RE: Applied Nutrition Update4 Jun 2026 13:31
It’s not odd that shorts are still persisting. It’s either a game of chicken or there is larger backdrop that we are unaware of, which could be slightly negative one would guess or massively positive accrediting and for time being the status quo remains for as long as possible allowing all stakeholders to benefit from the impending inflection point.
If you take MM’s recent large purchases as the base level and the demerger price as the max in the current range, once the +ve moment arrives imo the range we’ve had for a year and a half moves up between 50p - 70p.
The city, like we all do, wants to see unequivocal transparency regarding the new shiny Plc, along with the growth figures impacting Ebita, FCF, P/E and all other measurements in a positive way, so much trust has been lost it’s a diabolical situation we find ourselves in and I’m afraid there is only one person and his few hangers on that are to blame, fact.
Will we see the turnaround or will someone or parties or other swoop at this scarily low SP level? Whilst at these levels sweeping up a low volume of shares can only go on for soo long and will the new shorting disclosures shine any more transparency in their activity and the actual free float, hopefully a little squeeze to tie in with some positive news, but by then short positions will have been worked and worked and worked so when it comes they will win twice on downturn and then on their hedged longs. Like with anything things take time, the remaining part of the year should, and I use that term loosely, be a lot nicer to be a THG plc shareholder, even a lowly PI shareholder.