The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
The fall yesterday is obvious. EPS came in at -0.19p vs consensus of -0.12, as total loss came in around 250m, +50m higher than consensus
All else almost inline with consensus.
Thg simply must de merge its business units
How is hope an investment strategy
You know what to do. Vote him out or sell
Worst update ever from Nut. At last in past was hope this s hit show would be taken over and be someone’s problem. No chance now. Look at its financials. Horrid. Market looked, hated it, sold it
Correct
Moulding even lied on net debt
NET LEVERAGE(5) 1.9x vs. 2.8x in FY 2022
Moulding said x1.8
Took Market only 45 mins to see through the latest bull s hit
Net debt up 20%. And buying revenue again with biossance. Why only beauty will show ok numbers in q1 (delayed) update
This isn’t a company. It’s an idea that loses 1,000,000,000£ since ipo
It’s almost impossible to see this make a profit. Would need 15% margins vs less than 6%
Could be the worst update Thg have ever done
Why on earth not share q1? It closed 10 days ago. It’s just revenue. How does it take so long
It’s just yet another underwhelming Thg update. Always the same. Only value is sotp which seems further away then ever before
It’s absolutely gone now. 70 to 65. And no chance of ipo means shorts can operate safe
Speed of drop really accelerating now. About to lose all moving day support. Overall it’s a classic nut car crash
It’s just very boring. Thg was only relevant if separation was done. This seems not near.
One of the worst analyst calls for a while. Was 74p in q4 update, now 65p
So so so much info missing. They seem beaten
Selling off now. Average at best update. Much infos missing
Chill out Bob, yes you are a believer Bob/ crafty/ burnt Bob
Nut group and it’s obsession with 67p lol
In years to come they will write oaks about this car crash ipo
Best in class at doing it all wrong
Warpaint up 12%
Why? Beat guidance and told market, well in advance of results
Nut group, surely even you can do the later? Can’t you