Member Info for onsolidground

Yorek imo it's a brave thing to do but you should never let the enemy or your competitors know your inadequacies or vulnerabilities or indeed how they are affected you for they will only look to exploit and further exploit them. No quarter gets given. I am specifically thinking shorters and thinking the City. Both I would suggest are more than capable of inflicting further angst, and particularly if the numbers misfire.

Too much micro management perhaps with all those hourly calls probably contributes and add a constantly flashing declining share price above Kong's head in Reception is probably enough to cause anyone to max out and feel mullered.

One module in an Executive MBA course though would say review your meeting and reporting structure, get the right people in place, reward them (not saying he hasn't) and then empower, support and trust them to deliver.

We'll all know in a few days what the numbers will be like so will it be Curse of Kong again or Ding Dong?

Crafty just like the Ingenuity whales the timelines on these products have never been met and have become elongated. Desserts were mentioned not long after the Iceland frozen meals start up as were cheeses and the cereals. Still waiting on those elusive cereals some 12 to 18 months later. It'll be with Kellogs or Nestle my guess.

I see some also trying to draw inference from MM ticking up all post last night except for the one questioning whether these developments will be positively reflected in a good next update. To be fair to him on that count he has acted with the utmost integrity and should not be responding either way.

I think my only query in all of this is it is yet another news piece dropped on the immediate run up to results. Along similar lines to MyProtein cafes etc etc.

The proof of the pudding, pardon the pun, will actually be in the numbers and how the City interprets them.

OohAhhCantona I'm not so sure that's his best linkedin post and I personally think he just have stuck to the Muller partnership and solely expounded it. It's a real bizarre one. Coming on top of the Sunday Times supplement profile piece where he detailed his medical condition this seems to infer he's maxxed out and under P and has retreated recently into his own little support bubble. Not really what an international conglomerate requires - all the time from its CEO.

I sincerely hope that if his health is being affected that he makes that his number 1 priority.

Bit of a pointless extrapolation really and given the Ukranian generals comments.

Ukraine has actually made more progress in Russia and in short time and so much so that you could equally extrapolate that the Ukranians would actually get to Moscow sooner.

Cong, not seen them before and must confess to having bought some to try. Partner tried the chocolate one tonight and prefers it to the MP one.

I must admit that since MM and the BoD don't seem interested in doing anything to raise the share price I personally have stopped buying any THG products. I think they forget that there are a fair few shareholders who are also good customers. Shame really for I used to put good money through MP and the Beauty products business.

Https://www.telegraph.co.uk/world-news/2024/09/06/ukraine-russia-kursk-war-advance/

On the positive side I just recently visited Iceland and saw that they had added Myprotein cheesecakes to their frozen range. 2 small ones for £4 and I also noticed that they had also added several varieties of chicken dipperesk type packets to the range also. Unfortunately I found that the website online offers are not replicated in store and they were virtually all at full price in store, which was off putting.

I also found that Lidl's have now added a range of low sugar Protein ice-creams to their ice-cream section and at a very competitive £2.49 compared to the £4 for Myprotein ice-creams.

https://www.google.com/search?sca_esv=0d415abb48572199&sca_upv=1&q=lidl+%2B+protein+ice-cream&udm=2&source=univ&fir=mQhU8k9b31Fc8M%252CDQSmBBq2IgWSsM%252C_%253Bk1mizr5Ywr1McM%252Ch-SIcRxQ1RnH3M%252C_%253BcPTZVIu3nNK_xM%252CpB5ljT7rrFRSLM%252C_%253BuAVcYb8FEENKIM%252C4OeOmVMjT45z0M%252C_%253B1BDZG814AWPAEM%252CT3TYBUEaim9dBM%252C_&usg=AI4_-kSybfnC_ZMGh7sXaoWv4iti9Wx7UQ&sa=X&ved=2ahUKEwiZpKLiuLOIAxVnVkEAHbZeNaMQiR56BAglEAI&biw=1366&bih=607&dpr=1

Will check Tesco's at the end of the week to see if the Muller products have made it onto the shelf and whether or not they are moving.

Https://www.thisismoney.co.uk/money/investing/article-13822115/After-Warren-Buffett-buys-cosmetics-stake-sniff-beauty-bargain.html?ico=mol_desktop_money-newtab&molReferrerUrl=https%3A%2F%2Fwww.dailymail.co.uk%2Fmoney%2Findex.html&_gl=1*1pgz1kk*_ga*MTE0NzEyMjA3My4xNzE0NDAxNDkz*_ga_C9F47K6NW6*MTcyNTc5NTIwNi40MC4xLjE3MjU3OTgzNzIuNjAuMC45MTg0MTQyODc.

Interesting article detailing Buffets buy in to the Beauty sector and mentioning various of the industry key players.

Must have missed any mention of THG, Lookfantastic, Cult Beauty or the otherbrands in the THG stable.

Perhaps down to being in a conglomerate with the individual parts getting all but forgotten about.

https://www.thisismoney.co.uk/money/investing/article-13822115/After-Warren-Buffett-buys-cosmetics-stake-sniff-beauty-bargain.html?ico=mol_desktop_money-newtab&molReferrerUrl=https%3A%2F%2Fwww.dailymail.co.uk%2Fmoney%2Findex.html&_gl=1*1pgz1kk*_ga*MTE0NzEyMjA3My4xNzE0NDAxNDkz*_ga_C9F47K6NW6*MTcyNTc5NTIwNi40MC4xLjE3MjU3OTgzNzIuNjAuMC45MTg0MTQyODc.

Yiab,

Apollo won't be returning anytime soon after the way the last approach was handled and MM has openly stated he wants partnerships with THG retaining 51% minimum. Can you honestly ever see that happening whilst you have the present value destruction rather than value creation leadership. You pay good money you want control and ultimately the say so.

So here we sit waiting and waiting for things to happen when the greatest share price appreciation will in all probability happen outside the present BoD's thinking. Slow though the realisation is eventually something will change.

But you get what you vote for.

All eyes on 1.30p.m for US jobs data and whether that green lights a US rate cut.

The fishes were biting today.

Meaning volume was up.

Always interesting to have the world renowned Chinese Sinopec visiting ITM. Obviously just driving on the M1 and took a left turn into Sheffield by mistake and happened to come across the factory.

Sinopec could easily swallow up ITM Power and it would be small change to them.

Will gladly have them adding to the present rapidly accelerating 100+ active negotiations.

Would be most appreciated (for my traders).

Well on previous form we should get confirmation of results being on 24 / 9 with an RNS on 23 / 9.

If memory serves me right it was the night before last time around.

I see Rupert Murdoch's REA have come out and expressed an interest in Rightmove but without giving numbers yet. + 25% or thereabouts.

Will we see one re-emerge here or has Matts abrupt closing the door on Apollo #Nothanks post simply put everyone off.

Who would wish to part with good money for a 49% stake in THG and let the present BoD run the company and effectively the share price? Declined 170p as "significantly undervaluing" the company and the present share price is 58p and nobody seems interested in loading up.

UBS have packed up and gone.

Got rid of their 6.2% holding.

Must have missed them passing through in such small volumes.

At least I think so.

Did we ever get to hear the outcome of the M+S situation?

"at the moment there is virtually - no - interest in the shares"

Nor any mood to stimulate any interest either.

Yiab I used to believe the same as your good self but now I think they are just bimbling along and hoping for the best on the macro front to bail them out. Great timing for a rebrand, now the excuse. £50M spent to retain online custom and it's revenue dropped 9% last time and now low and beold a switch into bricks and mortar (which will further cannibalise online) Softbank monies spent on acquisitions - where's the profit?

So much could be done, yet its not, so much good advice has been given with price moving catalysts in there and as we know 95% of it gets binned and "my dogs got more shares".

Unfortunately MM's forays on Linkedin to his followers aren't bringing in investment and sadly he hasn't endeared himself with the city for its clear that even despite Peel Hunt the City still isn't touching this with a bargepole. (No new TR1's in nearly 21 months now)

But hey, some are quite happy to vote for more of the same so that's where we are.

I really do hope that he delivers at next update on all fronts for if he doesn't it'll get punished and on a daily basis at the moment there is virtually interest in buying the shares.

Ultimately you reap what you sow and imvho if you don't sow anything then you don't get to reap anything.

To say the words Commercial and World Class?