Member Info for 1pencil

Bothe the CEO and CFO had shares vesting, CEO at least has held on - seems a bit overdone just for a share sale, happened few days ago too?

https://sc.hkexnews.hk/gb/di.hkex.com.hk/di/NSAllFormList.aspx?sa2=an&sid=344192&corpn=HUTCHMED+(China)+Ltd.&sd=08/03/2022&ed=08/03/2023&cid=0&sa1=cl&scsd=08%2f03%2f2022&sced=08%2f03%2f2023&sc=13&src=MAIN&lang=EN&g_lang=en&

Bit of a short attack, director sells not helping sentiment?

Nice one davey, looks a little more realistic

I did think those forecasts must have included at least some Takeda revenue upfront.

"HCM continued to prove its strong commercial capabilities by achieving remarkable 63% YoY growth in oncology product sales in FY22, reaching US$124.6mn, driven by its three commercial drugs. HCM targets to grow the oncology product sales by high double-digit in FY23 while the management expects US$450-550mn consolidated oncology revenue in FY23, including partial recognition of US$400mn upfront payment from Takeda."

HeiQ's first announcement of its carbon-capturing cellulosic yarn, designed to replace microplastic-shedding synthetic fibres, came with the proviso that it wouldn't be commercially available until late 2024.

https://plasticfree.com/inspiration/hugo-boss-x-heiq-aeoniq

'Boss x Heiq Aeniq Seamless Polo Shirt ' shows on Google but link invalid, quick search of Boss site doesn't reveal anything either, has it been withdrawn ?

FTSE350 Gen Retailers are having a reasonable run. Whilst THG is not officially classified as such it may catch some of the momentum.

https://www.investing.com/indices/general-retailers-chart

exact figures from Crest, here is the site which you should be able to access as a guest

https://www.euroclear.com/en.html

Avg nr on loan
116363513.8

Avg nr in CREST
1102571784.35

Usual caveats apply, please see earlier posts on this topic.

(average across month)

10.55% Feb-23
10.52% Jan-23
10.60% Dec-22
9.19% Oct-22
7.49% Sep-22
7.47% Aug-22
6.98% Jul-22
6.42% Jun-22
6.80% May-22
6.76% Apr-22
6.94% Mar-22
7.61% Feb-22
8.39% Jan-22

8.72% Dec-21
7.85% Nov-21
6.19% Oct-21
6.54% Sep-21
2.71% Aug-21
1.92% Jul-21

Excellent results from Glanbia yesterday, streamlining their portfolio to concentrate on nutrition.

"On behalf of the Glanbia team, I am pleased to report that Glanbia delivered its highest ever annual earnings performance in 2022 with adjusted EPS1 growing by 17.6% to 104.02c. This was achieved despite unprecedented inflationary headwinds and was led by the strong performance of the Optimum Nutrition brand, growing US consumption2 by 30.8% in 2022, and continued good delivery by our GN Nutritional Solutions business. "

https://www.londonstockexchange.com/news-article/GLB/glanbia-full-year-2022-results/15856119

Many parallels to THG especially on manufacturing ingredients

https://www.glanbianutritionals.com/en/nutrition-solutions?gclid=CjwKCAiAr4GgBhBFEiwAgwORrS-p0GihoM5LgBWyA7ZevSGCdqtvlTuL263jl7N07MKCfevmZO1NZxoC_R8QAvD_BwE

Strong backdrop to growth

https://www.cnbc.com/2023/03/02/heres-how-much-economists-expect-chinas-gdp-to-grow-this-year.html

Cheers Jatw, informative post, will listen out for that over weekend.

Looking out for analyst notes too which may add to forecast visibility.

https://www.cnbc.com/2023/03/01/asia-markets-pmi-numbers-china-japan-australia-manufacturing-pmi.html

https://www.thegrocer.co.uk/new-product-development/heinz-teams-up-with-ed-sheeran-to-launch-tingly-teds-hot-sauce/676484.article#:~:text=Ed%20Sheeran%20has%20teamed%20up,up%20to%20the%20next%20level%E2%80%9D.

it would be cool if THG Studios can start producing content for the site, huge kudos to get Ed through the door if so. Heinze also.

https://www.tinglyteds.co.uk/

2.1 Who we are. We are The Hut.com Limited (trading as www.tinglyteds.co.uk) (“we”, or us”) a company registered in England and Wales. Our company registration number is 05016010 and our registered office is at Icon 1 7-9 Sunbank Lane, Ringway, Altrincham, United Kingdom, WA15 0AF; and our registered VAT number is GB974860768.

2.2 Trademarks. “Tingly Ted’s” and the “Ted” logo are trade marks of Ed Sheeran Limited and are used under license by The Kraft Heinz Company and its affiliates, including H.J. Heinz Foods UK Limited (“Heinz”).

HK responded well, should be at 289p if I have my sums right but always seems to need NASDAQ confirmation.

Jatw, I assumed some of the Takeda upfront was already included in 2023 posted below, need to go through in detail this weekend but this was first assumption, if not those figures for 2023 look incredibly good.

Crafty, on a d v f n there's a moderated thread with no nuisance posters at all, however it remains unused with bob/tony preferring to interact in mind numbing detail, its all about interaction and attention.

If no one responded they would go away.

The media, now that's a different ball game..

Crafty, my own view is they are just disgruntled investors who have got their timing wrong venting on forums, that doesn't make it any less of a nuisance though and certainly doesn't help those trying to stay the course.

The psychology of investing is almost as important as the fundamentals..

We wouldn't be able to buy at these levels if it wasn't for the short side, personally find it a very lucrative part of investing.

As for the nuisance posters why not just use the filter option, totally perplexed why people get upset and worse still interact. Put a value on your time.

Shocks and scares must be the only investment where people complain about getting a discount ..

lol