Member Info for 1pencil

Think back, you had recently turned buyer after some time when we crossed 3.20 price range, if anything things have improved markedly since then.

Shorts are decreasing steadily, no change in share ownership that I can see, China more constructive on tech giants..lots of other tailwinds too..

Three additional Heinz to Home web sites awaiting release, at present only partially functional with placeholder/email notification when live.

Heinz to Home Ireland, France and Italy. As mentioned before, sites are owned by Heinz making it difficult to identify who carries out fulfilment without an active checkout process.

Ireland is likely to be using Ingenuity as UK/Ireland is within the same Heinz division. Italy has a fair chance too imo due to the recent Italian partnership with Heinz owned Plasmon, Ed also features with Tinglyteds, another Heinz brand and Ingenuity partner.

https://www.heinz.it/salse/article/heinz-lancia-edchup/100195300003

Kraft Heinz don't appear to have figures for Heinz to Home as yet, this is probably down to it being quite a new concept for Heinz and prior to that in customer testing phase.

Incidentally, Heinz to Home UK originally used Shopify during the consumer testing period, later on migrating to THG Ingenuity.

Clearly there have been delays which could in part be attributed to implementation of new EU regulations, given the sensitivity on this topic it may not have been easy to highlight within a Trading Update.

Jan ~TU.

"lengthier onboarding of higher revenue and margin Ingenuity partnerships"

Is this a 'Moby' in the making? giant brands reaching millions of households using DTC effectively bypassing traditional supermarkets..now that could make a splash..

Lots of activity after hours Friday, whole slew of protected portfolio trades which is unusual as it involves showing your hand..

Looks like your ISA is going to get a few more shares for the pound davey, might join you if I can shuffle other bits around.

Cheers Bwana4, appreciate the nod.

April is going to be a busy month, Kelso AGM/placing approval, New Jersey going live, THG FY 2022 Results/Q1 2023 Trading Statement.

Plenty to keep investors focused. The best part for my own investment criteria has been tangible and sustained progress with both Heinz and Nestle, these are titans within the food industry choosing to grow with Ingenuity as their preferred fulfilment option.

Incidentally, Heinz to Home Ireland has a place holder ready to launch (current EU negotiations could be holding this up?)

What indexes do you guys follow that tracks HCM, Global X MSCI China Health Care ETF (CHIH) seems to mimic HCM's moves but doesn't appear to trade ?

Any suggestions..

Moving all or part of their existing holding as collateral no doubt helped with the additional shares purchased, maybe yesterdays portfolio trade was part of 2.4m.

Commitment;

"All of the directors intend to subscribe for shares in the Proposed Placing. John Goold and Jamie Brooke intend to subscribe for £300,000 and £75,000 of shares in the Proposed Placing, respectively."

"Kelso is keeping costs to a minimum and specifically the Board continues to receive no fees or salaries."

I quite like the idea of Kelso banging the drum so to speak, even with the odd bit of help from our forum..: )

Boohoorockets, you can stand down now, Kelso will take it from here..lol

davey, see blue box half way down, currently 122 shares on offer

https://www.nasdaq.com/market-activity/stocks/hcm

Boom, web sites such as this and others report trades based on how close to the bid or offer they are at time of publication, nothing to do with bots.

If you bought shares at say 62p then price rises to 62/64 trade gets reported late it would appear in the sell column.

Has anyone looed at the liquidity on NASDAQ, only 10 shares on the offer currently, no wonder this pings around ..

Each trade carries a reporting 'flag', to access this info hover over (i) symbol at the end of each trade, alternatively London Stock Exchange has a full and more detailed breakdown.

The 494,616 reported just after UT is a Protected portfolio trade, almost certainly a fund of some sort working day order.

https://www.scmp.com/economy/china-economy/article/3215294/catch-foreign-investors-china-casts-mega-projects-great-potential-uncertain-times

Message out of China seems positive with Apple CEO meeting new Premier Li Qiang, article below upbeat also:

China offers foreign firms big prospects

https://www.chinadaily.com.cn/a/202303/28/WS64230b9ca31057c47ebb70dc.html

Alibaba being IPO'd separately should help sentiment generally, its also has a fairly hefty weighting in many tracker indexes such as MSCI China ETF (MCHI)

HCM seems to track Global X MSCI China Health Care ETF (CHIH) more than anything.

Its going to attract a bid at this rate, Takeda may as well just buy the lot - China is doing very well compared to other parts of the globe.

Yesterday's NASDAQ shorts dropped again to another 12 months low.

Signs of Chinese gov relaxing tight rules surrounding tech, may get some tailwinds if so.

https://www.cnbc.com/2023/03/28/alibaba-says-it-will-split-into-6-units-that-can-raise-funds-and-ipo.html

Reported sales in Nestlé Health Science increased by 36.9% to
CHF 6.6 billion

https://www.nestle.com/sites/default/files/2023-02/2022-full-year-results-press-release-en.pdf

Another one in the Nestle stable, Optifibre

https://www.everyhealth.com/brands/optifibre.list

Need to check other brands but that's five in total so far, not bad at all..

Original agreement (2020)

THG INGENUITY AND NESTLÉ HEALTH SCIENCE SIGN GLOBAL TECHNOLOGY PARTNERSHIP

https://www.thg.com/news/thg-ingenuity-and-nestle-health-science-sign-global-technology-partnership/

Link

https://www.cnbc.com/2023/03/27/pfizer-signs-agreement-with-china-on-improving-health-coverage-in-the-country.html

U.S. pharma giant Pfizer has signed an agreement with China to cooperate on improving the country’s health coverage, according to the company.

“We are aligned very much with the China ‘Healthy 2030’ [initiative] and we are trying to contribute as much as we can,” Pfizer CEO Albert Bourla told CNBC’s Eunice Yoon on Saturday.

Pfizer’s memorandum of understanding with the Health China Research Center is set to support public health research and improve the health of rural populations, according to details released by Chinese state media.