Member Info for Matty20

Part of the JPM note in this article

https://www.cityam.com/thg-shares-upgraded-amid-ftse-250-return/

Wouldn’t want to be out of this for the weekend 🤣

Well it might start the rumour mill!

The 5 day graph looks ace nearly 30% up.

I don’t have this joy when it’s the other way around mind haha

Praise be 🙏

Very strange time !!

Anyway given the trading range I’ve bought some more at these lows. So that’s probably a sign to everyone else to sell 🤣🤣🤣

Hopefully we do get the TU and we head back towards £4. At which point I’ll be waving good bye

Well last year it was 5th September so we will see I guess

I know it’s rubbish seeing this retreat but it is August.

Everyone back to work on Monday so usually see some action, hopefully positive.

Trading update should be soon as well

St Leger even, he wasn’t a bookkeeper haha

St Ledgers day… which is sat 13th so about results time ? Fingers crossed as ever 🤣

Debt about $290-$300m btw per last announcement when the sold the other brand

Well they paid $255m for Bentley which it’s saying was 17 x ebitda at the time

And $55m for perricone.

So with a bit of growth if they are worth more then should clear the debt.

Very speculative all this though and no split of sale figures or EBITDA by company so hard to say.

Let’s see what MM has to say mid September

I asked chat gpt to do some deep research on likely disposals to reduce debt and increase BS strength/ rerate the SP.

Came to the same answer as this BB 🤣

Bentley labs and

Perricone MD

I hope MM has got the full subscription to GPT 🤣

Wouldn’t wanna be out of this over the weekend 🤣

We got the rubbish one with the failed / stalled renovation on little St John street in Manchester. Ingenuity got the profit making king st townhouse and the country club as far as I remember

Omg that linked in is hilarious!

Will probably tank us like 💀

Yeah the value thing is the key play here so nice to see some of it realised.

But worries about “investing” in protecting consumers from pricing again though, didn’t bear fruit last time!

Return to growth is promising through even if it’s just from inflation in whey.

It does keep having a strong open and the drops. Last weeks pattern saw it eventually get tho those highs tho so fingers crossed. £3.55 and I’m back in the black

Well that was an anticlimax.

Still good progress over the week

It’s not updated yet still saying 17th