Using that chart shared further down
Prices peaked at 1448 Euros per Tonne at 1.20 Euro per pound sterling giving £1206.66 per Tonne
Jan prices €810 @ €1.13 giving £716.81
Near as damn it £500 per Tonne cheaper!
That is some tailwind now.
DPWS/ STEVESCOTT
Let's not forget that the company is also a good chunk bigger than it was at IPO
How many companies have been brought under the umbrella since IPO?
As well as the increase in sales etc of the existing companies.
Dilution surely isn't at the same rate as that?
Just to clarify, I meant I would sooner ride this out until it is at £6 per share.
I can't see any big meaningful investors taking £1.70 after Mouldy flat refused it saying it undervalued the company massively. Since then there is also the Iceland deal of pure profit in royalties now and whomever the whale is.....
£3 would be the bare minimum I think.
If they announce an Ingenuity whale and then a buyout, at say £3, I will feel well and truly robbed.
Ingenuity landing a whale should see it self sufficient in terms of cash or certainly near as damn it. With some cap ex adjustment it may even be profitable and its valuation by the city should be £1bn? Who knows??
But then there's the beauty valuation what would that be? 2bn? 3?
Nutrition at the same again?
This should be £6+ easily.
A buy out at 3 would be a decent chunk for everyone here. But fair value at £6 given these things I'd life changing cash for most.
That's what I'm here for.
Here to the death.
https://www.nutraingredients.com/Article/2022/10/12/MyProtein-partners-Iceland-to-bring-sports-nutrition-to-the-masses
An older article I know and maybe I missed this discussion but i have just been reading up on it a bit more.
3 years in the making.
3 years of presumably just financial drain on Ingenuity.
And then all of a sudden roll out hits and its not a drain. Cash flow coming in from it from which the costs of any further development (pizzas, ice cream etc) can be drawn.
This surely must have been an expensive project to set up?
The tubs alone:- my protein branded, oven safe microwave safe all has to be researched etc.
Also I wonder if any of this cost was also borne by My Pro itself? That also now lifted? Another tailwind now?
Tuan
I'm invested solely in THG. My portfolio was doing v poorly over the last 12 months so I went all in on one with a view to faster growth.
Perhaps he is similar, why comment on other stocks forums if only invested in 1 stock?
I'm interested in others for when I pull out of THG or go for a more balanced portfolio again so I follow a few others but don't comment. It doesn't make me a trader or paid. Just heavily invested.
What do we reckon everyone?
Push on towards 70 tomorrow? Or a slight fall back like we have seen on most occasions after a rise?
Obviously none of us know for sure, I just fancied a different narrative than mud slinging and handbags.
I think we might see another 3p rise tomorrow. But I can dream of another 20 percenter.
Soletrader
I too am intrigued by that.
Would our holdings in accounts then be split into the separate divisions automatically (on my Hargreaves Lansdown for example)
I would like to know.
Great Post Anacott.
Surprised it's been missed on this board seeing as it's from November.
It shows just how diverse the products THG are rolling out are. Also how targeted to the markets they are.
I feel we haven't really scratched the surface here, as nice as an MBO or disposal of a division would be (with a payout that is) in terms of quick cash, I really would like to see this out.
To see it back at IPO or above levels is what I would love.
Hopefully Mouldys vision is laid out for all to see with a positive trading update and roadmap and we can see what this company can really do.
Pipe dreams maybe, but it's my dream and I'm sticking with it.