Member Info for onsolidground

Sbb,

Correct, they are going short to then pick up shares. That is what these dips are about. Maybe trying to trade their way out of a right pickle the bulk of their position is in.

These are both very big business wins in terms of getting your products into bricks and mortar retail.

Kesko on Wikipedia

"Kesko's grocery trade division is a key operator in the Finnish grocery trade. The division's main functions include the centralised purchasing of products, selection management, logistics, and the development of chain concepts and the store network.

The division's grocery store chains are K-Market, K-Supermarket and K-Citymarket. In 2021, the chains comprised 1,200 grocery stores, run by some 1,000 independent K-retailers. Over 500 of the stores also offered online grocery sales services.[5] Approximately 50% of Finns live less than a kilometre away from a K-food store."

Wells in Portugal,

Looks like it might be the equivalent of Boots in the UK with 304 stores and they are literally all over Portugal and even out as far as the island of Madeira and other outposts and they have optician shops amongst them also.

https://wells.pt/

Virtually painted the map of Portugal blue when it was filling in where the 304 shops were located.

https://wells.pt/lojas-wells

*The*

Te RNS clearly say different WoW and if there is one thing BH did here it was to bring back honesty and integrity

"Bob Holt OBE and Derek Zissman have now resigned from the board of Revolution Beauty (the "Board"), although Bob will remain with the business as interim CEO until 31 August 2023;"

If you put yesterdays RNS side by side with todays then they are virtually telling you that everything they said yesterday has happened and GM is cancelled, rather than a paperwork exercise of going through the motions.

Over to Bob and Co, to choose his successor.

Might want to add this one to your post SP28 as these ones we didn't know about either.

Courtesy of Phil Ainscow @THG on Linkedin. Lots of pictures with it also

"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....

Roll on that September update

Worth a view of Ainscows Linkedin as they seem to have got some nice shelf space.

Not sure if you can access the link without without being logged in. Maybe if someone isn't then they can try and post it. Try Linkedin + Phil Ainscow (or Mark Lees) + THG.

I wouldn't be short on THG what with the Golden share gone, Dubai trip and HQ sale pending but I'll tell you what I would not be going short into the September update. The THG Nutrition expansion is fast and bl @@dy furious and hard to keep up with.

Nice of them to dip the price to let others grab a slice of the action.

Maybe not HH.

"· Elizabeth Lake remains as CFO and remains on the Board as a director;"

NT to buy tells you all you need to know.

RNS out confirming virtually all of yesterdays RNS and the GM now pulled, so nothing new.

It's being played by the MM's.

Hopefully I get a top up out of it as well.

That good news keeps coming at THG Nutrition.

Courtesy of Phil Ainscow @THG on Linkedin. Lots of pictures with it also and ones we didn't know about.

Roll on that September update

"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....

Activate to view larger image,"

So Millionaire Bob was on the money.

2phevs, the 50k tranches yesterday @KLSO were actually all they would allow you buy on the open market without it reverting to Negotiated trade and at the time I mentioned it this morning, they had run dry of any shares to buy with market quote and again it was Negotiated Trade. reliant on seller. No doubt they will open it up to market quotes when they get a seller or two. There might be about £6K's worth available as looking at the trade data there have been 2 recent trades around 2.75p to 2.8p which might be sells. Might be NT again after that.

Personally I can't see many letting go now.

The tiny drop isn't a tiny drop though is it.

It's 8.7% reduced to 7.9%, in a month.

This will go up, it will go down but at some point I bet it makes back the near 200 points to back to TERP.

Cancelled flights permitting, hopefully Easyjet provides a decent update tomorrrow.

Some short small amounts and in packs to then buy up to 3% each and only have to declare one side to the FCA if over 0.1% or any holdings over 3%. Shorts only get published to the general public though at 0.5%. Equalise the thresholds and you probably would have little if any visible shorts. They are a means to an end that many misunderstand.

Inflation numbers down to 7.9% nad far better than expected has lifted the markets by about 125 points for the FTSE100 and over 600 points for the FTSE250.

Bit stingy with the rise here and hoping its only started to get going again.

We're in Q3 so looking forward to them myself.

Hope its on the ESPA or THG Ingenuity side as I'm nearly out of space on 2 posts just on THG Nutrition expansion from the start of this year.

You have to get shares back if you are throwing them away on the short side and nobody seems to be obliging any more. It's something that Qube have learnt recently to their detriment

When you apply THG Nutrition alone on a 5X multiple, to last years £675M Revenue, and without this years expansion you get over £3 Billion alone.

Clinch the HQ sale and then its game on.

Is looking like you have to make an appointment to buy over there (Limit Order) and a deceptive spread to go with it.

I see still not many getting tempted to sell here either.

Davwal he was fully entitled to the payoff on lift from suspension and that s happened and given the mess Minto left this company in I personally think he was well deserving of every penny of it. Even backed it up with 1,500,000 of his own in purchases.

If anyone is not happy with their lot then reflect on how things were just prior to suspension and you are always welcome to sell up and find another home for your money.

It'll be big Bob, Zissman, one of the newbie Directors or BOO topping up.

Patience and hopefully an RNS by end of play Friday.

Investing101 share your sentiments.

Sell the HQ for £250Mill, which we know is rumoured to be ongoing and it's game on.

Lack of liquidity isn't a bad thing Yorek as it's what has been propelling this share price upwards. @KLSO will at some point soon reflect its true value irrespective of shares available. It should rerate also to bring in sellers. That said I'm only after the surrendering mines after the next THG and the next one with compounded gains. Kelso shares were initially only issued to HNW individuals of considerable calibre and the placing was by "invitation only" so not surprising when people see its investments making good traction that they then hold tight.

On REVB I think you may be a little wide of the mark. Yes Goold probably was the engineer of the BOO activism on REVB, and I suggested as much, but the compromise deal didn't get BOO all they want (I also hold REVB) and think the deal is better for REVB. Bob Holt hasn't got the skillset of a Beauty CEO and BOO were correct to challenge this but the deal keep Elizabeth Lake (CFO) and a good one, and the bulk of the Directors are still all REVB. 6 or 7 of 9. They also gain Ms Horsefield to the Board who was ex Beauty CEO at THG and they start a search for an independent CEO to replace Bob Holt. Gain someone of Beauty industry renown then it's a definite winner deal for RevB. So undervalued compared to the likes of warpaint and ELF. So much so it could be tempting to THG.

Anyway the point being made is that its hard to get any @KLSO at the present sp and hopefully with THG moving up it rates upwards also to gain liquidity form anyone that sells.