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It shouldn't matter in reality what Powell from a THG perspective beacuse in reality it is business as usual. Furthermore says because most western economies have proved resilient during what was meant to be a cost of living crisis and UK wise retail sales were up in both Jan and Feb against all odds.

Still it lets the market makers dip prices and then move them back up to create volume.

That said there has been a button switched here in the last 10 days with a plethora of information and all pointing to something big. Happy to hold and see it through to whatever that may be.

Some putting it down to Valentines day. Mothers day coming up in March should help March figures.

https://www.proactiveinvestors.co.uk/companies/news/1008237/uk-retail-sales-rise-in-february-helped-by-valentine-s-day-bounce-according-to-brc-1008237.html

Plutus1

"Still can't quite work out what they have in motion, maybe each business splits as per their original plan, and get SOTP?"

Another to throw in the mix over and above doing the splits might be ramping up to premium listing. Those in the know getting in early !!

Greg Feehely btw is quality and seems to have many plaudits on his ability in dealing with the sell side analysts.

https://www.thg.com/news/thg-ingenuity-signs-global-distribution-partnership-with-autostore/

If THG work this global partnership with Autostore correctly then not only will they be getting a licensing and maintenance payment for the Software for each warehouse utilising the "pay per pick" model, but perhaps a small percentage of each "pay per pick" that occurs in the warehouse.

I highlighted earlier a vast Autostore robotically operated warehouse in Kentucky which is estimated to contain over 33 Million pieces of inventory. The Autostore website shows them as having 1150 systems globally and counting.

Perhaps the market, or someone in the market is waking up to what this deal means ahead of the others.

https://www.autostoresystem.com/cases

Plutus1 two fabulous finds.

Senior Corporate Comms Manager vacancy advertised and now this position being filled and another excellent talent addition, but accompanied by absolute plethora of information and replacing what has been an absolute dearth of information and silence for 12 to 18 months. All coming after KLSO becoming involved as an active investor with an accompanying rationale RNS.

There is definitely something big in the offing imo and a new found desire to get this share price much higher.

Can see this approaching or through £1.00 by the end of the week for it also has a large deep pocket buyer behind it and watching today any algo attempts to take the price back a few pence by AT selling are being met with further sustained buying, to instantly leave the culprit at a loss.

We must be due an RNS on that front and one for Greg Feehely to welcome him into his new role.

It means that the KLSO price is where it is presently and if you think it has not been keeping track with THG's recent rises then what you do next is down to your own individual choice. For me that's not too hard a choice but each to their own judgement.

Then if you think KLSO having been left behind it should't be too hard an individual choice

Shouldn't matter on big news or a capital event.

THG also put out an add at the weekend for a Corporate Communications Manager

Recent Global partnership agreement signed with Autostore circa 3 weeks ago. Chief Operating Officers comments on Linkedin

"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."

Scale of the Kentucky warehouse
https://www.intralogistex.co.uk/news/autostore-swisslog-automate-picking-873000ft%C2%B2-kentucky-warehouse

Other bits on the tie-up
https://www.westcoastcapital.co.uk/thg-ingenuity-signs-global-distribution-partnership-with-autostore/
https://app.frame.io/presentations/689dc0db-6e0e-4d57-bf00-39c8b9267b31

And add Kelso onboard as an Active investor.

Half those things Jd have only started to become relevant recently, like falling whey prices and the Golden share now has only about 5 months to expiry and is counting down quickly.

Seismic change though in communication and lots of new information coming out one after the other is the undeniable difference, such as

MyProtein meals into Iceland. 1Million sold in weeks at last count and expanded range with Pizza and Ice-cream coming (and ingredients)

2 recent agreements signed to place Nutritional products in 2 of Germany's leading supermarkets. One with 25% market share

Tie up with PureGym with Myprotein vending machines in premises

Partnership with Autostore now starting its rollout with THG pay per click software

Waiting for 1 Billion GMV to be added

Waiting for Whale news (Walgreen Boots posted on a job advert as a client)

Now the Autostore rollout is in motion with disruptive pay per click technology, which is THG software.

I maybe have a differing view of what manjana means but that is a marked difference from 12 to 18 months of radio silence.

The COO is flying on to his next mission. These are extremely large venues.

https://www.intralogistex.co.uk/news/autostore-swisslog-automate-picking-873000ft%C2%B2-kentucky-warehouse

Goodtimescoming it's good to see them utilising social media fully now and that will only grow. Directors and the Board might be in a closed period but staff members are not.

Start lumping all these snippets together and you start to get a flavour of some of the contents of the next regulatory RNS which those results day analysts don't see until they all drop at once in RNS format.

Seismic change in communications is to be applauded. Lets people see what happening and keeps them invested.

Now which Institution is buying the stock?

Thans for the Auto store update. partnership deal was only signed less than 3 weeks ago. Now that's a "can do" attitude

"Ingenuity COO on LinkedIn saying New Jersey Autostore about to go live soon with THG's own in house software, and now he's off to Kentucky."

I opened this thread just last week with the below article as one of several possible reasons for the noticeable increase in communications from THG. A proven fake news story and Matts mother getting involved but personally I thought Kelso may also be involved behind the scenes with the establishment of a communication strategy to highlight more on THG and to get more big investors to invest and to stay onboard for what is to come.

https://www.prolificnorth.co.uk/news/ecommerce/2023/02/thg-founder-and-ceo-matthew-moulding-takes-aim-fake-news-and-media-intrusion

Now probably the best money they have spent in the creation of a role of a Senior Corporate Communications manager role to plug that gap. Just reading the job spec there is a lot that stands out.

"Supporting on the merger and acquisitions activity"

And just a few others
" Dealing with media requests from business and trade press (ranging from tech to beauty trade), both in the UK and internationally"
" Building and maintaining solid relationships with media outlets and journalists in the business, trade and mainstream sectors, both in the UK and internationally;"
"Engaging with key internal and external stakeholders to maintain a consistent and accurate flow of information;"
"Supporting the organisation, promotion and coverage of events and conferences"

Content & Outreach

"Drafting key press releases, blogs and newsletters"
"Producing PR content for both B2B - and B2C press where relevant, and overseeing content production for outreach"
"Working closely with social media and SEO teams to ensure an optimised flow of information, both internally and externally

I'm definitely liking this new impetus and direction and its starting to create a bizz.

What's the feeling of everyone else?

"About the Role

Reporting into the Head of Communications, the Senior Communications Manager will be responsible for taking ownership of Group B2B PR. You will be responsible for dealing with media requests, managing the Group's information flow, and securing media coverage of the highest quality."

https://www.thg.com/job-search/?gh_jid=4126135101

Looks like we are in line for more of the same with beefing up and further improved communication for not only existing but any new and potential shareholders.

New role just advertised and its one I commend.

https://uk.linkedin.com/jobs/view/senior-corporate-communications-manager-at-thg-3477900577

Definite massive change in communication strategy in the last week or so from previous. Zilch to Loads and loads and key individuals now being allowed to speak.

Is it what Kelso are offering? Friendly Active Investors looking to maximise value and providing the vehicle to do so
Walgreen / Boots deal being finalised to announce. (Whale account)
Has he already bagged the £1Billion GMV
The 1 million sales of Iceland My Protein meals threshold passed. Pizza and Ice-cream coming in April
The 2 Big deals to put Nutritional products into 2 of the main supermarket concerns in Germany, Edeka and RWE Group.
MyProtein tie up with PureGym re vending machines.
The dramatic fall in the price of Whey protein.
Somebody clearly buying stock last week.

Its all shaping up nicely for the April update and that Golden share clock is ticking down quickly all the time.

licker,

Both THG and KLSO will benefit greatly from the same outcome.

Biggest difference imo is that it will only take several 200K purchases (Just over £10K) to start to move KLSO. Less available stock also.

Finished well this evening.