Member Info for Money_mad

The business they are keeping is 10 percent ahead in revenue at this point versus last year , and they have sorted out the financing - it’s good news!

Exactly my first thoughts!

They look to be increasing not decreasing here

https://shorttracker.co.uk/company/GB0001859296/

But all three are expecting some major news - hopefully this means positive

Wood group expecting major update on the issues their and trading update , watches of Switzerland also expecting trading update , same for Thg . So all three expecting some sort of major news

The share price does seem to be being held here for a reason

You expected the update on a Friday? It’s going to most likely be Tuesday next week now.

Doesn’t look like it’s coming this morning

Roughly equates to same amount that Qube is shorting . Connecting the dots or dreaming that they have exited in full the day before q4 update?

Haveinthelasttoast aka Rock is this a joke ? After all your commentary on ADVFN and arguments against me saying this exact point now you are agreeing and stating the data is flawed ? Truly shocked . You seem to be covering your tracks not this now , have you had someone reach out to you warning you shouldn’t be presenting things as facts ? Anyway glad you are on the same page now!

Hi

In previous posts I noted some people who took ingenuity shares were in Halifax. I asked about the escrow and got email this morning starting the following - the corporate actions department that dealt with the demerger of THG has explained the ingenuity stock has already been put in escrow and all you need to do to sell the stock is move to a broker who can take part in JP Jenkins matched bargain facility.

So we don’t need to take action until we want to sell!

In announcement today….??!!

Looking at boots today , hit the protein category and it seems Thg has a much more favourable online presence versus offline on boots . Anyone else noticed that ? https://www.boots.com/wellness/sports-nutrition/protein-powder

Marketing budget is normally 10 percent of revenue so probably 200 million across remain co

You said you weren’t invested on Advfn. Make up your mind

Talking to Rock and Havinthelasttoast just fyi

Why is your other alter ego responding to the below comment from me on the other board. You say on here you don’t think the data is full y accurate but over there argue you were spot on with it. Make up your mind!

Anyway doesn’t matter too much we will all find out this week if MM has delivered or if the shortest earn their payday!

So Rock is Haveintgelasttoast and Steve is One_Frankel - I’ll be so glad when Thg officially start the turnaround so they will all disappear! They said last update would be bad for beauty but have to say that margin growth was good and Matt did say protein did upturn in September which they neglected. So come

On Matt and THG give us the results to shut these FUDsters up!

So to shift this convo to something that is happening what are folks expecting in the trading update what are folks expecting.

1. Beauty revenue will be interesting as MM did say it should be a great quarter - also looking at margins in the last three 6 month periods margin has gone from 1.9 percent H1 2023 to 5.3 percent in H2 2023 and then 6.1 percent in H1 2024 thanks to pushing own brand sales - do we think this has got any legs still and with revenue growth should be a great result.

2. Myprotein - we know costs have been hurting from

Protein costs , and the Yen still not full recovered although looks good - MM did say September was a turnaround month - has it continued into Q4? I would be happy if revenue is up and growing again, even if margins are still struggling due to the macro!

3. Ingenuity - will we get an update ? If so expecting this to have a decent boost in percentage growth versus beauty and nutrition in revenue and margin . Thoughts ?

Overall I want to be excited for this update , so much negative around MM and everything that’s happened , really want this to be a good update!

Imagine if protein prices weren’t causing us pain we would be seeing some amazing results on EBITDA

Be aware of many of the aliases on this board that are playing their game. Crafty , onsolidground, etc are ones trusted and then over Nov / Dec true colours came out. Monimon changes like the tide and many others. Be aware of the now big discussion around Selkirk buying Myprotein. We can all wish for an offer but don’t we think if it was legit the share price would be moving up with more volume and excluding today be much higher now. I feel like if you are going to make an offer for a company you don’t telegraph it. It does sound like Myprotein could be the target from the info provided but why would you advertise it beforehand- it does feel a bit like they left enough breadcrumbs to make us believe it’s going to be Myprotein but doubt is an offer coming , more likely an alterior motive to get the share price up in Q1 or to identify any other interested parties. Just my opinion. DYOR.