Member Info for Brewman91

Another day of no RNS.
Some good news would have gone down a treat

Do you think this would ever pivot to being a dividend stock? Say if we were heading to £5 or £6 per share.

Or would it stick to growth?

What was the extra 156 needed for does anyone know?

Was it to cover Rising costs such as Whey?
If so surely it will now be on a rapid pay down?

2phevs

Did THG actually take up the extra credit? I know that it was mentioned at the last update but have they actually used it?
Is that included in the £300m that keeps being mentioned.

When did THG borrow more?

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.

Price has dropped back a bit so no doubt the Eye of Bull**** will spout some nonsense soon.

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.

Just as an exercise.

What would fair value on Beauty be?

Of the 10% of that from the sale would it all just go into the coffers or would there be a special dividend?

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.

Okehurst
This isn't a rant or a jib at you, it's a genuine question.

Over the last week, maybe two, you seem to have gone a bit more subdued with your posts.
You used to be so positive and now seemingly less so, what's changed?

Have your figures changed or has something happened/come to light you aren't happy with?

Or, like me, are you just a bit ****ed off this hasn't re rated yet? Understandable if so

Well, I will certainly take that day.
MMs and shorts clearly tried to push this down today and failed.
Minus just 0.04% after a near 18% up day!! Brilliant.
Let's hope we can see a blue day again tomorrow.

Hopefully we can nudge past 60p if not kick the door down.

Also, really not sure I buy the boots 10% of beauty rumour. Seems a very strange one.

Also after scrolling through a lot of the days posts I'm seeing a lot of green boxes and more people clearly get frustrated with Moniman. I wonder what tripe he has been saying now.
I thought having him filtered would make the board a better place to read but I still see people's ****ed off comments at him and not the reason why or his idiotic replies. Quite amusing.

Anacott Marshall Wace must be having some very interesting discussions. Wouldn't like to be in one of their meetings on THG right now.

"Can someone please tell me why the **** we upped our short position 6 days ago!!!???"

I'm so excited for today's trading to open.

Are we in for another big trading day?
Or will there have been a big sell off last night that is executed today which pushes us back down? I hope not.

Hopefully any rumour mill was gathering steam in the pubs etc last night and this takes off like a scolded cat today.

A positive RNS of some kind really would go down a treat right now.

Let's see how this is doing by 9 o'clock. It was already 2p up yesterday. The same again today should indicate another big day.

Exciting times to be a holder here.