Member Info for investor95

Think this is mainly because Hyrox is sponsored my Puma. So they have a Puma shop for clothing.

No wasn’t on sale. But there was a my protein shop selling supplements inside.

Seeing a lot of activewear which is great 👍🏻

Just came back from Hyrox Cardiff. Was amazed at the amount of MP activewear I’m seeing. The women’s range looks to be selling very well.

Easily at 100m pound business (activewear) said Matt. I think this also

I'm going to email FCA over the weekend. Not that it will do much.

THG, which owns brands including LookFantastic and MyProtein, has been subject to takeover interest from investors including the property tycoon Nick Candy, and a bid from Belerion Capital and King Street Capital Management that valued the business at £2bn.

You can only laugh..... As we sit here on 30p

It’s a real shame. People have great questions and nothing can be done

Anyone get an enjoy out of Financial Conduct Authority (FCA) contact.

It's Clearly very important that people join the investors call. Surely we will be able to ask questions. This is needed.

Investor.relations@thg.com

Has anyone got any joy from this email

I am thinking of starting an email address for us. People can email me and i will try to get answers in AGM's and finding contacts . If people think this is a good idea let me know.

Have you got any contact details

It’s all well and good posting on here after years. But it means nothing. We should be taking more action to put our points across. Surely FCA would listen if shareholders was not having a voice.

Something needs to be done. We should have more of a say. Legally we must be able to. Questions need to be put across

This is great and would answer a lot. It’s just getting to him

What would be the way of doing this. Seems impossible

Has anything been down before to arrange a teams or meeting for share holders. I mean I would try. But I’m blocked on everything.

Maybe his brother can ask for me. Would be nice

I saw Aston Martin share holders have been protesting against the company and the share price. Intresting

Based on this we should easily be over £2.00

THG Ingenuity

Market Cap 373m

Share price £1.50

We are so undervalued its a joke

https://jpjenkins.com/company/thg-ingenuity/

THG plc (£612 million market cap and 10% of Kelso)

Kelso holds 4.0 million shares in THG, currently valued at approximately £1.5 million based on a share price of 37p as at 24 April 2026. THG's share price as at 31 December 2025 was 45.8p, compared with 45.0p a year earlier. At the current share price, the holding represents approximately 10% of Kelso's portfolio.

Kelso believes that THG comprises two high-quality businesses whose value is not reflected in the current market valuation. The first is its nutrition division, led by MyProtein, which is a global leader in online sports nutrition and is now expanding successfully into offline channels, targeting 100,000 points of sale globally. MyProtein generates revenue of approximately £700 million and delivered like for like revenue growth of 8.8% and ex Asia revenue growth of 12.4% in Q1 2026 announced on 21 April 2026. The recent US$1 billion acquisition of Huel by Danone, at a sales multiple of more than 3x, highlights the strategic value being attributed to scaled health and nutrition brands and the continued interest of major food groups in the sector.

THG's second core business is Beauty, which generates revenue of more than £1 billion. THG Beauty owns a number of leading direct-to-consumer platforms, including Lookfantastic, Cult Beauty and Dermstore, and also has a portfolio of established beauty brands including ESPA, Perricone MD, Christophe Robin and Ameliorate. In THG's most recent Q1 trading update Beauty achieved like for like revenue growth of 5.8%.

Taken together, these businesses generate approximately £1.7 billion of annual revenue, yet THG currently has a market capitalisation of only £612million. In Kelso's view, THG's current valuation materially undervalues the sum of its parts, particularly given the scale and quality of its Nutrition and Beauty businesses and the Group's improving balance sheet.

Kelso hopes to see further value-accretive disposals during the current year, following the successful sale of Claremont Ingredients in 2025 for £103 million, having originally been acquired for £50 million.

Someone likes these levels. Shot up to 32.5 then back down. Tell me a more manipulative share.