Member Info for 2phevs

This is the Group operations Director

https://www.linkedin.com/feed/update/urn:li:activity:7038207775344062464?updateEntityUrn=urn%3Ali%3Afs_feedUpdate%3A%28V2%2Curn%3Ali%3Aactivity%3A7038207775344062464%29

THG (really good) operations director liked this post from a new cold storage facility about to open the other day looks like they're going for it

https://www.linkedin.com/posts/fpt-group-pty-ltd_fpt-mct-maputo-ugcPost-7075029264244355073-ArkH?utm_source=share&utm_medium=member_android

Don't fancy trawling back through pages of posts tbh HH but I'll do it if it's in the public interest

Cheese is defo on the cards there was an employee at a huge Cheshire cheese company in house at THG for 2 weeks a few months back I'll dig out the post here if I get 20 recommends on this post

Losing heavily on 40% of the short if 60% was shorted at 6.5 they're coming up to breakeven very soon closing short could really hurt if let any longer

It's going to busy here this morning LTH's averaging in shorts closing trader's buying director buys goodness knows who would even contemplate selling unless it hit over 10p

Great new management team circumvented this tough few months with determined focus and have come out the other side better than expected

As the well done post from Berkshire Hathaway owned JV partner CalE on the 12 June linkedin IOG Post said congratulations

Pretty sure they're going to be well (pardon the pun) impressed with the IOG team now

Could be why Gallemore went out there operations and logistics and therefore made the half a mill buy of shares mmmmm

Got to add this little dot2dot

to go to the off licence in the middle east is like going to a batcave however if they get rid of the multi storey hidden solid door off licences and go DTC only via THG and Diageo the Shieks can have the expats and no off licences to upset the locals potentially interesting

All IMO maybe the middle east trip makes sense

Shows the big client ambitions with Viveck liking this Diageo post today Middle East mmmmm

https://www.linkedin.com/posts/activity-7078713562122072065-Jziv?utm_source=share&utm_medium=member_android

Pls don't give anymore recommends for the BigCommerce vs Shopify posts or else certain posters get upset

Exactly the same as you even made some at 16p here but lost it on the 7.5 down to 4.9 but made some at 4.3 to 5.1

Stuck with a heavily researched watchlist that keeps giving opportunities here and there tough work though for the last 18 months HH GL again

Last balanced comparison now IMO ingenuity chose BigCommerce for the scalability for super large clients which fits in with the narrative over the past 12 months

Personally there's no way wba Phillip Morris nestle mondelez etc etc are going to use shopify perhaps original IPO investors envisaged a shopify competitor nut thg are focusing on ecommerce only whales

I'll leave it at that

https://www.forbes.com/advisor/business/software/shopify-vs-bigcommerce/

Another shopify vs thg ingenuity freelance comparison make your own minds up admittedly THG have a long way to go but BigCommerce could help them get there quicker

https://freelancesourcer.com/shopify-vs-thg-ingenuity/

A balanced review of Bigcommerce (THG Partner)

And Shopify

For enterprise-level ecommerce, both Shopify and BigCommerce offer custom plans to equip your store with advanced tools and support. Shopify Plus and BigCommerce Enterprise are available to help large businesses maximize their potential online.

Pricing

Both plans are based on bespoke quotes adjusted to your yearly revenue. Shopify Plus will charge a minimum of $2,000 per month, while BigCommerce Enterprise quotes are usually priced somewhere between $500 and $15,000 per month.

Features

BigCommerce Enterprise has a much wider range of built-in tools than Shopify Plus, which relies on its app market for most of its customization. Because powerful apps often come at a considerable price, large businesses could end up saving as much as $30,000 per year in app subscription costs by using BigCommerce instead of Shopify.

BigCommerce Enterprise can also handle hundreds of API calls per second, while Shopify Plus has a limit of 10 calls per second. This means you’ll be able to sync your product catalogues far more quickly with BigCommerce. Plus, that Walmart partnership we mentioned earlier means that BigCommerce merchants are in a great position to grow their customer base and sell more widely.

As one user said:

“BigCommerce is 100% geared to larger enterprise level businesses.”

Https://www.washingtonpost.com/business/2023/06/24/texas-heat-wave-power-grid/

Hey HH will I ever catch you in my other large chunk IES GL if your in here as well

Takes me up to 120k now

Great balancesheet now

Orders piling in

Manufacturing expanded

Actively hiring

Market sector exploding growth right now and for the foreseeable

All imo

GLA

Bloomin heck HH you get around didn't expect to see you here

Thanks for getting your thesis out finally GY rather than dropping in your 1st vague post about it this morning said what I need to say now end of thread for me