Member Info for CheshireLad

Personally I think Matt just pressed the wrong button and was actually trying bed his ISA with his broker 🙂

Intriguing that the FY update is a full month earlier than last time. Could be for so many reasons, both positive or negative:

1-Riding the recent peer good news?

2-Maintaining FTSE 250 status?

3-Current macro events?

4-x1 FY published since Ingenuity demerger (…stolen)?

5-Just happen to be ready?

6-Plan a double attack on naysayers?

7-Clearing the decks and laying foundations for next Quarter bid?

8-Leaving room for one last set of cheap stock purchases before the next 31 days quarter trading update?

9- MM just playing games?

10-MM desperation to actually get the SP moving for fear of hostile public takeover/buy-out attempts which rob him of his baby?…oh the irony.

If we are not in the shop window now, we never will be.......£1.25-£1.50 for Nutrition.

…you’re reading this

So based on the Huel multiple and Matty boys LinkedIn post, does that mean Matt will be looking for x3 multiple or thereabouts for Nutrition, being roughly £1.50 per share, circa £2.1 billion for MP? Mars, Nestle, or Apollo, guys get your cheque books out, ok we’ll compromise, £2 billion would close the deal. If your reading this for heaven’s sake go hostile and put it in the public domain.

Makes you wonder why Selkirk SUPPOSEDLY bid for MP at around x1 revenue. All smoke and mirrors.

Minimum for MP should be x2 revenue, if you claim to be the worlds leading sports nutrition brand, roughly equating to £1 per “special dividend” per share.

Then just leaving beauty to be flogged, with all divisions tied into SUPPOSEDLY “arms length” contracts with a former division which miraculously announce a tie-up and then potential investment from the behemoth that is Google, go figure.

Value will out only when Matt, and the concert party, decides that they can’t rob any more PIs out of their investments on the cheap. Scoundrels the lot of them!

Very good points you outline 1p.

However, whilst similar for comparison purposes I think that’s all it should. Protein is currently a bit of a fad, however, there is little to no downside of consuming or upping Whey protein intake. Downside comes from excess meat protein or UPF protein derivatives. With Whey it’s also less intensive than meat production or mass marketed vegan alternatives, bur to Whey being a by itself being a by product of dairy production, a good analogy would be Petroleum today and how that came about being the main source of fuel for the ICE, which was the cheapest by product of the oil refining process, and thus became the go to fuel source to power the new automobile invention some 125 years ago. Admittedly not the best comparison, but I believe the same principle applies to Whey protein. Its now becoming mainstream and adding Whey to non meat products can help everyone through effectively micro dosing the body with additional protein fuel..see what I did there 😉.

Food for thought, pun intended.

Circa 1,400 after de-merger, issue another 200 million to self via, then use VAT for share buy-back, taking shares in issue back to circa 1,400, leaving our illustrious leader with a bigger share of the pie, then management buy-out might happen.

He's very good at what he does, but totally untrustworthy. He should open some car washes or vape shops he would be very good at that.

I did the same Mr.B, sold 40% in the high 40’s and put in back in this week to lower the all important average. It’s the only way Paid can counter what’s going on and mitigate the future. I’d prefer not to trade to lower the average but needs must at this stage with Matt and his hangers on making a complete mess of things in respect of the SP. I acknowledge that the SP is not the company but when is the SP going to reflect the Comoany?

As I expected, said it before, range bound between 30p - 50p. Certain parties have locked everyone else in at 50p and taken advantage themselves around the 30p mark. No surprises at all, all I/we can do is take advantage in the hope of lowering averages to gain from the expected low ball offer or a capital event which will no doubt be structured for the large holders. Seems they want their cake to eat, we merely deal in the pitiful crumbs that are thrown.

After a lot of hard work over the last few years Im extremely relieved that I’ve got my average in the 30s, but still underwater. I’m very fortunate to be able to say that and I can’t imagine what other PIs with higher averages feel like, absolutely sickening.

There are no morals and no rules when comes to the bigger players that manipulate the price, yes I don’t buy that the SP is purely down to lack of margins and profit. Whether MM, MM2, and MA are running a concert is an open and valid question.

Matt is a shocking CEO, nothing more needs be said.

Why not, topped up myself, although Matt and GLA are a total disgrace. A case study on how to run a lifestyle company, no need to look at AIM, the FCA and SFO are impotent.

It would be great if other BOD members and/or other big hitters declare additional purchases.

If they don’t, it will somewhat muddy the waters, on a day & on the face of it which should be good news day. If we get a declaration of a decrease from any II, then no positives should be taken.

£1.70 minus Ingenuity, he can have my Remainco Plc shares for £1 - £1.20, if he feels inclined?

Would be interesting to know what the remaining II would find acceptable, being they apply no moral hazard and may be just want to re-balance their portfolios and be done & dusted once and for all with their investment here.

Re. MM being the manipulator, through his verbal diarrhoea at the the appropriate times, and no doubt aided abetted by the concert party MA + MM2

Don't forget about the fake MP bid last year from IM/Selkirk i.e. setting the bar of MP at £600 million. The reason for the benchmark being set being......who knows????

Matt has stated, I think on the investor call, that THG will continue to pay VAT until a decision is made. Please correct me if that’s wrong?

Another reminder to MM & GLA:

Corporate law prohibits making false, deceptive, or misleading statements in, or omitting material facts from, company filings and publications (e.g., reports, prospectuses). Under the Companies Act 2006 and Financial Services and Markets Act 2000, knowingly or recklessly providing such information is a criminal offence. Directors face personal liability for such actions, with penalties including fines and imprisonment.

Key Aspects of Corporate False/Misleading Statements:

Definition: A statement is considered misleading if it is false or deceptive in a "material particular" (likely to influence decisions).

Statutory Offences: Under Section 1112 of the Companies Act 2006, it is an offence to knowingly or recklessly deliver false information to Companies House.

Economic Crime and Corporate Transparency Act 2023 (ECCTA): Amended the law so that it is an offence to provide misleading, false, or deceptive information to Companies House without a reasonable excuse.

Director Liability: Company directors can face criminal charges, resulting in up to 10 years imprisonment under the Fraud Act 2006, or civil consequences, such as damages or rescission of contracts.

Securities Information: Section 90A and Schedule 10A of the Financial Services and Markets Act 2000 impose liability for misleading statements in published information about securities.

Types of Misrepresentation: The law distinguishes between fraudulent (dishonest), negligent (careless), and innocent misrepresentation, impacting the remedies available.

Consequences:

Criminal Penalties: Fines and imprisonment (e.g., up to 10 years for fraud).

Civil Remedies: Damages, rescission of contracts (setting them aside), or injunctions.

Regulatory Action: Fines of up to £300,000 or 10% of global turnover, depending on the nature of the breach.

Reputational Damage: Loss of investor trust and brand value.

While "entire agreement" clauses in contracts may try to limit liability for pre-contractual statements, they cannot protect against liability for fraudulent misrepresentation.

It’s the concert party that needs to be investigated and it’s this the FCA and SFO should be looking at. It’s not as if it’s hard for them to obtain all the data and intelligence is it, absolutely disgusting behaviour from the concert snd the regulatory bodies.

Where are the insider buys? the low SP for this prolonged period of time should be taken advantage of by the BOD to instil confidence. If the reason is also a prolonged period of closed periods, then that must set a record for the longest closed period in the history of any share.

Matt will keep diluting PI's until he is stopped, I fear by that time it'll be too late for the lowly PI's that BACKED HIM at IPO, and provided that generational wealth for future Moulding generations to come, fair play to him he's very good at what he does, being financial engineering to benefit himself, however the city seen through him shortly after IPO, it just took the lowly PI's a little longer tha'ts all.