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Peoplepower I covered all this on here and @THG a good 6 months back including the larger size so its not recent news.

The number of reviews you have highlighted is promising but these need to have turned into sales and ultimately profitability.

Been out for the morning and just popped another £40 through the tills for the weekly Myprotein top up of frozen ready meals, skewers and Ice-cream. Not a bad haul for the money.

I see off Oliver Gilding on Linkedin that that the Exclusive Brands side of the Iceland business (of which we are part) seems to be doing very well. New job advert for and Exclusive Brands Account Manager. Choc ices and ice-creams next off MyProtein.

*Jeez the share price must be only marginally above what Apollo valued THG Ingenuity at and there is a large Beauty business generating £1235M for free and a fast expanding Nutrition business that generated £675M in 2022 that you can get for close to free. He also has written on paper (to show to others) how much Apollo were willing to pay.*

Missed the wording THG Ingenuity out. Sorry and now corrected.

Takes time to work these deals up.

Moulding didn't go all the way to Dubai and spend several days having meetings with HIGH net worth individuals and probably representatives from Sovereign Wealth Funds to be putting the odd MyProtein machine in staff canteens. particularly when he has to openly told us he is averse to flying. His recent CityAM Linkedin post also showed him in another sunny climate country and the background architecture wasn't the UK.

And he didn't let go of the Golden Share 3 months early without a back up plan.

Jeez the share price must be only marginally above what Apollo valued it at and there is a large Beauty business generating £1235M for free and a fast expanding Nutrition business that generated £675M in 2022 that you can get for close to free. He also has written on paper (to show to others) how much Apollo were willing to pay.

It's a patience game.

Kelso have exposure over 8 million shares in THG, not 6 Million.

5 Million shares bought at 54.5p and two tranches of CFD's amounting to 3 million shares. Total average is 61p.

How they exert influence or pressure is through the calibre of those involved in many years of running successful businesses and by working with the management (for the time being). They have reviewed the business and provided their own synopsis on what needs to be done to enhance and further enhance value, and they repeat and support the good work done by publishing it in RNS format or Linkedin and they also provide a lot of supplementary material themselves in support of the undervaluation of the Sum of Parts.

All companies have to start somewhere and with small pots to start with. If this was number 3 or number 5 on their Active Investor list then I expect you would be getting close to somewhere between £60M and £125M to invest, possibly more - and a whole different share price.

You need to read their presentation on the other Companies Act levers that they also have available and maybe research what BOO have just done at REVB. John Goold probably being the ideas man behind that. Same one that is the head honcho at Kelso.

The flight and holiday industry is virtually back to full capacity.

Share prices in the sector still have a fair bit of catching up to do.

https://www.proactiveinvestors.co.uk/companies/news/1023238/heathrow-within-grasping-distance-of-pre-pandemic-passenger-numbers-1023238.html

I think maybe some hooky dates on there.

In the UK notification should be within 3 days?

Looks like a bit of Institutional day trading going on amongst the funds.

Union Investments sold a few and that probably triggered the fall yesterday and then you have Blackrock who seem to have sold down some of their financial instruments side of their holding only to be picking up and increasing on the physically held shares side, which also probably accounts for part of the fall yesterday and the oscillating back and forth in the latter part of yesterday and most of today whilst picking up stock.

You have to let it consolidate before it makes its next move upwards.

Finished up at the close and ended blue, so that'll do.

We'll be lucky if we are valuing THG Nutrition at anything more than Zero at the minute and the same for THG Beauty, given how Apollo valued THG Ingenuity.

I'd far rather see Mark Kleinman pinched from Sky News to head up the City AM Business desk where he can replace his once fortnightly CityAM column with constant news.

PS. though Gary Neville doesn't appear on the share register I'm sure with the banter that he has with matt Moulding on the previous gyrations of the share price, that he does hold @THG shares.

Sorry to state the obvious but it was a blue market yesterday and nor reason for the fall.

Was an Easy pickup to be fair.

Probably all off on holiday leaving one staff member to answer the phone.

Brewman thanks for that.

THG itself is sat well poised and seems ready to move off next decent news or if we start to see another buyer emerge.

It's not as if they need to restrict trading volumes. Daily this must be up there with some of the lowest total volumes tradede in any given day. Are we actually trying to simply frustrate it even further or to pop out redundancy notices at MM HQ for some of the staff. It just seems absolutely incredible.

It's the business and a fraction of the cost of the Charlotte Tilbury like product. I popped it up on here when it first came out and actually buy and use it, so not surprised.

Looks like we don't want to even encourage any trades today. 2p spread. Whats all that about.

At this rate it shouldn't be too long before we start losing market makers here with redundancy notices being issued.

More funny business @Kelso this morning.

Offer dropped from 2.6p to 2.5p on no trades (Btw Imo 2.5p is a bargain given the present discount to THG assets held + cash) Several smallish 100k trades go through and instantly they up it to 3.00p on the Offer

You kind of get the feeling that both are sitting poised.

Another low volume start @THG only serves to add to that view.

Yip parsnip we seem to be on our way back up to TERP

(That one was for selecta. lol)

It is a disappointing end but they still get some cash and then there are always the add ons should ECO find oil and if a production licence gets issued.

I follow both (ECO loosely) and personally think TLW got the better deal.

It's a mixed bag of results with legacy contracts still weighing on it but 6 months down the line it should be a different company. Over to the market to Mr Market. Could go either way on opening, hopefully upwards.

Bo selecta.

I think you and few others need to crack your heads together and make your mind up. One minute I'm a ramper next minute I post negative. Let me just be clear. I post for balance and I post positive on the shares I own and have been here for years through all the many trolls that have popped up and well before Todd Justin.

Sadly not stiffed @TUI and I've told you exactly when my purchase was after the RI and its all in my history. I've also been active topping up here today x several.

So jog on.