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Ergomed the latest buyout

https://www.londonstockexchange.com/news-article/ERGO/recommended-cash-offer/16108414

Whilst researching another company I came across some market commentary here, sounded balanced and worth a read.

https://www.marlboroughfunds.com/2023/07/06/flurry-of-ma-activity-highlights-valuation-opportunity-in-uk-smaller-companies/

After reading up pops todays Ergomed announcement, astonishing the rate at which these deals are happening.

RECOMMENDED CASH ACQUISITION of ERGOMED PLC

https://www.londonstockexchange.com/news-article/ERGO/recommended-cash-offer/16108414

According to Barrons these guys have recently purchased a small holding of 4.8m shares.

The two fund managers Guy Feld Eustace Santa Barbara heading it up also run the Special situation funds, some commentary here:

https://www.marlboroughfunds.com/2023/07/06/flurry-of-ma-activity-highlights-valuation-opportunity-in-uk-smaller-companies/

Barrons (scroll down)

https://www.barrons.com/market-data/stocks/phc?countrycode=uk&mod=searchresults_companyquotes&mod=searchbar

Lol missed this bit off, its a generic domain which could reflect any city in which THG operates.

Now they have an app its just a case of localising the content .

CTYAM London

CTYAM New York

CTYAM Singapore

CTYAM Dubai

"If you already have shares in Chinese companies, you will have endured a painful few years."

https://www.thisismoney.co.uk/money/investing/article-12473145/The-dragon-wounded-time-invest-China.html

I can hear davey nodding in agreement (for the whole evening : ))

Took advantage of yesterdays liquidity to add a few, recent news flow is very encouraging and becoming hard to ignore.

That's a fair old read compo, but agree with the gist China is in good shape overall, so many companies either setting up shop or expanding, MacDonald's one of the latest.

The US/China business partnership announced below sounds very encouraging, something tangible to build on - it also means both sides are willing to co-operate.

Surprised there were no comments on this, Purina has to be one of the most recognisable brands within the Nestle line-up, a huge win for Ingenuity.

THG Ingenuity originally signed their partnership agreement with Nestlé Health Science, hence the Vital Proteins and other associated products - Purina is part of Nestlé's Pet division which suggests the agreement may well have developed further.

The Purina concept is very similar to 'Heinz to Home', if this is the way big brands are thinking it could provide an almost limitless supply for Ingenuity.

Gregor Murray

Digital Commerce Leader - working with brands

https://www.linkedin.com/posts/gregormurray_what-an-interesting-and-bold-move-from-thg-activity-7090254517128052736-iTJy/

Https://www.scmp.com/business/china-business/article/3233035/china-stocks-advance-best-week-june-property-measures-factory-report-boost-sentiment-while-typhoon

Https://direct.purina.co.uk/

Has popped up on one of the aggregator sites, Purina being owned by Nestle.

Its a bit late to research in depth unless anyone has further details.

Cheers

If anyone can leverage this tech its going to be Ingenuity, data galore flowing in from web sites to influencers, not to mention the fulfilment operation.

Estée Lauder also mentioned elsewhere with their own initiative in this field.

https://www.retail-insight-network.com/comment/how-ai-fits-into-the-retail-and-apparel-space/?cf-view

Iconic High Street brand, Body Shop the latest to show signs of a wobble, no buyer found for Wilko.

_______________________________________________

In the evolving landscape of the beauty industry, the fate of The Body Shop now hangs in the balance.

By Mohamed Dabo

https://www.retail-insight-network.com/news/natura-co-weighs-the-body-shop-sale-amid-revenue-drop/?cf-view

Signed up for news alerts - well balanced journalism, refreshing change.

https://www.cityam.com/ftse-100-live-london-flat-on-fears-of-stubborn-inflation-as-all-eyes-on-us-and-eu-data/

Bit on Mike Ashely increase at Boo

Money will start flowing into stock markets when interest rates come down, far too attractive for fund managers to buy interest bearing instruments than risky stocks at moment imo.

Everyone struggles with high rates and inflation

Nice post Sp28, also OSG for Iceland product input - outstanding!

Game on..

Agreed bots, spot on summary

Month away from interims, if JT can continue the trajectory towards 2025 then we should be good to go.

Extract, does sound promising especially with other points highlighted previously.

"The last few weeks have been very intense for our Team in Brazil.

While the local regulatory authorities move forward in the process of registering our newest PREtec technology, our Team has been working with world-leading nematologists and also with the press, to publicize the benefits of this exclusive technology that will soon be available in Brazil."

https://www.linkedin.com/company/plant-health-care-inc/

China and the United States will establish a new communication channel between their commerce authorities, according to a statement released by China's Ministry Commerce.

During his meeting with US Commerce Secretary Gina Raimondo on Monday in Beijing, Chinese Commerce Minister Wang Wentao and his US counterpart agreed to form a working group. This group will comprise deputy ministerial and bureau-level government officials from both countries alongside business representatives, to seek solutions to specific commercial issues, said the statement.

https://www.chinadaily.com.cn/a/202308/29/WS64ed3e56a31035260b81eb4c.html