Member Info for guird

This is about the life cycle of a brand that ultimately created and drove the protein sector , now it’s about how long can it keep innovating ahead of the competition and what pricing power does it have , over time own label will enter the market like they do in all categories and take 45% market share , its standard , key is innovation and a strong brand , you can not complete on price , race to the bottom , continued growth will not come easy but that said if they can control costs they should be able to generate a good cash return

What people seem to be missing is you can not value a business solely on revenue, you value a business ultimately on turning this into cash for shareholders , this is the issue , until we see 1/2 year results purely from THG this remains a concern

The key is they have transparent accounts , cash dropping to the bottom line and a high margin , once THG have this and we can see the real business it will be valued differently, until then there is zero trust , sales value is irrelevant if you can not turn it into cash for shareholder returns

Consumer health products group Abbott and Reckitt have been cleared of liability in a trial investigating whether they hid bowel disease risks associated with premature-baby formula

Company’s are valued on future earnings, growth rate , margin and debt levels , AN is superior on all metrics , that said can it continue to grow at the current rate and maintain margin is the key to the valuation, that’s what you need to decide , THG nutrition is in decline and weakening margin , fevertree is a good case study , £39 peak share price strong growth and margin in 2018, now below £8, low growth and poor margin , most brands and companies hit the same issue at some point in there development, key is not to buy growth at the expense of margin , cash generation is king

I’m a private investor , have 30k shares , average 59p , please explain what has changed compared to Wednesday last week other than a poor trading statement and a share price drop of 10%, THG is the same company owned by its shareholders, of which Matt is one and owns about 15%, no one is happy about how the company is being ran but the value, if there remains the same , just some believe it’s vastly undervalued and others believe it’s fair value , the buy or sell accordingly

People needs to realise nothing has changed , if you believe there is value and potential stay invested. In summary , THG is worth approximately 700m today in total , at 49p, ingen is being valued at 100m, RemainCo 600m , if you use the 49p share price as a reference for each share you own today going forward you will get 1 Ingen at 7p, and 1 RemainCo at 42p, net net you are the same as today, 49p , you then have a choice and can switch the Ingen shares to RemainCo (at 6 Ingen to 1 RemainCo) , which would take you back to the equivalent of 49p. So MM has taken no money from anyone , you need to decide where you believe the value is going forward , hold both shares or only one , the only trick MM has played is if THG shares increase before the ex date for the split , Ingen is still only valued at 100m , therefore in my view it means holding onto Ingen shares is critical to get the value back longer term , you are still a share holder even though a private company and if you believe that RemainCo will increase in value dramatically after the split you could argue you get Ingen almost for free, the downside is if you switch Ingen to RemainCo you will see no return if you really believe there is significant value in Ingen and want a return for the Bn’s invested to date in this part of the business , it’s your decision , you still own today the total of THG and can own the same going forward

Another strong set of numbers , will beat current year forecast easily, share price has doubled since January and have a lot more to go , a very special company that is still unnoticed

Very strong growth , margin , cash generation , no debt, and a market cap of 72m, has a lot further to go with double digit growth expected and leveraging current platform technology at little incremental cost

This is not new news, the issue seems to be no warming message on the label , the science is clear

Recent scientific research and clinical studies have shown that infant formulas made from cow’s milk (e.g., Similac and Enfamil) significantly increase the risk of NEC occurring in premature infants.

A study published in 2009 evaluated the health benefits of an exclusively human milk-based diet as compared to a diet with both human milk and cow’s milk-based products in extremely premature infants. The results show that preterm babies fed an exclusively human milk-based diet were 90% less likely to develop surgical NEC as compared to a diet that included some cow’s milk-based products. S. Sullivan, et al, An Exclusively Human Milk-Based Diet Is Associated with a Lower Rate of Necrotizing Enterocolitis than a Diet of Human Milk and Bovine Milk-Based Products, JOURNAL OF PEDIATRICS, 156: 562-7 (2010) (emphasis added). In 2011, the U.S. Surgeon General published a report stating that premature infants who are not breastfed are 138% more likely to develop NEC.

Doing business in the US as a UK company is full of risk , look at BP and the 50bn hit they took over the years , it’s not a level playing field in the courts out there , take a look at Boeing , do not see them in court and there is a lot they have got wrong, very worrying for Reckitts

That’s 11m shares that have to be bought and closed out sooner or later , unless they think they can get out at a lower price , the pressure only builds as it increases in price

Can not find the announcement but the shares are dropping fast

Already out , 9.30 European time , 8.30 UK

This company has the potential to grow dramatically, it has pivoted from the old days of brain juicer doing clever learning based surveys to being a market leading agency for testing advertising, 29m revenue, strong margins and valued at only 43m, very strong buy

One person in the UK has been confirmed to have a strain of flu similar to viruses spreading in pigs, health officials say

Just got a 3000 sell through on HL at 365

The concern is the possibility of a ban on disposal vapes , a current large revenue stream

Feels like a share placing coming at a discount, somebody knows something

Does anyone know what the original company was called , trying to consolidate some losses for tax reasons but don’t know when i acquired these and cost , likely to be over 10 years ago