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Frigging LSE Forum needs an edit button
That is Nutrition not Ingenuity
OK @yespsb let's put this to bed once and for all.
I will ask you once again 'Where did you get your factual intel that THG Ingenuity was having a 'hard time'
before the Jefferies note was released.
Thanks :)
@speciman, maybe IR could invite a meeting between analysts and management if the meeting goes well the analysts might advise a buy signal with targets of £1.05 and £1.41 :)
@yespsb you won't have to read my posts much longer, remember just over a week ago you said you would be out when this hits the 70s
You said 'I will be a seller if this gets back into the 70s.'
Only 7p more to go and then you are gone - And if you don't go, then guess what?
You are a liar and I will happily remind you EVERY TIME you post xx
Funny how all the negative naysayers who claim to be long disappear when the share price jumps.
But you know that as soon as the SP drops they will appear as sure as day follows night :)
What’s going on here then? 👀
In the same superb THG Studios as The Overlap, Stick to Football & more…
Couldn’t be us talking all things ops with guests could it? 🤔
https://www.linkedin.com/posts/ugcPost-7176609308535595011-me8E?utm_source=share&utm_medium=member_desktop
Just for balance :)
https://sustainability.thg.com/news/proud-to-be-best-big-company
Read the comment 'future visits' - interesting twist. So much going on in the background with this comp it is hard to keep up
Ryan Walker E-Fulfillment at Dyson
A brilliant afternoon with Connor Thompson seeing first-hand, the product & services on offer at THG Ingenuity Cloud Services 📦 🚚 🤖
https://www.linkedin.com/feed/update/urn:li:activity:7176550962344382464/
another unreal distribution win for our vimto clear whey! recently launched into over 420 tesco stores 💜🛒
well done to the myprotein team for making it happen… with lots more to come this year! gabriele b****gjan ryan hinchliffe gareth gray matthew l.
https://www.linkedin.com/posts/elizabeth-jennings-a11403143_another-unreal-distribution-win-for-our-vimto-activity-7176587901223227393-ethz?utm_source=share&utm_medium=member_desktop
the new myprotein branding looking stunning
Any positive analyst upgrade is welcome especially if you are long here.
Only shorts will see this as a negative.
Today Peel, a few days ago Jeffries. Makes you think about who attended this THG management meeting a few weeks ago and what was said.
£1.05 and now £1.41, shorts exiting, it makes you think something is brewing
Buy On The Dips :)
This also marks BIA Brands’ second buyout in the skincare segment after it acquired TrueKind in December last year
https://inc42.com/buzz/bia-brands-marks-second-skincare-acquisition-with-asa-beauty/
Global Beauty M&A is buoyant with deals breaking every week. This Indian beauty deal highlights the growth in this part of the world with the beauty and personal care market at $4 Bn in 2022, and is expected to reach $28 Bn by 2030 at 27% CAGR.
There is no reason why THG Beauty/ Nutrition cannot repeat the successes of Japan in India, Australia and the USA
Note how the Global Nutrition M&A sector is stagnant with no activity and with very few comps up for sale/partnership
As the world tilts towards healthier lifestyles will Nutrition company's equity become a premium?
FFS Matty get the deal done :)
As the Wall Street party continues no one is dancing on the LSE dance floor
https://www.cityam.com/uk-investors-missed-the-global-rally-in-2023-as-they-dumped-equity-funds-for-bonds/
Retail investors pulled more than initially stated from equity funds in 2022, but outflows slowed in 2023, according to data from the Investment Association (IA) and Deutsche Numis.
IA’s figures showed UK retail investors pulled £24.3bn from open-ended funds in 2023, although slightly better than the figure reported for 2022 it was still one of the highest and fastest levels recorded.
Net retail outflows totalled £26bn in 2022, worse than expected after the numbers were revised. IA had originally said investors pulled £24.9bn in 2022 – the first annual outflow on record.
Although global equity markets rallied in 2023 and ended the year on a high, retail investors continued to shun equity markets, resulting in record net outflows of £22.4bn from Equity funds in 2023. A net outflow of £18.8bn was recorded from equity funds in 2022.
Also check out the new Jimmy/MyProtein marketing - these are some of the first pics but I think they look good
https://www.linkedin.com/posts/elliot-coulter_jimmysicedcoffee-myprotein-productphotography-ugcPost-7176168902043807744-mdo7/?utm_source=share&utm_medium=member_android
With Origin, every session is an opportunity to break barriers and redefine your limits
https://www.linkedin.com/posts/myprotein_origin-myprotein-preworkout-activity-7176143159586889728-mgDH/?utm_source=share&utm_medium=member_android
We're proud to launch our brand new range of pre-workout products: Origin Pre-Workout, Origin Stim-Free and Origin Dry-Scoop.
Formally ‘Alpha’, Origin is our no-nonsense blend designed with no compromise. The Pre-Workout boasts a punchy 300mg caffeine, 8g Citrulline Malate and 3.5g Beta-alanine – a hero product in the range for nearly three years with no signs of slowing down.
Stim-Free is a formulation that mirrors Pre-Workout but minus the caffeine, whilst Dry Scoop is a truly innovative product, tackling the issues of dry-scooping head on.
With Origin, every session is an opportunity to break barriers and redefine your limits. Well done to all of our teams getting this live 🚀
After thought - note how much the success of Rare Beauty is attributed to TikTok, Instagram and Social Media.
I know I keep going on about this but it is so important that THG has a very good social media presence.
Currently much better than Boots UK and most of its other competitors.
Bodes well for the future
Rare Beauty revenue expected to break $300m
https://www.linkedin.com/posts/fast-company-me_inside-selena-gomezs-beauty-juggernaut-activity-7115334774252019712-k1NA/
Value $2000m
https://www.businessoffashion.com/news/beauty/selena-gomez-weighs-sale-of-cosmetics-brand-valued-at-2-billion/
THG Beauty Revenue $1.3b
Value c$325m
I know Rare Beauty don't sell 3rd product content but it would be interesting to know out of THG Beauty's 1 billion revenue how much of this is from their own branding. We know that beauty is concentrating on own brand higher margin marketing and as Anacott said earlier Biossance (who is stocked by Sephora) was turning over $100m in 2022. If THG Beauty's own brand revenue is close to £230m/$300m surely it has got to be worth more than c£250m
I think this is yet another example of just how undervalued the company is.
Buy on dips :)
Rare Beauty brought on the bankers to field interest from firms looking to invest in or acquire the company, said the people, who asked to not be identified talking about private discussions. Bankers have met with potential suitors
https://www.businessoffashion.com/news/beauty/selena-gomez-weighs-sale-of-cosmetics-brand-valued-at-2-billion/
The Business of Fashion, a website that follows the industry, named Rare Beauty one of the “most sought-after M&A targets for 2024,” with a valuation of $2 billion. Gomez and her team launched Rare Beauty in 2020, with a focus on liquid cosmetics that could be applied with minimal tools. The company’s blush became a viral hit on TikTok the following year. Other popular products include a highlighter compact. Rare Beauty’s packaging is designed to be easy to use.
GTC/Malmo says 'How many more days do shareholders have to ensure of this s hit'
Just a reminder to the board - Malmo holds no THG shares - Don't Be Fooled :)
GTC/Malmo shorts are running this stock you know that, dirty tricks n all.
It is not nice to say 'that's a will it survive drop'
They have circa £600m to hand and are not going bust put your baseball bat down there is a good chap :)