Member Info for onsolidground

I thought it quite a good overall statement. Excellent rent collection levels, cost reductions and further targeted, targeting sales to further reduce debt and no shortage of retailers looking for best in class positioning. Loss mainly due to revaluation of properties and the passing of the dividend I don't see as a big issue given it would only have been a fraction of a pence in any case since they stated they had stopped issuing scrip dividends.

Dependable as ever and nice dividend for a steady income stream.

The sector finished down 0.14% against THG down 5.45%.

So it does appears somewhat overdone.

What are you plotting Mr Moulding. Operates with a core nucleus of trusted individuals and you never get to hear until the RNS gets published.

Come across this link and it certainly looks like an overdone drop today compared to the sector. The average is around 0.21%

https://shareprices.com/sectors/retailers/

I wonder if the next move we get to hear about is the purchase of Science in Sport. SIS itself up for sale a little while back and not heard much. Their Phd Protein range might appeal to widen the ranges further still and on top of the obvious synergies and efficiency savings through stripping out duplicated costs it could probably pay for itself through the lowered Whey price and shrewd forward buying.

Improve THG Beauty the same way as has been done at MyProtein then it may lead to a Board room position for Lucy Gorman. Being mentored and fast tracked and if constantly delivering that's the way it should be.

molokai reference ECO I have invested in it and made good money and recently again from 19p. That said I am out of it at the minute for in my view it has been taking too long to get a farm out over the line and for the drilling they would like to do this year they don't have enough money.

As for KLSO the holding I have is in an ISA and its there to benefit from any capital event here or sustained rises which I think are coming courtesy of THG. Not only that but I like the calibre of the backers and think they will all do very well off not only THG but any other companies they identify and invest in. Will probably follow them into any new identified companies they invest in.

You can add Wandisco to that list as well Kami_stoke. Announced a day or so ago.

If the market you are listed in doesn't reflect true value then you are perfectly within your rights to list elsewhere, like the US.

Same is coming here and it will either be the whole of THG or Nutrition, Beauty or Ingenuity reversed through Kelso.

https://www.msn.com/en-us/money/companies/wandisco-in-early-stages-of-us-listing-as-another-city-firm-rejects-lse-for-a-new-york-flotation/ar-AA18gb53

His money show last night was getting everyone interested in Xmas to March flights to set there alarm clocks.

https://www.bristolpost.co.uk/news/celebs-tv/martin-lewis-tells-viewers-set-8225576

Incidentally not much volume for a 5 or 6% fall today and a lot of that will be buying. Not many selling is what it says.

Now do I buy Aviva ahead of its update tomorrow and a highly probable enhanced dividend?

You post to make a few pounds either way moniman. Your a trader or spread better and if your interpretation of events is anything to go by your not very good at it.

Retail isn't nervous as Retail sales have been going up for and noticeably despite your rhetoric. Last 2 months have increased and I posted a link on the latest yesterday. Primark, M+S, Poundland, Aldi are all set to expand sites. I also invest in HMSO which own many large shopping centres in the Uk and France and that share has gone from sub 19p to just shy of 30p with a 12% scrip dividend.

With Ingenuity you have to invest to grow and Capex spending on Ingenuity is near if not at the end and the tie up with Autostore will I suspect go on to prove your comments re Ingenuity horribly wrong. Yes Beauty and Nutrition have been paying in part for the expansion but so has a vast sum of money from Softbank. That is also in part why the sum of parts is significantly higher than the present market cap and why Kelso are onboard. The lack of understanding also and due recognition for it is why so many tech start up and growth companies are now choosing to list elsewhere.

As for City Spy, over and above anything else they have said I also think the groundwork is being done for a Premium Listing and with it will come tracker funds of which last week we maybe saw the first appearing.

There hasn't been any adverse news to justify a 10 point fall from yesterday so I'll put it down to market makers just trying to bring out the FUD and look for my March top up.

There is an awful lot going on @THG (see my summary post from last night) and you'll be holding or not when next significant news or updates drop and there has certainly been many clues given over the last week or so.

I'll wish you good day.

Sub 33p entry point presented.

Happy to sit and hold and wait for the real reaction to a rock steady set of results and higher production for the year ahead. Some of the hedging scheduled to drop off as well.

Should be a bumper year for TLW

100k bopd this year.

What is not to like about that

Interestingly amidst all of this no Linkedin updates on THG Beauty yet!!

Will continue to add monthly and on any dips as there has been a noticeable change in mindset and direction, certainly plenty going on, imminent news to come and always a risk at these prices of “whale” news or bids re-appearing and all the while the Golden share counts down.

Somethings bubbling imvho

Been a fascinating last 10 days or so to have gone from virtually zero information released to the investing community to the pushing of a button by Matt Moulding and the BoD and full on information flow and updating, and somebody buying across the back of it. Taking stock of recent updates

~ MyProtein frozen meals launched into Iceland stores In January. Update at the end of Feb stating they have now sold over 1Million of these. Pizza and Ice-cream ranges being added in April.

~ Kelso (KLSO) onboard as an Active Investor, RNS to rationalise. 0.4% holding.
https://www.lse.co.uk/rns/KLSO/investment-in-thg-plc-fz785gdyq1w5hu3.html

~ Kelso update that THG have just signed agreements with 2 of Germany's largest supermarkets , Edeka with a 25% share of the market and also RWE Group supermarkets. Both equivalent size to Tesco

~MyProtein in Asda stores
https://www.linkedin.com/feed/update/urn:li:activity:7019727353991823360?updateEntityUrn=urn%3Ali%3Afs_feedUpdate%3A%28V2%2Curn%3Ali%3Aactivity%3A7019727353991823360%29

~Partnership with PureGym
https://re.linkedin.com/posts/myprotein_puregym-myprotein-workoutsnacks-activity-7027187728123326464-HVJN

- Slip up? in a THG job advert where they let slip that Walgreen Boots was a client. THG Ingenuity has been targeting "Whale", large client accounts and THG is looking to add £1Billion GMV over the forthcoming year. City Spy, who called the previous bids correctly before they appeared thinks the whale has landed and waiting for the announcement.
https://twitter.com/TheCitySpy
https://www.linkedin.com/jobs/view/3369953671

~THG XReality project being worked up
https://www.linkedin.com/posts/adam-knappy-1800b358_mixedreality-metaverse-metaverse-activity-7035684917996875776-yp3J?utm_source=share&utm_medium=member_android

~THG Autostore Partnership and "Pay Per Pick" robotic warehousing. THG providing the software to enable this new warehousing model to work. Highly efficient system and Autostore have 1150 systems in 49 countries globally. Latest update off key THg staff yesterday was that they have just completed work on a New Jersey warehouse and shortly to go live.
""Great trip to New Jersey. Onboarding of another Autostore underway, this time being deployed with our own software to instruct the robots and drive efficiency. Going live soon.....
Now onto Kentucky."

~Major beefing up of the Investor Relations and Corporate Communications functions.
Greg Feehely a highly respected award winning Investor Relations executive appointed as Vice President Investor Relations
Senior Corporate Communications Manager vacancy advertised. Job spec is of interest particularly for plugging gaps and building bridges with journalist and media and also investor community. Also to support merger and acquisition activities.
https://www.thg.com/job-search/?gh_jid=4126135101

Above all of this its business as usual at THG Beauty, THG Nutrition, THG Ingenuity, THG On Demand and all other bu

Wouldn't imo be doing it justice at that price for moving into profit ahead of time.

Another interest rate rise or two maybe to come will help further.

It is getting appealing again though for topping up

You'd also see that there are less of the 99p cards and some now at £1.29, £1.59 ad £1.99.

More the exception than the rule.

Nicely poised for tomorrows update.

Indeed they have just launched this option steveinhull. Should help those that need it spread the cost.

https://www.retail-week.com/health-and-beauty/thg-launches-buy-now-pay-later-scheme/7043311.article?authent=1