Member Info for Oculusprime

We must be due some more share dilution about now?

Regards a 10 year contract.

Taken from AI.

10-Year Contract Misconception: While THG has signed 10-year partnership deals with external clients (such as Maximo Group in April 2023), the internal relationship between THG and Ingenuity is now a service agreement between two separate entities, not a 10-year lock-in with themselves.

Transitional Services: Ingenuity and THG are under a transitional services agreement for up to two years post-demerger.

THG

THG

+5

In summary, THG is not "tied into" a 10-year contract with Ingenuity; instead, they have separated, with Ingenuity providing services on an arms-length basis to the remaining THG business.

Ask Stanley, from his post at 17:00 today

"Market News...Danone takeover of Huel is playing a major role in the market's re-evaluation of THG. Investors are treating the Huel deal as a "valuation benchmark" for the entire nutrition sector, and the math looks very good for THG’s Myprotein brand"

I want to believe it but explain to me again that if this is the case how is it the SP fell back to 31p?

We have a mar kk et that does not work anymore in the UK, not unlike everything else...what a joke the UK has become.

Kua, the crazy thing is, at these levels nobody can say for certain that an approach or buyout from the likes of Mars at £1.25 or above won't actually happen 🤷

Totally agree 👍

Davffed, to be fair some of the share dilution was to raise cash for acquisitions but there is a huge free distribution to staff every year, a batch of about 16 million to employees at the last round if my memory serves me. The way the SP has been it's like a kick in the gonads every time.

But as with your feelings towards MM regards share buybacks, perhaps paying down debt only puts THG in a much better place for if he then steals it out from under the nose of investors as he did with Ingenuity, at least a dividend is physically giving something back to investors.

This is the thought process Moulding has created.

Happy, can't say I disagree with your sentiment, THG floated in 2020 with only 376 million shares compared to the current 1.6 billion.

As been said before, an 80 million cash injection plus an additional extra 20% margin on all future sales 🔥

I think the pause is entirely due to not once in years seeing a rise that didn't fall back, everyone is waiting for it. Could take a while to sink in that the trajectory should have finally changed. Let the confidence build, onwards and upwards, my first sell will be at £1.23 😁

Onwards and upwards

Smythsinabox, I can associate with your thoughts and feel your pain having bought in at a similar level circa £2.30.

That's great set of results especially given the economic backdrop of the last few years. We can't change the past, it's not going to re-rate to over £1 in a single trading session but it does appear the the company and SP should now be on a long upwards trajectory towards fair value.

Let's see if we can get through the call without Matt making a hash of it, and perhaps hear a few words of praise and confidence from our Chairman.

Good luck all genuine holders.

I think we are all aware of what THG should be worth, but according to this "new" analysis fair value should have the SP at around 230p, which coincidentally is almost exactly my first buy in price here. Perhaps I'm not as completely stupid as I was beginning to believe 😁 I can only hope.

Steady on lads, we are only breaching 30.5p.....but long may the rise continue

Appears there has been several messages removed. So much for living in the free world.

This long-term holder isn't buying because I'm already all in 🤷

Cong, this is also true which simply adds to the confusion.

Back to waiting.

Have a good day all.

I don't disagree but I can't say I'm any longer bothered as long as I get a return on my invested money before exiting and any con he pulls now should satisfy that requirement. Not what I hoped of this investment over the long term admittedly.

Samb, I've been here more than four years, I understand the concerns about mouldings intentions more than most but I'm clinging to the hope that given all of the positivity surrounding MyProtein and Beauty other than the current SP any lowball move he might make will need to be considerably above the current SP, in the region of 300% and upwards is conservative given recent takeovers.

Tottenham isn't sacrificing a current win for future domination.

MyProtein on the other hand appears to be winning most if not all of their games it simply does not yet reflect yet in the profit and SP.