Member Info for 1pencil

AstraZeneca's Global R&D China Center in Shanghai.

http://www.chinadaily.com.cn/a/202305/24/WS646dfaa8a310b6054fad4e93_2.html

Lots of cross selling ops too

https://www.myprotein.com/partnerships/fitness-first.list

Great posts Rodders, what stands out apart from the new concept is the advertising opportunity, constant flow of gym goers flowing in and out past this illuminated billboard, priceless.

There's a nice connection here, details are only available in the company AR so not shown in Google searchers.

https://www.terragen.com.au/plant-health/

Scobie Dickinson Ward

Shares held 33,345,761

Percentage holding 17.19%

Fairly small company, or at least it is now.

Guessing he was one of the supportive shareholders referred to during consultation announcement.

Perhaps he can help with the companies expansion plans although tbh, they have a ton of connections already.

Nothing showing my end.. PC, are you looking at the right one?

"John Goold, CEO of Kelso, will be presenting on the day and the investor presentation will be uploaded to the Company's website following the conference."

..talking of Softbank..

‘Extremely regrettable’: SoftBank hits back after S&P cuts credit rating further into junk

https://www.cnbc.com/2023/05/24/softbank-hits-back-at-sp-after-it-cuts-credit-rating-further-into-junk.html

Nice one Canary, curious as to why they make them so big though.

Kelso have their placing away, anyone seen presentation yet ?

https://www.lse.co.uk/rns/KLSO/result-of-agm-and-placing-update-pvezmtfbhn7e93m.html

Nope, not a shareholder but we should get some indication from upload/and or feedback from those that did attend.

DERMATOLOGICAL BEAUTY4

At the end of March, the Division posted outstanding growth of +30.6% like-for-like and +34.6% reported.

https://www.loreal-finance.com/eng/news-release/first-quarter-2023-sales

THG

https://www.dermstore.com/

Presentation should pop up here later today:

https://kelsoplc.com/results-and-reports/

Hosai, agree, but at the moment its just conjecture, speculation ..

Presentation should pop up here later today:

https://kelsoplc.com/results-and-reports/

Pinning hopes on the Golden share expiry is not a good one imo, there's no evidence to suggest it will make any difference at all, yet it features in most of the daily posts multiple times.

This is just going to raise investors expectations that something material will happen come September (ramping?) creating volatility and ultimately disappointed shareholders through no fault of the company.

We can get a good indicator of major share holder sentiment post AGM results.

Well, there's been some lumpy trades hitting the bid but help up okay.

Any thoughts on Origin Enterprises increasing their partnership level with Plant Healthcare, or just simply buying them out altogether?

Seems like a good fit plus you have Agi UK already underway.

Its worth pointing out the customer acquisition cost (CAC) which is rarely talked about, the lions share for both sides is during the initial setup process, transitioning from old to new. This is one of the main reasons why these contracts are so long, Maximo a whopping 10 years, that's commitment

Its all about investing in infrastructure and your customers, not currently popular with the bean counters but essential for any business.

Ingenuity = Sticky customers

Agree, a lot of this has been missed by the market with much of the focus being on bid activity.

Maximo is a good one as it details GMV contribution, that's one customer (with several brands).

"The partnership between THG Ingenuity and Maximo Group is expected to add in excess of £150 million GMV to the Ingenuity platform annually, with the ambition to re-platform the site by the end of Q2 2023."

Seems to be a mini rally on the de-risking message out of G7 rather than de-coupling

Emerging strategy for Ingenuity seems to be agreeing heads of terms with large groups followed by onboarding of each portfolio brand, this would give confidence in issuing forward guidance in terms of £1b GMV.

Some of the recently active groups include :

Boots Walgreens, Nestle, L'Oréal , Pentland Group, Kraft Heinz, Procter & Gamble

There are other brands such as Coca Cola, Disney but await further developments on those, also of note are partnerships were fulfilment is not part of the process, Iceland would be good example.

Prestigious brand with a long history, products already available on Lookfantasic now broadening to Ingenuity for fulfilment.

https://www.shuuemura-usa.com/

(site under construction)

Mello2023 Investor Conference

"John Goold, CEO of Kelso, will be presenting on the day and the investor presentation will be uploaded to the Company's website following the conference."