Member Info for onsolidground

Always starts to look appealing again when you can get in cheaper than the 10p placing price.

Then wait patiently for the next wind imo?

Its not a failed breakout, it was just to see if they can tempt shares out of anyone with a rise and then a fall.

@starvethefastcash, @keepthenewsflowcomingthg

Nice to see another new product launch and a company that just keeps coming back with more and more news. Watched many a high profile participant and personality at Wimbledon, in the breaks, sat down and either consuming a banana or some of these hydration packs along with a fluid intake. Science and the world has moved on considerably from the Glucose tablets you used to buy at Boots and take to give you an instant energy and hydration boost. (Full sugar I may add)

Just keep them coming THG for it is the quickest and most sure fire way to quickly reverse any shenanigans here.

Incidentally yesterday was the lowest full days recorded volume I have known in about 18 months of being here, so quite where they found an extra 2 million from is beyond me.

Obviously its down to individual choice but maybe give it a good think before you give them away willingly.

Imvho

In the greed of trying to help get their Qube mates out in an @THG drought in available shares they have right royally shot themselves in the foot with even less trade thereafter. Virtually nobody is selling, and even less so to help Qube exit.

Shouldn't be too long before MM @THG can pick up one of the Market Makers to start making his own market in the shares. Mind you, he won't need to if he MBO's

As today is shaping up this could well end up being the lowest since I invested in THG.

Against two PE Bids of 170p and higher the share price for all the progress is far too low.

Lionesses time and good luck to them.

Indeed very good results even if the initial share price reaction doesn't seem to be broadcasting it.

Well managed company and probably the safest dividend around.

7.9% to 6.8% in a months.

Visibly heading in the right direction.

dyor.

Indeed that is a sharp drop and it won't take too many of them to get inflation tamed. Probably more down to the actions of supermarkets and suppliers getting a grip on prices rather than the actions of any we have in charge of marshalling the country or any actual economic policy.

Doesn't come as any surprise does it, although it is supposedly illegal in this country to manipulate share prices to your advantage. Something the FCA call Market Abuse and encourage you to report. That drop in the last hour yesterday is now looking highly suspicious. Dare I even say it - totally desperate. my own personal view is that they have been trying to pick up more stock from about 104p imo and simply weren't getting any real volume.

That said there are three plus points. 1. I got my monthly top up and trading pot. 2. Somebody today was also nibbling on the buy side and with a view to lifting the price back up (subtly but you could see it, particularly in the last half hour) Thirdly whatever was thrown away trying to frustrate PI's by making the share price tread water or slightly declining or during yesterdays drop only achieved a sum total of 0.1%. Hopefully a few more nice snippets of information make their remaining exit price that bit higher. Not too long until Choc Ices / Lollies.

Unfortunately its taken them (Qube) too long to realise that they are the only ones left walking up a one way street the wrong way. If all this Myprotein expansion, combined with reduced whey prices and lower transportation costs translate then there is scope for large scale growth and a massive re-rate imvho. Same if Lucy Gorman and Beauty delivers on top along with Ingenuity.

Anybody thinking back to 109p / 110p soonish?

They must have mixed the Millions and Billions up in their calculations. The TenneT deal the largest in its history, several further contracts since and a healthy bod pipeline ongoing.

Yes agree that the motivation with brokers is normally peciniary, and either for themselves or their clients, or both.

Yes also that the system in this country stinks, but then again that's why so many of them are choosing to initially list elsewhere or to delist and relist elsewhere. Arm, CRH, YouGov even muting a move in listing to the US.

On the plus side their target price is still higher than the closing sp tonight.

https://www.reuters.com/business/energy/petrofac-hitachi-energy-receive-14-bln-agreement-tennet-2023-03-30/

Happy to provide my own 5 wording

Tempting if @ under 42p

I must admit it always gets tempting at anything 380p or under

Nice chance to top up today on a dull market day.

Seems to be bouncing back and forth off 12 month lows.

Yes he dropped the Golden share with it transferred ultimately to THG but its the date of Gallmores lareg purchase the very next day that tells all.

https://www.lse.co.uk/rns/THG/pdmrpca-shareholdings-80nigp49antbkb9.html

https://www.lse.co.uk/rns/THG/pdmr-pca-shareholdings-d4cjvlfpworgxou.html

Sue Farr also buys some at the same time as Gallemore

There was a time in the past where an orchestrated dip like yesterday might have led to the "fast money" turning say an extra 4 Million shares.

Not now though, as everybody has an enhanced understanding of whats happening with the business and holds steady and uses the dips themselves to top up. Meaning not a lot of success really for the manipulators.

Should never have fallen at all yesterday, as there is no known reason showing.

So much more to come is what the CEO alluded to himself, and only yesterday.

Sbb you can categorically rule out No 1 based on the contents of his No Thanks Linkedin post and how Apollo valued THG Ingenuity alone

"Their latest view on Ingenuity had it as being significantly more valuable than the whole of THG the day before the bid leaked!"

https://www.linkedin.com/posts/matthew-moulding_nothanks-pe-onwards-activity-7062681230554591233-gaz_?trk=public_profile_share_view

I'm with you all the way on so much optionality available in the background. Icon sells then I'm happy to guess what comes next. Biggest precursor to significantly more value coming here has to be John Gallemore and wife buying 578,710 shares on virtually the same day the Golden Share gets relinquished, having not spent a dime previously.

I read the last update and thats what I thought, so picked up a few yesterday with a target price of 110p and shall sit on them till next update or review of my target price gets hit.

GL all

Well I'm definitely not finding any reason whatsoever for yesterdays fall so it looks like a last hour of manipulation yesterday. Good shares thrown away but has reaped very little in return. Shouldn't be too hard for the FCA to work that one out.

It's been the pattern here for several weeks and into months now as the weight of expansion and THG newsflow from THG RNS, Linkedin, Kelso and the likes of SKY News has let people gauge for themselves what is going on.

Would personally like to see a few of the naysayers completely short loaded prior to September update amd particularly so given the last trading update. It's a brave one that bets against significant improvement, particularly with several pertinent previous headwinds, now significant tailwinds. (Summaries below for progress made in the last 7.5 months).

Next Capital Event can't be too far off and there is just so much optionality for the group as a whole or each of the three seperate divisions.

GL all whatever your strategy

An Uncrossing trade is both a Sell and a Buy - which are matched together as one

https://www.shiftingshares.com/what-is-an-uncrossing-trade/

Often used by Institutions to dispose of and to acquire larger amounts of shares in one chunk and without adversely moving the market as they would through normal market hours.

Fortuitously The uncrossing trade was at a higher level indicating somebody happy to buy at a higher price than prevailed just prior to the market closing at 4.30p.m and Matched with a seller

It then seemed to be followed by several other larger trades, Both also at higher prices.

14-Aug-23 16:52:04 83.18504 250,000 Buy* 81.60 82.05 207.96k

and

14-Aug-23 17:44:10 83.185 250,000 Unknown* 81.60 82.05 207.96k (but looks very much like a Buy)

So about 1 million shares picked up by the looks of it between 82.7p and 83.185.

Last 4 then I'm off for a pint or two.

These 4 must have dropped off due to the length of the posts

THG Buys CityAM for a small 7 figure sum. Circa £1 Million or less reported. Clear benefits and synergies for THG and THG Ingenuity clients also. THG inhouse tech staff to grow it into an App version.

3 new Myprotein products launched into India. Clear Whey, Pre-Workout and Keventers Butterscotch.

Myprotein Rebranded with new Logo and packaging after 18 months consumer etc based research

Whey prices – at a 7 year low and expected to go even lower still. (MM Linkedin post only last week)

Here's what was turned down as being the lowest bid from the Bellerion/King Street/Nick Candy bidding round over a year ago. @170p

https://www.wsj.com/articles/thg-rejects-gbp2-07-bln-bid-from-belerion-capital-king-street-11653024927

And here is what Apollo valued THG Ingenuity ALONE at in their recent bidding round which ended in May. Share price was 65p to 68p prior - post states

"Their latest view on Ingenuity had it as being significantly more valuable than the whole of THG the day before the bid leaked!"

https://www.linkedin.com/posts/matthew-moulding_nothanks-pe-onwards-activity-7062681230554591233-gaz_?trk=public_profile_share_view

Meaning you get

THG Nutrition plus all the previous expansion for virtually ZERO (£675Million Revenue business in 2022)

THG Beauty for virtually ZERO (£1275Million Revenue business in 2022)