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If they stick to Sept guidance that will be good enough for a small re-rate imo, also:

'The Board will consider approving an enhanced final dividend for 2025, if the improved second half performance and liquidity targets are delivered'

The US has a two tier economy, with one tier keeping rates high and the second tier going under due to high rates..

Cathy Wood has now joined the chorus of Ai bubble talk..that's just about everyone now..lol

We are not going to forget about something just because you're bored with reading about it, don't read the forum = simple..

THG's appeal is direct with HMRC and not via the appeals Tribunal which is why its not listed.

As it stands the decision is in Global by Nature Ltd favour (and THG's) subject to HMRC appealing which is where we are now..

That's my understanding..

Good news indeed, maybe keeping a bit back for update/outlook..

Steady as she goes cap'tn..

The appeal VAT page updated today from Aug, no change in status for Global by Nature Ltd that I can see.

https://www.gov.uk/government/publications/vat-appeal-updates/list-of-vat-appeals-updates#global-by-nature-ltd

Dow futures jump 200 points as light inflation report paves way for Fed rate cut: Live updates

CNBC

Adobe has done a good job at integrating Ai in many of its offerings, not sure if they use their own LLM to achieve this but it feels seamless, impressive stuff.

Given this I thought their stock maybe a good investment but like many software companies are struggling for growth, plus competition from existing Linux rivals. Inkscape is an incredible package and whilst not Ai supported has a huge library of tutorials, similar with GIMP too.

I think its this growth narrative that is driving many of these Ai implementation decision, good or bad.

If anyone wants to try those two packages they are available for free in the Linux software library.

Nice one Crafty, I think Seeking Alpha used to offer something similar.

OSG, it sounds very promising, would be great for the conclusion to be RNS which would then be picked up by funds allowing for a re-jig of their forecasts, icing on the cake.

Cheers both, I had not picked that up tbh, that's very interesting and a it of a game changer going forward.

Is this a transcript of the call Crafty or typed up from notes, will have another listen this weekend.

'The position, as we understand it well, is that HMRC have been refused their right of appeal against the decision. As a result, they've now got another week or so left — maybe two weeks — to come back and see whether they're going to try and fight this in the highest courts or not.'

Bit more mundane but something worth highlighting perhaps, the wording of HMRC's appeal is interesting, it states:

''Current status: HMRC is seeking permission to appeal to the Upper Tribunal''

My interpretation is HMRC has to first get permission to appeal, and then obviously for the appeal to be heard, in other-words a two stage process.

What can we derive from this, well there are two chances for the ruling to stand (in our favour), the first of which is if HMRC gets rejected on the permission front, and then the second, actual appeal itself.

Appeals web site was last updated in Aug 25 so perhaps a further update is due soon ?

Fab, really fab, these partnerships are often symbiotic in nature, look at what happened to Filtronic when Space X invested.

If ingenuity gets flush with cash then why not reverse into THG Group and take the whole thing public on NASDAQ, there's good reason now with a major US tech company invested.

Lets see what the US makes of this next few days when dust settles..

Market Cap of Ingenuity on JP Jenkins is £109.7m

What a deal for a UK company, some of the kudos will no doubt rub off on THG Group, well done Matt!

Page updated, now all Sept 25 entries (buying/institutions)

https://www.morningstar.com/stocks/xlon/thg/ownership

I tend to look at the 'tone' of a company to see if its changed, perhaps moderated but this seems to be upbeat at least for Hutchmed, 'represents a potentially significant leap forward' at this juncture could be seen as a step forward..

Its going to be a while before we hear anything about H2 performance, investor presentation indicated a return to growth again.

Sometimes those UT trades are shorts netting off a long against a short to close out a position, that said there's only GSA left on the notifiable disclosures.

They seem to be sticking to the proposed schedule and with positive results, only repeating earlier post below to help keep track of things - this was from early Aug -

'I can see why management are excited by the ATTC platform utilising small cell molecule, its much more targeted with less toxicity than conventional treatments, really does sound like a step forward for patients, 251 should have a full profile at one of the upcoming conferences.'

From the press release, does sound encouraging for both patients and share holders..

"We are excited to share the progress of HMPL-A251, the first candidate from our ATTC platform. It represents a potentially significant leap forward in addressing the limitations of toxin-based ADCs and narrow therapeutic window of systemic PAM inhibitors. By combining selective PI3K/PIKK inhibition with precise HER2 targeting, HMPL-A251 achieves potent antitumor effects while maintaining a favorable safety profile," said Dr Michael Shi, Head of R&D and Chief Medical Officer of HUTCHMED. "The compelling preclinical data presented underscore its potential to redefine treatment for a wide spectrum of cancers, and we are excited to advance HMPL-A251 as well as more ATTC drug candidates toward clinical trials."

12 weeks ago..

Why Meta's Mark Zuckerberg is offering jobs worth $100 million to poach AI talent from Apple, OpenAI

Meta’s new “Superintelligence Lab". Mark Zuckerberg is on a hiring spree for its artificial intelligence (AI) unit, particularly making headlines for poaching talent from rival ChatGPT maker OpenAI with alleged $100 million pay packages. At least nine of the hires jumped ship from Sam Altman’s OpenAI, with the others coming from Google DeepMind and Amazon-backed Anthropic.

Source: MSN link too long to post

Meta lays off 600 employees within AI unit

Meta will lay off roughly 600 employees within its artificial intelligence unit, a spokesperson confirmed to CNBC.

The cuts come as Meta has poured billions of dollars into AI to keep pace with rivals like Google and OpenAI.

Meta’s Chief AI Officer Alexandr Wang announced the layoffs in a memo to staff.

https://www.cnbc.com/2025/10/22/meta-layoffs-ai.html

I can't but help notice how embedded these two companies are especially in nutrition, Myprotein features as part of the Sports Direct Everlast gyms proposition - see video (followup to Craftys posts)

OUR NEW FLAGSHIP GYM

https://www.everlastgyms.com/gyms/liverpool/

“Thanks to the collective efforts of our team, and our compelling vehicle portfolio, GM delivered another very good quarter of earnings and free cash flow,” GM CEO Mary Barra said Tuesday in a shareholder letter. “Based on our performance, we are raising our full-year guidance, underscoring our confidence in the company’s trajectory.”

https://www.cnbc.com/2025/10/21/general-motors-gm-earnings-q3-2025.html