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Some material on those new product launches referred to in the last post.

Skin Silk Serum Foundation - launched in both the UK and US and it looks like the new President North America has been getting some backing. National Account Manager was also advertised and Amazon being one of the key responsibilities.

https://www.linkedin.com/posts/revolutionbeauty_revolutionevent-event-prevent-activity-7178412743639605248-TaUK

https://www.linkedin.com/posts/revolutionbeauty_makeuprevolution-valentinesday-popup-activity-7165970916571602944-Mrxq

https://www.linkedin.com/posts/revolutionbeauty_outofhomeadvertising-outofhome-outofhomemedia-activity-7175536436979343361-AbTx

https://www.linkedin.com/posts/revolutionbeauty_event-usevent-pressevent-activity-7165253762582831105-NeHU

Blush and Bronzing Drops – a dupe of the Drunk Elephant Equivalent at a fraction of the price.

https://www.linkedin.com/posts/revolutionbeauty_makeuprevolution-bronzingdrops-sunkissedskin-activity-7183815224603344896-KOhz

https://www.kentlive.news/whats-on/shopping/ive-found-way-you-can-9281059

Launch of Dewy Glaze Serum

https://www.leicestermercury.co.uk/whats-on/shopping/revolution-dewy-glaze-serum-highlighters-9276585

Plenty more out there to dyor.

Manipulation at its best.

Wouldn't be surprised in the slightest if we see a large pick up in volume prior to next news with some on the inside track imvho.

Easyjet's numbers up Thursday as well.

TUI's turn tomorrow.

Lets see if we continue in the same vein of all the other airlines, cruise operators and holiday companies.

Everybody needs a holiday to look forward to.

In fact its virtually a habit.

Mick-b its being played like a fiddle. First the suspicious activity you mention yesterday with the big rise immediately preceding results and then the fall today on results - which literally takes it virtually right back to where it was before.

Then somebody gets to buy en-masse and with the benefit of knowing all the numbers which actually if you read them aren't half bad imvho.

Somebody is making a tidy living out of buying low and selling high. Rinse repeat.

Its been a bit quiet on here of late but its good to see that behind the scenes the company is getting on with its strategy and keeping to its timeframes.

"Our major product launches for 2024 are ahead of plan as we focus on fewer and more impactful new products. We also opened our TikTok shop this week and are preparing to go live with a new direct Amazon US partnership in May 2024. I remain highly confident about our growth prospects and our ability to become a top five mass beauty player."

Plenty of products low listed on the Amazon.com / US website and importantly they look good imvho

https://www.amazon.com/s?k=revolution+beauty&crid=ZW1KRR2LBC78&sprefix=revolution+beauty%2Caps%2C550&ref=nb_sb_noss_1

Hopefully a bit of an update on this and the newly opened TikTok shops on the Outlook side with the promised June FY24 Results.

"The Group expects to report its FY 2024 results in June 2024. An update will be made nearer the time confirming the final date."

Are squeezing the price down to tease out sellers and presumably pick up shares.

It's already undervalued on so many fronts and all will all be irrelevant if they hit a nice payload.

Nice to see the CFO buying shares with his own money.

But he waited until he got a load of freebie shares first and on virtually all occasions from The Good Lord Allen buying shares to John Gallemore and his wife, the share price has then retraced afterwards to less than they paid.

They also normally get to pocket annual freebie bonus shares which lets them bring their averages free of charge.

They did the wrong thing imvho pivoting away from smaller customers whilst having no whales in the bag, or even near being in the bag. All that custom will have gone elsewhere. As a result GMV dips and without replacement as we have seen for 2 years. The strategy on Ingenuity hasn't worked and hence they now changed the rhetoric to trying to gain more from existing clientele instead with only marginal increase.

In terms of actual strategy it has actually been 2 pivots @ THG Ingenuity and a replaced CEO. Many platforms are offering "marketplace" options now where you can buy other smaller supplier products through that companies website and it subsidises and enhances their own online offering and the cost of it. You can add Next and many others to the growing list. That sadly is the reality of the competition out there at the moment.

Nutritions large revenue dip if continued says they will look to "pivot it" or replace the CEO (or wheoever has been making the decisions.

Its all a bit of a mish mash atm and a bit of a jack of all trades and master of none presently and with some thinking they might follow in the footsteps and emulate Bezos, or is it Starbucks, or is the Gymshark founder, or is it LVMH.

Buts its not been working for 2 years and the share price is about 1/3 of the value of the Belerion / King Street bid and imvho about 1/4 of the Apollo bid. Both of which abruptly ended and without price publication.

So, so much not being done here which could instantly add shareholder value and which isn't.

Please don't tell me that is another rebranding of sorts Yorek and just as things were marginally picking up.

I found it interesting in yesterdays Boohoo update that they have moved to a Debenhams Marketplace model with consumer brands selling through their website on a commission based model. A bit like Amazon marketplace and B+Q (Diy.com) marketplace.

"We continue to take actions to deliver on our goal of bringing the entire group back to profitable growth. In FY24, we completed our investment cycle with the launch of our US distribution centre and the successful delivery of our Sheffield Automation project. Sheffield is already delivering significant efficiency improvements, which, together with the traction of Debenhams marketplace, is generating margin improvement across the group. We have also taken steps to transition several of our labels over onto Debenhams marketplace to drive enhanced profitability. This proved effective during the year and is something that will drive additional profitability going forward. These factors, combined with improving market conditions, give us strong confidence in our medium-term outlook."

So we / THG pivot away from a marketplace type model and go whale hunting instead about 2 years ago - landing a big whopping ZERO to date - and everybody else seems to be pivoting the other way to their own "marketplace" selling and picking up decent business and probably some of which we actually gave them.

Might account for why we never seem to see any published strategy anywhere.

The word Pivot seemingly equalling present strategy not working and a time to change track.

The cynic in me says we must be about to see a pivot @ THG Nutrition what with a 9% fall in revenue. Lucy Gorman btw had it working and growing nicely. So who chose to rebrand? Who chose to invest in the MyProtein Kitchen? Who chose to move it into bricks and mortar retail at a substantially reduced margin? Who chose to sponsor the constantly last Williams F1 Racing Team?

Hardwell, from your comments do you have some insight on THG Nutrition that we can only guess at?

Will the good Lord Allen be putting in an appearance for it? That is the question.

It would be a nice bit of practice ahead of the THG one.

Seems to be being Boohoo'd this morning after their numbers.

One though selling apples, the other selling pears.

Well Polishcap I was asked a question and I responded, responded back to the further replies (honestly I hasten to add) and for my sins get effectively called a "trader" and "just like the rest" by one of the biggest serial derampers on both here and the Kelso bulletin boards back then. Hence the filter bin.

Just because I didn't fall for all the nonsense you have posted, just to get your next trade, actually probably makes me a lot different from the rest, and of course yourself. You made a fool of yourself previously on both the THG and Kelso bulletin board with the share price rising nicely against your derampings. People sadly have long memories

I post genuinely. That's why I am different from "anyone else".

Done wasting my time with responses to you and back into the filter bin you go.

Adjusting your portfolio and holdings to the available information and other appealing shares isn't day trading a share funnyman as that assumes buying back in. Nothing wrong with being in the right shares at the right time.

I still hold the ones I had been buying monthly but that's it as the other substantial chunk I sold down for profit.

Too much not being done here to lift the share price, several of which are easy fixes.

I made good money on the Kelso shares I sold but then I bought sizeably at around 2p and a lot. That would be just around the time you were deramping over there and when MM and Monroe bought in. I'll keep you guessing how many I have left in there and individually in their investments.

"What is it you are hoping to achieve by posting negativity?"

Simple answer.

Balance.

And also I suppose just to make sure everyone does their own research and doesn't blindly take for granted everything MM says in any numbers presentation to try and justify falls in numbers and in trying to appease analysts.

Do you not think that a 9% fall in THG Nutrition Revenue is a large fall and concerning?

I had my hopes on that one going to seperate listing. That's now been scuppered as investors look for growth stories and you won't get much investor appetite in listing a company with falling sales.

I'm not interested in buying back cheaper what I've sold atm. I could readily do so presently but I think like many including II's I won't be buying 1 share more until we get decisions that enhance shareholder value. The opportunity cost of tying that money up here waiting and waiting and waiting for the present Board to pull the finger out and deliver value and without the constant slipping on banana skins is too much and several of my alternative investments with this money have either risen 40% to 100% or recieved taekover approaches with fully published details. Btw its hard to say you couldn't have made better money elsewhere what with UK markets hitting all time highs.

What's left in is there for a Bid, large Corporate event or a challenge.

Hopefully that's a comprehensive enough answer for you.

Transitional Power (Currently under Strategic Review) alone is worth 10p according to Stifel

Green Hydrogen Arm for free

Massive Energean deal on Lukos - have it for free also.

Onshore drills and the gas they find - have them for free also.

Easily one of the most undervalued E+P on the market.

https://www.proactiveinvestors.co.uk/companies/news/1043383/chariot-transitional-power-business-potentially-worth-10p-a-share-american-investment-bank-1043383.html

For got to add that Darktrace are also a primary sponsor of McClaren and Norris.

Well I'm glad you called it on the Miami Grand Prix Kua before I did as I feared as much and thought everyone's time would be better employed doing their own supermarket research instead.

I saw plenty of Darktrace, Redbull, Crowdstrike, Duracell and many other promo logos all over the place. Very little coverage of MP at all I'm afraid and even at the point when Logan Sergeant went into the wall all I saw were huge Rolex logos one after the other over all the crash barriers.

KJU if you wish to stick your head in the sand at a 9% fall in THG Nutrition revenues then good luck to you. Thankfully others like Ephemeral look like they have also been doing their own research on product placement instore.

I hold, just nowhere near as many as I used to and that is because I did my own research on MyProtein and also because I happen to think that not enough is being done by the present Board of Directors to lift the share price and make it appealing to investors. The binning 95% of advice recent comment merely confirmed those thoughts.