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Visionary disruptive is now proving to be actually disruption to wpp they must be under pressure from the brands stating how impressed they are by thg

When I looked at my Google alerts which shows the St article it states after the headline "this article is subject to a legal complaint by thg" I don't subscribe to St and never would but if someone does can they expand on the legal complaint bit

Poker
One more thing look up miri if you haven't already got out them too but could pose a problem for bids another brilliant system but nobody's buying it at the moment

Poker
Good luck you certainly get around

Again wpp advertising YES bespoke logistics NO
Bidstack another one I was in luckily got out at 6p for a small profit promising loads but never delivered a middle man like wpp who really needs them any more

Get that Poker but the logistics and the bespoking of the storage facilities is an absolute non starter to be frank personally I got out of wpp a while back as their more worried about Sorrell taking all their clients
I've heard about some of the amazing bespoke warehousing thg do and there is absolutely no way wpp could ask an outsourced logistic partner
To come up with similar systems within a system
Sorry Poker was in pfc with you a while ago but disagree with you on your thg/wpp thesis gl anyway

And after having a extra look they want to try and do it themselves impossible to outsource the type of bespoke things thg do for their clients. Wpp probably getting worried about losing coca cola etc especially with thg studio's which are amazing

I bet that's swallowed up a decent amount of the charlatans algo money carousel shares.

Nice that over 60% of sales are outside the UK as mentioned in the earnings call

Really liked this bit in the Q&A MM stated
But also, we've been growing out the digital proposition across not just marketing and trading, but also content solutions. And Adam touched on it in the reel, but remind you that last year, we launched Europe's largest state-of-the-art content production facility here at the tech center in Manchester. In that facility alone, we introduced 8 new clients in the last quarter, including the world's most preeminent football star, which just, I think, underlines the quality of that site.

I saw that site recently very impressive and which footballer recently moved to Manchester Utd doesn't take a lot to work out who MM is on about.

Particularly this MM statement from that answer

And then in terms of the types of contracts, just to come around to that, so in the first quarter, the average year 1 contract value of new clients delivered was 10% higher than a year ago. We now have 5 of the world's top 10 largest food and beverage FMCGs in our books, having delivered 2 more in the last quarter. So I think the summary is we've got a growing client base. We've got growing revenue streams, and we've got a great pipeline, which gives us that confidence to deliver the numbers that we guide to this year.

If you like to take words in bit by bit like me
https://seekingalpha.com/article/4502838-thg-plc-thghy-ceo-matthew-moulding-on-q4-2021-results-earnings-call-transcript
Like the answer from MM regarding Charlie@BNP Paribas question about ingenuity ITS BOOMING loads of great stuff

They're very calming at ingenuity
https://www.thgingenuity.com/first-autostore-partnership

the note states "heavily sold" should state "heavily oversold" perhaps that's what they mean

be adventurous (pardon the pun) just shave off the edges and make them curved

this pushing over the power tower thing is mad anyone with a bit of common sense would just stick a couple of 6ft lenghts of 3x2 in the holes come on

Yeah sp28 this is a sentence from a very recent ft article northstar are a trading portfolio of softbank and only two companies they haven't sold out of after a huge sell off of many positions only thg and kahoot remain imo says a lot of good for those 2 companies

From the ft article

Northstar’s remaining positions include British retailer THG and Norwegian e-learning platform Kahoot

Taken out by rbc

I don't think Phillips66 are going to take over from these guys who've been at converting cooking oil for ages
https://filtaplc.com/esg/

Jz I have a position in hbr due to the carbon capture potential I think Harland and wolf are potential enablers of storage caverns GL