Member Info for Monty888

It’s strange to think we was 240p before, no dilution and record top and bottom lines and cash on hand coming (see trading update) and we are languishing at 103p ish these days. [Horrible UK markets, that seem to ignore consistent growth and success). SP’s always find their true levels and I’m sure Sandy and team will have some more good news in the results current and forward statement segments. When people will realize SUP is going places and we get back to nearer 200p I don’t know……

It will take around a year to get results that reflect normality, SP will stay low for a lot longer. Once /If the strike end the writers will start up again but not need ZOO immediately, then you got contracts to negotiate + digitizing + completion approval + say 90 day payment terms etc. We should see a small uplift as the SP will lead results but nothing too exiting for quite a while.

I’m not astounded at all, they have done their update, it’s not good but I also don’t think it’s that catastrophic unless we get another update in few months saying things are much worse. Any form of bolstering the SP announcements would look like panic. It’s all about the next results bottom line here regarding what could be a meaningful uplift or drop. It’s hard to be sure but I’m long and think (hope) it’s way oversold. The inside money seems to be running for the hills, not a good sign.

Who owns the freehold THG or MM do we know?

I think your investing is smart 2phevs. Finding stocks with quite high VIX can very lucrative. For I tend to stick longer term if I think a share could pop. With my luck the day I sold say £30k off from my 800k shares current holding would be the day before a bid or divisional break up to release the value here. (Good luck to you and appreciate and like the candidness). SteveInHull you do your thing and others will do theirs. All trying to make a few quid and feel like clever dickies as we do 😀

Sorry guys on the Spa, I missed this along the way. I thought beauty was only on line makeup under various names - Need to do my research. More a moot point now but CityAM is just a very odd purchase and it does make one wonder will it stop there or will we get more of this lack of focus, we were all told non core was being sold off and it started to happen with the bike adventure only to be buying a digital financial magazine. GLA thanks for the updates, I’ll get back to finishing off my humble pie now, sour though it tastes 😀

I agree, it’s a day traders delight. I saw it was the biggest caller today looked at the data ant got £9k at 57p. It looks like an over reaction to me, also Black Rock and Helios took big positions noting the holdings updates recently. I think it could get back to 70p next few days let’s see anyway. GLA

Neil777 you look like a knob sprouting AIM when they are not AIM listed, then you lack the humility to reflect on yourself and a bit of humble pie matey.

We have 3 divisions and supposed to be simplifying the business:

Beauty, Protien, Ingenuity — We then but City AM, Health spars and strange vanity project companies. Where do these go in a 4th division called “A.N.Other” I am please to see these health spars are profitable but what about City AM and what silly thing is next on MM’s surprise list (Serious Investors and II’s don’t like surprises, it seems we are devoid of declaring and executing a simple clear profitable strategy and this really concerns me as it’s easy to hide and move losses around and again any opaque numbers keep serious investors away (Hidden risks). I’m heavily invested and believe one day the business will be sold or split but if that’s say at 60p MM or whoever say we are buying it all out at a 40% premium great offer of 100p per share I will be be very disappointed. So with current investor Halloween shenanigans frightening a key investor II investor segment away (& failure to list on main market also) we are vulnerable to a low ball take out - Probably by MM himself.

My practical worry is as recessions and economies slow so will THG’s revenue and I am not convinced they will have a brilliant H2 and make up the H1 miss. This in turn will feed the shorters and nay sayers and keep the SO where it is now more or less. Hope I’m totally wrong and we have a stonking Christmas & Ingenuity lands a couple of whales.

With 14.3% spread between bid & Offer plus dealing fees you’d need a 30% share price rise just to get back to break even. This share just keeps the staff and BOD in jobs taking PI’s money and continually diluting.

THG SP has sunk like the Titanic that’s for sure. Let’s hope it rises to former glories next year - I’m big and long here and do feel the sell off is very over done now. Hope I’m right - GLA

Lots of time to migrate to refillable of which they have an excellent range. It’s just a government consulting paper anyway. Also option to change the disposables to halogen free / bio degradable as well. SUP are just taking earlier than needed moves and responsibilities way ahead of BAT & IMB etc, need to be commended. A total non issue at the end of the day regarding continuing revenue and bottom line growth.

Sandy is an excellent CEO with a lot of skin in the game. The lighting LED overhang is sorted, the new warehouse consolidation with growth capacity completed. (Improving margins more). Bigger and better financials coming out each half than when the SP was 240p P/S. Normal market logic would dictate we should now be above 240p on like for like P/E and much higher probably on a forward P/E ratio. Of course we are in a very negative UK sentiment market right now but this will change immediately inflation drops to less than 3% and interest rate drops are on the horizon. When that is signaled shares like SUP will get a huge uplift. Back to 240p should be a achievable in 6-12 months market, interest rates and inflation dependent.

PHNX yields more than LGEN.

Title should have course be “BROKER RATINGS” Auto spell. Heck (spellcheck) is a ‘kin pain 🤪

WildTiger - Have you sold?

Are 16 year olds allowed to buy shares these days?

Your posts are so meaningless. Assuming you’re a guy why don’t you go on a date with Crowman (You’ll get on better than David Furnish & Elton John I reckon).

Who is Jordon Belfort?

Desperate positive spin on another crap performance of failing to deliver across all divisions (Looks like they are loosing market share). Ingenuity only firing on 2 cylinders. Sold the worst loss maker, cut some staff (All at high cost). Selling those savings as £30m less damage in the next publish losses we will get. Can see why the shortest get after MM and THG. It’s not lean and mean and it’s not demonstrating break through a or results - Margins temporarily flattered by Whey price drops. Only hope is for a take over bid (New reality is probably not worth much more than 120p per share). Seems can’t compete in USA where it’s biggest market should be. US spending is up yet revenue in THG down, this doesn’t bode well for their beauty products especially). Expect an SP drop today and a lot of negative press on the business model doesn’t do what it’s being sold as. The numbers are bearing this out. Ow we are shrinking and missing all projections which also shows MM is either a liar or doesn’t know his business at all well in reality.

Crap performance, lot of rubbish about long term performance. Nearly all the businesses were purchased or been around at least 5 years now. All divisions shrinking yet MM likes to put lipstick on pigs. (They are still pigs). The margins are only up because of whey price drop, not anything that exceptional from MM. at the end of the day MM is demonstrating fair value is probably 60p for a shrinking organization.