Member Info for onsolidground

It's sitting poised just under the 99p.

Makes you think its an MM placed trade. Will it or won't evaporate?

Probably not going to be there for too much longer.

It has the feel imo of an accumulation pattern again

Stopper trade till US market opens possibly but my guess is it disappears if the price gets close.

Insightful, lets see if it any of it gets pulled when we get close, or if it gets swallowed in a oner.

Famous last word those Elysium.

Sbb,

You only need to put a 4X or 5X Revenue Multiple on THG Nutrion (£675Mill revenue for 2022) to work out what that alone is worth. That's not even counting this years expansion and growth. Kevin Natural Foods went for 5.7X and nowhere even near an Industry No1 like Myprotein.

Then add say 80p to 90p to the share price value for THG Nutrition ("significantly higher than 65p)

THG Beauty a £1235 Million revenue business in 2022. Value it yourself.

Although recent gains have been welcome, THG as a whole is still grossly undervalued.

Just read what Kelso say.

That's in my humblest and most honest of opinions also.

Another one bites the dust, and off the UK markets.

This one's on Aim

https://www.msn.com/en-us/money/realestate/gresham-house-to-be-taken-private-in-470m-deal-with-us-based-searchlight-capital/ar-AA1dXzqf

Ours I think though will be Dubai backed. The Hangars already been sold, Ink on an HQ sale next then it must be a distinct contender at these share price levels and given all the improvement and expansion that's been going on.

Soc I'm actually genuinely trying to help them close up and move on. Not only for the margin increase but for what else might be to come.

When Matt Moulding inks the sale of the HQ then it's game on.

https://www.retailgazette.co.uk/blog/2023/07/thg-sale-headquarters/

In any case the Golden share has gone, so arguably game on from that date.

Good commentary MikeS02,

Hopefully the Gatwick situation does get resolved quickly as you suggest normally happens and as it pertains to only certain aspects of airport staff e.g. baggage handlers then I think that will be the case. The main thing though is that it doesn't seem to have spread any further. That's the main thing.

I also see that the departing Chief of Jet2 actually bought shares in them. Normally they would look to exit but the buy signals and breeds confidence in them and the industry moving forward.

Easyjet up Thursday with an update as you point out.

Good Morning THG'ers,

It was mentioned last week of the imminent rise in the margin required by IG Index to participate in the spreadbetting market for THG. Highly imminent rise from 10% to 25%, I believe.

Being a little bit concerned for the bears, and in order to try and help out one of our fellow bears norTHwichG, I thought I'd start another whip round thread with which anyone wishing, can pledge monies to try and help them keep up with the increase in margin.

At the end of the day hopefully we can tally it all up and cheer them up a bit.

The Times ran this story last night but its behind a paywall. RG's take on it instead.

BOO need to diversify from fast fashion with high return rates and into more stable business. Might nake them a bit more conciliatory. I know which one of the two I hold and why?

https://www.retailgazette.co.uk/blog/2023/07/boohoo-credit-insurance/

https://www.retailgazette.co.uk/blog/2023/07/boohoo-credit-insurance/

*Fair play if you put up to cover inflationary pressures but that is taking the pi $$*

yorek slimming world may put their own slant on this but i think you will find that "greedflation" on their part has been a lot to do with any dip in their sales. i used to regularly buy the sw beefburgers / 1/4 pounders as a healthy eating option as they only have something like a 5% fat content and really tasty. about 12 to 18 months ago £3.00, sometimes £2.50 on a deal. today £5.00. fair play if you out up to cover inflationary pressres but that is taking the ****

btw - slimmimg world got their numbers without any ice-cream sales as they don't do any, and i very much doubt that they would be able to compete with myproteins 3 in terms of flavours, fat and sugar content. nor would iceland stock i suspect due to other pre-existing agreements.

pricepoint for myprotein ice-creams also btw is cheaper than haagen daz, halo top that you mention and compare to and also oppo.

incidnetally

Mouldings comments on the day the Ice-cream was launched.

"“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 😉”

Sage you only have to look at what happened to Slimming World products in 2016 when they were introduced into Iceland stores and how those lifted off, to start to see the potential. Slimming World from memory is another "exclusive to Iceland" brand but by comparison seems confined to the UK. Matt Moulding on the other hand has the knowledge, contacts and skill set to role these products out to others in the Uk and in the Rest of the World. Not only that but he has openly stated that they will be looking to expand to geographies that are not covered by Iceland, so beyond that Uk and light covering in Spain exclusivity. More recently he has also made mention of keeping an eye out for MyProtein foodstuff is other grocers, thats UK and abroad.

If you really want to pop strategic vision on it and say a 5 to 10 year plan then they could imo easily become a FMCG food company in their own right by rapid rollout and repeat, as they are doing right now with Myprotein drinks and snacks.

You only need to look at what else is coming between now and the year end to get a flavour..

*Choc ice bars and Ice-cream sticks (September)

*Cereals

*Yoghurts

*Cheese

https://www.thegrocer.co.uk/categories/icelands-slimming-world-range-heads-for-100m-sales-mark/536738.article

Will any compromise details leak into the Sundays or will the calming quiet of the last few days prevail?

Plutus1 welcome back. Remember you from the 30p to 50p days when certain of us spied the real Sum of Parts value @THG after Matt Moulding pointed out the Pepsico and several other Nutrition deals and the industry multiples that were being paid.

Hopefully you stay until the next capital event for the next big payday (However that may be). " 2 rounds of Bids already declined in just over a year and the Golden share gone says its only a matter of time at these levels.

We're valued at just above Apollo's value on THG Ingenuity. A fast expanding THG Nutrition for virtually free (675M revenue business in 2022, +some now) and THG Beauty a £1235 Million revenue business for free.

More and more are waking up to the massive valuation gap, and that is why few are now selling.

Both the same poster Rock8 imvho.

Qube or Systematica lacky and PTP my guess.

Should be an interesting week next week if the IG margin increase times with more buying.

Markets are closed and the shares can pick up where they left off last week with I see us quickly back to not many sellers. Nice strong week last week and a resilient finish.

I'm off out to enjoy the weekend and popped them both on filter in any case.

Well you can't say I didn't try for you BacchusII.

I quickly totted up the responses from yesterday on this thread and can announce that a grand total of NIL pence, aka Zero, aka Nothing, aka Zilch was pledged to contribute to a whip round to help you out with the increased margin that IG are imposing and requiring next week @THG.

I'll try another one for NorTHwichG on Monday as I am getting concerned for you guys or gals that you will get closed out next week if you can't UP your margin. Once one of the biggest does it then the other spread betters normally follow suit.

Can we close this thread Moderator due to lack of interest.

In a bar laughing, or being laughed at.

It's a rhetorical question.

Maybe you could contribute to his funds NorTHwichG or maybe its your turn to buy the next round.

You do get some saddos on these bulletin boards.