Member Info for onsolidground

Nice inexpensive yet innovative idea being rolled out in certain electrical retailers in Italy. Thanks Hosai on the LSE bulletin board.

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

Good find Hosai,

Great targeted marketing idea and at virtually little or no cost with a promotional MP tag across the on display Nutribullets and offering a healthy discount.

On those mornings that I don't get up early I normally get awoken to the reverberating sounds of my wife's Nutribullet whilst she is making a post workout Protein and vitamin combined shake.

Pleased with the rise in the share price today, although it still looks like some are skilfully not letting this breakout above 68p.

Nice though it would be to get into the 70's prior to next weeks updater its hard to understand why this is still in the 60's with Pro's circling. Or maybe that is the reason.

Some will remember this blast from the past who posted incessantly negatively on TUI waiting for £1.00 and didn't even have the sense to buy when it momentarily hit £1.01. It then rose continually thereafter with the recovering industry.
In the end everyone just ignored their posts and profited handsomely back then.

Wonder where they disappeared or who they morphed into.

You do get some strange anon's on these bulletin boards.

https://www.lse.co.uk/profiles/toddjustin/

The share that keeps on giving.

Another top up opportunity presents itself. :)

Meant to say holiday apartment "Lock up and leave". My bad

At these discounted prices imho. Lock up and leave.

It's only about 5 weeks to the next set school holidays if not updates from other airlines and holiday companies in between.

Feast for the Underwriters, market makers and City spivs manipuating this up and down but in faorness there isn't really any reason why it shouldn't return to TERP and higher given the continual recover of the sector, last update on which was only a few days ago.

https://www.msn.com/en-gb/travel/news/tui-shares-jump-as-holiday-group-cheers-strong-easter-bookings/ar-AA19ypts

OB, MM has to get the share price up and pronto or he is toast come September when the Golden share expires.

Kelso has presented him with a menu of options to do just that and bought in. Sparta likewise.

Would be stubbornly stupid not to follow that advice what with BlackRock and whatever other vultures also starting to circle.

https://www.proactiveinvestors.co.uk/companies/news/1012094/will-thg-results-see-concessions-made-for-two-new-activist-investors-1012094.html

Was studying quite a few of the job advertisements at THG prior to many of them being pulled recently and the one thing that struck me was that most of them were being advertised with quite a high base salary and No performance add ons for hitting numbers and KPI's etc. (On Target Earnings - OTE)

From the outside looking in all that seemed to be there was a nice share award bonus for certain senior managers if they say for instance increased group revenue for the year was achieved.

Maybe needs a change of focus and whereby bonuses or awards are made only if a pre-determined set of KPI's are met. Profitability and say further growth at say Beauty and Nutrition. Alternative and appropriate KPI's at THG Ingenuity.

Would coincide nicely if "Segmental" and division by division accounting breakdowns are published.

Should in theory galvanise and point everyone in the same direction towards profit.

Its not a whinge and only make mention for it is something that perhaps Franck Tuil and Sparta or Kelso can pick up and mention if it hasn't been raised already.

Great turnaround here today and up pops preliminary bid talks on one of my other shorter depressed silent holdings @ NETW.

"The company had received approaches from several suitors in recent months, including CVC, people familiar with the matter told Reuters. Bloomberg was first to report news of CVC's bid."

Shall sit patiently and let this unfold.

https://www.msn.com/en-gb/money/other/payments-provider-network-international-in-talks-with-private-equity-bidders/ar-AA19P05B

I think they are going to have to close for this share price has been higher just off its own back on regulatory updates.

They will need to be talking higher numbers imho

Good find 1pencil and deserving of its very own thread.

Re-entry into the FTSE250 would bring back onboard FTSE250 Tracker funds.

Moulding can shift THG many more notches if he says the right things on the 18th April. No pressure.

I don't think anyone knows just yet JG68.

If JPM Morgan's recent price target of 470p two days ago is anything to go by then you would think they need to be talking numbers between where we are that number.

CVC know this share price has been artificially depressed of late so happy to sit and wait for numbers to start to appear.

https://www.***************************/network-international-holdings-plc-92.2-potential-upside-indicated-by-jp-morgan/4121114301

https://www.bnnbloomberg.ca/credit-card-processor-network-international-attracts-private-equity-interest-1.1907301

Offer will have to be big enough to tempt these sticky holders.

Shareholders
Network International Holdings plc (GB00BH3VJ782)
Name Equities %
Mastercard Incorporated 49,950,000 9.19%
Capital Research & Management Co. (World Investors) 45,316,023 8.34%
Emirate of Dubai (United Arab Emirates) 28,634,626 5.27%
Wellington Management Co. LLP 28,011,122 5.15%
Moneta Asset Management SAS 27,490,813 5.06%
Harding Loevner LP 25,572,878 4.70%
Capital Research & Management Co. (Global Investors) 23,502,508 4.32%
Norges Bank Investment Management 22,456,693 4.13%
T. Rowe Price International Ltd. 21,675,025 3.99%
BlackRock Investment Management (UK) Ltd. 18,011,694 3.31%

BlackRock 3.3% holding over there.

The Emirate of Dubai has also got over 5% stake

Anybody got the initial press speculation that led to the RNS?

Netw has made highly decent expansion progress throughout the pandemic and thereafter with continued growth.

You would think it will have to be nearer £4 to £5 for it to be taken to some of the major shareholders here with the likes of Mastercard and BlackRock as Investors.