Member Info for Okehurst1

https://www.bbc.com/news/world-europe-62211433

Firewall, article in FT this weekend

How Russia is paying the farmers in the Donbas for their grain and selling on via export to India to keep them sweet in supporting Russia

https://on.ft.com/3zqc0CE

Apparently there wasn’t that much getting through anyway - according to press report

If the EU can drive the price of Gas/Energy via LPG storage back to Pre War levels - which happened this week on the daily spot market - the West will funnelling the grain via train / road, rather rely on the goodwill of Putin

I keep reminding myself the Mouldy has less than 6 to 9 months to pull a deal off to go private as he loses the Golden Share - he needs the deal done dusted well well before the expiry

Hi Justise,

Yeah agree, as HH says the opportunity to buy at low levels wouldn’t have been available IF the BoD had communicated properly- maybe the same way they do with their Bankers who just lent them another £156M on easy terms, wouldn’t we just love to see the numbers being printed through the Banks ? They ‘ own ‘ the THG bank statements

Human nature, if the Chairman would have been doing his job of communication / ensuing transparency the share price could well be much higher but that wasn’t in his interest or Moulding / Qatar - don’t disagree with your sentiment

They all have all nicked a fair chunk of shares recently on the cheap

I would be more worried if we hadn’t of heard off the Good Lord and he hadn’t bought shares, as such he bought £millions in the open market

We touched a 100% jump last 2 weeks ,shorts down 30% last week with more to come, sit back and enjoy the ride as the shares head back up.

Not 100%! nailed on will happen / think we all agree on that one

Mouldings intention is to take this private, he couldn’t even be bothered having an analyst call after the trading update

He needs to get Qatar to up their $cash pot and he negotiates a buy out with the II’s not rolling - price per share

The Shorts have got wind and we see them reducing fast, 30% reduction in one week of the .5 % crew ?

It’s just can Mouldy pull it off ? I wouldn’t bet against him.

When you consider how £much THG have invested putting together their global network and how much to replicate ?
Page 30 on the Link via Golden says it all

Blinky
He’s got an agenda which is being run by Moulding

Reckon he has to be careful what he says as the Chairman is supposed to watching out for the investors / shareholders

Lord Allen is an experienced guy and he’s buying shares on the cheap, it’s win win for him to say nowt

Good points Golden, Rev Beauty once they complete what they are going through, whole new market, kind of mirrors Iceland strategy for nutrition

Just on the G/P in nutrition

On the last conf call when they chatted about the affect on the G/P due to Whey falling they mentioned 200pts increase and indicated back to 8% at group level

Can’t remember where I read the following - research note on THG - it mentioned at €750 for Whey it’s adds £35M straight to the bottom line

Any other views on that ? Does that look realistic ?
Golden ? What do you think ?

The most communication we get off our Chairman is the TR1’s he posts when he just buys yet more £millions of shares on the open market

Read into that as you think fit …

70% of Ingenuity deliveries within 24hrs

Storage / distribution / automated
Payment platform
Cost plus 6%
Global reach

Golden
My thinking ,they just focus on storage / distribution with an automated service to so called more Whales & ARPU
Reduce the sales / marketing team and just focus on THG websites

Must be a tonne of costs to strip out of Ingenuity

Thanks Golden - appreciated

Golden, any idea of the THG footprint of distribution centres?
I can’t find a full list anywhere ? Handy to share if you do have

Good post SP

Anyone have the full list of the global network of THG distribution warehouses ?

Think so SP
Back to 60p once trading settles down Monday morning

The Times headline article this morning is about £250B wiped off Tech Stocks - it’s a good headline

But further down they disclose this ;

‘Some investors have sought to capitalise on the sell-off. Equity funds recorded their largest weekly inflows since March over the seven days to Wednesday at $22.9 billion, according to Bank of America, with technology stocks accounting for the largest share, at $2.3 billion’

So the shares get marked down but the largest inflow of $$ to this week to equity markets since the crash happened

The smart money that got out before March now putting a toe back in? Equity markets always look 9 months ahead at least.

Point being IF Mouldy is going to make his move it has to be relatively soon, the known II shorts dropping to 2.8% in just 5 days, guessing but a good chance they will be out completely next week or - as over .5% disclosed

They know he could agree terms with Qatar any day and throw his bid into the ring.

Nice bit of business today for the MM’s and their buddies with physical Shorts

Close out Synthetic Longs on margin knowing profit taking will come into play

Same time allow some to bail.

Allowed some of us to add