Member Info for onsolidground

Ephemeral the SPD partnership is a win win for both sides but imvho its actually weighted more in favour of THG. Furthermore if we do well by them there will be substantially more to come as SPD / Frasers already have global operations across Europe, America and in many other countries.

"THG and Frasers Group have agreed a partnership across several areas.

· THG Ingenuity and Frasers Group have entered a multi-year Ingenuity agreement including courier management services and re-platforming the Frasers Group's Australian fulfilment and logistics operations.

· Frasers Group's credit and loyalty platform, Frasers Plus, is now integrated into Ingenuity's checkout and will soon be available to both THG's Beauty and Nutrition customers, as well as to Ingenuity clients.

· A curated range of Myprotein products to be launched instore at Sports Direct, including the Hyrox x Myprotein range. Myprotein is not only the world's No1 online sports nutrition brand but is also the fastest growing sports nutrition brand in the UK retail market[2]. The launch across Sports Direct stores further supports the success of the recent rebrand and the offline growth potential of the brand. Launching collaboration products through Sports Direct further broadens the Myprotein brand appeal, bringing the rapidly growing Hyrox community to both Myprotein and Sports Direct alike.

· THG has agreed to sell its portfolio of luxury goods websites, including www.coggles.com, to the Frasers Group. Ingenuity will continue to support the brand portfolio across technology, digital marketing and fulfilment services post disposal."

It's not only that but research Frasers and MAsh Holdings stakebuilding in companies they partner with (Boss, Hornby, Currys, Boohoo, AO World, N Brown ...)

Then relax imvho.

Just need it to dip a bit so I can tuck away a few more into my ISA

It's a whopper of a contract that's why.

Hugely undervalued company and forming alliances and winning contracts with Tier 1 companies now.

Huge credit to the CEO who knows his onions and comes across extremely well in Investor presentations and meetings.

I never really understood why it fell from £1.00 to £1.20 given progress made so hopefully it can get back there in relatively short order. Nice investment proposition now to lock up and leave for 6 months to 2 years imvho and well, well off previous highs and with a mountain of cash.

That's a huge order and eclipses the Shell capacity reservation by a Factor x5.

Big customer and ITM Power have plenty of cash.

It's now looking like a sound and proper investment now moving forward and has an excellent CEO at the helm.

In gaining some custom. Both individual customers and also for Ingenuity.

Amazon have just recently raised the minimum spend to obtain free Standard Delivery substantially from £25 to £35.

Dyor.

Pretty pointless article really but it does draw that link between Frasers Group, Michael Murray, Mike Ashley and Moulding.

Best bit of business THG Ingenuity has done in several years. Its the start of what will no doubt become a great cross read between the two businesses.

A lot of THG Beauty would fit in nicely to both Frasers bricks and mortar Department stores and also the Flannels stores that are fats transitioning into Department stores also in their own right. THG Nutrition / MyProtein snacks, powders, drinks and apparel will fit nicely into Sports Direct shops and Sports Direct Gyms and THG Ingenuity's reach offers appealing global distribution.

On top MAsh Holdings or Frasers will stakebuild just as they have done with virtually all other retailers they have partnered with. Dyor

On my shares bought just after the placing.

Just by holding and sitting tight.

Free carry now into the drilling and appraisal well.

Cityspier,

You are about 50% correct in what you say.

The other half of the equation in poor trading volumes is that when they, the Market makers lower the share price too much then using THG as an example the supposed 65% of LTH's becomes more like 90% to 95%. If you therefore as an MM derive your profit from Volume traded and the spread then they shoot yourself in the foot.

It's not just THG that this relates to btw and when you are creating share prices that are more based on free float trading (and easily influenced by Hedge Funds) than the bulk of shareholdings and mid to long term investments then you can understand why Pension funds invest elsewhere and people are saying UK Markets are broken.

Peel Hunt only the most recent to put two fair value Sum of Parts scenarios on THG with the worst case being a minimum of over twice the present share price and about x4 the share price in the better case.

That's not excusing the woeful IR strategy @ THG. Is there one?

By giving him and his entourage hostelry at one of the THG hotels when they were in Manchester.

Will he now get an audience with Rachel Reeves to push through on City Reform.

Positioning started to show directly after the 1Million buy RNS.

That purchase showed confidence for you and the macro picture is improving rapidly and that should filter through into a growth economy with lowering interest rates and more and more money being spent on advertising.

Grossly oversold so it won't take too much improvement to result in big moves in the share price imvho

Now we're cooking

All this oscillation over the past few weeks just to recycle the same shares over and over again.

But getting back to where it should be pre-drill and appraisal.

Todays 1 Million Director's share purchase shows confidence that things are on the turn.

First signs in a very long while.

1 Million shares with his own cash says it all really.

Substantial cash outlay.

He will have an inside track as to whether the business is starting to pick up. The Euros, The Olympics, Wimbledon, Interest rate cuts looming. Probable election boost also etc.

Stevscott - Oh it did and back and forth into the 40's @ Boo. The others rose afterwards also.

Just fyi Ashley and Frasers Group could consume THG for breakfast at the present share price and market cap.

Chill. The share price doesn't even reflect the recent Damien Sanders share purchase let alone the more recent Frasers Group tie up and best bit of business THG Ingenuity has done in a long while and where it would seen the new Management structure over there is now eventually getting things moving.

Allowance made for the recent placing we should be back around 1.1p prior to the further drilling and appraissal.

Then two nice "hot the target updates

Then we can begin the Appraisal well and flow testing.

Dpws500.

The next RNS here will be a MASH holdings (Mike Ashley) or Frasers Group RNS.

You seriously don't expect him or they to broadcast until they get somewhere near what they want.

I posted the other day the Ma / Frasers recent history of partnership and shares acquisition in said companies they had partnered with. (Hornby, Boss, Currys, AO World, Boo etc etc...

"· Laboratory results of helium samples from ITW-1 are consistent with measurements made by onsite field PVT laboratory"

Sit back and let 2 further and deeper Helium fractures add to the vast resource that we already know about. Helium percentage increasing with the depth.

No brainer that there is extremely good money going to be made here imho.

Pjmgra

"Brightly if you recall , we hit top at 2.4p on initial test.

a positive EWT can easily do the same."

Brightly we actually hit 3.175p on the 6th Feb if you look at the Candlesticks chart for that day

Add in 2 new fractures and or higher Helium concentration levels and imvho we can actually reach or surpass that.

He1 you have to appreciate has many, many followers...

320 Million traded today.

Should be all you need to know.

Have we found Helium 4.7%?

Have we found Hydrogen 2.2%?

Have we been told it already free flows?

Have we also been told numbers are conservative?

Are we going deeper to target and add two new fractures into the mix?

Imvho this is the easiest hold and wait for the result you will probably find in all exploration and mining stocks.

Expectation for the week has to be a resumption of Fridays upward trajectory.

Now entering Q3 and Itumbula we know already free flows 4.7% Helium and 2.2% Hydrogen. Conservatiove figures provided. 2 deeper targets also being added.

It's really about as de-risked as any exploration and mining stock can be.