RE: LinkedIn15 Mar 2024 21:32
You guys are getting lost into the things that are frankly quite irrelevant. You need to stop checking the SP every day and ignore anything that MM posts on LinkedIn. He’s loyal to his friends and that’s fine considering he was nothing when they started together so the recent post isn’t worth dissecting.
Let’s not lose sight of the fact that Apollo were willing to 65p+ for Ingunity, meaning the total valuation could have been above 2.50. The offer was rejected and that was a shame but don’t forget the activists investors who are still around. Kelso know there is so much untapped potential and that hasn’t changed, Nutrition itself is an incredible gem and could be an absolute beast in the coming years. We have seen plans being mentioned of expanding the brand in major supermarkets with cereals etc and so the potential is literally endless when you compare their plans to expand globally. Also, remember those pop up stores, that was a success and could be a hint for the future. There aren’t many companies out there that have so much interest but THG is one of them because it is so damn lucrative at these levels.
I know MM can be annoying but he doesn’t strike me as the kind of guy to sit back and watch himself become poorer for too long, it’s why there is always something happening here. It’s clear LSE is not the place for THG and no point telling Matt that, he knows! I am massively underwater here but so are many other investors in many other stocks, take your pick - Petrofac, Boohoo, Asos, Capita, Vodafone, Superdry. The list is endless and I’d much rather be invested here than in either of those because I can see the massive potential, mainly because I am also a customer.
Having said all of that, I haven’t even mentioned Beauty, the cosmetics industry is said to be worth twice as much as it currently is today by 2030 and how glad I am that THG has diversified and what a sector they have diversified too because Beauty has some amazing brand and will only be getting bigger and more popular.
Matt and co aren’t daft, they know that there isn’t any other company like THG. They know they have so much untapped potential and they are sitting on a goldmine and we could very well see that depending on their next move. It’s such a tough time to be an investor, especially in LSE; Matt speaks to other CEOs often and they are all frustrated but I bet they won’t take the risks that he will.
Just remember, all it takes is one RNS to change the game and to turn Matt from villain to hero and you never know when it may land. So take it easy and don’t forget the reason why you decided to put your hard earned money into this company. Enjoy the weekend and do everyone a favour and order some flavdrops, protein bars or some Ashgawandha tablets from MyProtein, it’s good for anxiety and there’s quite a juicy 70% off which many others are taking advantage of ;)
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