Member Info for onsolidground

Up down, up down, like a yoyo.

What a temptress.

Stop being a absolute richard head.

This has been a virtual cash register since the just over 425p I caught it at yesterday and the £4K made in only 45 minutes yesterday has been by far eclipsed. I'd compare profits with you but you would only get very jealous.

Lot more to come hopefully.

Looks like the 2 day treeshake is over.

Thanks for the Sainsbury's update.

Looks like the communication and updating has started again after MM's Italian Lakes break and hos Linkedin post yesterday.

Into Tesco next would be a strong educated guess. Bars, drinks and snacks etc but also with Cereals, Yoghurts and Cheeses which we know are in the pipeline ...

Yes Ahanandas posts were the ones I was referring to and its current if it is mentioning the seperate listing in the same breath. I am like you likewise in that not paying for all the different broker notes although Liberum pride themselves in being independent and providing research to many institutions. You might be able to get it on a website I've just come across called research-tree on a 1 week free trial, perhaps.

“ Oh hi Sainsbury's 👋

Yes! We’ve launched 14 products in over 220 stores

Go and help yourself to brownies, cookies, bars, oat bakes, clear whey and more!

Together we’re helping everyone eat better 🤝 "

From MyProtein on Linkedin

About a month ago THG advertised for a Senior Account Manager for Tesco's. They have openly stated Cereals, Cheese and Yoghurts are in the imminent pipeline so Guess for yourself what might be next.

And the share price certainly isn't factoring in anything for any improvements come Q3 or any strategic update.

Juts imvho, as always.

Go back to the start of the thread where it was kindly placed on the bulletin board yesterday. I suspect you will have to pay for the research / broker note to get it in full (although it has to be said Liberum were privy to the same Results, Presentation and Q+A as everyone else.

There is no conflict of interest as they punt the note out to their clients to do exactly the same. (Probably afterwards)

Ethics and the City are simply two words that do not go hand in hand in the City, although in this case it seems more the case and well intentioned.

I refer you back to a little ditty I put on the bulletin board the other day amidst all the repetitive wingeing from holders and mainly faux holders and when all the large and after hours trades were going through. Some (II's) are lining up on the black ball whilst others retail PI's are still pocketing the reds.

We aren't anywhere close to Apollo's valuation of THG Ingenuity alone, let alone the value of a seperate listing for THG Nutrition.

*well equipped*

It's normally brilliant that you get a nice upbeat broker note.

Rare though that you get them accompanied by these type of comments

"We are adding heavily at around these levels.

A 200% plus upside is compelling"

Yes Saga concentrate on the over 50's in the main but increasingly all ages are increasingly looking at the cruising option for you sleep and wake up in a different port each day for visits and excursions and also these are literally 5 star floating villages and well with entertainment, wellness and meals included> AI + drinks packages also there.

Increasingly also a winter sun option with ships being easily relocated to sunnier climates.

Https://www.proactiveinvestors.co.uk/companies/news/1027818/saga-sees-profit-ahead-of-consensus-puts-underwriting-sale-on-hold-1027818.html

Moniman I hold both THG shares and Kelso shares and will be holding Kelso in particular through to them achieving their aims + profit from No1 Investment, then the next one and the next one and the next and for the compounded growth. Said it once and don't need to keep repeating it.

You are completely embarrassing yourself here for the success of one (THG or KLSO) is synonomous with the success of the other, albeit Kelso now have two routes to success.

So do yourself a favour, stop pretending and wasting your own time and everyone else's and move on to your next trade. You'll only feel more and more miserable if it continues to rise and you are not holding.

Nice note off Liberum today and most seem to be holding firm here for what was mentioned in the Q+A. They see a compelling 200% and I also see they picked up on a seperate listing for Nutrition also.

Just imvho

Listen to the Q+A from 44min 50 secs onwards to 47 min 15 secs. The Liberum analyst was present.

https://stream.brrmedia.co.uk/broadcast/64da2315aa74fc619cf74a1e/6502b86961114eed62585658

"A 200% plus upside is compelling"

That puts it about on the money for the 225p Sum of Parts valuation they said previously. Not surprised they are adding heavily around these levels.

Thanks for taking the time to post Ahananda. I take it, its a new broker note from Liberum who were in on the Q+A.

Can you paste us any more detail on it, particularly anything on where they see the Sum of Parts?

No worries if you can't

It's been a traders dream the last few days if you have been that way inclined. 5% up one day, 5% down the next, 4% up the next etc etc. It's either trying to consolidate or somebody is using the volatility to accumulate. Probably the latter imvho

Are we starting to spring back to life again?

There you go Adam, get your teeth into this one.

I need a new group strategy written by the end of the 2nd week in October. You have my ear any time you need it.

Then we can run it past legal, the Nomad and then the Board at our next meeting for approval to include with our Q3 update.

Bl ## dy Kelso ...

When the supposed market commentary on the Chinese property market doesn't affect Banks ( who will be behind a substantial amount of the loans supporting property) then its as tenuous a link as you could possibly get in relation to holidays, flights and cruises. It's complete waffle.

The market makers hit certain shares then the narrative appears to try and justify it. Not the other way around.

If so then its market makers and any supposed "reason" falls normally right themselves in short order.

He's trying to show that its not all nodding dogs and sychophants @THG which was a critique after he took virtually the sole reigns for the presentation Q+A.

Put Adam Nappy in charge of Investor Relations as it seems he's got the b #lls to feed him back on exactly how it went and tell him it as it is. A quality he seemingly finds endearing. Just goes to show though, how if you catch the eye then how your career path can accelerate.

Seems he's amenable to 1-2-1's though.