Member Info for 1pencil

The reason it may have jumped is the 'For Sale' sign indicates banks might accept a haircut, can't see it being sold any other way as numbers don't add up.

It would be a great addition to THG as no integration required, just change who gets the payment each month, instant savings too with de-listing, management/board no longer needed.

THG volume seems to have dried up.

Not sure if anyone remembers Pipeline Capital promoting S4 at Programmatic in Spain event,

Sir Martin Sorrell, CEO of S4Capital, ‘Character of the Month ’ for Pipeline Capital

https://www.programaticaly.com/adquisiciones-1/sir-martin-sorrell-presidente-ejecutivo-s4capital-personaje-mes-pipeline-capital

Anyhoo, these guys are in the thick of it recently completing/advising on media deal with Seenka

Pipeline Capital Group advised Seenka in the integration of adCuality

https://www.linkedin.com/pulse/pipeline-capital-group-advised-seenka-integration-adcuality-cbt5f?trk=article-ssr-frontend-pulse

S4 has to be on a few 'To-Do-Lists, no ?

All of these things are interconnected at some stage, but the good news (at least for some) is these measures help to defuse the inflation bubble, especially around commodities which are inextricably linked.

- British bioethanol industry faces 'existential' threat after US trade deal, producers say

https://www.reuters.com/sustainability/climate-energy/british-bioethanol-industry-faces-existential-threat-after-us-trade-deal-2025-05-12/

- China cuts wheat imports: Global markets brace for major shakeup

https://www.dairyglobal.net/health-and-nutrition/china-cuts-wheat-imports-global-markets-brace-for-major-shakeup/

Partly agree, a drop in commodities (whey) would be very good adding directly to margins an profit with little to no effort, don't forget the move to diversify into the Lifestyle market and offline, apparel and so forth which grew at 30% last year albeit from a small base.

Here's a wild card to throw into the mix which very few seem to have picked up on for commodities in general, following the trade agreement with the US it was agreed the UK would allow up to 1.4 billion litre of ethanol tariff free.

Petrol at the pump is E10 containing 10% ethanol, US produced ethanol is far cheaper than UK produced as it heavily subsidised by the US government, wheat prices have already dropped as a result.

Its not clear if whey powder is included in the trade deal as yet.

European whey futures are easing:

https://www.barchart.com/futures/quotes/W5G19/futures-prices

Its dropped behind S4 too but that could be due to an order/s being worked, surprised no TR1 as yet but goes to show how low actual volume is.

The other option we have is to join ShareSoc which can act on our behalf, these guys are well versed in communicating at board level and can offer a way through which we may not have on our own.

The only downside is the lack of numbers, judging by the forum replies/posts there maybe only 3/4 of us ?

https://www.sharesoc.org/

Didn't expect the formatting to come out, but it did.

Investors (or traders) have to share some of the responsibility for failing to spot economic changes, FX, commodities movements so on..if these two things were more favourable we wouldn't be having this conversation, both outside of managements direct control.

S4 and THG both share a very similar number of ETF's and trackers, this makes sense given the almost identical path of both share prices.

THG

A) Price high 837.80

B) Price low 0.27

A – B points 837.53

or in percentage terms -99.968%

S4

A) Price high 878.00

B) Price low 0.27

A – B points 877.73

or in percentage terms -99.969%

Oke, you have to be the biggest fan boy of them all having bought in twice..

You lost a packet first time around then came back for more knowing full well there is little to chance of replacing the CEO, that doesn't sound logical ?

Agree with this bit though:

'If Moulding wins the AGM us PI’s have to make the call sell or put in the bottom draw'

There's a fairly detailed list here, not sure about the Chinese funds but certainly US and UK based should be approachable along with CK Holdings.

Pointing out the poor performance might stimulate one of them to add or possibly create interest on a take over, after all we are not that far off cash held with profitability touted for this year.

https://www.marketscreener.com/quote/stock/HUTCHMED-CHINA-LIMITED-59660104/company-shareholders/

Yup, its a standard resolution each year but whats the point on voting if you don't ever intend on using it.

Our best chance is to engage with other large share holders and if nothing else remind them that they are holding Hutchmed, the odd email to Hutchmed management is unlikely to move the needle imo, bigger holders however tend to be consulted on such matters.

The weather has been fab so for may own part have done very little, once we get a spot of rain will put pen to paper and work through the shareholder list.

We have the same conversation each year, and the same result where matt secures 90% plus of the votes.

I think it highly unlikely anything will change especially as he has just supported the refinancing personally, without his input we could be facing a very different picture.

There are tons of undervalued companies out there, why not switch to one where you can better align with managements goals, this has to be far easier (and less stressful) than trying to change something which you have little or no control over.

For suggestions, take a look at S4 it has arguably a better chance of being involved in M & A activity, has suffered a similar drop to THG but benefits from paying a dividend next month.

..meanwhile, enjoy the current bun

Scorchio!..

Whey Powder European Sep '25

https://www.barchart.com/futures/quotes/W5U25/interactive-chart

It would be great if these are director trades, helps with sentiment plus removes another batch from non sticky tracker hands.

Alternatively, keep a mince pie on fintel for updates if US based.

Looks like prop trades for an in house client, flagged as such:

A Systematic Internaliser (SI) is an investment firm which, on an organised, frequent systematic and substantial basis deals on own account when executing client orders outside a regulated market, an MTF or an OTF without operating a multilateral system.

https://www.gbm.hsbc.com/en-gb/financial-regulations/mifid/si

Nice endorsement and good spot, also saw Muller / Myprotein van on another post.

Could be props have finished working an order, we await notification if so..

Agreed Auson, the whole media industry is about networking and making yourself heard, all part of a successful pitch.

Great opening sequence, it works really well with the symmetrical design..

Good luck Ross !

Retailers having a good day, iShares moved CD up to third place yesterday.

Ordinary Resolution

5.

To grant a general mandate to the Directors to repurchase shares of the Company.^

493,321,158

(99.9180%)