Member Info for CheshireLad

Matt's Elon Musk moment.

I like it to be honest, it's all about reach and target audience, whether that be Ingenuity, Digital expansion, Advertising and/or Nutrition or Beauty.

It's a very interesting move, but still doesn't change the material fact of the company being vastly undervalued, in fact it will only help in that respect. However, I would also start thinking of other reasons for the purchase that we may not have even considered, like how does it fit if there is an eventual MBO, PE Bids, listing changes, or just natural growth over time.

the cost benefit analysis on this acquisition is really a no brainer, and may be we should all see that as it is. The investment return or capital growth far outweighs the small outlay and does naturally fit with the digital division in THG, whether spun off separately or not.

#onwardsandupwards

GLA

It won't me next year, it'll be this, and the cost for legal, financial advisors etc for either, MBO, division spun off, or PE, will be higher than £10 million, IMHO circa £15 million-£20 million, or $20-$30 million, depends who the advisors are? If ME involved it will be the best and no short cuts taken.

#squeezethemmatt

GLA

My take, is the shorts are doubling down at a higher price, £1.10 down to £0.90 range, stalling tactics of any major increase for the LT holders, but they have taken their medicine and are running the same playbook at higher levels. They can keep doing this on the way up and still get out ahead. Orchestrated in a timely way to avoid major pain, I'm sure they will get the help they need to close out newer positions, depends if Matt wants to be kind to them. I suspect the capital event which is coming is still a few months away, happy to be proved wrong, but now more than ever the shorts have an ever decreasing window of opportunity to claw back any pain they have or be experiencing, that's IMO what Friday was, a bit of panic setting in, not with with expectation that something is imminent next week, but word is out, it's in the wind, wink wink. nod nod. Drastic action is required to close out losing bets, minimize losses, or make a small profit. Time is off the essence!

With recent news flows the game is up, it's just a matter of time, nothing more, nothing less, unless you are short, you will take less. Remember a short can only ever hope to close out a winning bet with a maximum of a 100% gain, which never happens, they deal in margins and treat the higher lows as different levels and margins to trade within. Whilst I despise them and what they have and continue to do on the LSE and the wider morality of placing thousands of decent hard working UK people's jobs at risk and providing a platform for the loss of British companies to overseas predators, they do provide liquidity where none might have been previously available, I refer to them as ETA's, Eaton Turf Accountants.

#squeezethemmatt

GLA

I think we can almost certainly say the Friday drop/attack was because the word is now out. The penny has dropped, and the SP may also drop a bit lower to 85 p - 90p range, higher lows they say. All depends what Matt wants to do, it now appears he hold all the cards, just a case of when and if he decides to play them. IMO this will be in September/October, so short-term movements are irrelevant, as per the 65% have known all along.

I think we can add to the old adage "You wouldn't want to be out of this over the weekend" and change it up to "You wouldn't want to an 8%'r over the next few months".

#squeezethemmatt

GLA

Loving the targeted adverts I'm getting on LSE:

https://www.myprotein.com/sports-nutrition/impact-whey-protein/10530943.html?utm_source=bing&utm_medium=cpc&utm_campaign=PLA&utm_term=10530999&affil=thgppc&switchcurrency=GBP&shippingcountry=GB&variation=10530999&affil=mpppc_campaign=71700000048234638&adtype=&product_id=10530999&msclkid=c7c368a50eb51eac485e0c1ecf7d61db&utm_content=Core%20%7C%7C%20Whey%20Protein%20%7C%20Impact%20Whey%20Protein&gclid=CJ-rjJOfooADFSdDHQkdW4sJHg&gclsrc=ds

To be honest, I don't think the post was that bad. Was there a need to mention LSE, no, just should've mentioned the division values, nothing else about LSE Meta etc etc.

I, like I hope a lot of investors, see the housekeeping that's taking place before our very eyes prior to the next capital event, which may be very big indeed?

All in all a good steady July, August will be better, September could could be the past month or so on steroids, sorry on protein.

#putuporshutupmatt

GLA

It's all about levels, and the shorts lost out at a lower level, doubling down on a higher level to claw back losses, patience and a bit of time is all that is required for the longs.

#downwardsbutupwards

GLA

Big order being filled for MM buying in the market :-)

#onwardsdownandupwards

GLA

Hey Oke,

I'm in the office........but on my lunch...lol

#onwardsandupwards

GLA

Ditto, I ain't going nowhere, my target time is 18 months from now, the question is will I be allowed to hold that long?

#onwardsanduowards

GLA

Back from my 18 holes at VRAGC, got a bit wet but the modern USGA course layout holds up very well against the rain.

Dad got the best of me this afternoon, he gets too many shots for my liking, still playing off 18 at 76 years of age, that's what a nice retirement does for you.

All joking side regarding the golf courses. Hartford municipal 9 hole course is great fun, with also a fantastic driving range with the very latest ball tracking mod cons etc, a lovely family friendly clubhouse, and one of the largest best stocked club shops and equipment approved specialists there is in Cheshire. I personally know the owners, and they have been great with the development of the facilities, they have spared no expense, as they can afford to, they just do it for the fun, and being multi-millionaires the obvious tax breaks that goes with it.

#onwardsandupwards

GLA

for those of you who like a bit of local cheshire golf:

https://www.vra.co.uk/

ex footballers retirement home really

https://www.sandiwaygolf.co.uk/

cheshire set, tommy fleetwood practices here sometimes

https://delameregolf.co.uk/

*****essentially english private members club

i'm off now for 18 holes, weather permitting.

#onwardsandupwards

gla

It's ok, I'm already booked in later this afternoon for 18 holes with my Dad at Vale Royal Abbey. I'd invite you but they don't accept wind up merchants, riff raff, or hackers.

#onwardsandupwards

GLA

Small volume today, picked up again in the afternoon.

Lets see if the UT or any late reported trades indicate the direction of travel for next week, tick tock, tick tock.

#onwardsandupwards

GLA

Have you seen the IGG closing SP today, just confirms they are devil in disguise.

#onwardsandupwards

GLA

Non-binary....lol f*c*e* that up, too much excitement for one day.

#onwardsandupwards

GLA

Sounds binary also

HH....LOL

Don't know they know we're all multi-millionaires and are just on here for the fun of it, my sentiments exactly, they can do one.

#onwardsandupwards

GLA

Has something happened today....oh just a bit of natural nutritious organic beautiful digital growth after being in hibernation for a while.

#onwardsandupwards

GLA

You're correct, if an MBO happens it's going to cost MM, if the indicators are to believed regarding an MBO, this then moves on how is it funded and at level, will all shares have to be purchased, even those that may roll? I'm not intelligent enough to understand how that might work in principle, £2.50 - £3.50 per share x 1.3 billion or so, is a lot of cash to find, even for 35% - 50% of the 1.3 billion equity.

GLA