The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
@Cong
This article was shared back in October but not heard anything since then
https://reactnews.com/article/consortium-revives-deal-for-thg-founders-business-park/
The narrative on this BB is getting ahead of itself and it appears to all be based on so called “rumours”. The SP dropped again immediately after the US CPI data was released and yet none of the so called rumours that were floating around this board mentioned a peep of this being a factor.
Yes it’s disappointing as a LTH there have been previous misses and I still cannot understand why a clear strategy on the medium term hasn’t been addressed. The longer this goes on, the uncertainty drives the volatility. This is definitely on the BoD to address. I also agree with points made around IR, this clearly is underperforming as investors we don’t have a clue what is going on and when.
That all said, we all know the company is undervalued by the market and yet day to day we have the wider macro affecting swings in daily SP and all so called holders of this stock are up in arms pitchforks at the ready. Did the latest RNS warrant a c20% reduction in SP as well? Get a grip. There have been clear advancements in the past 12 months here rebrand of Myprotein, expansion into bricks and mortar retail, successful campaign of frozen foods, beauty returning back to growth, ingenuity focusing on longer term accounts (tbd 2024 based on Viveks interview), Biossance acquisition for basically nothing.. the list goes on and yet the price hasn’t moved.
For those trying to ridicule/tease other posters. Have a serious look in the mirror and either hit that sell button and move on or just keep away if you can’t stop yourself from looking like a d*ck.
I believe once the Icon sale goes through then all will be revealed in quick succession. It’s the key to whatever is going on imo.
There has to be a reason the SP rose over summer, Gallemore purchasing shares, the tune of MM LinkedIn posts, various news outlets reporting Nutrition spinning off into the US, LSE premium listing disappearing from RNS to then reappearing again.
Could be wrong and reading into things too deeply but when you add it all up together it’s hard to ignore.
You have to feel with some of these posts there are messages to shareholders. The line about him being out of line in the city. Is he also trying to tell us we’re bound for New York just like Kong?
Keeping the patience, I feel those that are in the end will be rewarded.
100notout I have come to this conclusion too. No director buys at these low levels, Matt controlling the q&a in last two sessions along with the revival of the Icon sale. Something has to be brewing in the background here.
Thanks for the warm welcome Yorek and Cong. Observing from a far I’ve enjoyed following the news flow and debate on here but understand with the rollercoaster of being a THG holder it has been a little tetchy on occasions here.
Exactly right that Cong and a driver for that I believe was the Drive to Survive series on Netflix. Not to mention MyProtein branding will now also be featured on all Williams Merchandise fans can purchase and in the ever growing F1 game. I also believe it could be an interesting time to be partnering with a team. The sport is all about the evolution and development of the cars and people will definitely notice the additional sponsorship on the Williams car this upcoming weekend when it hits the track.
This is my first post after following this board for many months but never been brave enough to post until now. I’ve been holding THG for a while and I’m a F1 fan too so this drew my attention.
I believe this will be a great partnership and opportunity to raise global awareness of the brand. Even though the F1 season is nearly finished and both driver and constructor championships are already decided, we have the highly anticipated Las Vegas Grand Prix to come which will draw large audiences and with the US GP this weekend in Texas too, that’s going to already showcase the brand in the US twice before the year end. Maybe good timing given the rumours of the company spinning nutrition off into the US.
When looking at the partnerships already in place across all the teams in the sport there are already a lot of tech brands involved. The Ingenuity partnership in the sport shows that they want to be taken seriously on the global stage and in this arena of where cutting edge technology is being used in the sport.
I’m looking forward to seeing this feature on drive to survive series next year on Netflix which has a huge appeal with fans and younger generations. We might also one day be treated to a live interview with Matt Moulding on Martin Brundles grid walk soon.