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It always starts to get appealing at these levels.

Can be a good rebounder.

Not surprised at that. That is one pretty good AGM statement and the 2nd half set to be a belter.

Should cause a few to rethink the games they have been playing here.

More bopd and FCF coming for those that have been patient.

I'm actually more interested in what THG Ingenuity are doing "in bed with Nestle" and no doubting the share price is miles too low @ less than Apollos valuation attached to THG Ingenuity alone.

Was 10.1% in March. So heading in the right direction as are petrol and diesel. Saw for the first tome last week, since the pandemic diesel prices lower than petrol and at recent lows. Its a bit of a fallacy to think that raising interest rates quells inflation. Plenty of reasons why:

Lots of people live in council houses - unaffected

Lots live in private rented accomodation - unaffected

Many own their own homes outright - unaffected

Many have fixed rate mortgages and loans with a couple of years still to run - unaffected

Yes its true that it might curtail the spending habits of some who may have been forced t overstretch but there will be a far more direct result to inflation and CPI figures if the Government etc sit down with Food manufacturers and the like and to stop "greedflation" on the basket of items that make up the CPI.

Now for a cut to the energy price cap and where people can visibly see they will have more spending power. Decision tomorrow.

Its down from 10 point something last time so definitely heading the right direction.

Add to that the Energy Cap lowering tomorrow and the macro is very good indeed.

There were 3 trades all of them for 820409 shares each or £471K approx each. Add dealing costs and stamp duty 3 x £500k

Cliche... lets see...

"... It’s got a pipeline to die for and already transacts billions of GMV profitably. We look forward to demonstrating that this hasn’t “ended” and certainly not “in tears”. Apollo’s offer had it valued at hundreds of millions. But what do they know, they’re just one of the most successful PE houses on the planet."...

Iain McDonald on Linkedin.

Indeed, to your point earlier Manifesto " WHY on earth can you buy shares here for 58p .....It makes no sense !!!"

Https://www.lse.co.uk/rns/KLSO/update-on-thg-investment-and-placing-9mhuxm0qoa2vt6j.html

Does beg the question What is an Account Manager at THG Ingenuity up to working with and thanking Nestle?

What Kelso said amongst a detailed RNS on the 21st April amongst other things valuing Nutrition amongst an industry shift from sugar to lower / non sugar products

"Kelso has identified 12 global food and beverage companies1 that it believes could be deemed overly focussed on sales of chocolate or high sugar content products. The average market capitalisation of the 10 listed companies identified is $96.1 billion with an average revenue of $30.5 billion, the remaining 2 businesses being private. Kelso calculates that the average enterprise value to sales of these companies is 4.3x. THG has announced this week the sales of its nutrition business, including MyProtein, as being c$800m for the year ended 31 December 2022."

At the end they list them

"1Nestle, Coca Cola, Pepsi, Mondelez, Mars*, Hershey, Ferrero*, General Mills, Lotus Bakeries, Monster, Kraft Heinz, Keirig Dr Pepper *Denotes private"

See earlier post of mines and I think you might just have a director buy go through today.

Wasn't a sell because they could have got up to tuppence and a half more earlier in the day had they wished.

As the cliche goes... Lets see.....

Makes sense to train up Personal trainers on science and MP and to then spread the MP word with their clients.

https://www.linkedin.com/posts/thg-experience_thgexperience-activity-7066714395002720256-vI-f?trk=public_profile_like_view

Https://www.linkedin.com/posts/zinayida-dzhumayeva_humbled-to-have-received-thg-ingenuity-ambition-activity-7065612124693131264-BU3f?trk=public_profile_like_view

Https://www.linkedin.com/posts/caroline-shorland-35253441_caroline-lucy-rose-on-instagram-days-activity-7065280364738424832-ezZC?trk=public_profile_share_view

New Client and advert courtesy of THG Studios

https://www.linkedin.com/posts/michaelscottdesign_wahl-always-there-activity-7066737703869931520-b0b1?trk=public_profile_like_view

You'll be accused of ramping 1pencil. lol.

Make me the first to call it but I think we might just have had a first big purchase for a while. A £0.5M purchase or thereabouts and on a delayed publication. Charles Allen or Moulding or a friend or family would be my guess.

Got a nice May top up and am happy to scoop up more.

Not many are selling at all at over 10% under the Apollo valuation for the lesser of the 3 divisions. The two other far better performing divisions being for free. Price is being taken completely the wrong way.

Will happily hold them and sit it out for the next big news or capital event. Golden share going. Tick tock.

Iain McDonald was the individual who said it was a "good offer". I'll take what he says over anything you say on a bulletin board any day of the week.

"and they did hours of research, resulting in them wanting to make a good offer."

I don't need to know the price for if they were valuing THG Ingenuity at 65p then it doesn't take a genius to work out how much they would at to that in value the far bigger revenue generators (Nutrition and Beauty).

Not a farthing of value presently attributed to THG Nutrition, a clearly expansive £600 Million global business last year and not a farthing of value also for Beauty, a £1235 Million global business.

Missed off a not insignificant £1000 Million for Beauty.

Indeed a good post but remember Apollo did make a "good offer" for THG but not right in terms of structure and improved price.

That said its valuation of THG Ingenuity alone was 10% greater than the present SP.

Not a farthing of value presently attributed to THG Nutrition, a clearly expansive £600 Million global business last year and not a farthing of value also for Beauty, a £235 Million global business.

2 Active Investors onboard say things will only intensive as we get closer to the Golden Share expiring. Any discontent amongst larger shareholders will only strengthen viewpoints on this.

Adds to the Kat Von D tie up I alluded to on Friday 1pencil.

Looks like Lucy Gorman is starting to make her mark on bringing new life into THG Beauty

https://www.linkedin.com/posts/rich-pulman_wearethg-lookfantastic-lvmh-activity-7062884064449441792-c-J0?trk=public_profile_like_view