Member Info for Brewman91

This is partly why I think Alibaba is a pretty good candidate.
Large warehousing across the UK with automation in place or at least plans in place for roll out.
It's the warehouse network that they will likely be more interested in.

They may buy it all, lock stock and barrel from moulding and then spin off the individual parts.
Likely they aren't so bothered about nutrition and beauty?

Stockbroker

When you say a sale of part of nutrition
Which part? Or do you mean a % share of nutrion?

Must be all part of those pesky shorts and their conspiracy plots..... somehow.

AiMhO AdYoR

Hosai

The "yet at least" in one of his replies hints (in my view anyway) that he 100% knows something big is coming.

I may be wrong obviously. He just seems too coy with it.

Who knows?

But I am VERY excited for the week up to the trading update.

Come on 100p

AiMhO AdYoR.... and all that nonsense

HOW????

£1.35 by the Trading update would be a BEAUTIFUL benchmark to launch from, bring it on. Would be pushing it though now being so close to it.
£1 would be good but still pushing it I think.

Is it usually 1st thing in the morning? Or at the end of the trading day?

I suppose with £15bn warehousing already in place and a lot of automation in place it could be a good fit into their portfolio as a ready made lot?

Hopefully it's the Pequod and Ahab has caught up with Moby Dick.

This is a big expense that I would like to hear a plan on from THG.
Or does anyone already know of any info?

A pathforward on this would certainly help explain the massive (seemingly excessive??) Expansion.

I would imagine MM is providing favourable rates on the warehousing as he owns them but still they must be sapping major cash.

PMH looking forward to it.
Only my 2nd trading update since investing here, and the last one wasn't brilliant. Hoping they have nailed if not beat the targets with the turn/easing in economic headwinds over the last few months.

6 more trading days can't go fast enough.

The fact you think I'm a trader is madness.

You post constantly. All day, every day.
If that isn't someone paid to post, then I don't know what is.

And it's not a lecture just your constant bull**** is tedious for 90% of the BB members.

Filtered

When I joined is pretty irrelevant.

I feel I have asked questions mostly.
I'm not a ramper, I'm invested.

I don't, however, just post utter tripe that does nothing but detract from the conversations being had on the board.

At this point I think you have everyone worried for your mental health with the way you post.

If you aren't flying off the handle at an individual, you go on the same tirade about "THE SHORTS" or conspiracies.
It's embarrassing and pathetic.

I'm here to ask questions, post something I have seen and read what others have to say on THG.
You do nothing but detract from the board, there's some knowledgeable posters here and you are certainly not one.

Put the keyboard down for a while, seek some help and when you come back hopefully THG's share price will be in a better position.

Get well soon.

Oh for god sake Monimoron!

Don't start your bull**** repetition of the same crap post when someone posts something you don't like.

Christ, it's like dealing with a petulant child.

Shut the **** up

Very positive news. Let's hope THG do a similar stunt and report positive guidance early to give the shorts a fright

Oke,

75p would be beautiful.
Starting the NY being back in profit again haha

IMO if you really want to land a whale like Coca Cola, Nestle, big Tobacco companies you need the global infrastructure.
Be able to hit the hound running instantly.
I believe this is why THG has pushed forward on their Ingenuity Capex.
"We can provide D2C instantly on a near global level.
Website, production/personalisation, storage, and delivery"
That will be key to landing a REAL whale I think.
They won't want to have to go through the same process and teething problems with 100 different companies around the world.

Also, landing just 1 whale will likely make Ingenuity cash positive.

All of a sudden your warehousing becomes profitable, Ingenuity stops being a drain on the other 2 divisions and we start to see MM's dream materialise.

As soon as 1 Whale sees the value of Ingenuity its likely others will quickly follow suit.

I have heard Nestle mentioned here a few times.
Are they an Ingenuity client? And does Ingenuity supply Nespresso DTC?

Steve Scott

What are you hearing?

Moniman** sorry, autocorrect.