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Myprotein in India sounds exciting and it will take time to build the retailer and licensing but they seem to be aggressively driving this
Beauty and ingenuity up , with ingenuity having a shake up in leadership it sounds like they know they need to ramp this much faster.
Overall, feel confident they are turning this around, this year still sounds like a lot of work is needed to get ready for 2025 and jumping on the economic growth band wagon!
Everyone likes a business at its pivot point to growth - is this the moment
I believe we will see one of the following
1. Q1 update - with more positives than negatives showing more detail (as requested by outside forces on the details of each business) worthy of increasing the share price and so kept fr the yearly update
2. Q1 update combined with a deal as per peel hunt and others - Myprotein maybe not increasing like beauty so have found a US partner who are taking a non-controlling stake in the Nutrition division
3. Update on moving to main market or going private . And because the q1 update looks good didn’t want to announce this before the buyout so the rise on the day is much higher causing more PR and a last chapter plus to catch out shorters.
Hoping it’s one of those .
Failing that and to show I’m not all roses - they separated out the update because the news isn’t good and they needed time to make it look prettier . If it’s this one I literally will stop investing in stocks .
Definitely more aggressive
Whatever happens we have a quarterly update to look forward too - hoping it continues to show turnaround so we can jump on the 2 percent of economic growth in the uk next year and expansion in the USA on top of that!
Scaremongering headline! “The figures, provided by around 340 regulated mortgage lenders, showed the proportion of the total loan balances with arrears, relative to all outstanding mortgage balances, rose on the quarter from 1.12% to 1.23%” . There are consequences of high interest rates so not a shocker this is happening.
We have turned a corner q1 update is going to be huge and pressure on to show growth in all three divisions. Anyone stating nutrition being down this year, we have been clearly told why this is the case so growth this year will be at healthier margins. I have to say I am very impressed with their speed in delivery with ingenuity. So much money out there waiting to be deployed in companies like Thg - I can’t see how some of the Thg divisions are not attractive to these investors
Here to
https://hk.finance.yahoo.com/news/statement-ovmk-asset-management-netherlands-083000266.html
They seem to be looking at building marketing revenues. It could have been purchased because they believe they have a client base to secure decent revenues through this medium and make it profitable . I also noticed on checking out post payment they are also directing traffic to hello fresh which is also a way to increase revenue.
Bringing forward a quarterly trading update without notifying the market in advance could have various reasons, but it's important to note that such actions may raise concerns about transparency and compliance with stock exchange regulations. Some potential reasons for this could be:
Good News: The company may have positive news to share, such as better-than-expected financial results, and they want to take advantage of the news by announcing it early to gain a competitive advantage.
Avoiding Bad News: Conversely, if the company anticipates disappointing results, they might want to release them early to minimize the impact on their stock price and reputation, hoping that the news gets buried in the market noise.
Strategic Timing: It could be part of a broader strategic plan, possibly related to acquisitions, mergers, or other market-moving activities where timing is critical.
Internal Miscommunication: Sometimes, communication within the company can lead to discrepancies in scheduling, resulting in early announcements without proper notification.
Regardless of the reason, sudden changes to reporting schedules can be seen as a breach of good corporate governance and transparency. Companies are generally expected to inform the market and investors about such changes to maintain trust and integrity in financial markets.
But gutted we back down in the low 70s , but in terms of Myprotein I have just had a nice shipment of protein gummy's, protein crisps and triple choc fudge layered protein bars. Even my partner who didn’t like some earlier choices of mine on the site is totally hooked on the triple choc bars. As someone who works out but also fails in the evening with diet, these products do prevent me ordering donuts or anything else that is definitely helping me reduce fat intake and improve protein consumption!
Hi, I did see some posts a while ago but I’m a bit confused how I execute my votes for the agm. I am registered and been sent the online invite but Dont see anyway to submit my votes. Any help appreciated as haven’t done this before!
We arents going tits up, the medium and long term picture is oil price will rise. It’s being played with on fear right now . Main concern is WT and what happens there as when our tax credits run out this would be my biggest fear as not much akin in the game. Based on this I would want the big man to distribute dividends but then use the rest of any cash to fund overseas investment. I am disappointed in the govt, hope they realise what they are doing sooner rather than later!