Member Info for Hosai

Another fall in whey price (at-least for the Netherlands tracker) after having stagnated at the lows a while - https://www.clal.it/en/index.php?section=siero_olanda

Thought this vid from a few months back was pretty impressive - https://www.linkedin.com/posts/michaelscottdesign_wearethg-wearethgstudios-activity-7004435801358934017-E6Ab/?utm_source=share&utm_medium=member_desktop

Obviously out of all the recent news the job ad was the most questionable, could have been an error.

This is the "about ingenuity" part of Programme manager job ad:

"THG Ingenuity solves global and local challenges for its partners, including, Nestle, Walgreens Boots Alliance and L’Occitane by delivering a seamless, effective and scalable direct-to-consumer retail model by incorporating all the required components for global digital commerce into a single, digital platform. This enables THG to offer brands access to every product and service required to launch and scale a global e-commerce solution through a single SaaS relationship, which eradicates the complexity and cost of multi-partner relationships. Built to empower both brands and customers alike, the Ingenuity ecosystem takes all the pieces needed for successful e-commerce propositions, and places them under one roof."

https://www.thg.com/job-search/?gh_jid=4099684101

This is the "about ingenuity" for another job ad as SEO lead -

"THG Ingenuity solves global and local challenges for its partners, including, Homebase, P&G and Hotel Chocolat by delivering a seamless, effective and scalable direct-to-consumer retail model by incorporating all the required components for global digital commerce into a single, digital platform. This enables THG to offer brands access to every product and service required to launch and scale a global e-commerce solution through a single SaaS relationship, which eradicates the complexity and cost of multi-partner relationships. Built to empower both brands and customers alike, the Ingenuity ecosystem takes all the pieces needed for successful e-commerce propositions, and places them under one roof. Encompassing everything from SEO, PPC, Content, Affiliates, Paid Social, Social Media, CRM to, Client Marketing."

https://www.thg.com/job-search/?gh_jid=4136276101

This is a slightly different paragraph for an ad for project manager -

"THG Ingenuity solves global and local challenges for its partners, including, Nestle, P&G and Heinz by delivering a seamless, effective and scalable direct-to-consumer retail model by incorporating all the required components for global digital commerce into a single, digital platform. This enables THG to offer brands access to every product and service required to launch and scale a global e-commerce solution through a single SaaS relationship, which eradicates the complexity and cost of multi-partner relationships. Built to empower both brands and customers alike, the Ingenuity ecosystem takes all the pieces needed for successful e-commerce propositions, and places them under one roof."

https://www.thg.com/job-search/?gh_jid=4100539101

"I just think if you were a buyer you’d likely prefer to let it settle & start your buying from a lower level??"

Wouldn't you need to know it was going to settle at a lower level? Don't think even the big players can predict the sp movement to that degree.

Iain Mcdonald - "Hi Greg, looking forward to working with you. Exciting times."

Oskar Yasar (Leading Global Headhunter in Corporate Affairs & Investor Relations) - "Great stuff Greg. Been an exciting one to work on and thrilled we got you over the line. Congrats. Exciting times ahead."

"I agree. From £2.25 to 80p between December 2021 and March 2022. That was in a 3 month span!"

Don't remind me, I took out a small personal loan and invested some more at around £2.20 at beginning of 2022, certain it was going to return to around £4 shortly. This was almost comedic to consider when the sp fell to 32p. Obv have carried on holding and buying since, average prob now around £1.50 (unfortunately went in too heavy around £2.10 to properly get it down).

He might want it "cheap as chips" but would have to offer more than £1.70 having already said this price significantly undervalued the company and rejecting the offer, especially considering THG are in a better position than last May (closer to free cash flow, inflation now falling etc).

#joint broker

Our pal Phil Noblet, who was previously a joint bookrunner with Jon Goold for Boohoo and currently "working with" CFO Damien Sanders, it still liking every MM linked in post - https://www.linkedin.com/in/philip-noblet-5b254333/recent-activity/

As mentioned before one possibility is if some of the Kelso major investors were buying shares individually that could also be pushing the sp up.

Stevescott I was a bit confused by your post earlier - "Shorts playing a blinder" with THG up 24% odd in a week.

MM did his post at 12:15ish, a bit of a stretch to say he caused the drop.

Did you expect him to write "the media were right, we suck".

“The LSE is an incredibly difficult place to build a tech business… UK is a great place to start a business but it does not translate to UK public markets”

What's wrong with this? That's pretty much what most ppl think at the moment hence the many business choosing US instead.

I don't think there has to be a reason for a rise here, when it fell from 650p fairly quickly there was many a day where it fell a fair amount on no news or without any particular "reason", lets hope we now have the reverse pattern.

Well I wouldn't complain if Rev B sp was influenced by Elf considering ELF has gone up 93% since Rev B was suspended.

Pizza tends to have a good margin. Frozen pizza market is expected to grow a lot. Also thin crust and meat pizzas have been the biggest growth due to thin crust associated with being healthier and people becoming more protein focussed so choosing meat pizzas more according to this article...both trends which would suit MyProtein pizza well.

https://www.alliedmarketresearch.com/press-release/frozen-pizza-market.html

Ed Sheeran is 32...not sure his fan-base are all grannies. Maybe wouldn't be as good in terms of protein cross-over as the other two would be but beauty products would be good as I imagine he has more female fans than KSI/Logan Paul.

One times article does mention the bull-case for Ocado though -
'Despite that, Steiner says he has “more confidence in our model than ever before”. And he has a sort of bull case: fee income from global clients is rising, with solutions ebitda up 122 per cent to £148 million; the tech’s improving via Ocado Re:Imagined, a phrase yet to extend to the group’s profitability; and he’s promising £750 million of annual ebitda by no later than 2028."

https://www.thetimes.co.uk/article/alistair-osborne-ocado-delivers-more-jam-tomorrow-hsq5szg96

Also noticed this with Ocado results - "The FTSE 100 online retailer and technology company said yesterday that it had suffered a £500.8 million pre-tax loss for the 12 months to November 27, compared with a loss of £176.9 million the previous year and almost £100 million larger than City analysts had expected."

MM got a lot of criticism for getting the forecast wrong and not updating market before the Jan results (not necc unfairly so). However this does show it happens to others, even FTSE 100 companies.

This was the communication linking with THG to remind from a month ago:

Phil Noblet: Congratulations Damien.
Damien Sander: Cheers Philip, looking forward to working with you and to The Ivy in a couple of weeks.

https://www.linkedin.com/feed/update/urn:li:ugcPost:7024365999374127106/?commentUrn=urn%3Ali%3Acomment%3A%28ugcPost%3A7024365999374127106%2C7024750719387758592%29

Realize it could be nothing but equally could perhaps mean something. As far as I know Sanders doesn't have that many gigs apart from THG?