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Relax. In this volatile market, the whole stock market is up and down. Trust in what’s coming later this year and use the ridiculously low levels as an opportunity.

There’s a reason why MM stated that moving to the US is a good decision. I can clearly see why too.

Everytime Powell talks, people make millions. Let’s not let the dip confuse anything. It’ll be back up later this week.

Just checked his LinkedIn. He’s a British lad. Exciting times!

Vice President. That’s an American job title it seems. Hmmm…

I’m not content until this is at least £2.

https://m.youtube.com/watch?v=FJbmB9k2Y88

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

I could certainly see a reversal in a 3 month time frame. FOMO will start to creep in when big news starts dropping.

In my opinion we have had some pretty big news already hitting the market via Kelso and social media (Matt’s LinkedIn and Instagram). Though not everyone is paying attention, I think they soon will with other bits of relevant news seeing as ARM and CRH have decided to go to the US, perhaps a few other tech companies who have been critical of the LSE may follow…

https://www.thg.com/job-search/?gh_jid=4126135101

‘Dealing with media requests from business and trade press (ranging from tech to beauty trade), both in the UK and internationally’.

No mention of nutrition, it could be nothing, but certainly interesting.

Tagging*

It’s gonna fall to 30p just for you, just so you can get your target entry price. The market is yours, we’re just getting along.

I haven’t been there for some time. Soon as I walked in, the first thing you see in the freezer section is a whole load of Greggs options. There I am thinking to myself, I didn’t realise Greggs had so many alternatives in Iceland, is that part of the reason why the SP exploded in 2021? **thinking emoji**

Right next to Greggs, there it was, MyProtein food options and there were tons of options! It didn’t take long to find it, soon as you enter the store, it’s literally there so I’m guessing it’s hot commodity for Iceland right now. It stands out more than anything else in the store Simple because of how they’ve marketed it to be high in protein **Muscle emoji** the chicken skewers in particular looked great.

Prices have gone up in general in Iceland, guess I only really noticed now due to inflation. Really looking forward to hearing more news about this with Ice Cream also coming on board and German supermarkets also selling MyProtein foods. Perhaps the trend will continue worldwide, perhaps Walmart may also sell these frozen options seeing as the stores sell MyProtein powder, perhaps Kelso are thinking the same as I am, so much success and so much more potential to come in the coming years!

Oh, and that’s just nutrition, haven’t even talked about beauty and **cough cough** the potential with Boots yet.

‘We think that the recent appointment of Damian Saunders as CFO, previously a senior partner at Deloitte, as announced on 24 January 2023, is positive, especially given his knowledge of THG having been involved with the ‘separation’ project which formally gave the three main divisions their own corporate independence’ - https://kelsoplc.com/wp-content/uploads/2023/01/KLSO-Investment-in-THG-Plc.pdf

He’s becoming nostalgic, kind of makes you wonder why, seems like something great is coming to an end. Nothing lasts forever and whatever it is, he’s letting people know of the struggles and the successes.

I trust MM and hope to hear some big news this year and seeing the SP rocket back to the moon.

https://kelsoplc.com/wp-content/uploads/2023/01/KLSO-Investment-in-THG-Plc.pdf

Kelso believes that the THG Board’s actions, through the new chairman Charles Allen, Lord Allen of Kensington CBE, to improve governance and expand the executive team will pay dividends in 2023. We think that the recent appointment of Damian Saunders as CFO, previously a senior partner at Deloitte, as announced on 24 January 2023, is positive, especially given his knowledge of THG having been involved with the ‘separation’ project which formally gave the three main divisions their own corporate independence.
Kelso believes that the separation provides THG with significant strategic optionality. The potential to separate parts of the business could provide THG shareholders with significant upside from the valuation of the business today. Kelso believes that the current stock market value does not reflect the underlying value of the sum of each of the main THG divisions.
In particular, Kelso believes that the Nutrition business, which incorporates the MyProtein and MyVegan brands, could alone be worth in excess of the entire current market capitalisation of THG. This is evidenced by the valuations of deals in that particular sector in the last few years, caused in part by the shift in consumption away from chocolate and sugar to health and nutrition, a trend which we believe will continue.
For the reasons above, Kelso believes this is an exciting first investment for its shareholders.

The Company will predominantly focus its efforts on identifying prospective target companies or businesses that are UK SMIDs. However, it may also explore an acquisition in other geographic regions and of companies or business that are unlisted. The Company will not have a specific industry focus when identifying a potential target company or business.
Following an Acquisition or Minority Acquisition, the Company will be managed by John Goold, Jamie Brooke and Mark Kirkland and the Board will engage such other executive management and advisors with relevant expertise as appropriate based on the nature and extent of the target business acquired.
The Company has in place adequate procedures, systems and controls to manage compliance with its regulatory obligations, which are appropriate to the Company as it operates currently. The Company regularly monitors and reviews these procedures, systems and controls. As part of this ongoing monitoring, it will consider how it implements appropriate procedures, systems and controls in respect of the enlarged business of the Company following the acquisition of a target and update them accordingly.

https://kelsoplc.com/wp-content/uploads/2023/01/Kelso-Group-Holdings-plc-Registration-Document-FINAL.pdf#page13

The Company’s objective is to raise funds and undertake an acquisition of a listed company with a small and medium-sized capitalisation, either by purchasing the entire equity interest or taking minority equity interests therein. The purpose of the Company is to identify, engage and unlock trapped value in UK SMIDs across sectors. The Company is not a passive investor, and through active engagement and alignment via taking equity stakes directly, changing management focus and operational improvements, the Company aims to effect change where existing shareholders are often unable or unwilling to do so themselves. The Company will consider each potential acquisition on a target-by- target basis and its operational focus following any acquisition will be to develop the acquired business to unlock value for its shareholders, taking into consideration the interests of the acquired business’s stakeholders as a whole. The Company seeks to implement a buy and improve business model, with each acquisition to have a time horizon of up to 24 months from acquisition to realisation.

Kelso expects to challenge and be challenged as it works alongside target management teams to improve the growth prospects of any target business.

The Company does not have a specific acquisition under consideration and does not expect to engage in substantive negotiations with any target company or business until after Admission. There is no specific expected target value for any Acquisition or Minority Acquisition and the Company expects that any funds not used for any Acquisition or Minority Acquisition will be used for future acquisitions, internal or external growth and expansion, and working capital in relation to any acquired company or business.
Following completion of an Acquisition, the objective of the Company will be to operate the acquired business and implement an operating strategy with a view to generating value for its shareholders through operational improvements as well as potentially through additional complementary acquisitions. The Company will engage with stakeholders and existing management to unlock trapped value in the acquired business. Following the Acquisition, the Company intends to seek re-admission of the Company’s securities to listing on the Official List and trading on the London Stock Exchange or admission to another stock exchange.

Following completion of a Minority Acquisition, the objective of the Company will be to use its shareholding in the target business to engage actively in order to effect change and add value which would otherwise not be realised. The Company will look to build its equity interest in a target following a Minority Acquisition to increase its influence on the operations of such target. Where possible, the Company may seek to take a controlling interest in any target in which it has completed a Min

Lets hope the economic climate fixes itself too:
https://theguardian.com/business/2023/feb/22/uk-inflation-could-fall-below-2-citi-forecasts

Just for fun, seeing as that is the reason why we are all here. I think realistically, we can except this to reach £2 this year.

Thoughts?

You said this last Wednesday - ‘ i doubt this will cross north of 60 again for a good while’.

I’m guessing that short didn’t work out too well?