Member Info for Monty888

Not cheap at all, every year it losses more than £145M increasing its borrowings and no sign of any net cash, nothing for investors here on the horizon unfortunately. If it ever does make a PAT then it will re rate and reverse its long term downward trend. Lots of great companies making lots of cash on the market, why would any serious investors buy into ONT until / unless the losses make a step function change into break even / Profit After Tax.

Lots of well run profitable companies are suffering due to TACO in Iran. Fevertree 838p ish, IPO (NavPS 110.4p trading at 53p etc. Volex is a very well run company and more patience needed per the war - Remember the old adage “The cream always rises to the top”

It’s incredible that this has not treated to 90p +. Looks like another big buy back for cancellation will be announced soon per the Chairman’s comment. Must be very vulnerable to a T/O with these hugely valuable net assets and cash on the books now. What’s not to love here?

Net profit, reduction in debt, net cash growth, increase in eps is what’s needed. Agree and have shared a few times the noise, the tie ups all the window dressed good is BS if the business can’t hit the numbers that smart investors use to know they are in an undervalued profitable growth company

Good to see our new non exec David Telford has quite a lot of skin in the game (11.75% shareholder).

Prefer Fevertree to Diagio at current pricing. Molson Coors ready to take FEV out soon.

NVIDIA results out soon, anything AI linked is going through the roof. Capacity is challenged to get the chips out also so someone like NVIDIA might want to take out IQE and invest in it as their dedicated own manufacturer - This removes supply chain risks completely. I don’t know but wouldn’t be surprised if this is all in the mix and people are seeing how undervalued IQE actually is in an M&A situation.

Diagio also downgraded on earnings yesterday. Alcoholic beverages are off a little so it’s all about FEV gaining more market share or an M&A situation.

50p per TO share coming in max. No need to pay more. Run the next numbers down “Price of whey” “Over pay ingenuity” “More restructuring costs” etc. The usual bottom line loss - No profit after tax, what’s THG really worth? He will say it’s a c. 35% uplift on closing price off bla bla.

He owns it all nearly with family and friends. Job done loyal investors stitched up like kippers….

I’m aligned. I think next numbers will show the cladding provisions will be greatly reduced from their start point. It was only that that caused the SP to crash. Business has been much the same all along (Lumpy but profitable). They were / are smart to focus on cash management which is always good for us investors.

Who needs NCC with Anthropic and other disrupters around. IT Managers run their S/W and its job done isn’t it?

FEV was over 1,400p 3 years ago. Today it is bigger, has more revenue, better bottom line coming, reduction of shares in issues. Yet the SP is lower - That kinda shows the potential upside if it just matches the old SP. GLA.

charts are largely nonsense - sp’s are driven by the dow, black swan events, m&a, tu’s & twice yearly results. this has a balance more weighted to an upside from general good trading, using molson in america’s to do the distribution, no more $7m severance costs on that change as one off. with molson acquiring nearly 10% of fev it looks like they see value and perhaps could be pulling together funds for take over that then puts all the sales margins in their pockets and they can consolidate fev distribution into uk, eu and the airlines (ba etc all use fev mixers on their flights). the only downsides are some small players in the same field, maybe global reduction in ****tail spending so less mixers required i’m big and long in fev. gla.

FOUND THE DATA JUST NOW ON CHATGPT

There is a major affordable homes plan announced in January 2026, worth £39 billion, with bidding set to open in February.

I can’t remember the number but Zi thought the government had already approved either £20 or £50 billion for housing and its kick off and gets released 1st April.

Sparsam - On the money with your poem’s. Something to make smile at least on this train wreck of an investment - Keep doing what you do 👍🤗🤝

Not confusing anything Banker PAT aka retained earnings is not related to cash nor cash flow directly. It’s what’s left over after all expenses (except leases). Point being is no net profit, no sign of it right now. Lots of puff and little substance.

Exactly sj74. Unfortunately Cafty is glued to his red tinted glasses he misses the very metrics that make this a 35p share vs say a 200p share. PAT pays down debt, pays salaries and allows for sensible dividends. The city hates THG because it keeps financially engineering its numbers and MM is full of BS not to trusted or touched with a barge pole. Genuine and significant PAT will change the narrative - Unfortunately lots to do still. Plus why the SP isn’t doing well at all. If MM wasn’t running the show, the sp would be higher on take over M&A possibilities, however he is going nowhere (Mates K Starmer, similar situation of total failure but dug in like Alabama tick).

Crafty Carfty - Loads of speculation desperately ramping. List all the other assets brought and sold stop making the data fit your narrative on one off. Look at the past 3 years asset values and nav ps. (If you can find it). The auditors we be privy to ingenuity costs but they have no mandate to judge if it’s fair / appropriate only legal contracts, trading terms and payment dates etc . I’ll wait to deep dive the next results, you keep your pointless ramping going. Remember this the sp went from 800p to 35p. It’s never fair off fair value for whatever reasons and good companies that are run properly trade at fair value share prices without blaming shorters and peddling conspiracy theories like posters have some sort of weird motives. I guess you’re unemployed and desperate posting silly things like you do all day. You next million ain’t coming out of THG pal that’s for sure. 😘

Barclays raises Fevertree Drinks to 'overweight' (equalweight) - price target 1,270 Pence