Member Info for onsolidground

Just think carefully before you sell any shares that you have.

Particularly off any share price falls recently in any part attributed to discredited and non stories.

Tell you what.

You can have THG Beauty also for free....

That one generated £1235 Million in 2022

GL if you think you can set up either Nutrition or Beauty on a global scale for Zilch

Thats what the market values both.

In fact it lets you value them both at Zilch and gives you 10% minimum back on THG Ingenuity.

And this also for free since the start of the year

Myprotein Frozen Ready meals into Iceland 3/1/23

https://www.express.co.uk/life-style/food/1716888/Iceland-MyProtein-low-calorie-takeaway-meals-McDonalds-Nandos

Myprotein Pizzas into Iceland

https://www.stack3d.com/2023/03/myprotein-and-icelands-protein-pizza.html

MyProtein into Airports (and selling well)

https://www.linkedin.com/feed/update/urn:li:activity:7056521747822436352/?updateEntityUrn=urn%3Ali%3Afs_feedUpdate%3A%28V2%2Curn%3Ali%3Aactivity%3A7056521747822436352%29

*MyProtein “Fuel” into PureGym premises. UK and Middle East. Key objective this year to expand into further gym groups.

https://www.linkedin.com/posts/mark-lees-a0498218_very-proud-moment-following-our-uk-pure-activity-7024089279735721984-a4Zw

https://www.linkedin.com/posts/mark-lees-a0498218_very-proud-moment-following-our-uk-pure-activity-7024089279735721984-a4Zw

*Into 2 large German Supermarket chains (each equivalent size to Tesco’s)

https://www.linkedin.com/posts/mark-lees-a0498218_our-first-major-retailer-listings-in-europe-activity-7034152235286548480-c9GT

*Valli Forecourts – Service Stations

https://www.linkedin.com/posts/mark-lees-a0498218_healthysnacking-impulse-activity-7038861717665144835-vQkp?trk=public_profile_like_view

*Tie-up with Nutribullet in Italy

https://www.linkedin.com/posts/gian-rabellotti-568a29103_myprotein-nutribullet-activity-7044699407916625920-fA8A/?utm_source=share&utm_medium=member_desktop

*Expansion into retail in Spain, Portugal and Denmark (Phil Ainscow THG – linkedin)

“"Some more exciting news as we exit Q1, a number of launches into retail across Portugal and Spain, and live in Denmark next week. A wide range of products, from Bars, Drinks and Clear Whey in over 220 stores. You can now find Myprotein in:

El Corte Ingles

Continente

Costco Spain

Fotex (believed Foetex)

Bilka"

Recently launched Myprotein onto the Vitamin Shoppe in the US

https://www.vitaminshoppe.com/search?search=myprotein

Into 346 Boots stores with Clear Whey Protein drinks (Friday just past)

Https://www.linkedin.com/posts/rachel-mulhearn-87023393_boots-thg-myprotein-activity-7065307063106576384-G_Ei?trk=public_profile_like_view

So have this for free

2022 Revenue of over £600 million ($675 million)

8 million social media users

7 million active customers

60 localised websites

Research and Development, production, distribution

and

“The brand is currently the category leader (online and offline) in the UK and Western Europe, with 2022 market shares of approximately 18% and approximately 14% respectively, according to Euromonitor data”

3 main Divisions. THG Ingenuity, THG Nutrition and THG Beauty

Share price around 58p right now.

Here's what Matt Moulding imparted on Linkedin after the closing of the door on Apollo

"“Like all previous bidders, Apollo were told their bid valuation & structure was unacceptable. Yesterday Apollo set out how they could raise their bid further, ahead of a deadline set by the Takeover Panel. Their latest view on Ingenuity had it as being significantly more valuable than the whole of THG the day before the bid leaked!”

Share price prior to the bid leak - roughly 65p

Well if that's the reason for the fall and somebody backed that with shares then it has absolutely zero relevance to THG as a business. Will look to switch some of this weeks success money in as a may top up next week.

Buybacks, Buybacks, Buybacks.

TUI finishing at 52.8p in old money.

https://www.thisismoney.co.uk/money/investing/article-12103611/You-onboard-airline-shares-surge.html?ico=mol_desktop_money-newtab&molReferrerUrl=https%3A%2F%2Fwww.dailymail.co.uk%2Fmoney%2Findex.html

Incidentally Manifesto I do agree with you that perhaps he should have thanked Apollo for their interest and had he actually not closed the door and let them state "an intention to bid" and extended the deadline then we may not now be having this conversation. Then it may have progressed to perhaps further negotiation and further improved bids and could possibly have enticed in another suitor and allowed others to reach a higher exit price.

On Sunday when I have more time I will sit down and put together a summary of what we have come to know about THG Nutrition since the start of this year thanks to far better communication - and which you can now get for free.

What Matt Moulding said post ending the Bid

"Like all previous bidders, Apollo were told their bid valuation & structure was unacceptable. Yesterday Apollo set out how they could raise their bid further, ahead of a deadline set by the Takeover Panel. Their latest view on Ingenuity had it as being significantly more valuable than the whole of THG the day before the bid leaked! "

The closing SP tonight for the full THG group is about 57.5 to 58p. Thats a 10% discount to the mid price of 65p just prior.

Throw in Nutrition (A $665 Million revenue global business) for Free and THG Beauty ( A $1235 Million revenue global business) also for Free.

You really need to sit down with a calender and give things their time relevance.

The stiff upper lip approach was prior to all the Linkedin comments and what you are referring to. For 18 months there was virtual silence.

That didn't work so hence - after the Shah article - all the Linkedin comments started and all to which you refer.

Summary

Prior to the Shah article - silence for 18 months

After the Shah article - all the linkedin posts and comments, and all to which you refer.

I know which one of the two I prefer.

Some may not agree with his style but it all reads to me that it is in defence of THG, its staff and the share price. e.g The Mcrum non-story as the most recent example.

Https://businesscloud.co.uk/news/moulding-bids-farewell-to-the-stiff-upper-lip-and-fights-back/

Manifesto go back to his earliest Linkedin posts, probably one of the first and you will find what I am referring to.

Manifesto you have to distinguish between video interviews that were created in the past when the "stiff upper lip" approach was being adopted and the more active and proactive style now.

If he wasn't concerned about the share price then why did he step in and call out Dan McCrum's non-story or all the other discourse he has had on negative stories, "pond scum and fugazy market" posts etc etc. That shows he actually does care about the share price.

Furthermore far be it for me to defend him or to say it but there is always a danger in making a "frozen evaluation" of an individual - without recognition of change.

Mouldings demeanour instantly changed just after his mother wrote to the journalist (Shah) at the Times asking them if they had nothing better to write about than his expresso consumption. He himself documented it as such on Linkedin. The quieter stiff upper lip approach that wasn't working was replaced with the plethora of Linkedin updates and quotes and THG updates we have had since.

Are we still quoting this from a 2 year old interview? Changed times Manc.

2 Activist Investors onboard last time I looked.

Golden share fast ticking down

Recent approach and

A share price that definitely won't be deterring a next approach or

Discontent amongst shareholders.

Looks like the Lookfantastic team have inked a deal ultimately with LVMH (Kendo Brands) to add the high end KVD (Kat Von D) beauty brand onto their website. Talk also of "many exciting things to come”

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

https://kvdveganbeauty.com/

(Special thanks to Mrs osg who instantly knew what KVD stood for).

Just further, Matt or Lord Allen buying a Million shares here or there may have a limited short term effect only whereas the visibility of taking £50 Million or £100M worth of shares off the market has an entirely different effect.

Kelso have not once but twice publicly at least advised Matt Moulding that what he should be doing is buying back shares.

A healthy balance sheet of cash and further credit facilities combined with Deflation in Whey prices, shipping costs and fuel costs they cited as now tailwinds that should further support this.

Once bought back there would be 2 options.

Cancel them (and reduce the number f shares in issue or free float)

or

Place them in Treasury. In that respect they could be used for say future staff incentivisation or for another purpose.

It shows confidence in the future direction of the company and picks up stock on the dips (like today) and to take the stick out short selling.

Its sound advice and the likes of Network International did it prior to it receiving 2 bids and Darktrace did it recently to resurrect their share price after "games".

MM's dropped it 5.5% today to try and generate some volume and they never even managed to get 3.5 Million shares traded during normal market hours, and a lot of those would be Buys.

Cheshire lad btw looks to have been scooping most of them up on the dip.

"We’ve launched our Clear Whey Protein Water in 346 Boots stores across the country.

20g of protein in an easy Ready-To-Drink format. Available in our two best selling protein powders flavours, Peach Tea and Orange & Mango.

A huge shout out to the team at Boots especially Nivedan H.

Keep an eye out for more exciting updates. "

Https://www.linkedin.com/posts/rachel-mulhearn-87023393_boots-thg-myprotein-activity-7065307063106576384-G_Ei?trk=public_profile_like_view

"We’ve launched our Clear Whey Protein Water in 346 Boots stores across the country.

20g of protein in an easy Ready-To-Drink format. Available in our two best selling protein powders flavours, Peach Tea and Orange & Mango.

A huge shout out to the team at Boots especially Nivedan H.

Keep an eye out for more exciting updates. "

Https://www.linkedin.com/posts/rachel-mulhearn-87023393_boots-thg-myprotein-activity-7065307063106576384-G_Ei?trk=public_profile_like_view