Member Info for CheshireLad

Word is Company share save will restart next month for current subscribers only.

MM should not be alluding to tie ups for THG Ingenuity on an analysts call regarding THG plc. However, could be classic MM misdirection, as he has form for it.

Hopefully, it will all come to light in the near future, and I'm sure it will be legit but as ever we wait once more, as do those FTSE 250 trackers.

Imagine Dairy Milk protein bars, a tie up with Kraft Nabisco for the American market.

It’s probably more like Uranus though!

I know someone who worked on the analytics side for Ingenuity, before the de-merger and some 4-5 years ago. Ultimately they left early doors during Covid and are no longer working for THG/Ingenuity, but at the time and in passing mentioned that they didn't know their rear from their elbow. It seems they may have finally got their act together regarding analytics and the power of retention and building that important subscription model 👍

As an aside my Sister and niece have been really getting in to the gym the past year or so and off the cuff asked me the other day where is our nearest Iceland store because she wanted the MP meals, she doesn't know I hold a bucket load of THG shares, so had to educate her who owns MP and gave a her a slap on the back for wanting to support a local company, albeit unbeknown to her 😂

Probably when we dip below 35p!

MM should reduce the supposed "arms length" contracts in order to free up additional cash, which could be used in part to hedge whey more effectively!

Half of your business model is reliant on a "true" commodity, better risk management and offsetting strategies should be in place. Do THG have a dedicated risk management department or sub-team dedicated to both whey and raw ingredients for their beauty products, it wouldn't be a surprise if they didn't.

Appears from the previous attempt, but failure, to gain entry to the FTSE250, and this time it's/they have succeeded, I wonder who and why?

Bigger picture required here now regarding wheels which have been in motion for well over a year, too many coincidences.

Go Away,

Whey prices will rise a little in the Winter months, to a certain extent it's seasonal, like beauty products up to Xmas.

I'm not happy with the statements but at the same token comfortable with them, what would you expect them to say, it's all subjective and open to macro events, although I believe it was carrot, but it's the hook which got people, the hook is the more important part.

The hotels are (and the land) are a concern. You would think hotels and country clubs would fall more within Nutrition or Beauty rather than a logistic tech division, suspicious to say the least.

Hopefully the Ingenuity and Hotels are a "land grab" by MM and this is being allowed to happen to progress quickly to the end-game, whatever form it is who knows, because there is certainly no strategy being disclosed. The II are poor in the extreme, unless there is some bigger plan that we are now quickly moving towards?

"Go away in May, come back in September"............hopefully?

Spot on Ryan, well said

A good week, and it's not often we've said that is it!

If you took advantageous of the dip in the mid 20s, well done. If not don't worry things are greatly looking up, albeit it's from a very very very low base.

We still can be critical of MM, me more than most, but is that a little glint of conscious he has, I wouldn't bet on it, only if he benefits and protects his own generation wealth at the same time. If the sale was known for a while and you would think it must have been 6 months or so in the making, was the CLN really necessary, only if it protects that generational wealth. The game is now well in motion and I expect a big uplift over the course of the last quarter of the year with a slow pre-emptive climb prior to results. My take on the matter is a capital event within the next year, either part or full, and in what form nobody knows. The SP should be closer to 1 GBP in the first quarter of next year, but should, could, and would are never straight forward, especially with MM at the helm and MM2/MA sniffing around.

Anyhow, good luck all, I 'll keep an eye on the board and pop back when there is something a lot more meaningful and tangible to discuss, other than a long overdue SP rise, sorry stabilization.

So are we any clearer MA or MM2?

VOTE THEM ALL OUT

VOTE THEM ALL OUT

VOTE THEM ALL OUT

VOTE THEM ALL OUT

VOTE THEM ALL OUT

Keep the thread igoing until the AGM it concluded, it’ll be be very catharitic

Oil down 5%, what a strange weird awful world we live in, THG included!

All US Indices are up at the moment and haven’t wobbled over the past hour. In fact Oil & Gas are down.

Looks like a token gesture from Iran, at the moment.

What I always suspected would happen with MM protecting himself where his equity was concerned.

It makes no difference to MM selling previously at £1.70 or now at say £1.10 due to the CLN, whilst ensuring his long term pension through the Ingenuity spin-off. Not that I’m say a bid at or just over a pound will materialise, although I live in hope, but we know we’re hope hot us. As an alternative I would take a clear out of all the BOD, you know those that are actually employee’s of THG and are obligated to act in best interests of the Company and ALL it’s shareholders, the current incumbents are all fully paid up member and fan boys of a Charlatan masquerading as a businessman.

Vote them all out!

REMINDER:

Some numbers to get dialling / some email addresses to write to - these being some of the main SILENT institutional shareholders here:

Frasers PLC, telephone number: 0344 245 9200. Email: financial@frasers.group [Address emails to Chris Wootton, Chief Financial Officer]

Sofina telephone number: +32 (0)2 551 06 11. Email: info@sofinagroup.com [Address emails to Victor Casier, MD of the Investments Team]

Balderton Capital: 020 7016 6800. Email: fblakemore@balderton.com [Fiona Blakemore, Head of Monitoring Portfolio Performance]

Qatar Investment Authority: +97 444 995 919. Email: investorrelation@qib.com.qa [Address emails to Mr. Sunny Hindwani, Head of Europe]

Goldman Sachs: 0207 774 1000 / 0207 051 9637. Email: ess@gs.com [Address emails to Head of UK Investments].

REMINDER:

Please get emailing questions to:

AGM@thg.com

Please don't let the euphoric feeling of today's rise muddy the waters regarding the upcoming AGM, please get emailing questions to:

AGM@thg.com