Member Info for onsolidground

Try somebody like Doug Barrowman,

He likes the Channel Islands and imvho has plenty reason to remain anonymous.

Has interests all over the globe but was in the UK over Xmas and the New Year.

It can't be Moulding as he would not be able to switch it offshore and not declare it.

Besides imvho and being equity as opposed to cash rich he needed to downsize his holding to upsize in THG Ingenuity.

Could be anybody. These deals get brokered and somebody pockets a nice commission, maybe a slight discount in price to transact all at once.

My monies on a Selkirk associated HNW and that imminently Part 2 of a wider plan unfolds.

Green hydrogen landscape transforming right in front of peoples eyes.

None blinder than those that choose not to see...

Hopefully hopping over the 40p hurdle imminently and building a head of steam into what should be a very good next update, all things considered

dyor

Not been enough shares transacted for what MM would have needed, plus all other players everyday needs since he reduced 5%.

New face more than probably.

Shy though!! Specifically doesn't want to have anyone named as a Director or beneficiary and hiding behind Channel Islands anonymity

Was actually thinking mores that it might be someone of High Net Worth connected to Selkirk stakebuilding. Possibly having picked up in one go the full amount of what MM sold. Could be handy amount in due course if Selkirk RTO at 49%.

The thing is, if Sunfire can get this guaranteed financing then I don't see why ITM can't.

That being the case it would leave a lot of cash sat on the ITM Balance sheet for the benefit of shareholders.

Found the link with ourselves and Sunfire working together for RWE. Something nice brewing, hopefully on a utility scale, in Germany with the National green hydrogen pipeline

https://www.rwe.com/en/press/rwe-generation/2024-09-11-rwe-commissions-sunfire-and-bilfinger-to-build-third-electrolyserplant-for-geth2-nukleus/

Https://retailtimes.co.uk/myprotein-and-cupp-launch-high-protein-bubble-tea-range/

https://www.cuppbubbletea.co.uk/

I think everybody is just sitting tight and waiting for 1 of 2 to make their next move.

Things seemed to change yesterday and its started the same way this morning.

Indeed Christmas winner but 280p.

Anyone would think they were Asda.

It has to be all short positions and manipulation.

Sounds like there is a lot of news imminently coming out of Germany.

Haven't we been involved with Sunfire jointly on a large RWE project in Germany?

Was 69p when mentioned and after a small dip rose to 87p. And admittedly is now without lease liabilities and the high capex of THG Ingenuity.

Should be interesting from both a share price and predatory point of view if THG Nutrition continues to show improvement. Plenty signs there imvho.

https://www.proactiveinvestors.co.uk/companies/news/1029785/thg-mulls-us-listing-for-nutrition-division-1029785.html

Moniman, being as we seem to have lost Crafty you seem to be the go to source these days for comparison with Applied Nutrition, which incidentally hasn't moved at all today (In fact it's marginally up)

How many years, and indeed how many multiple millions are they behind us in terms of buying food manufacturing knowhow, product development and establishing partnership relations, and getting anywhere near the same position as ourselves in this food (fmcg) space?

I'm surprised Kelso haven't started beating the THG Nutrition drum again, but then again... maybe not so surprised...

Not wishing to be funny but the market makers would probably have had more shares traded today if they had taken the price up instead of down.

Maybe now we are Remainco (Nutrition and Beauty) are demerged, the City Office should deliver the dealing rooms and market makers some freebie Myprotein lunchpots.

Much the same at Iceland Icc and pleasingly the new products are shifting well.

Picked up 6 of the frozen ready meals and got tempted by the Kebab meat and the new Barbecue chicken skewers. Actually got the last 2 of the Honey, Ginger and Sesame chicken and rice frozen meal which easily looked the best seller and threw in a couple of the new Wellness ones for a bit of variety.

(No huge volume today be fair and more being thrown away today to try and pick up stock than actually being sold imvho)

Cost saving for THG Remainco if they don't replace JG and Greg Feehely may? have become the THG Ingenuity IR liaison point (or gone)

Yorek

Kirsty's at last count had doubled the factory output to 200,000 units per week of these. It might be more now they are in Morrisons, Sainsburys, The Coop, Nisa, Dunnes, Tesco Ireland... You will probably recall when the Iceland deal went online and peopel were saying it would be nice to see these in all supermarkets. Well there you have it and I'm just off to pick up some of the news Iceland frozen ready meals again.

For those in the office those lunchpots are £3 with a Nectar Card at Sainsburys and a couple of minutes in the microwave. Winner winner, chicken dinner, as they say.

There's been some good progress on MyProtein this last quarter or so from widening of ranges in existing stores like Sainsburys, WH Smiths, Yoghurts and Desserts, Pancakes, Southern Comfort tie up, onboarding Legend one of the Gladiators, domestic production in Japan, new products and range in Iceland and these new lunchpots in many stores to name but a few.

Missed the decimal point - 0.28p

Making its way back up to 28p no doubt

Say he (Iain Mac) goes away with it and approaches and FMCG for funding. They might actually say thanks for bringing it to our attention but we have a better plan. When the share price is where it is and the countdown clock of FTSE 250 inclusion in March it might be worth keeping an open mind and some lateral thought as to who and what might happen.

AN is the ready comparitor for THG Nutrition.