Member Info for onsolidground

Morning Oke,

Its a trading update, not H1 or FY numbers.

Better to focus moniman on THG

How much now for Beauty?
How much now for Nutrition?
How much now for THG Ingenuity + £1Billion business coming.

Sum of parts.

Sp is at 50p under where it was when 3 bids last appeared
and it is less than 1/3rd of the 170p which we know was one of those bids.

Indeed the numbers across the board are good and the company is proactively doing the right things and has the benefit of steep reduction in whey prices and $1Billion of business coming Ingenuities way.

I'll take all the new faces as a compliment.

Lets see if Matt Moulding or Softbank top up.

The negative media always hone in on a specific detail. Best always to read the statement in its overall entirety. Contains imo all the right constituents for a growing company looking to turn profitable. Revenue growth, FCF H2, Cost reductions, headcount reductions, Reduced raw material costs and future business close to completion ($1 Billion)

And all the while with 9% revenue growth in Beauty and Nutrition more value gets added to their individual takeover values.

https://www.proactiveinvestors.co.uk/companies/news/1003441/thg-to-review-non-core-trading-units-as-it-sees-2022-in-line-with-expectations-1003441.html

I don't think Denis has cleaned out the stables just yet as his review is still ongoing.

It does however let us know the enormity of the task ahead.

Might plump for a few more when it settles or after the 31st January when there will be more insight and the 12 month plan.

and about 5%

Never ceases to amaze me how it always lags EZJ. EZJ is up about 2.5% and has been relatively steady there today between 2% and

Incidentally I keep noticing some terrific deals off Holiday Hypermarket on a website called HotUKdeals. Tunisia, Turkey, Egypt and the likes and they don't last long. Good way of filling the planes.

https://www.hotukdeals.com/search?q=holiday%20hypermarket

sb100000 it is a THG topic, as for me it is always the backstop when the sum of parts exceeds the market cap. Still like now.

Had probably posted the Altringham FC tie up before your respsonse.

Partnered up with MyProtein.

Mid table but a good run of recent form. Hopefully those supplements are playing their part.

https://altrinchamfc.com/blogs/news/altrincham-fc-x-myprotein

Good for them. Delisting from Aim and being taken private.

95p to 0.5p on the 2 year chart or 60p to 0.5p on the 1 year chart. Don't think anybody would blame them.

Interestingly one of their large shareholders votes in favour of the delisting and then sells its entire holding. Probably one of the culprits lending out shares. Massive rise in consequence.

Good platform going forward as US Reporting season kicks off in earnest with several of the Big banks reporting in earnest. Probably the culprits for most of the shorting on Nasdaq, tech and online stocks and they should benefit from all the interest rate hikes and without correspondingly passing on the full amounts to savers.

Came in at 6.5% and for a decline from the previous 7.1%. On census for once.

https://www.msn.com/en-in/money/markets/us-inflation-cools-down-to-65-markets-upbeat-after-december-cpi-data-release/ar-AA16g8o6

I suspect they wouldn't be getting hacked if they were.

Full sectot seems to have been moving up of late. I normally benchmark against EZJ and it's been doing the same.

https://www.proactiveinvestors.co.uk/companies/news/1002868/asos-and-boohoo-s-road-to-recovery-might-start-in-2023-but-plenty-of-work-to-do-1002868.html

More retail results delight.

https://www.bbc.co.uk/news/business-64246608?at_link_id=E2BA0E4A-9251-11ED-895E-87362152A482&at_link_origin=BBCLookNorth&at_ptr_name=twitter&at_campaign_type=owned&at_medium=social&at_bbc_team=editorial&at_campaign=Social_Flow&at_link_type=web_link&at_format=link

The something that has happened Capking is that online has been shorted and bet against to the hilt (as was most retail) and to fail but Asos is the first that is showing that it has bucked the trend.

THG and BOO should hopefully confirm the same trend next week and both looking very very cheap imo.

Would signify the first reversal if its less than 7.1%.

Personally I'd settle for anything less than 7.1%. 6.5% would be very nice indeed.

Prevent, Prevent, Prevent

https://www.bbc.co.uk/news/business-64231473

Was really hard to top up yesterday as it kept going to NT.

Temp problem already fixed and seller definitely looks to have closed the door firmly behind them on the way out.