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I wonder if just signalling their intentions is enough for trackers and such to start accumulating, after when exciting most funds start reducing long before the actual exit.

Also of note is ONT had a good rise following their announcement, accounts were as expected along with forward guidance, the only new piece of information related to proposed change in listing.

Deliveroo ended up today, although completely unfamiliar with the company so could be a myriad of reasons.

Welcome news Yorek, Deliveroo make it seem pretty straightforward ..

Unusual statement from boohoo this morning but shows the importance of localised fulfilment

'Under the changes, boohoo is to cease supplying US customers from its US distribution centre in Pennsylvania and will now fulfil all US orders from its state-of-the-art automated UK distribution centre in Sheffield. '

'Another flying visit from friends and Partners at AutoStore™, the Japanese team from Askul Corporation and SoftBank Robotics.'

https://www.linkedin.com/feed/update/urn:li:activity:7155896382539665409/

'Back to THG Icon Manchester HQ this week, following a very productive visit to multiple properties within our portfolio across New Jersey, USA.'

https://www.linkedin.com/feed/update/urn:li:activity:7030922502881075200/

Starting a thread to keep track of Autostore and related content.

AutoStore’s Capital Markets Day Wednesday September 18, 2024

https://www.autostoresystem.com/investors/capital-markets-day-2024

3D overview of Autostore setup

https://www.autostoresystem.com/news/wins-the-cube-type-logistics-robots-category-2024-k-digital-brand-awards

When you look at the FX headwind THG have endured since IPO its over 60%, add on top of this inflation and its easy to see how the company is missing forecasts through no fault of its own.

Critics will argue just hedge, but that's a double edged sword which can equally go against you, most of the companies I follow do not hedge other than through forward purchasing., THG are going one step further with localised procurement and manufacturing.

Odd day in the markets, no idea what was going on.

Yen is at the top of recent range i.e strengthening which as we know may help with Japan being second largest market for nutrition.

https://www.xe.com/currencycharts/?from=GBP&to=JPY&view=2Y

Its well off the lows of June/July when we had the most recent TU, incidentally THG quote GBP/JPY with a low of 130 at IPO currently 187

Cracking the land of the rising sun

https://www.thgingenuity.com/resources/case-studies/myproteins-1-m-to-125-m-journey-with-localized-npd

I don't know where this animosity towards Matt has come from, he stood up and called out the flaws particularity with the London Stock Exchange which are the same points highlighted in your own post Gocpi.

The gist of my post however relates to current market forces driving both share prices which I perceive to be very similar.

It could of course be coincidence, but both companies hit a high of around 800p followed by a low of 30's then into the 50's, that's some coincidence.

My view is the trackers, ETF's have undue influence on both companies due to a) thin London markets and b) transition category preventing UK funds from buying.

Just my pennies worth, I could of course be completely wrong.

Posted on S4, apologies to those who read both threads

- - - - -

S4 is very similar in a lot of ways to THG, both have a core of loyal share holders together with a large founders stake, both are led by founder CEO's which in itself brings some loyalty.

The problem is outside of this nucleus of holders which sits with trackers using traditional economic models, small volumes moving the price indiscriminately of actual news, tracking the market.

This is why a change in economic modelling would help both enormously imo, as would the now fabled move out of the transition category.

For me its a waiting game until this happens, that said i think we are a lot closer than before, note WB's gradual move from tech and financials to retail with recent Ulta purchase.

Germany's influence on ECB is huge, it is the power house of Europe, as posted before it would not surprise me to see negative rates once again.

S4 is very similar in a lot of ways to THG, both have a core of loyal share holders together with a large founders stake, both are led by founder CEO's which in itself brings some loyalty.

The problem is outside of this nucleus of holders which sits with trackers using traditional economic models, small volumes moving the price indiscriminately of actual news, tracking the market.

This is why a change in economic modelling would help both enormously imo, as would the now fabled move out of the transition category.

For me its a waiting game until this happens, that said i think we are a lot closer than before, note WB's gradual move from tech and financials to retail with recent Ulta purchase.

Germany's influence on ECB is huge, it is the power house of Europe, as posted before it would not surprise me to see negative rates once again.

High volatility can be a good indicator of market turns, data is going our way for lower bond rates and lending.

Fed between a rock and a hard place at the mo, data suggest half point but hat may signal 'panic'..

Germany constantly in the daily headlines mainly on car production issues, that should ensure ECB are sympathetic.

There's a Modelez thread somewhere, but can't find it for the mo..

Toblerone ~ Ingenuity partnership.

https://www.toblerone.co.uk/

Tom Slade Global Head of D2C ecommerce Mondelez

Tony Brown, Account Director, Ingenuity

https://vimeo.com/879709357/3217583801

HK short positions are reducing nicely, down from record highs of 18m to c15m on last update.

Lower interest rate environment, lower bond yields are normally good for growth stocks..long live the rabbit..

Media commentary on another Standard listed company (now in transition category), see ONT results yesterday for further details

Oxford Nanopore Eyes FTSE 250 Inclusion to Widen Investor Base

https://finance.yahoo.com/news/oxford-nanopore-eyes-ftse-250-150637286.html

Chart posted with the article shows the divergence between ONT and FTSE250, if trackers buy in its going to be hard not to replicate the same performance imo.

Chart posted with the article shows the divergence between ONT and FTSE250, if trackers buy in its going to be hard not to replicate the same performance imo.

Recent options which caused a stir on here are also linked to the FTSE250 as a TSR benchmark, if THG doesn't match or exceed (need to check criteria) then options do not trigger.

Oxford Nanopore Eyes FTSE 250 Inclusion to Widen Investor Base

https://finance.yahoo.com/news/oxford-nanopore-eyes-ftse-250-150637286.html

Outside commentary, not dissimilar story to THG

Oxford Nanopore Eyes FTSE 250 Inclusion to Widen Investor Base

https://finance.yahoo.com/news/oxford-nanopore-eyes-ftse-250-150637286.html

This feels like a broader sell off or correction rather than just one stock, the headlines for Nvidia just days before the rout were quite phenomenal 'Nvidia has become world’s ‘most important stock,’

That was a doozie by any measure, largest in US history by all accounts.

Ai has its place but perhaps not at the level Wall St is currently talking it up at.

Ai tech bubble bursting isn't helping, that was some route $300b wiped off Nvidia valuation at one point.

Ultimately I think this is good for markets and should help restore confidence back into undervalued plays such as S4.

2021 we had negative EUR interest rates, I can easily see this happening again with Germany the way it is.