Member Info for gggg21

Rnli have been contacted.

11m for kamani and “board”

10-11m for frasers

18m for ???

Campump 💦

* potential dilute mike plays ball

£8m for kamani. No retail offer. Over subscribed. Clever play really. Raise funds. Increase holding without buying on the market. Dilute mike. Wasted evening for clown.

Eh at least all this gives scb something to do tonight. Well the same as what he does all the time

Good read across regarding growth areas and continued sector performance. Apn haven’t been paying vat. Thg have. Rebate worth circa £60m for thg backdated and then no vat payable going forward. This will help with the turnaround.

Apn market cap over £630m. Thg £580m.

If the turnaround continues for thg then this flys. I know which is better value from current prices.

Https://www.thg.com/careers/thg-hub/myprotein-seven-shoots-in-nine-days

The US push and campaigns are happening then. Noticed the names. Some big followings. Instagram posts started in the last few weeks.

Hsa/fsa to on myprotein in US.

Lots going on. Like with further Iceland my protein product roll out today.

1.6m buy today at days high price.

Get that pull back just now and then a big trade paying 1% over advertised. I think this won’t move until big Mike has his fill again

Good day as expected for both Sml and tun. Both over 10%. Tungsten at all time highs as mentioned. Be interesting to see further tr1s

Https://www.thg.com/investor-relations/analyst-consensus

Here is the updated projections for 2026 released in February. I do think these will be revised up shortly given what we now know with growth and then potential VAT refund. So yes probably will be cash generative, capable of paying divi and profitable

Https://homeofdirectcommerce.com/news/thg-beauty-media-partners-with-the-trade-desk/

Rns - https://www.londonstockexchange.com/news-article/TUN/project-update/17461755

Sml and tun should do well this week. Tungsten prices flew in close Friday to all time highs.

Don’t think there is any uncertainty when coffey takes a big position. Wonder if he wants to take a position on the board.

So tr1 just now. Gregory taken 9.3%

Yep just seen that broker note - buy target price 60 - https://www.tipranks.com/news/ratings/thg-strategic-partnerships-and-licensing-led-growth-create-attractive-buy-opportunity-after-share-price-decline-ratings?utm_source=marketbeat.com&utm_medium=referral

He has said what i said this morning about revenue increase, offline partnerships will keep driving revenue up and a lot more to come.

The LinkedIn post alluded to more partnerships in the pipeline to. Positioning is key. If they do as Matt alluded to and continue to increase offline partnerships they are further increasing the growth and revenue. Ebidta and fcf will be key of course. But it’s good to be back as a growth company and current 580m mcap for group is cheap.

We know with myprotein in us revenue will also be increasing with the fsa/hsa update on the website yesterday. Something that has helped Dermstore in us with revenue and growth expected there.

The forward looking forecasts will be increased in the next update.

Still also awaiting the potential vat rebate which will be over £50m.

The share price will be over 50 again. 40% gain from current prices. Can’t argue with buying here and making that minimum return.

Media now picking up on this, Greencore done press release. Matt on linkedin done a post, wants to go to 100m offiline sales.

So with the 40% projected increase in offline sales this morning, given 2025 stating around 170m, with 40% increase stated this morning, it looks like that figure will go over £230m - so as noted a revenue increase again. Nice if they can add an extra £60-£70m in 2026 for offline sales!, going to 100m offline will take it closer to £300m

Based on 2025 reports from parent company THG plc, Myprotein has been rapidly accelerating its offline retail presence, with in-store sales expected to reach approximately £170 million for the full year 2025.

Key details regarding Myprotein's offline sales and expansion strategy include:

Growth Target: Myprotein is targeting the sale of 45 million units globally through over 40,000 retail outlets by the end of 2025.

Mars didn’t have the level of detail.

This has just updated on sales and expected 40% growth “ Following a strong start to the year across our licensed ranges,”

First of many updates to coming here.

Following a strong start to the year across our licensed ranges, we expect to significantly build on last year's performance, with the brand on target to sell-in over 60 million licensed products in 2026, up from 43 million in 2025."

Can’t argue with a 40% increase there.