Member Info for onsolidground

"Iranian source tells Al Jazeera Iran sent a message to the US via Qatar saying that it does not seek regional war but adding that “the phase of unilateral self-restraint has ended”. It also warned any Israeli attack would be met with an “unconventional response” that includes targeting Israeli infrastructure."

Over to you Israel... and Mr Netanyahu who hasn't paid a blind bit of notice to any advice made to him in nearly 1 year.

Dealing with hostile targets in the sky

Another reason that tempted me to buy is that the last couple of months expansions alone has been pretty impressive.

Australia

https://finance.yahoo.com/news/ssp-group-acquires-expansion-australian-140312353.html

New Zealand

New Zealand

https://www.foodtravelexperts.com/news-and-insights/2024/ssp-makes-debut-in-new-zealand-with-contract-win-at-christchurch-international-airport/

Indonisia

https://www.foodtravelexperts.com/news-and-insights/2024/ssp-to-enter-into-the-indonesian-market-with-a-new-joint-venture/

Bulgaria

https://www.worldcoffeeportal.com/Latest/News/2024/March/SSP-Group-to-enter-New-Zealand-with-Christchurch-I

Bulgaria – 12 Units at Sofia Airport

France and 2 Paris Airports - 84 new Food and Beverage Outlets across 8 brands at 2 Paris Airports

https://www.worldcoffeeportal.com/Latest/News/2024/September/SSP-Group-joint-venture-to-expand-branded-cafe-foo

Pret a Manger into Saudi Arabian

https://www.worldcoffeeportal.com/Latest/News/2024/September/SSP-Group-to-open-first-Pret-A-Manger-store-in-Sau

Egypt and Hurghada Airport

https://www.regionalgateway.net/ssp-expands-presence-in-new-zealand-and-egypt/

Edin-Burger (Edinburgh)

https://www.regionalgateway.net/ssp-expands-presence-in-new-zealand-and-egypt/

Stanstead – 1st Drive Through

https://www.templemerepr.co.uk/blog/post.php?s=ssp-and-london-stansted-airport-open-a-new-way-to-fly-and-drive-thru

Berlin

https://www.passengerterminaltoday.com/news/food-beverage/ssp-and-berlin-brandenburg-airport-open-two-burger-kings-and-a-starbucks-coffee.html

There's probably a lot of others I've missed.

Eventually the market wakes up to the numbers and the potential.

The more the THG share price sits around these levels then the more and more it actually drives the demerger or sale of THG Ingenuity and if MW wish to throw more good shares away to try and manipulate the price in an effort to pick up a greater amount of shares then that's their prerogative. Same for anybody wishing to hand them over to them. It;s a free world and where free choice prevails.

I'm interested to see if, as they did last time, they decide to close up prior to the next update.

It's a nice to see small gesture from the Director but it looks like MW and their proxies are set on driving the share price down. Pure manipulation downwards since they declared a short position.

I thought.

Been tracking it for a bit, noted yesterdays slight drop off no real news and another slight one today but fortuitously also with the benefit of a pre-close trading update.

So decided to pop a few in the portfolio as a lock up and leave and which can always add to.

Thanks also for the steer.

Looks highly likely that we will be partnering with Kellogs for the MyProtein cereals.

With 2 drones overnight.

Israel or America to retaliate perhaps and then another vessel or two gets hit in the Red Sea.

Qatar also now taking sides and calling out Israeli Genocide.

The powder keg that is the Middle East.

What happens to the OIl price in an instant if Iran's Kharg (Oil) Island gets hit.

Note what this analyst says in the article

Helima Croft, an analyst at RBC Capital Markets, an investment bank, told CNBC: 'There has been a lot of complacency about this war'.

She added that amid the ongoing chaos, traders have mostly ignored the threat of oil supply disruptions .

'We do need to think about a scenario where Iranian oil supplies are at risk,' Croft warned.

US lawmakers have backed a strike against Iranian oil production."

https://www.dailymail.co.uk/news/article-13916225/How-Israel-target-Irans-sprawling-oil-island-90-countrys-exports-flows-IDF-prepares-launch-retaliation-missile-barrage-attack.html

Helima Croft, an analyst at RBC Capital Markets, an investment bank, told CNBC: 'There has been a lot of complacency about this war'.

She added that amid the ongoing chaos, traders have mostly ignored the threat of oil supply disruptions .

'We do need to think about a scenario where Iranian oil supplies are at risk,' Croft warned.

US lawmakers have backed a strike against Iranian oil production."

Happy to sit and wait for the oil price to go Pop !!

*Kharg Island*

There was definite short closing today. Slow out the blocks to let people try and pick up stock to close but there was very little selling so it had to rise as others were spying the upward potential of a deeply depressed recent TLW share price. Probably some less than 0.5% and under the radar.

Any and all are highly vulnerable to any further spikes in the oil price which I think virtually everyone can see happening. Israel / Netanyahi will retaliate and then so will Iran in multiples of their previous ballistic "smoke in the air"

Where then does the oil price go? and where if Israel either deliberately, or even accidently hit Khard (Oil) Island.

https://www.dailymail.co.uk/news/article-13916225/How-Israel-target-Irans-sprawling-oil-island-90-countrys-exports-flows-IDF-prepares-launch-retaliation-missile-barrage-attack.html

You do also realise that these positions get taken to actually accumulate more than you need to pay back what you loaned. Feel free to hand your over if you wish.

Interesting comments off an Israeli Military Chief.

"Israel will respond to Iran's missile attack, military chief says

Israel will respond to Iran’s missile attack and its forces can strike anywhere in the Middle East, its military chief said on Wednesday.

“We will respond. We can locate important targets and we can hit them precisely and powerfully,” said the Chief of the General Staff Herzi Halevi, in a video from an air force base in central Israel, one day after Iran’s missile attack on Israel.

“We have the capability to reach and strike every location in the Middle East and those of our enemies who have not yet understood this, will understand this soon.”

Then you know what comes next from Iran who have already said they will respond to any further Israeli malevolence...

Isn't going to get anywhere near $50 per barrel for two reasons.

1. Because if you read the text of the article the Saudi Energy Minister is telling OPEC+ members to get back in line to get full reimbursement for their oil. (Iraq and Khazakstan). That's how I read what it says.

2. Because there will be escalation in the Middle East. No two ways about it and if its Iranian Oil Refineries get hit then the Price of Oil should fly.

""Israel will respond to Iran's missile attack, military chief says

Israel will respond to Iran’s missile attack and its forces can strike anywhere in the Middle East, its military chief said on Wednesday.

“We will respond. We can locate important targets and we can hit them precisely and powerfully,” said the Chief of the General Staff Herzi Halevi, in a video from an air force base in central Israel, one day after Iran’s missile attack on Israel.

“We have the capability to reach and strike every location in the Middle East and those of our enemies who have not yet understood this, will understand this soon.”

Then Iran have already said they will respond to any further malevolence from Israel and come back with an even larger response.

“Iran made a big mistake tonight – and it will pay for it,” Netanyahu told a meeting of his security cabinet late on Tuesday. “The regime in Iran does not understand our determination to defend ourselves and our determination to retaliate against our enemies … They will understand.”

US lawmakers have backed a strike against Iranian oil production. Senator Lindsey Graham, of South Carolina, said he would “urge the Biden administration to coordinate an overwhelming response with Israel, starting with Iran’s ability to refine oil”. In a statement, he said Iran’s oil refineries should be “hit and hit hard”.

I wouldn't take it with a pinch of salt antonvb as there's more substance to it. Oil refineries or the parts of it's nuclear programme. Iran have already said that any further malevolance by Israel will be hit by a mother of all response.

https://www.theguardian.com/world/2024/oct/02/israel-iranian-oil-refineries-retaliatory-strikes

Patience, as Netanyahu will not listen to rhyme or reason and in consequence the oil price imvho is only heading upwards.

The same could have been said for Hotel Chocolat Ephemeral

Businesses get bought on business metrics and the synergies it brings to the purchaser, and not the share price. (which as we know can get completely detached from reality)

Peel Hunt

"Peel Hunt used multiple analysts to compile the review, from Tech to Consumer Brands - recognising THG has 3 large, global businesses with different specialisms:

1. a very well-invested, Tech, Media & Logistics platform, with c4,000 staff globally

2. the world’s No1 Sports Nutrition brand Myprotein

3. one of the world’s major Beauty groups, encompassing Brands, Retail & Manufacturing

Many banks write research on THG, but it's rare multiple analysts with different specialisms come together like this. But for THG, it's the only way to ensure a true understanding of our group.

Here are some key conclusions from report:

✔ THG & the strategy makes sense

✔ THG is wildly undervalued on the LSE

✔ At 141p, well over 2x today's share price, THG would still be at a 50% discount to global peers

✔ THG shares should be worth 272p within 2 years

✔ As Ingenuity Sales reach £1.2bn (c£700m today), THG shares are worth 383p. If Ingenuity EBITDA margins also reach 15% (low single digit today), the shares are worth 452p"

dyor

I guess there goes your chances of any imminent ceasefire or peaceful resolution involving the UN.

"Israel declares UN secretary-general António Guterres 'persona non grata' and bans him from entering country

Israel has declared the UN secretary-general António Guterres a “persona non grata” and banned him from entering the country, and said he would be remembered “as a stain on the history of the UN”.

Announcing the decision on social media, Israel’s foreign minister Israel Katz said:

Today, I have declared UN secretary-general António Guterres persona non grata in Israel and banned him from entering the country. Anyone who cannot unequivocally condemn Iran’s heinous attack on Israel, as almost every country in the world has done, does not deserve to step foot on Israeli soil..."

There goes your chances of any imminent ceasefire or peaceful resolution involving the UN.

"Israel declares UN secretary-general António Guterres 'persona non grata' and bans him from entering country

Israel has declared the UN secretary-general António Guterres a “persona non grata” and banned him from entering the country, and said he would be remembered “as a stain on the history of the UN”.

Announcing the decision on social media, Israel’s foreign minister Israel Katz said:

Today, I have declared UN secretary-general António Guterres persona non grata in Israel and banned him from entering the country. Anyone who cannot unequivocally condemn Iran’s heinous attack on Israel, as almost every country in the world has done, does not deserve to step foot on Israeli soil..."

Lets see if our CEO is blessed and market savvy and at next update delivers a couple of sets of 3 word phrases.

Like for instance.

"evaluating bid interest"

or

"Circular in print"

Mr Market hasn't given him anything for the Demerger announcement. In fact it's deducted 20%. Want's more convincing

Dangerous game that with MM and so many of his loyal and faithful being under water.