The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
The daily telegraph old girl, not me
Https://www.telegraph.co.uk/business/2024/05/25/thg-high-court-legal-spat-australian-distributor-bills/
Bad companies attract bad news, frequently. Wouldn’t want to be out over weekend . Soz meant in
Shorts will never leave this
Red. No bounce.
Always sniffs out red
Not comparable. 80% of revs come from selling other brands at 3-4% epitaph
Got a hunger for red
71% margin vs Thg 45%
US open, Thg sells off
Mad 2 hour turnaround. From bull to bear across all media. Now vote the board out! Thg has few supporters
Applied Nutrition, which is debt free, expects to report pretax profit of about £25 million in the year to July. Sales are on track to grow by about a third to between £80 million and £85 million.
AP profit margin =30% vs Thg c13%.
AP growing 30% vs Thg flat to -9%
AP decent USA retail exposure and in Walmart vs Thg limited USA exposure (minor listing in Walmart, Costco, and vitaminshoppe). Big uk retail listing improvement for MP in last 3/6 months
AP debt free vs Thg net debt of 218m
AP at 1/2 billion Does highlight Myprotein brand undervalued by market, and does highlight the inefficiency of ingenuity, from metrics above, and as a cash burning drag on total group valuation
Https://www.thetimes.co.uk/article/applied-nutrition-steps-up-500m-float-plan-in-tonic-for-london-stock-market-v2bdklhrc
London stock market already cut its float price. What price for myprotein?
0.6% now!!
Funtimesover. Back to business as normal
Means reversal
Folks been smart. Used pump to dump
This dog gets so caught up with arbitrary price points
Much dangerous ramping today has trapped more people in at 70 as it plummets back to 67
No typical Thg. Pump dump. The volume of sellers on any small rise is straightening
Can’t beat the bot