Member Info for 1pencil

Agreed, bit downmarket on some lines but maybe THG could work some magic around those.

Now they have forensic boys in should end up with a clean slate so to speak, just strikes me as a bit of low hanging fruit..

Perhaps now is the time to making acquisitions rather than selling stuff, noticed REVB appointed Bob Holt OBE as Interim Chief Operating Officer today.

Not sure how much of a fit REVB would be but has to be fairly decent given they are already an Ingenuity customer, how easy would that be to take over, in the US too!

https://www.revolutionbeauty.us/

I draw some comfort that the SEC are still on site and haven't been asked to leave yet, the political backdrop since they started has been horrendous, plus SEC have actually fined a bunch of Chinese companies - so far without any resistance.

Its a topic that keeps popping up with ever greater frequency, especially around food production.

The figures quoted below reducing greenhouses gases are becoming critically important, New Zealand has a massive dairy industry are proposing to introduce tax on cows.

These taxes will ultimately be passed on to the consumer with higher whey prices, having a popular and sustainable alternative (Whey Forward) is the way to go imo.

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

New Zealand has proposed taxing the greenhouse gasses that farm animals produce from burping and urinating in a bid to tackle climate change.

The world-first scheme will see farmers paying for agricultural emissions in some form by 2025.

https://www.bbc.com/news/world-asia-63211506

84% that is staggering, quote below is from Sophie Pugh of Myvegan.

“Climate change and brand ethics are now a rising concern for consumers. Eighty-four per cent of consumers deem sustainability important when making purchase decisions, and 61% want to help make better sustainable choices.”

That future of the planet is important to an increasing number of sports-nutrition consumers.

Perfect Day’s alt-whey protein is said to reduce water consumption by up to 99%, greenhouse gas emissions by up to 97% and non-renewable energy use by up to 60%, when compared to conventional production methods.

https://www.just-food.com/analysis/plant-power-the-rise-of-vegan-sports-nutrition-products/

Cheers for the feedback.

Ingenuity customers: always going to be tricky assessing revenue per customer as we don't know the level of service, Endura for example state "The Hut.com Limited (in partnership with Endura)" which sounds a bit more than just web hosting and possibly includes fulfilment at some sites.

It could be Ingenuity have demonstrated a good business model using their own https://www.probikekit.com/ brand which helped Endura get onboard.

If Ingenuity can get clients early on in their growth cycle (baby whales already mentioned) which use https://www.thgstudios.com/, marketing, manufacturing, packaging and ultimately fulfilment then those will really pull in the cash.

Some of these offerings are new such as THG Studios, plenty to look forward to.

Marks & Spencer is a fairly good high street bell weather, already seeing some shops cut down on lighting but the real impact is when temps drop, clocks go back.

Wage inflation is another pressure, THG not immune of course but warehouse automation will start to show higher returns prompting more to switch.

Robots operate 24/7 in the dark with minimal heating (and no wage rises lol)

Mr Machin said energy costs were already £40m higher than this time last year, adding that they could rise to £100m next year as it battles 'significant cost headwinds'.

https://www.dailymail.co.uk/news/article-11307295/Marks-Spencer-announces-closing-67-stores-five-years.html

Trying to squeeze out retail longs by raising margin deposit, be careful of intraday swings for no reason

Ulta Beauty not far behind, close to all time highs..

https://finance.yahoo.com/quote/ULTA?p=ULTA

https://finance.yahoo.com/quote/ELF?p=ELF&.tsrc=fin-srch

Is that PE correct, goodness ..

That's part of his job function, Mark is listed as a point of contact - please read the page fully.

If your email is polite and cordial you should get a reply within a day or two, yes received a reply to all emails sent.

amones, directors not buying has been raised many times before on here, it galling to see the constant stream of share options awarde3d at these low levels.

We can't do much as small investors but you can write airing your concerns, Hutchmed PR is here but skip that and write directly to Hutchmed bottom right, Mark Lee, Senior Vice President

https://www.hutch-med.com/about-us/contact-us/

Could be a good reason H, IG used to publish a daily list of stocks going 'tight' or unborrowable, with recent volume stock may have been called in.

Good find (have to repost otherwise lost is space)

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

https://www.business-live.co.uk/enterprise/scale-pandemics-impact-thg-owned-25220313

Who would have thought it- one of our hotels and the health club are actually profitable . The other hotel lost a lot though (assuming it was refurbed)
I have been an advocate for getting rid but if it’s profit making, maybe we keep. Or get rid now we have some better accounts

Agreed, the US seems to be fairing better than Europe at the moment, it would be good to know if its a full end to end service with fulfilment, clients such as this can really help the numbers.

https://de.endurasport.com/

----------------------------------
I pencil this looks like a very good client. that are in 238 stores in North America and a their kit is used from elite level downwards.

Ingenuity may have hidden jewels ready to surface.

US, looks to be a global agreement although haven't checke3d all sites

https://us.endurasport.com/

new ún..

https://de.endurasport.com/

Cheers all, leaning more towards mr Softy being a possible seller, has to be someone.

https://www.investegate.co.uk/sinch-ab/gnw/sinch-announces-softbank--8217-s-divestment-of-its-full-ownership-stake-in-sinch/20220929175608H8197/

The other question is who is lending out their shares, if its mr Softy then these will have to be recalled.

Sorry, have to post this for humour if nothing else - any chance of speaking to those analysts again please (lol)_

"The shares were trading at 646p at 10:40 GMT.

Analysts suggested the stock surge might prompt some questions as to whether the deal was pegged at the right price."

https://www.cnbc.com/2020/09/16/the-hut-group-prepares-to-trade-after-sealing-bumper-7-billion-ipo.html