Member Info for HypeHero

I am sure Steve can let us know.

Sj yes this is on point there or thereabouts with my workings. Others will try and tell you it's not true for "reasons" but will never show workings like this. We could debate valuation methods and assumptions but people don't. They just use circular arguments like the business is worth the SP because that's what the SP is etc.

So you are admitting to being a deramper ??? 🤦‍♂️

There is increasing chatter about this in the more connected circles. Can there be smoke without fire?

You should Apolloguise for spreading insider information.

It might be an interesting move to throw a free t-shirt into the delivery of high roller customers

Gorilla advertising.

I101 - that doesn't take into account that there are two types of businesses though.

Experience and Price

Those that buy designer cloths or shop at M&S do not do so because they are making an objective decision based on price. They do so because those business offer an "experience" and status.

Somebody buys a ford focus on price, they buy an Aston Martin for experience.

Nutrition though - as said... offers nothing that cannot be purchased elsewhere. Hence its a price business.

Nobody buys MyProtein because its MyProtein (Currently).

So.. Alex, genuine question...

There are many, many companies that fit that bill.

Why join and come to this one specific company to say that?

Really interested from a psychology point of view because I can't come up with a reasonable explanation.

Its a fair point and I think that is a key difference between the beauty and nutrition business.

If businesses sit in two core pots, experience and price. You are either selling something where price isn't the driving factor and you don't need to compete on price as such or you are selling something generic enough that you do need to compete on price.

I would agree that the Nut offering is generic enough that it must complete on price.

Beauty - I would suspect has an experience element and people will pay for things they trust and the "experience" of those products.

Logically - why does that not make you a paid deramper?

Not saying you are by the way. I just mean predicting something most of us expected isn't evidence one way or the other.

For what it's worth, I don't think you get paid for it.

Steves posts are getting deleted more and more so one assumes he is having to put in the effort of logging into different accounts now.

"37 is fair value when 300-350m net debt considered"

As your teacher always said - please show us your working...?

I like to 💩on MM and co as much as the next man but...

I do think we are getting silly when we start talking about purposefully trying to keep the SP down. It is in nobodies interest.

Credit facilities are based on EV. The larger EV the larger the facility you can have. You can get called if the EV drops too low. While this one is undrawn it is not in THGs interest to have the available credit drop to an unusable low.

Insiders own shares. A higher SP means they can sell and invest into "other" businesses if they choose.

They own shares... it is their own wealth that has been hit as much as ours - maybe they have other means of getting the liquid value back out of it that we don't but still... on a normal day... where all is fair... this is their wealth too. Didn't we see somebody get called a few years back because of it? or was that a different share?

All I would say is that the wellness industry is pivoting toward high protein at a rapid rate for well being as we see the damage the less animal products, processed foods, low fat, seed oils etc has done to people. Let's just say I am reasonably close to the situation. Its coming as a big shift in public health. You can already see the tip of it with products people are producing.

Yesterday : I am all in again boys

Today: Some bloke down the pub wrote on twitter that PE is trying to buy this.

Does the AI tool do the forum posts too? 😉

On the nutrition side you could see a big player with cash on the hip to just kick start their high protein empire by buying up established brands.

Maybe if he focused on his research and not constantly posting on message boards he might draw better conclusions.

Did Mr Scott just leave one breadcrumb too many 🤦‍♂️

Was it city spy? 🤣

Yeah, but people tend to ignore fools.

Build a reputation, show yourself to have an ounce of credibility. And people may listen.