RE: Results tomorrow12 Jan 2026 19:58
Rob , OSG plays the market , he obv been caught out with this update and hasn’t bought in before the update
His last view in November (which we have has nothing else but positive updates since)
“Last few days and courtesy of the MM's directionally moving the price down it seemed destined for 40p.
Then whopping volume brought it back up. 12.46 Million at the close and I'd say you bore witness to a Magicians trick with what some thought were sells and given one thing has changed from the last update, other than of course Mars being the 1st of 2 partners and that set to expand with Twix, Bounty and Mars Bar flavours and with Black Friday also now less than a week away.
Nutrition and Beauty both back in growth at the same time for the first time in 4 years.
Expanded relationship with Frasers / Sports Direct with enahnaced offerings online and instore
Two partnership deals. The first with Mars. The 2nd to come with a European FMCG in the chilled foods / ready meal sector. (Some think Greencore)
MyProtein Cafes gone from just the 1, to 51 after expanding with a further 50 into the Frasers / Lonsdale Gyms
Retail doors expanding from 40,000 to 100,000
Swifty boost @ THG's Philipe Robine
Approaches made for other parts of the business since the Claremont Ingredients sale. RNS at any time if market value and it works for THG. (That alone puts the whole focus on Sum of Parts)
Refinanced and reducing debt
Enjoy your weekends perusing and purchasing from all the early Black Friday offers @THG, SPD and elsewhere as they multiply in intensity and lets see which of the Supermarkets or Retailers is first to stock the new Snickers flavoured”
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