Member Info for Matty20

Not sure but it made my cornflakes taste better.

It’s a big jump over the last few days though.

I guess you are probably right re shorts, most heavily shorted stock on the ftse atm I think so any unravelling could be quite explosive

Eh?

Boohoo 160M, asos 300M MCAP

As per google

Anyone seen Mouldy’s insta ?

It’s a Christmas tree in the office but very prominently on the screen behind is a screen shot saying “The Deal Detective” as though it’s a movie…

We can but hope haha

The webcast is available now on investor relations

It doesn’t include the Q&A though.

I thought it was decent for what it’s worth. Good progress hopefully new selling tools will really drive growth which is what this business now needs.

Great improvement on GM

Well that certainly was an interesting day.

Broader market down still but THG booking the trend.

We need mystic meg to work this one out.

Some swing that !

Well that was an uncomfortable open.

I guess the guidance must have fallen short at first glance, I mean when is there going to be an actual statutory profit, was an improving pic but vague on that point.

Hopefully the investor call will give a bit of clarity and enthusiasm.

Will have to listen to it later though. 9:30 kick off if anyone is free to give us the summary ?

They also have a marvel tie up

Spider man branded protein… whatever next ?

Another transaction on JP reported this morning.

Slowly slowly on that chunk of shares then. Positive (for those who threw in with MM)

19/11/2025 149,621 85.5 AT

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

It’s 84p now. Was 43p at the demerger

43p

Cost was 43p

He’s done an insta today with the snickers protein power and some hyrox electrolytes.

That’s a very good point Canary.

I hadn’t considered the level of player Mars are, really does give credence to THG being a quality company / market leader.

Some good posts on here this morning 👍

Good spot. Not sure how big this will translate though ?

Certainly positive for brand recognition but ultimately just another flavour

So are we getting protein enriched mars bars or mars flavour protein powder ?

“This is the world’s worst rebrand.”

“Will you be replacing the Myprotein management team?”

That was some of the feedback I received when updating the City on THG’s 2024 Q3 trading — just 12 months ago.

Many across THG were listening to the results call, including the Myprotein team. It was obvious those words would sting. After the call, I went straight over to the Myprotein leadership team and told Neil Mistry (CEO) and his team to channel the hurt - when this comes together, it will feel even more special.

On the face of it, the criticism was fair. The rollout of Myprotein’s global rebrand was in full swing, with revenues under pressure as we transitioned from old product lines to new, navigating a complex and tricky brand transformation — across countless countries, supply chains, and product lines.

Adding to the challenge, global commodity prices had exploded overnight. The timing couldn’t have been worse, but we were pregnant with the rebrand and had to power on.

The rebrand was essential for our growth plans. We were preparing to take Myprotein — the world’s #1 sports nutrition brand — into offline retail across the globe, and expand through major licensing partnerships with the world’s biggest brands.

Fast forward 12 months — and while there's still much to do, the delivery is clear.

This year's Q3 update showed:

✅ double-digit sales growth for Nutrition

✅ Rapid expansion in offline retail

✅ Major new global licensing deals

And then just last week this chart made us smile — through a new partnership with Müller UK & Ireland, Myprotein entered the protein dessert market just 12 months ago. In that short time, we’ve become the UK’s #1 protein dessert brand, now delivering retail sales of c£3m a month — helping to double the size of the market, not just take share.

I’m also proud to share another milestone today — a new partnership with Mars.

Launching 20th November, Myprotein x Snickers products hit the shelves, just in time for Black Friday, with Bounty, Mars and Twix product collaborations following soon after.

One of the perks of the job: I get to test new collaborations at home well before launch (pic: my kitchen).

Huge credit to Neil Mistry and the Myprotein team. 12 months ago, they took the hits and held their nerve. Today, they’re leading one of the most successful rebrands in UK business — proving the doubters wrong and standing proud.

Long-term actions win over short-term, every time — even when you’re publicly listed. 😉

Yeah the protein requirement when taking the glp1’s is recommended to be much higher. It can be hard to hit the protein you need given the appetite effects of the weight loss drugs.

That’s why supplemented protein is so important if people want to maintain muscle mass.

It should deffo drive the market to grow.

There are a lot of people who just starve themselves and do lose the muscle, I guess in time that might also spark demand as they try to bulk up in some way.

I reckon most of the nhs patients won’t be topping up on protein tho given cost implications. We will see !

Bought in today in the SIPP. Nice divi to sit on whilst they sort themselves out.

I bought because of the sector and the low PE.

Let’s hope it’s not a falling knife would t be the first 😂.

SIPP horizon is sufficiently long though.

Just shows how they can fly in this sector if it’s done right. 500% gain in six months.

Be nice to see a hydrogen bubble again !