Member Info for 1pencil

They should make him an analyst lol, note his comments on year three growth which I presume means payback?

Something else worth pointing out is time frames, platform went live or at least was picked up on aggregator web sites in May but formal release October, lots of investment both sides, playing the long game as always..

Small world 2p, clicking on that link - post below is Heinz DTC campaign along with Ed Tingly tangy stuff..

'Interesting like by Kraft Heinz Snr ecommerce exec on the LinkedIn Ingenuity L'Oréal deal article'

Auson, its hard to be specific as the data can vary in age and quality.

Having carried out register analysis on a professional basis what we see is nothing like the actual changes happening day to day, sometimes they are so far apart it may as well be two different companies.

That said, I have never come across a situation such as this with S4, even allowing for inherent delays there is a clear month on month trend of accumulation, this is unlikely to change imo.

Fund managers are the most stubborn of people, when they decide to buy in (or conversely sell) they tend to stick to their guns, seldom changing unless their is a major event.

Whilst Bloomberg is good, the data is the same as posted here with the exception of self dec, this is where Bloomberg terminal users can notify the data team of any changes up/down, however it is only accurate if the data team keep on top of it and if users report every move.

To get an accurate picture the best way is to use a service such as Argus Vickers, here in the UK we have a disclosure notice (S793) which can be served to find out who owns what, Argus Vickers will issue these notices as part of their service.

Absolutely, you can't buy statements like this, apologies for repeating but well worth it imo, fab!

Annie Grégoire General Manager of L’Oréal International Distribution in North America said

"This partnership with Ingenuity is the perfect example of [our] mission coming to life within a DTC environment as we will be benefiting from their fully integrated services and their personalised, consumer-centric e-commerce expertise."

Institutions are clearly positioning for a recovery in 2024, that is without dispute.

When we get into these dips everyone thinks it will last forever, but of course it doesn't otherwise we wouldn't need fund managers or stock pickers.

Central banks are going to be mindful of not going to far this time, especially against the current backdrop of world events.

2phevs, this is another example of why THG maybe pulling their info from aggregator sites, both Shu Uemura and bio were first picked up here as early as May.

No, and this is why -

'What are you doing 1pencil? are you buying?'

I noticed a while back one of the web site aggregators(link below) no longer features Ingenuity platforms, I wonder if this is a response to keeping things under wraps?

(OSG post earlier)

"Looks like things have pivoted and are starting to fire on all cylinders. Ingenuity on track for the £1Billion GMV (mentions confidentiality stopping some announcements)"

https://www.aftership.com/store-list/top-100-thg-ingenuity-stores

Inflection point

noun

1.

MATHEMATICS

a point of a curve at which a change in the direction of curvature occurs.

2.

US

(in business) a time of significant change in a situation; a turning point.

"the economy has crossed an inflection point and is poised for bigger things"

Closed at equivalent 306p in HK, pitch up here and make base ready for summit PDUFA ..

Posts in relation to nutrition:

o THG Nutrition revenue performance reflects the rebrand launch, temporarily reducing new product launches while the new branding is being rolled out. Notwithstanding this brief interruption, the division delivered a record Q3 adjusted EBITDA, reaping the rewards from the investment in pricing strategy made during peak inflation.

Stable to positive would be my take, all metrics going the right way with sequential improvements.

Very pleased overall.

For anyone wishing to following the FCA review, this is the link to latest developments:

https://www.fca.org.uk/publications/discussion-papers/dp22-2-primary-markets-effectiveness-review

Thanks for that Nige and of course, Rackers.

Yes, both Patient Group and Capital have blank entries for previous quarters confirming our speculative posts earlier, overall looks promising.

What's overlooked and easily forgotten is the FCA merging of indexes, once S4 is part of the FTSE indexes we should see much more UK institutional participation.

If we take a one year view the figures look slightly different:

HCM+115%

Innovent +71%

Beigene +7.17%

Junshi -22%

Looking at your earlier comparisons below Jatw, HCM's relative performance could be due to market consolidation speculation post Takeda deal.

Hedge fund favourite is to go long the strongest player and short the weakest, thereby creating a natural hedge.

------------------------------------------

HCM certainly has momentum behind it…..but china pharma recent performance has been selective- last 6m

HCM+13%

Innovent +10%

Beigene -23%

Junshi -38%

Fab post there, really gets the concept across.

There is no doubt Matt's posts have helped increase the share price while adding to stability, THG is out performing its peers by some considerable margin - long may it continue !

Barrons latest direct holdings,

Martin Stuart Sorrell

54.23M

Victor Olivier Knaap

35.09M

Oro en Fools BV

35M

Wesley ter Haar

21.95M

Lanya Havas Zambrano

16.65M

S4 Capital Employee Benefit Trust

15.83M

Daniel Emile Pinto

13.34M

Peter Kim

8.05M

Christopher Senné Martin

6.48M

Paul David Roy

1.95M

It cant be anymore than 20 posts since you were selling at 200p or thereabouts, now at 300p you are buying ?

Have you got more shares than SMS or Rupert?

Take responsibility for your investment, no one forced you to buy.