Member Info for 2phevs

green boxes always come out when buyers start entering
ruining their daily diabolical carousel
really pushing for their year end bonus

green box
was it someone who's heard from goldy7
buy signal hopefully novice

Should be bulk ordering enough whey to fill one of the unused icon state of the art warehouses before shareholders rock up demanding why THG are paying rent on the building

Could be worth scanning back through this board posts moniman if you've got the time and slow down when you hit barclays valuation tables GL

Sorry again missed the most important manufacturing for MyProtein products in Warrington (another northwest location)

Joker it could work something like this

THG separates off one of their unused state of the art warehouses at Manchester Airport to cut and paste automation and is in close proximity to the nutrition manufacturing facilities In North Wales and Stoke

Ingenuity licenses off its unique tech for nutrition and gives a fully dedicated team to the purchaser until fully handed over

Once purchaser happy last third of payment is made when new logistics facilties are located probably in the North West and dedicated team cut and paste proven system into aforementioned facilities and successful seamless implementation has completed

If this did happen it would be a stupendous model for ingenuity to cut and paste using their Manchester facilities as a control test bed to engineer perfect solutions for clients in an almost separate lab (currently unused state of the art warehouses) conditions to perfect the model to the client
All imo

Sorry "similar to Bernie Madoff FTX scam"

Tell you what Brewman they deserve it some people have really gotten up their own @rses these past couple of years at least thg spent the money on improving the company even if a bit blasé
Elon Musks Twitter c@ck up has got to top everything along with the very similar Bernice Madoff FTX scam

Some Canadian figures came out 45 mins ago relating to raw material prices Anacott they were lower than consensus this is particularly important with Canada being huge in raw materials
If Canadas raw material prices are coming down so will everywhere else

Posti

Yeah HH think even Goldenyears. Would take back the post factory worker jibe then you'll have to let me know because it's filtered

MM said to me a tobacco, beverage and drug whales for ingenuity
Huge automation savings
And a FY 22 2.5 bill revenue record smash

Reckon MM properties will be getting twitchy HH can you imagine if those state of the art warehouses aren't being utilised in 6 months from now and the golden share is about to go
I'm not going to list potential issues but MM would be eating some copious amounts of humble pie and potentially reducing rents and taking back property with THG capex he authorised being given back
Focus is now being felt and success is his best option
bring in the whales captain with Vivek

Reckon they've touched 2.5 bill Oke
The 10's if not potentially 100 mill max put into price protection for customers may of reaped huge revenue reward
Unfortunately that doesn't equate to more FCF
However if you think about what Sam Smith song MM played on his insta coming back to work after summer hols
"I don't have money on my mind I do it for the love" sounds to me success is the CEO's number 1 priority
The quietly negotiated extra covenant light £156 mill facility along with the £45 mill asset sales announced recently puts THG in a potentially very strong negotiation position for price placement relative to volume forecasting next year
The real drill down for me personally is the automation savings because if they've doubled from 30 mill to 60 mill in a short time then the copy and paste savings to other fulfillment sites is fantastic especially in this macro environment

Lastly if the potential huge automation success is gaining momentum rapidly
ingenuity (I've always valued at zero and analysts have valued at negative minimum - £1 bill) gets some huge whale contracts then THG could rocket

One last thought Quatar brought PSG and managed to attract Messi and Mbappe
Quatar sovereign wealth fund brought into THG big style recently WONDER WHY

Think MM thrives on toil as he mentioned Mike Ashley in a recent call feel he's determined to turn this around it's about the success and not the money
All imo Canary3

I've been struggling with the selling by ii's Canary3
I understand it was numpties distressed by redemption but there could be a little more to it I have no proof but my theory is that jup chrysalis got wind (as these city snobs do) that thg were wanting to expand their existing credit facility to bolster their pricing power through cost crisis to retain customers
For THG to get the extra 156 mill must of took some time especially as they mention same covenant light and very favourable interest rate perhaps shareholders asked a question and MM declined to comment for a good while after being backstabbed by so many city sorts creating an extended period of distrust
Just a theory all imo

Looks like they're in frozen foods as well

And smpl worth 3.5 bill wow no where near thg figures please look
https://www.thesimplygoodfoodscompany.com/news-releases/news-release-details/simply-good-foods-company-reports-fiscal-fourth-quarter-and-0

Smpl and ulta at multi year highs
Smpl US protein shakes and bars $3.5 bill not sure if anybody has compared to MyProtein before

Ulta just slighty bigger than thg beauty

thg at multi year lows maybe because of huge capex spending but this is just about to explode in cost savings and blow the competition out the water

Like this bit hopegreednothing pointed it out this morning

Olivia Cross, assistant economist at the Capital Economics consultancy, said: “The ONS estimates that longer Black Friday sales helped drive a 1.7 per cent month-on-month rise in department shop sales volumes and a 4.4 per cent month-on-month rise in household goods sales volumes