Member Info for onsolidground

I have to applaud your efforts Crafty on keeping the bulletin board ticking over. No doubting your resourcefulness and command of the information and facts re THG.

It is though ultimately THG, the company itself, that needs to be delivering the news and catalysts to move the share price (Very poor on the Ethihad Airlines deal) and they need to markedly up this share price prior to the next AGM by whatever means or it will I suspect be an uncomfortable run in.

This share price has retraced ever since that 2nd Jan RNS and paying shareholders lip service. In fact you could argue its retraced ever since the purchase of Kong.

April update or other significant news is really critical here.

Imvho.

Seems like both have done very well over the last few days.

Well done to the Market Makers for their rinse repeat and in controlling the share price move down through gapping it down on opening and widening the spread also to pick up stock. Odd ticker trade also put through in between to stop it moving up.

Well done also to those topping up and knowing what Helium 1 (and Noble) are sat upon.

Hopefully we have also shaken off along the way some daytraders and some can reflect on just how much time has been wasted on here by derampers. The smart ones I hope didn't believe all the fertiliser that was spread and actually did buy in.

No need to post all the time if you are happy to wait for the much bigger prizes to come.

Must be getting close to next meaningful update.

Watch the Interview

https://www.youtube.com/watch?app=desktop&v=OLtoKpXsJoU

The share price is looking appealing again.

Good Valentines day out the way and now Mothers Day on the immediate horizon.

Should be a good quarter.

M # p # e #

Thanks for that but the bit your paymasters got you to omit.

"Financial progress

? Group revenue £2.8bn, +9.9%: Technology Solutions +44%, Ocado Logistics +1%, Ocado Retail +7%

? Group adjusted EBITDA*1 of £51.6m, up £125.7m from a loss of £(74.1)m: Technology Solutions positive at £15.4m; Ocado Logistics at £30.1m; Ocado Retail returned to a positive adjusted EBITDA* of £10.4m; inter-segment eliminations £(4.3)m

? Cost reductions across the Group: operational efficiencies and lower support costs. Ocado Smart Platform ("OSP") direct operating costs2 down from 2.02% to 1.65% of installed sales capacity

? Underlying cash outflow*3 of £(473)m: +£356m versus FY22 (well ahead of guidance of +£200m)

? Cash and cash equivalents of £0.9bn; gross liquidity remains strong at £1.2bn (including £0.3bn revolving credit facility)

? Net adjusting items* £24m: primarily relates to income from the settlement reached with AutoStore Technology AS ("AutoStore") partially offset by the change in fair value of the contingent consideration, per IFRS 13, due from Marks and Spencer Group plc ("M&S"). Other material one-off costs reflect Ocado Retail's network capacity review, strategy and capacity review for Zoom sites, and organisational restructuring

? Loss before tax of £(394)m, taking into account £187m from the settlement reached with AutoStore, an improvement of £107m versus FY22

? FY23 results in line or better than guidance"

I'm not surprised its blue given the amount of trades that the market makers were happy to let pass through at 2.09 and 2.10p and without increasing the same said "Offer price" higher.

Another day closer to the size of the prize.

Our 4.7% Helium and 2.2% Hydrogen, elevated Helium shows on numerous levels and Nobles excellent results on the same geology point to it being well worth the wait.

GL all.

You can manipulate the share price by selling a few or if your MM's by Naked shorting a few into the market but it doesn't change the RNS you've just read.

Banked a few more at these levels and as an investment.

Happy to add further at strategic points also as todays update shows things are definitely turning for the better.

Just added a few.

Yes its rigged but you have to use it to your advantage and keep powder dry.

Visibly and vastly improving company.

And if they don't give them credit and reflect the value then the US is crying out for tech companies like this to list.

Todays numbers suggest turning points on several levels.

Looks undervalued.

Get the value of the portfolio and subtract the debt and what is left is about x3 the present Market Cap

Imvho

Much improved on so many fronts.

Should you would think go much higher in the days and weeks to come.

It's now on the right path.

Results look much improved and imvho read well on many fronts.

Fyi

Magicpuppy the most recent interview with Lorna tells you it is commercial.

It's titled underneath that she is outlining the path to commercialisation and right at the start the interviewer congratulates her on "Commercial" Helium.

https://www.youtube.com/watch?app=desktop&v=OLtoKpXsJoU

Also if you also look at Gold Hydrogens recent results off its Ramsay 1 and Ramsay 2 wells in Australia then the 4.7% helium concentration level we have is right up their twoxt between both their well results so in all probably "World Class" also.

Helium 1 just needs the size of the prize @ Itumbula. We know already that it flowed to surface.

Skippysb01, sorry to tell you that you are completely wrong,

Noble Helium, on top of two large reservoirs oh Helium at Mbelele 1 and Mbelele2 also found a 10 - 15m Shallow gas cap of Helium which should give them readily flowing Helium gas to surface and which they are looking to quickly monetise to underpin their project.

"A big part of NHE’s drill results was the ~10-15m potential gas cap NHE hit relatively shallow in its well.

The significance of the gas cap is that it would be a free flowing gas section of its well which would flow helium to surface without the need for any stimulation work."

https://nextinvestors.com/quick-takes/nhe-lab-results-increase-net-pay-by-over-two-three-times/

Incidentally in the Diagram we drilled through all those shallow Lake Beds layers they drilled through and went much deeper and down into the Basement. And we got 4.7% helium and 2.2% Hydrogen and also elevated Helium levels in several layers in between also (Red Sandstone and Karoo). That's to add to elevated levels in the Lake Beds layers we also found)

Indeed Kbyk,

4 Bids we have had. 2 Rns'd, only one with a price (170p Belerion). Apollo Bid received. No value communicated. Two further ones for Nutrition received and batted into touched with not a sausage divulged.

2 years on from the first one "significantly undervaluing" THG, here we sit at 63p.

You can't blame Kelso for sending a letter to the BoD asking firstly for a strategy update but also secondly for a shareholder vote, canvassing their views on what they would like to see done with their company.

THG needs a big shift upwards in share price or you sense an interesting AGM coming up and imvho the April update is a critical one.

Guess what

The price of the Offer gets RNS'd to the market.

Only @THG do we never get to hear about the price of any Bids or even the fact we have had some till after the fact (Nutrition).

Roll on the AGM

50M Euros share buyback.

THG have been advised to do similar. Not interested.

70 Business Class seats per each flight with the ESPA goody bags. Not bad business if you start to multiply the Number of Destinations they fly to x the Number of Days in the year.

There's a lot of work gone into setting all of this up and it will also act as a nice "Introducer" also to the brand and products and with follow on sales off well heeled clients.

If you detect I'm peeved off then its because I am as this really should have had a real publicity drive. Then you get other airlines in other parts of the world also interested.

https://www.headforpoints.com/2023/08/04/review-etihad-business-studio-a380/

I'm with you on this MasksNewNorm in that at these levels it's a gift and I'm certainly not going to will it down but will be looking to take advantage if they wish to make it any cheaper.

Watch the interview and dyor on our RNS tab above (4.7% helium and 2.2% Hydrogen) and also research what our near neighbour Noble Helium uncovered in 2 shallow wells, nearby on the same Rukwa Basin.

https://www.youtube.com/watch?app=desktop&v=OLtoKpXsJoU

and

https://nextinvestors.com/quick-takes/nhe-lab-results-increase-net-pay-by-over-two-three-times/

Its all part of the carefully choreographed and cunning plan.

So cunning it's even foxed the fox and nobody can be bothered communicating it.

Would actually have been a nice one for an RNS Reach as there will be plenty using Ethihad Business Class daily and each getting one of these delights.

Shorters are circling and the Top deck needs a reshuffle. The share price just simply hasn't recovered from the 2nd Jan RNS and there is no Institutional support and heavy buying of the share even at this price.

Forwards we go to what will be an interesting AGM and we're just about into March already.