Member Info for bransonbull

Strangely, Gemini claims that to get the dividend, you had to be a holder as at 4 June, whereas to get the divi stateside, you need to be a holder 5 June. Surely that creates an anomaly?

Suspicious that GS initiates a sell rec just as WPP goes ex-dividend. Not only did WPP come first for the last 2 quarters in new wins in both the JPM and the COMVergence rankings, but they said Q1 would be worse than any other quarter so recovery from here. The global (excl. the US and Japan) coke retender makes me nervous.....but going from 288 to 264p BEFORE ex-div is deeply suspicious note timing.

I've voted and voted against anything like giving powers to create more shares and allocate them to whoever MM feels like. Also voted against some board members, including MM. Democracy in action.

The huge sell off down to low 250s was largely artificially manipulated by shorters. Suddenly it bounced from 253p ish to 286p. Low and behold, blacrock closed 0.1% and disappeared from the ocer 0.5% level. We watching you...

If momentum builds, traders will pile in and add pressure on the shorts

Why is there no edit function on LSE LOL

Couod i have some of what Happy is smoking? Burson worth 750 to 1 billion max. Debt 3.3 billion. Sell 40% of Kantar plus Burson..then debt rasonable and a rerate

The difference between ingenuity and THG old is that several people actually wanted the otger 3 divisions whereas Ingenuity was a bottomless pit with endless capex which we subsidised. However, i am more optimistic. It is not what FCF MM can generate from MyProtein, it is couod it become a global brand 10 x the size if Mars bought it for pocket change at a big premium. Remember Hotel Chocolat? This is why MM wants to develop offline as otherwise full potential not realised. Back in the day though, he was against moving away from the digital and gyms only to offline. It was his team that persuaded and talked him into it. But it has been obvious for years...proetein bars and products with added prltein were being sold in supermarkets. He was late to party and doesnt deserve credit for offline growth. HOWEVER, THE BIG PLUS of all this? Offline, activeware etc plus massive growth could massively rerate value of MyProtein and the SP. Also, what about a strategic partnership? Get a global FMCG player to take a 20% stake and partner to triple quadruple sales?

It even hit 33p. A TA analyst would say MM has leaked some vAT news, or that it is start of a rebound

I didnt want to mention how many i bought yesterday but let's say supply more constrained today. Unles MM is buying more to prop uo sp due to LI comments?

Yes, but how much of lack of profit was also fact we were paying VAT when others were not?

Please ask what shareholders have gotten from the 1 billion usd MM awarded to himself shortly after the IPO...apart from a 96% sp fall?

I agree there are massive problems in the UK. Im not sure voting for sbdy with fascist sympathies in his youth will help.

I bought back most today. Vat news cannot be far away. I figure the 30% discount on what i sold on results day is reasonable. I see scope for 40 to 43p plus if VAT deal announced in May.

I would not trust Farage with the country. Mind you, unfortunately they are all awful.

MM is the only business man who can sell 100m of product and still make significant losses, after the mandatory never ending adjustments. LOL. Let's hope somwthing changes

HttPs://www.impactonnet.com/more-from-impact/wpp-expands-its-mandate-with-henkel-consumer-brands-to-global-creative-and-production-14263.html

It is great they captured creative within Henkel too. The simplified but integrated global offerong may be working. They took it from Omnicom

I expect a gentle upwards trend...not because results were great, but they show signs of momentum and recovery in H2...and i suspect a lot of shorts were chancing it that results would be bad. CFO in investor call was adamant that Q1 would be the worst quarter, but Q2 similarish but better and then much better beyond that...so what have shorts got to hang on for now? Even gentle closure on this overcrowded trade should push up the SP nicely.

A positive given WPP wants to sell Burson is that the PR side has stabilised with much slower declines than other areas...this could be worth 0.9 - 1.3 bn USD....let alone the sale of 40% of Kantar by WPP with Bain making clear a sale on cards for last 13 mths.,

Same as last quarter...opens up, shorters take it right down, by COB, it closes even or up. Don't let them get easy closure.

As expected, results in line with previous guidance, and new wins/ forward momentum looks improved...

I am sorry to br the harbinger of bad news but MM is being replaced as CEO by his mother....