Member Info for AnacottSteel1

Yeah but the food is Shiite @Spam!

Let’s also not forget Iceland only have a 5 year UK Exclusive deal which ends next year. I’m sure THG will want the product in multiple outlets from 2027..

The partnership between THG (specifically its brand Myprotein) and Iceland Foods is a five-year agreement.

Based on the announcement date of September 22, 2022, the contract is set to run until late 2027. The deal involved stocking Myprotein frozen meals and desserts in over 1,000 Iceland stores.

Partnership Start: Announced September 2022, with products in-store from early 2023.

@Crafty do those results deserve a 35% drop in SP from initial correct rise to 52p before the Short Attack.. All analysts media coverage positive broker upgrades yet THG drops 35%.. This is probably the last opportunity to Buy at these levels & of course I’ve taken full advantage & I presume most others have also that that & don’t listen to the FUD.. Thanks to the Shorts & FUD team though I must say I’ve I’ve got my Dream amount of shares which I never imagined as this should be 70p + at least.. GLA LTH

‘Put a leash on her Turkish’ THG has never been in better shape I’ve loved buying more 35p never thought I’d get a chance to repeat the last bargains 23p-27p trance I bought & advised on here. Extremely Happy LTH with an extremely low average.. Ignore the FUD load up GLA LTH

It’s obviously just more patience required at this stage but I would say we see £1+ at some stage this year as it will soon be hard to ignore when revenue hits £2Bil + margin is coming from all channels & we are currently valued at the price of Dermstore & ESPA which of course we Own.. Ingenuity is a smokescreen we are making huge gains but it is currently ploughed into offline I’d say not long before both are delivering… ‘It’s not in the buying or selling it’s in the waiting..’ Munger

If you missed the peel hunt chat

https://www.peelhunt.com/news-insights/articles/thg-a-mars-a-day-fireside-chat-with-matt-moulding-on-myprotein/

Thanks @Crafty this is a key sentence to me ‘The company is investing D2C margin gains into offline growth and has secured exciting new licensing deals, including with major food and confectionery brands. ‘ Moulding said on the recent Peel interview that they were getting huge access into the big stores and the aim was basically not lose money. So we are getting huge access by undercutting everyone else hence the D2C margin gains paying for this & the retailer getting a height profit on myprotein etc. But now we are in and front and centre and hopefully proven store leader we can start to add our margin this year so then we’ve got huge margin gain from D2C no longer going to support offline as this is now into margin gain. I imagine he was not only talking about Uk stores but also the Kmart deal & other US deals so when we put the prices up it could be rerate time… IMO This is the best time to be holding THG & I have added 3 times in last week ..GLA LTH

It’s hard to know at what price to buy more as it’s forced down ‘catching a falling knife’ and all that. 36p does seem good a point to start so will buy more today.. Aside from all the noise the current Mcap is roughly the price of Dermstore & Bentley Labs sold into this current buoyant Beauty Market.. Buying more today & this week.. GLA LTH

A lot has been said how THG is tied to Ingenuity & paying over the odds… Do not forget it can go the other way also now Ingenuity up & running Moulding could slash what remain Co pays. Yes about time i hear you say as paying massively over the odds but it can play both ways and a simple way to rocket remain co…Something has to give & he knows it you can’t play Whey prices & currency forever when you paying over the odds to Ingenuity I suggest more favourable terms around the corner… GLA LTH

Giddy Up… The good news just keeps coming & momentum is clearly building… Interest rates heading lower what’s not to like. Enjoy the slow ride up…No case for shorters & a lot undeclared under 0.50 that will want to exit. 2026 is the Year… Technicals all Strong Buy it actually looks good & certainty not a 47p share heading to £1+ this year.. GLA LTH

Let’s not also forget I think Iceland only have 1 or 2 years left on their Uk exclusive…

Also don’t forget @Blinky went short which is always a great sign as yet again he’s got it wrong.. Momentum trades….GLA LTH

+5% 7 days

+10% 1 Month

+ 45 % 6 months

Things are looking extremely good on the technicals front..

Moving Averages 12/0 BUY

Technicals 8/0 BUY

Now we are through 46p & it’s held chart looks like we are going to 50p

GLA LTH

Can we close above 46p Technicals screaming for it to then be a clear run to 50p.. GLA LTH

Moving Averages 12/0 Strong Buy

Technical Indicators 10/1 Strong Buy

SP keeps going through 46p but it can’t hold & close above 46p if it does then there’s a clear path through 50p… This Week I think it’s certainly looking strong to be able to get through 50p looking at the Technicals & Shorts are closing which will help…Let’s see on Friday… IMO DYOR

46p Iceberg… Get through That…

Moving Averages 12/12 Buy

Technical Indicators 7/1 Buy

Just a matter of time…. GLA LTH

WTF.. I’m currently on Everest Base Trek so not checked since leaving Kathmandu & up about 10p..!! Well done all genuine LTH.. Let the winners run the Shorts desperately need your shares.. GLA ..

Giddy Up… Great results SP started moving when Yanks opened.. Some shorts closing as many are US Funds.. Apparently approx 25% of free float short so this could be an interesting run to Christmas. I think we could be at 70p by Christmas.. IMO GLTH

‘Put a leash on her Turkish’! Results Friday?!

De Ja Vu 40.78p?!?!