Member Info for Monty888

Good to see no real effect on the Dividend, see how lucky we are on the exchange rate used around the exd date. I’m very bullish that this dual listing with get us on much higher average P/E ratio as the settlers between the 2 daily prices get updated daily from the arbitrage. Of course we need to do well top and bottom line as always. US shares are generally way lower average dividend yields than UK shares and DEC’s yields are huge at c.15 to 20% (If sustainable). That alone will get a lot of early investors piling in from the US side on much higher volumes than UK side - As said I expect and believe we will see a really significant uplift after the dual listing goes live.

Another update today - Note the food (Nutrition) health personal care and beauty are the where all the majority spends went…..All of which sit nicely in our portfolio of products and services of course:

Black Friday deals, according to the British Retail Consortium-KPMG monitor. Furthermore, the figures are not adjusted for inflation, masking a likely drop in volumes once higher prices are taken into account. Food and drink, health, personal care and beauty products continued to drive growth, while jewellery and watches saw the biggest decline in sales on the high street, suggesting consumers are abandoning expensive presents in favour of more budget-friendly gifting.

(Alliance News) - UK consumers appear to be sticking to plans for a budget Christmas this year, with retail spending remaining weak despite Black Friday, figures showed.

Total UK retail sales increased by just 2.7% in November, a significant weakening on last November's 4.2% uplift despite a push from retailers around Black Friday deals, according to the British Retail Consortium-KPMG monitor.

Furthermore, the figures are not adjusted for inflation, masking a likely drop in volumes once higher prices are taken into account.

Food and drink, health, personal care and beauty products continued to drive growth, while jewellery and watches saw the biggest decline in sales on the high street, suggesting consumers are abandoning expensive presents in favour of more budget-friendly gifting.

It’s likely a net positive but the old cynic in me thinks - Bio can internally be charged a high rate for using the Ingenuity platform now rather than an external low cost rate. However if it’s all help to send the the SP North it doesn’t really matter. The only other twinge I have is big investors tend to avoid companies that keep

Making acquisitions as true like for like can be manipulated and in many cases negative adjustments need to be made to set the acquired entity to fair value from total purchased value which is what we started to do last year and I’m not sure if there is more to come. Let’s hope the accounts are really transparent and the new acquisitions gains and write down inc CityAM also powered by ingenuity do not get called out as being wooden dollars giving false impressions of revenue. I still think fair value now is somewhere between 150p to 200p and a break up value around 250p - Good luck everyone as always Monty

Facts vs AssumptionsToday 10:00

[Re-Written with typo’s from auto corrects hopefully now correct]

Just because CityAM is owned by THG why are people assuming it’s now making money. (Need to see if it’s separated out or just bundled under Ingenuity in the next published results).

Also posters ramping about growth of Ingenuity. What Whales have been landed in the past 3 months please? - Any specifics or is it just speculative gossip people’s ?) I’m ever long and ever hopeful sitting on 800k shares at 80p break even average price (been doubling down to lower average price a lot, too overweight now) Im not seeing any RNS contract announcements or anything else tangible or in the financial press that warms the heart. (Heaven only knows why MM would buy stock in Kelso if that’s true). Kelso are just a large minority investor that seems to have reduced their holding under the radar, also some of their other holdings are performing terribly in recent updates as well. Having said this I do think Kelso are correct in their media and RNS comments regarding ways to release value in THG. If MM doesn’t get the valuation up then an aggressor will come in at say 150p SP bid and hoover up a lot of stock probably paying 200p after its 20% steak purchase or whatever the mandatory amount of stock is you can buy without making a formal bid. (Can anyone remind me of the percentage owned before a bid must be triggered by the way - It varies depending on your market listing slightly I believe. Anyway Good luck all, I definitely think there’s gold at the end of the rainbow but cannot see nor predict where, when the rainbow begins nor ends from MM’s coniFacts vs AssumptionsToday 10:00

Just because CityAM is owned by THG why are people assuming it’s now making money. (Need to if it’s separated out or just bundled under Ingenuity). Also posters ramping about growth of Ingenuity. (What Whales have been landed in the past 3 months please). I’m ever long and ever hopeful sitting on 800k shares at 80p break even but seeing any tangibles that really warm the heart. (Heaven for it why MM would but stock in Kelso). They are just a large minority investor than seems to have reduced their holding. They are right in their comments on how value could be released generally as an aside. If MM doesn’t get the valuation up then an aggressor will come in at 150p bid and hoover up a lot of stock probably paying 200p after its 10% steak purchase or whatever the mandatory amount of stock is you can buy without making a formal bid. (Can anyone remind me of the percentage owned before a bid must be triggered by the way?). Good luck all, I definitely think there’s gold at the end of the rainbow but cannot see the where nor when the rainbow begins or ends from MM’s continuing share holder disregard and arrogance 😢 A change in leadership to take us up to next level is sorely needed IMHO.

Just because CityAM is owned by THG why are people assuming it’s now making money. (Need to if it’s separated out or just bundled under Ingenuity). Also posters ramping about growth of Ingenuity. (What Whales have been landed in the past 3 months please). I’m ever long and ever hopeful sitting on 800k shares at 80p break even but seeing any tangibles that really warm the heart. (Heaven for it why MM would but stock in Kelso). They are just a large minority investor than seems to have reduced their holding. They are right in their comments on how value could be released generally as an aside. If MM doesn’t get the valuation up then an aggressor will come in at 150p bid and hoover up a lot of stock probably paying 200p after its 10% steak purchase or whatever the mandatory amount of stock is you can buy without making a formal bid. (Can anyone remind me of the percentage owned before a bid must be triggered by the way?). Good luck all, I definitely think there’s gold at the end of the rainbow but can see the end at the moment 🥲

Thank you Nomlungu

No significant Director buys at market prices probably because the spread makes it investable - If you make 28% your back to break even

Yes, it’s very oversold today. There is no mercy for any “below expectations” RNS’s these days on the UK markets

Same story now for nearly a decade with ever reducing SP. What exactly do you buy in for again? The data speaks for itself as do my historic posts - Look them up at your leisure folks.

Well all BB’s seem to more or less be on the same page here - Lot of consolidation in the fashion industry past year or two and recently, looks oversold unless this Thursdays sales are dire, the North America situation resolved should help drive sales stateside. Lots of share buy backs would indicate the BOD see the SP as very cheap. [Im not sure the BOD are all that smart honestly, if correct it makes a T/O more tempting as a buyer can likely release the brand value better, if I’m wrong we should see that in this weeks results] I just brought £20k’s worth to bring my average price to 129p now. Let’s see what Thursdays child brings - GLA

I been warning people for years now this is uninvestable with clear reasons. Get trolled muppets who have no clue about investing (If they did they wouldn’t buy stock in 88E that’s for sure. So same as 2 years ago and many times since (No re-occurring revenue, no profits, shares in issue x Sp = market value (This is overpriced at 0.2p vs comparatives). Banks stopped supporting ages ago so it’s more dilution on the way. Due to the risks dilutions are more and more discounted. Wake up

People’s or keep loosing your shirt, socks and undies (It will get worse not better). The BOD’s salaries are being paid for by muppets bottom line as this should have been delisted years ago & it will inevitably be delisted of course in the final wipe out for novice investors. (Where’s Brom, he is the star clown who has convinced many a fool to invest here).

There is no ban on disposables, just a government white paper. All that will happen worst case is they need to be made from disposable HF plastic. There will a long LT to actual legislation (always is) industry consultation & the same playing field for IMB, BATS and other industry players that contribute enormously to UK governments coffers. No risk at all to SUP who are ahead of the big players already.

Supreme said its interim profit jumped, and upgraded annual guidance after strong third-quarter to-date trading. In the six months to September, revenue rose 63% on-year to GBP105.1 million from GBP64.6 million. Pretax profit nearly tripled to GBP12.3 million from GBP4.4 million. It raised its interim payout to 1.5p per share from 0.8p the prior year. The firm said its second half has "begun very well", with growth reported across all divisions. It now expects financial 2024 revenue to be between GBP210 and GBP225 million, which is up from March's guidance of GBP195 to GBP205 million. Adjusted earnings before interest, tax, depreciation and amortisation are forecast between GBP32 to GBP35 million, compared to the prior range of GBP28 to GBP30 million.

----------

I agree, sold down rather ridiculously - 250p within 12 months. Can’t get than sort of return leaving our hard earned in the Bank that’s for sure. It’s also a good ISA saber to tuck away at these sub 200p prices.

It’s only a matter of time before we gat back to over £2 per share. Could these be any better.

1983 - Year of your birth I shouldn’t wonder. You’re still on the wrong BB, never mind fool. (Not that’s any of your business but never said THG was value at its historic prices my average is the low 70’s. Try to be data driven and not presumptuous it might help you in your life - Or keep being you (A Fool) 😁

Already up more than 20% since your stupid post inside 6 months, maybe your a dud living in the past rather than investing in the now and the future (which is investing is by definition). Moor’s long gone and a new team are in and they are delivering as evident from the recent numbers.

Hi Trojan, this is old news (see previous postings on this BB). Stop making look like sweets for children (plain packaging) and be sure not to sell vaping products to children (Fully agree). How will that really effect the meteoric rise in sales and popularity with so many converts on daily basis. This will reflected in Tuesday’s numbers and all the numbers yet to come. These and recyclable packaging for cartridges are hardly show stoppers just minor numbs in the road. SUP is ahead of others converting to what looks like the new legislation coming in. (Strong buy for me). Not to mention the other 3 divisions will all have record numbers as stated in the last trading updates (Nutrition, batteries & distribution, LED lighting).

Tell what profitable banks are on a historic or future p/e of 4 please asartata?