Member Info for onsolidground

Its based on Barclays analysis so not paying too much attantion to it. They coul;d have focussed on the Citigroup broker note instead. All I'll say is good luck trying to get Nutrition for what they value it at. Two hopes of getting it anywhere near that.

There is though one very good paragraph in it

"There’s no immediate need for funding. The group had gross cash of £537 million at the end of 2021, and an undrawn revolving credit facility of £170 million. Meanwhile, THG’s already completed a good chunk of the investment needed to kickstart Ingenuity."

Cash + Beauty + Nutrition + THG Ingenuity

Market Cap?

My prediction is that after all of yesterdays goings on and the day before it can't be far off.

Slightly shortsighted katstrangler when you mention the economy. They sell products in 65 countries.
But fair point made on the volumes.

The press and media have grown tired of the story as its now being managed and not in the press. I'm flying out later this month with Easyjet and have been monitoring departures and arrivals at the airport I am flying out from and the spanish cabin crew strikes have been resolved and generally flights are getting off on tome or within half an hour. maybe the odd one that slips through the next. Its rare that the press report good news and I have friends who don't even watch any news for that very reason.

ryanf I am not here for short term gains. I'm after the next bid or the proper realisation of value by spinning off the divisions. Citi say that the present SP doesn't even fully value the Beauty side of the business with Nutrition and THG Ingenuity for free. Just after transparency and a level playing field.

We weren't meant to see it. You'll probably find that between all the camouflage and subterfuge that goes on with market making on this share that its actually two buys. In a world where people are meant to act with integrity, respect and civility why is it not replicated in the financial markets, for instance delayed trades, 4.30 auctions, putting share prices into auction, shorts positions and actually selling something that you don't tangibly own, manipulation etc then I'll bet if you took all of the above out of this share it would be sat immeasurably higher.

Somebody booking their entry ticket to the next update. Isn't that how markets work?

c.5% discount to Matt Mouldings the CEO's £821,000 recent purchase and c.25% discount to Lord Charles Allens recent £1 Million purchase.

https://www.lse.co.uk/rns/THG/directorpdmr-shareholding-ubyz267i0cq703w.html

https://www.lse.co.uk/rns/THG/directorpdmr-shareholding-2os1j9sglapqojg.html

6 Million trade slid through at THG when it was quiet.

Worked buy imo. Institution or short close. All done on the hush.

Had it been a sell it would have been broken up and we would have known about it.

Nice spot. Probably explains what all this back and forth at 67p and the recent trip to 65p was all about. Slipped it through when the bulletin board was quiet.

Aug 4, 2022 15:55:03 67.88p 6,116,326 £4,151,762.09

There is a really nice recent example mentioned in here about how THG Ingenuity worked with Elemis.

https://www.thgingenuity.com/resources/blog/the-resilience-of-the-dtc-model

Definitely a different atmosphere prevailing now compared to this morning.

How quiet and unfrenzied it is now with the seller cleared.

He won't be giving his shares away cheap that's for sure and the recent top up tells you that.

Why do you think was the purpose of splitting the company into 3 seperate legal entities? Probably worth reading up on.

They are done for now hence why you got the two big trades as a signal to let you know. Should get 2 RNS's I would expect over the next 3 days excluding weekends. One probably Jupiter selling with the other being the purchaser.

The 2 Mill & 7Mill large trades say they are departed.

Unfortunately they have all had to surrender into silence. For once managed to call my buy in here just about right at the bottom.

Ikn the THG side is informed speculation as opposed to nonsense. Check out the business acquisitions that THG have made since listing and how much cash they have on their balance sheet, Matt Moulding also being a shareholder in REVB.

Its a folly really. Up to 70p then down to 67.5p and no great difference to the trading volumes.

Everybody here knows 2 Directors bought significant amounts of shres at higher prices and most comparative Beauty companies are reporting strong results and valued more reflective of their true worth. Nothing even in the value at these levels imo for the MyProtein side of the business and for the powerhouse that is THG Ingenuity.

Have to agree with the 2phevs and others that Moulding should relist the Beauty side in the US.

I do btw also agree with you and what IR say that they have the right strategy in place. They are multi channel with digital and now service 65 countries across the globe but have also established presence in c. 15,000 prominent retail establishments. From Boots and Superdrug in the UK, To Walgreens, Target and Ulta in the US, to 270 Watsons stores in Turkey, 470 Priceline and Priceline Pharmacy stores in Australia etc.

I'd say pretty well hedged between both digital and bricks and mortar and good to know they have advance stocked ahead of 2H and the Festive season.