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Those two trades seem to be pointing to somebody perhaps knowing about the Amazon / Iceland tie up. Looks like they are going head to head with Ocado.

Great news and a deal fashioned in Manchester by the looks of it.

Who could possibly have had a hand in this one?

Sbb, reference your 9.32a.m. post this morning I likewise have been on holiday for 12 days with the odd look in and post.

Left a freezer full of Myprotein meals for one of my family to house sit whilst we were gone and came back yesterday to find he only had one left. Highly complimentary of the new range and really liked the new Meatza and Hunters barbecue Chicken Pasta.

This afternoon, like you, I journeyed to my local Iceland for a restock. Picked up just over £50 worth of skewers, new meals and ice-cream and was super pleased to get my hand on two of the packs of Thai Green Chicken Curry which were there on the first day I noticed them instore and every time since they have been sold out. That's Friday nights takeaway sorted.

I see that the Thai Green Chicken Curry, Chicken Kebab meat and the Mozarella Cheese sticks I mentioned previously as absent have all now appeared on the website whilst on holiday - so its now fully loaded for online and home delivery.

https://www.iceland.co.uk/exclusive-brands/my-protein

Yes those are both very big and interesting trades.

So much so that they have had to be disguised again with more smoke and mirrors to avoid any big move in the share price. Just like the big transactions a few eeeks back involving 15 million traded in a day. those ones similarly were late reported after market closed.

Both of those trades I think were actually transacted early doors and in the pre-market auction opening, just like the earlier one. Made to look like sells but I doubt very much that this is the case otherwise @THG they would just have put them through at time of transaction.

12-Sep-23 14:43:23 89.40 5,320,000 Unknown* 91.50 91.88 5m O

12-Sep-23 14:43:22 89.40 5,320,000 Unknown* 91.50 91.88 5m O

Up hopefully and nice to see it rebounding off 8.5p

Nice to see it moving up after last weeks con job.

That said the price you saw was the price you paid so there shouldn't be too many gripes.

Looks like we are going to have to wait for whatever is happening around 25.5p to finish.

Yorek, it could be either interpretation so nobody is correcting anybody.

Time to sit back, chill and wait for Thursday.

Agree with the sentiment in the rest of your post Yorek.

Btw, against the Apollo bid, THG Nutrition as a business is presently priced at Zero - so why develop your own products when it's there for the taking. Why do you think Apollo were circling and after a controlling interest in both THG Nutrition (and THG Beauty).

Don't rule out the fact they may have partnered with Danone. It doesn't say anywhere that they haven't partnered with Danone that is just your thinking. Moulding has told us implicitly that @THG produce protein products for others.

"This uniquely places Myprotein as the authority in the space, however we define it 💪 We are seriously focused on moving into other categories, working in partnership with other major global brands. Keep an eye out for Myprotein branded cereals, yogurts, cheese appearing appear on grocery shelves sometime soon 😉”

Yorek.

Read what Matt Moulding said in his Linkedin post at the time that Ice-cream tubs got launched into Iceland on 27/6. Particularly the last paragraph.

“We launch in Iceland today, before expanding to other major U.K. grocers and internationally later this year. In September, we are also launching a range of protein rich ice cream bars as healthier alternatives to the Mars-style products.

10 years ago, people thought protein products were just for serious bodybuilders. Today, there’s rapidly growing awareness of the importance of daily protein levels. More and more research proves the critical role of protein consumption in anti-aging and longevity.

This uniquely places Myprotein as the authority in the space, however we define it 💪 We are seriously focused on moving into other categories, working in partnership with other major global brands. Keep an eye out for Myprotein branded cereals, yogurts, cheese appearing appear on grocery shelves sometime soon 😉”

Would seem 25p / 25.5p is mates rates.

Well that prompted a reaction.

BOO probably in answer to the previous post, although you could equally be correct with your suggestion.

Results publication day 36p.

Now 25.5p

Bad news since = Nil.

You can't make it up and welcome to Aim.

Was just going to say that the volume had sprung up.

Happy days that someone is wishing to transact outside in larger volume outside the publicly open stock market hours.

Excellent spot ihavenoclue and shows that they don't just want to inherit the CityAM of old, and on top of the instant synergies MM aluded to, they actually have a marketing plan and are serious about adding value to CityAM via the app and attracting in new app downloads and readers and making it a success.

Billboard advertising on top of CityAm advertising itself (Free) are probably two of the cheapest forms of advertising going and Billboard advertising lets you target specific sectors solely, in this case those passing it on the M40 in a car. So commuters and travelling public. More viewers and reach and the greater the appeal to outside advertisers and prices they can charge for advertising themselves. Far cheaper than National TV advertising and not catching people in the right place.

I personally think it will grow to become the leading voice of the City and heads and tails above Metro and the London Evening Standard.

They are certainly not resting on their laurels with the APP developed in only 6 weeks and them marketing its launch.

ConorM there is only so much blind-siding and ignoring progress that you can do and lets hope we all for once thank the market makers for the present engineered fall, come Thursday.

I had it that when the THG share price was sat recently at 109p as starting to reflect successive good news (SP28's post) and some of the progress made throughout the last 6 to 8 months - but still some way short of even the lowest of 2 rounds of Private Equity Bids for the entire company - 170p.

To reduce that back again to 85p or 90p just seemed madness and it's casino market tactics like this that are causing many to desert the City for pastures new that better reflect true value.

Shorts have been closing up and exiting, imvho for very good reason, so good luck anyone taking that stance into Thursday.

Can I just add 3 further expansions to your extensive list Sp28.

Into Finland and further expansion in Portugal

from Phil Ainscow on LInkedin with Myprotein into Kesko Supermarkets in Finland and Wells stores in Portugal. There are 1300 Kesko stores in Finland and over 300 Wells stores in Portugal, which look the equivalent of Boots. Lots of pictures with it also of nice displays

"As we enter Q3 (can't believe I'm saying that), its time to reflect on some of Q2's retail launches on the continent. Our amazing Beauty range from Myvitamins can now be found in Wells stores across Portugal and a wide range of Myprotein bars have launched into Kesko (K-Market) in Finland. Looking forward to announcing Q3's launches....

Also expansion of Myprotein into Airport vending machines (and selling well) through a tie up with Brodericks

https://www.linkedin.com/feed/update/urn:li:activity:7056521747822436352/?updateEntityUrn=urn%3Ali%3Afs_feedUpdate%3A%28V2%2Curn%3Ali%3Aactivity%3A7056521747822436352%29

Expansion into India with 3 products in a tie up with Keventers.

http://www.fnbnews.com/Top-News/myprotein-launches-new-products-and-broadens-flavour-breadth-in-india-73889

Expansion into Middle Eastern Gyms also

https://www.linkedin.com/posts/mark-lees-a0498218_very-proud-moment-following-our-uk-pure-activity-7024089279735721984-a4Zw/

Sainsburys in the UK also appears to now be stocking Myprotein products.

Read your post too quickly Sp28 as its there near the top.

Its that one combined with the Dubai trip and cautious John Gallemore buying big that the market seems to be blind-siding - at its peril.

What a super summary of @THG information that is Sp28 and it just lets you see the cumulative positives that have been happening here for weeks and months, and which a bunch of charlatans last week did another blue pin stripe smash and grab robbery on the company market cap and share price to the tune of another £200 Million.

Roll on Thursday to prove the Numis's and cynics in this world wrong.

Cautious John Gallemore plus his wife buying over £500,000 worth of shares was the inflection point for me and it happened the day after perhaps the biggest piece of news of them all.

*The Golden Share relinquished by Matt Moulding some 3 months early.