Member Info for Icouldntcomment

It's amazing, 400% imminent upside on this share and only the handful of posters on this board know about it. Far out!!

Just imagine if this secret got out to the rest of the market, this share might make it's way up to about 200 in no time. Best keep quiet.

My wife, not gym goer, just loves the above. She's asked me to pop into Sainsbury today to stock up on more. 😀😀

Not sure wishing for a trading update is a good idea for THG. We only seem to tank on such events.

However, I would expect and Ingenuity update along with these around the 17th Oct. It would be concerning if there wasn't.

THG need to get used to being transparent.

Just on this point. I recall about a year ago, MM mentioned they were about to sign up a whale for Ingenuity when giving a results up date. Then nothing more was said about it and obviously it never happened. There seems to be a pattern of throwing major made up events into Results in order to distract from those results.

I really hope Ingenuity spin off isn't one of them and we all, and II'S and Kelso, and analysts should not let them off with it again.

This, Communication or lack of it, is a consistent theme that has run through THG and this discussion forum.

If there is one major thing THG need to take on board from this week it has to be the company's woeful communication.

This week's news, if done properly, I am sure would have produced a different outcome. That is the SP moved upward based on expectations of future +ve earnings.

Going forward I would like to see a steady stream of coms from THG with zero half cooked ideas.

@sj74,

I have some sceptasism regarding Ingenuity. You could conclude MM prematurely through it out their to distract from the results of Nutrition.

If he is serious then he needs to progress this project at pace. So, we should be seeing frequent News, RNSs, etc about the progress of Ingenuity leaving the main business in one way or another. If we don't get frequent updates then it was just that gimmick to manage the mid year results.

Personally, I hope he meant it and will progress it.

This is what I said about Ingenuity in July;

"Yup we are in our 3rd year of zero growth in shareholder value and no dividend. Nothing to show for investing in this Co except SP dilution.

I was also thinking, the division which needs to be floated separately is Ingenuity. It's the one sucking the life out of THG."

Talk about mixed emotions, being right and seeing your investment tank!!!

How hard can it be to sell Ingenuity? There are many e-commerce/logistics operations that could buy, use and learn from and build on Ingenuity.

Thing really is, THG need to get a clear plan. If it is to emerge then get in with it and keep the market updated. Or, if it is to sell, put it in the market. It is a v good operation and I think a few players around the globe would want it.

A piece from the Guardian this a.m. Essentially on top of nutrition performance the Ingenuity spin came across as ill thought through. No detail and no timeline. Had he presented an actual workable plan. Yesterday's SP performance may well have been positive. He essentially simply just threw an idea to the market. If MM is to have any credibility going forward then he needs to progress thus idea/plan fast.

"One can, of course, see the theoretical appeal of division. As Panmure Liberum also says, if there is no debt recourse to THG, and if THG is free to use its positive cashflows from nutrition and beauty for shareholder-friendly dividends or whatever, “then significant equity value would be released” in the listed company."

" He has gone early, without a timetable, with a proposal that, to put it mildly, requires hard detail. It would be embarrassing if the Ingenious thinking proves too clever by half."

# Ingenuity spin off.

# FTSE listing.

# ... plus Dividends, means Funds buy in.

# Business in growth.

# cash growth and debt managed.

Should all kick off a steady growth in SP from here in in.

When whey prices were at a five year low in mid '22 it really didn't help the THG share price.

Secondly, whey prices affect all 'protein' suppliers in equal measure, which means relatively it is not a greatly concerning issue.

That's interesting, it's 12th and no news. If it was simply just a mid year update then that wouldn't be so difficult to do. So, is there something more to tie it all up with. After so long I really hope so.

I have to say I will be pleasantly surprised if there is significant news this week. With the emphasis on surprised. Waiting for news from THG has taught me one thing, don't expect anything and then you won't be disappointed. I have a feeling this is going to be another jam tomorrow blast.

Did you know that 'wildtiger' is an anagram for 'knobhead'.

@Totalteader

Can't get too excited about it getting back to the 80's. Now I could get overly excited about it getting to where it belongs, over 200!

Nonsense Polish, there are so many flaws in that proposition that I can't even ve bothered to list them.

Makes sense. Their offices are in Manchester and the Money is in London. If THG are serious about growth and globally, then a London office is a good investment.

Wait until you see the new protein humus. Chilli and Banana flavour and Cabbage ans Mango.

It's amazing!!

There are only two questions re BOD remuneration and THG.

1. The BOD are incompetent and no amount of high pay and remuneration are going to work.

2. The BOD are not incompetent and, to put it simply, the THG business model is flawed.

Solutions.

To 1, get a new BOD including CEO. MM should make himself Non Exec Chairman.

To 2, have full strategic review and overall the business. Tough decisions.

Continuing as usual is not going to markedly change anything.

I can give you Sept results update now if you would like.

Sales as per guidance and headway made in some new places. (quote small insignificant deals). Progress continues to be made in (insert anything).

MM will now update with the usual mental gymnastics and verbal spaghetti.

We are on target for full year EBITDA, which won't matter anyway as we'll pour the whole lot and then some down the gullet of Ingenuity.

As a reward for this great performance we are rewarding employees with 30m shares paid for by existing shareholders i. e. Dilution.

Investors should stay with us as the corner will turn next year. (Insert your best guess which year).

The SP will move slowly up to 70p over 2 the next days and slide back again to 60p.

Repeat again in 6 months as if nothing was ever said over the last 3 years.