Member Info for Canary3

I copied it from another forum posted by, zb27

Response to Vivek Ganotra's post by a THG Ingenuity Director:

**One year ago we found a new leader and with that came an ambitious pivot in our strategy in order to accelerate our secret to the world. What Vivek Ganotra doesn’t share, but is evident to witness every day as a member of his leadership team, is his unwavering commitment and dedication to making our vision a reality. And the reason for that relentless focus? He believes like the rest of THG Ingenuity that we have something special. Thank you Vivek and all the best for Year 2. We’re right behind you**

PWC Partnership

Autostore Partnership/Deal

Matalan Live

Big Commerce Partnership

GOAT Partnership in India

10 year Maximo Deal

Just some of the progress over the last 1-2 months, incredible really when you think about it.

No wonder Apollo were offering significantly more than todays share price for Ingenuity alone...

I will amend that , perhaps Sue Farr was aware, her post could be read both ways...in fact she probably was aware..

Doff cap with apologies to SF...

Can TGL get away with clamping down on discussion this year and tell us to ignore the Flim Flam , and that the board will focus on carrying out the strategy.

Personally I think not, three recent events will have us all and the Financial Press wanting much more information about them ,

1. Apollo- arguably THG did not need to go public , the only reference to Apollo was a one -liner in a report by the Mail.

2. The last mention of trading was that it has continued into Q2 with momentum and the savings implemented in 2021 were showing in performance alongside the reduction in the costs of whey.

3. Todays LI post by MM, potential ME investors, he could have kept that quiet but decided to share with the world and interestingly Sue Farr who wanted more information. Senior Non exec not briefed on the trip...!!

It all afoot for next week

GL as always

As somebody posted below, they do like to finalise big deals in person, could be lots of meetings discussion in the UK, and then ...

LOl who knows , the only think i know is that if a deal is done, Apollo will be having a close look ..

GL as always

I just bought another bunch and a little bunchette of kelso just in case.

Gl as always

Forgot the link...Sorry

https://stlpartners.com/articles/edge-computing/edge-computing-companies-2023/

Verizon and Cisco have white papers on Edge services on their website

Cisco advertise their Edge service provided by this company Qwilt, its a private company and there is a link to their website on this link.

https://pitchbook.com/profiles/company/53012-44#overview

Verizon when you google Verizon edge you get a link to their 5g offering and within that this link

https://www.verizon.com/business/solutions/5g/edge-computing/

Finally this link is to 100 Edge companies to keep an eye on Telco is on it at no 82, done alphabetically.

A company called Pulsant is on it, they did the bus shelters round our way.

I think the 911 contract won by BVC is a big win , provided of course it is of substance and with a big telecom company

I won't post about this again unless i find something that might be more pertinent to BVC

@ Manifesto

Take some potatoes with that and it might eat a bit better

GL as always

OSG - Thanks for this post below, i thought that was the case..GL

Firstly brilliant news on the Ice-creams making it into Iceland stores. There are also desserts to follow.

The agreement with Iceland is for 5 years and covers all the geographies where Iceland have stores, for instance there are a limited amount of stores in Spain.

THG have sole exclusivity to take these products to market outside any geographies with Iceland stores. Outside those geographies they don't need Iceland's agreement or permission. Full Stop.

So for instance the United Arab Emirates or other Gulf States, America, Australia, Asia and most of Europe would be fine to expand into as Iceland don't have stores there. They would just need to find the right partners to manufacture and stock the products.

And yes I have got sight of the wording that matt Moulding used to clarify exactly this.

But the reason for him travelling all the way to the Middle East will be bigger than this imh

Manifesto

They can't come back within 6 months unless invited by THG board, or in the case of THG undertaking a significant corporate action.

They did however reserve the right to buy THG shares unlike the Wood group,when they walked away from that one, as opposed to THG who turned them down.

IMO they will have been talking to significant holders to try and get a few of them to sell.

Could be but i haven ever seen it and i do look.

Perhaps you can help.

@ Ste2000

I have never seen the documentation or reference to the IP being Iceland's in the public domain, it was a 3 year joint development project.

Iceland produce and distribute the product , but THG and iceland devloped the products together , I think that was done in the THG food labs but i might be wrong on that bit.

After launch MM said in a Linked in post that they ,that is THG, would be looking for opportunities to develop the arrangement into other countries.

Be good to see where you get the Icelands soleI P holder

Glasalways

Top stuff as ever dafad, i think the AGM is g ing to be fun..

GL

In that post he also said that Japan was where he needed to go to, not the ME.

?

He dislikes flying according to his posts on L In, he is there for a purpose IMO and it will be a significant purpose.

The board has firepower after the AGM

Who knows certainly not me.

GL as always

It was in the last results, but i think this is the formalisation of the deal and into the public domain, probably with all the details ironed out about how it will work.

GL as always

Direct quote from IG ,

"Mostly, our clients offset each other’s positions. For example, if client A buys one lot of the DAX and client B sells one lot of the DAX, both sides of the trade are covered. This means we’re not exposed to the profit or loss of either client. Instead, we make our money via the spread (ie the transaction fee) that each client pays to trade.

Sometimes, a large majority of clients will trade in one direction. When this happens, we’ll protect our exposure to risk by hedging in the underlying market. For example, if client A and client B both buy the DAX, we may buy actual DAX futures. This then covers the amount we’ll pay out if both clients are successful “

So in THG;s case, all clients are long, they protect that position by going long as well.. so if the SP jumps so does their position. So they pay out from their gains.

Ditto short i would imagine, so spread bettors amplify the gains or losses in the underlaying asset.

Just to add to the speculation..

GL as Always

@ yespsb

Solid reasoning...it’s a quote from the website.

Do you think the ‘speculation’ is nonsense..if so why?

the last time the book got out of balance on IG the SP did rise..its just coincidence i would imagine but your comment IM humble O, is mince.

Gl as always.

Verizon pop up quite bit, i think they will be one of big players with the smaller companies slotting in to support, but i have no idea at all.

Perhaps posters who understand the tech can comment and help me out?

Last one..this from California in 2019

https://news.caloes.ca.gov/cal-oes-announces-selection-of-vendors-to-modernize-state-9-1-1-system/