ingenuity, that was some time ago but may still be active.

Softbank still keen on warehouse automation with their stake in Symbiotic and Green box, reposting from last year.

https://www.cnbc.com/2023/10/07/a-big-ai-and-robotics-idea-that-has-attracted-walmart-and-softbank.html

Symbiotic stock off the highs, but still up 4 x last couple of years.

..rekindling that old deal, no, couldn't be..

...or could it ?

Newlands entry appears to be on the low side, last notification on 28 November 2023

4.582%

15,649,310

Investor web page updated as of end Dec 23, two largest holders now have 30% between them.

https://www.planthealthcare.com/investors/shareholder-information/major-shareholders

3.5m reported after the bell.

Occam, you lost me a little bit there with your reply, I think the listing was more aimed at US investors buying rather than UK investors buying in US market, that requires WBEN form.

I wondered being alongside peers in the bio stimulant industry might help, Biotalys for example is listed in Brussels enjoying a much more favourable valuation.

Biotalys NV (BTLS.BR) Brussels

Alibaba co-founders buy more than $200 million worth of shares, sending stock up

https://www.cnbc.com/2024/01/23/alibaba-stock-jack-ma-joe-tsai-buy.html

Yes, undoubtedly, but Premium is now defunct so not a lot of point - its taken the regulators four years to work out some fundamental changes, quite incredible really but there you go.

I often follow other markets to see what's going on, motor trade are reporting huge month on month drops, luxury not selling at all - worth a watch;

USED CAR PRICES FALL AGAIN - Car UK

I thought the TU was pretty good, better than expected tbh

Need economies to improve, bottom line but could also see someone step forward with their cheque book for S4

Re: Lack of UK investment, many reasons but a few below:

Green funds (ESG) attracting funds from millennials

Bitcoin as above

Growth stocks moving out, self fulfilling

UK less competitive post Brexit

Its worth pointing out Dublin are also experiencing a downturn in the number of listings.

Great link AS, first time I have seen that, there was one before I think in 80/90's for $10m which again he won, it was over ten years from memory.

Check, but pretty sure the US listing was closed down due to lack of interest, PHC also do their own PR too.

No TR1 holdings notifications, surprised we haven't seen one from RG

Hopefully news not too far away on Brazil distributor for MOSHY (PHC25279) and TEIKKO

It could be emails are getting stuck in junk folders, this has happened to me also - try adding Mark Lee, Senior Vice President to subject line, this helped a colleague of mine.

If you still have problems try contacting Tim.Stamper@fticonsulting.com, he can then help pass on messages.

Hutchmed seem to be doing everything right, nothing I can see adverse - hunker down and wait for the storm to pass.

Back up now, labelled 'Ingenuity commerce', no idea what happened but good to see online again.

Overall I thought last week was a bit of a 'result', that said my expectations were quite low given the amount of profit warnings being issued, Dr Martens, Halfords, JD Sports, Watches of Swiss to name a few..

If THG can hold its own in this environment imagine how good things will be once normality returns, feels like bumping along bottom of current cycle.

Looked at Wincanton share register, only one recognisable UK institution, so even with bids flying around UK pension funds are missing out.

THG and S4, similar profile, I can't think of any recognisable UK funds onboard, admittedly Standard listing not helping.

Management will be feeling the pinch too, as will employees many with options.

just checked my inbox and that email address below is the same one I have used, always received a reply and on one occasion a telephone call from director.

I have been assured they will submit recommendations at the next board meeting, provided these are within the general remit.

amones, its worth a shot, some replies can take a couple of weeks in my experience.

Personally, I don't think Matt and the board will abandon the LSE as dire as it may be, one could interpret the recent LinkedIn videos in support of this, Beckham despite his critics..

The board and its main share holders all display a degree of Stoicism, not something shared by those with a one week perspective.

OAC, translate you post into money, then see just how well Matt and the boys played it.

Lets go the whole hog (no hogs were harmed during the making of this post)

USA major indexes over 5 years:

Dow Jones Industrial Average + 53.00%

S&P 500 + 81.59%

Nasdaq Composite + 113.63%

Germany and France over 5 years:

DAX PERFORMANCE-INDEX + 46.74%

CAC 40 + 49.65%

FTSE100 + 9.59%

It has nothing to do with THG or their management imo, there are simply too many examples as evidenced by M & A activity.

Purely from a fund managers perspective (and not taking sides), Brexit is likely a contributing factor, de-risking and that sort of thinking. Looking at European markets there is some divergence with the CAC/DAX during this period, both have done better but this is only at a glance, no detailed analysis.

I don't think its just one thing, but an aggregate of disillusionment by investors, I would even say this extends somewhat to US markets again, as evidenced by huge buybacks proposed this year.

So where does this leave THG and companies in the same boat, either change is made at grass roots level (slow, almost non existent) or leave..

The UK analyst community doesn't help, under qualified and completely out of touch with reality.

There should be mandatory courses for analysts lasting three years on business creation, they might then have some appreciation on just what it takes to start a business from nothing, bit more to it than an Excel spreadsheet.

Investor Enquiries

ir@hutch-med.com