Member Info for Money_mad

Shorts down a smidge

Yes it’s up to day high now

Unusual for them

Does seem to be more after market trades popping up this week. I have to say haven’t been tracking the trades last few weeks so assuming this was pointed out as just started? Hoping this is a late grab before agm for an amazing update. We can only dream! Have a great weekend all!

Any of the actual people on here that have shares going to the agm . I just had Halifax confirm my attendance so will see some of you there!

MM surely will have retirement plan. His family will want him out the stress of it all , or atleast minimised to focus on charity work. So with that in mind I am sure he has a plan in place .

Patience is required

A lot of negative in here and some of it is hard to ignore but overall they have been dealing with a lot over the years. It hasn’t been easy!

Things do seem to be improving but won’t really know until the next results update!

To be down sorry

I can buy on the website fine . However, the app does seem to not be down

Agree with the papers on that mentioned your posts are valuable 1pencil but then shocked you think U.S. private investors have only 0.2 percent . Let’s assume we have all the Halifax , H&L etc we are nearing 5-10 percent . How are you voting? If as Stanley mentions shorts are working against us it is this 5-10 percent they are trying to get to sell out !

I have this - maybe outdated as did it a month or so ago so has likely changed a bit .

MA Frasers 11.65

Sofina 9.64

Matt 9.22

Balderton 7.33

Qatar 7.2

VG Corp Trust 4.62

Hargreaves Lansdown 3.76

Equiniti share view 2.92

Barclays 2.84

Vanguard 2.62

Int Investor trading 2.53

Brian Kennedy 2.42

Goldman Sachs 2.36

QH Oil Investments 2.07

West Coast Capital 1.99

Citigroup 1.96

Halifax share dealing 1.96

ADM Investor services 1.93

HSBC 1.78

UBS 1.73

Charles Schwab 1.6

Banco Santander 1.56

AJ Bell 1.42

Mark Evans 1.14

Norges Bank 1.13

Platform Securities 1.03

Dimensional fund advisors 1.02

Tim Bunting 0.98

BlackRock 0.97

WME THG Foundation 0.9

IG Markets 0.88

Terry Leahy 0.87

Interactive brokers 0.85

Moulding Foundation 0.82

BNP Paribas 0.79

OSG , the product recall seems isolated to one bar. Although not ideal it’s hardly going to impact the share price.

Do you think a sports or health focussed person wanting to buy a protein dinner would choose Aldi or MyProtein dish? Brand is a moat, product access is a moat, product quality/ taste is a moat.

Are you invested ? Because the moat that you are concerned about or lack of has always been there so why are you pushing this agenda?

Not massive, but by more than the previous increase!

So you aren’t a holder then OKE. Lot to say if you aren’t invested here.

But then you have to ask who is in a better financial position to take them on , and where will the company find better opportunity to find efficiencies for success. Not sure it’s Boo/deb

It’s taking offers and oh Ian McDonald has been taken on to help with the process . Small world :-)

Doesn’t it depend how much weighting of sales is in offline sales and licensing - think the margins are higher there versus online. Also less reliant on whey in some of the products now. But still would be great to get whey below 800 for that super boost!

I am very disappointed in the share price but luckily can hold for better times . I am down quite considerably. Why am I still here? They have two leading brands in two growing markets. This alone is pretty special . Myprotein seems to be in recovery and will hopefully see this progress in next update with offline sales . Main issue is protein price which will recover at some point . Beauty slightly concerned about as was down last update , but they seem to have ramped up the marketing spend so maybe this will counteract that trend. Plus the weather in uk is hopefully driving more beauty sales! I am in ingenuity so I do want MM to be incentivised to ensure that’s a success but not to the detriment of Thg . Ideally they are both successful and recover. I think the biggest opportunity is in the USA - that should be 5x Uk revenue so I am keen to see how this progresses! These are good businesses, and I think we are nearly there in terms of building the infrastructure to grow and hopefully start getting shareholder returns in a few years time maybe earlier if protein prices play ball!

Is a positive LinkedIn post. Will take that. No mention of beauty though . Is there a reason for this ? Hmm

Steve was normally in the know on what was going on so if it was him could be something in it . But if no one else can see it , I guess just a fake rumour.

Https://m.youtube.com/watch?v=S7XxsOGV3C0