Member Info for onsolidground

Do they mistrust him 100notout or do they just pick on him and his company and thereby twist the narrative to also inflict pain on it's investors as well, so much so as to try and force them into selling.

Even a bat having just undergone 2 eye operations and still sedated, lying face down in a darkroom, can see how low this share price has been beaten down to.

On top the CEO has just purchased nearly 25 million shares for £8Million pounds at 34.92p, that price having been delivered to him by the market. Probably the single biggest top up share purchase in the history of the LSE, and the market then deducts a further 10% off that for those that were interested.

Interestingly if you check the volume from a few days back there was over 10 million shares traded on a recent dip day. So someone was imvho accumulating. Skilled though, in that they did it without raising the share price. Point being that there are buyers.

Unspecified and will vary across product categories from own manufactured protein bars etc with higher margin to royalties and licensing fees on others like the Greencore Sainsburys sandwiches, Kirstys Lunchpots etc.

Start shifting millions of these and irrespective they all start to add up.

Can't seriously be going unnoticed by FMCG and food manufacturers. From a standing start, they are now everywhere

The thing is 100notout MM is not getting any younger and his efforts thus far in resurrecting the share price have all failed (despite obvious good work e.g @ MyProtein).

The sale of Claremont Ingredients and accompanying comments after changed the rhetoric and probably opened the door again to sales if they worked for THG.

I'm with HappyInvesting who seemed well informed and that there will be more divestments to come.

Bentley Labs appeal to many, what with Trump and Tariffs would be the obvious candidate so long as it preserves THG manufacturing and interests in the US. Paid £180M for it in 2021. Lots of American expansion since and would attract a fair premium imvho.

Any one sale of multiple companies in Beauty or Nutrition just highlights again how undervalued the Sum of Parts are worth. Just compare with the present Market cap. Highly probable £60M VAT refund also in the mix also.

It must be one of the cheapest shares in terms of undervalue left remaining in the premium FTSE250.

Spending too much time on here stating what is inherently obvious.

Missed Asda and of course the expanded range @ Iceland now up to 3 pages and also Holland and Barrett.

https://www.asda.com/groceries/search/MyProtein

https://www.iceland.co.uk/search?q=MyProtein

https://www.hollandandbarrett.com/search/?query=Myprotein

Hard to visit the High Street or Shopping Centres anywhere now and not see MyProtein products.

This being THG Nutrition alone (beauty for Free) so hardly surprising that the CEO has sunk circa £68 Million of his own money into THG.

I see the Greencore partnered sandwiches and salads have hit the Meal deal stands and shelves and are now showing on the Sainsburys website.

https://www.sainsburys.co.uk/gol-ui/SearchResults/MyProtein

Expanded range also @ Ocado

https://www.ocado.com/search?q=MyProtein

Worth a bit of reflection on where these product placements and expanded range are now compared to the first launch in Iceland a few years back now. From Bars and Snacks, to ready meals, to sports apparel.

https://www.tesco.com/groceries/en-GB/search?query=MyProtein&inputType=free+text

MyVegan / MyVitamin products in Boots (if you scroll down and turn the page)

https://www.tesco.com/groceries/en-GB/search?query=MyProtein&inputType=free+text

https://groceries.morrisons.com/search?q=MyProtein

https://www.sportsdirect.com/searchresults?descriptionfilter=MyProtein

THG Nutrition alone must be worth far in excess of the midpoint of the £400M to £600M DSelkirk bid, and therefore more than the present THG Market Cap.

THG Beauty for free.

That's the madness of markets for you.

Davffed he knows the business is worth far more without him at the helm. That he stated openly in the Sunday Times profile piece, and all these shenanigans can't be good for his own health, existing conditions or itherwise, protein shakes or not. (Sorry to hear btw of your health issues Gary)

Tonight MM is staring at losses on all his own share purchases and even including the recents of £60M convertible loan shares @ 32p and £8M top up @ 34.93p. But of course he's privy to all the numbers and also importantly to all Offers for the business or it's parts, that have been turned down.

Markets are markets and the same companies get rolled over time and time again and someone always does very nicely out of it to the detriment of others time and time again, both down and up. Sadly this is one. Just simply look at the glaring disparity staring everyone in the face with APN below, thats on Revenue metrics and on Market Caps and also on the whole Sum of Parts.

I also happen to think they will divest further and in all probability MM will accumulate up to 29.9% (presently at 25.4%) then who knows what thereafter, Bid for the lot or retire and appoint a credited CEO with a history of delivery.

If he in the know is happy to buy and to buy big, then I'm happy to pick up cheaper than they and in stages.

Each makes their own button pushing decisions.

Sorry. I forgot to add in the link.

https://www.lse.co.uk/rns/THG/pdmrpca-shareholding-tr-1-notification-7vzzepeamcaiit2.html

THG Market Cap. (THG Nutrition and THG Beauty) £487.26 Mill

THG Nutrition 2025 Revenue: £607.7 Mill

THG Beauty 2025 Revenue: £1,108.3 Mill

Applied Nutrition Market Cap: £597.50m

APN 2025 Revenue £107.1m

Zero Beauty Revenue.

A few weeks back comments were made on THG and APN's market caps as they were reaching parity.

Tonight £110M swing in favour of APN, for a fraction of THG Nutritions sales and an even smaller fraction of THG Beauty and the combined sales.

And despite the CEO topping up with nearly 25 Million shares @ 34.93p

You couldn't actually make this one up if you tried.

Great believer in buying in stages and hopefully a chance to nab a few more in the coming days at my next buy in point.

Market Cap at close £487.26m

Selkirk Bid for THG Nutrition alone £400M - £600M

https://www.lse.co.uk/rns/SELK/response-to-statement-by-thg-plc-e3rw7vvgabgzb48.html

Then THG Beauty Businesses for FREE. Price paid + Year of purchase.

Dermstore. £260.9M. 2020

Bentley Labs. £180M. 2021.

ESPA. £68.2M. 2017

Lookfantastic. £19.4M. 2010

Illamasqua. £16.9M. 2017

Eyeko £16.5M. 2018

Acheson and Acheson. £52.8M. 2018

Christophe Robin. £44.7M. 2019

PerriconeMD. £51M. 2020

Cult Beauty. £291.3M. 2021

Biossance £15.7M. 2023

SkincareRX £4.4M. 2016

Glossybox - £17.5M. 2017

Grow Gorgeous - Undisclosed. 2016

Total for Beauty businesses = £1039.3 Million.

https://en.wikipedia.org/wiki/THG_plc

Have a good evening.

His best bet is to build his stake to just under 30% and then appoint a fresh CEO, with ideally an MBA, and a critical eye, to come in and deliver the shareholder value that is lacking. Whilst himself standing down and fading into the background like Stelios did at Easyjet. That in itself should provide some initial impetus but then back it with a Full critical review of the business, no stone unturned and get rid of anything not adding value.

Try Poppy Gustaffson, Ex Dark Trace CEO as a replacement, who last I looked was part of Government advisory.

Meantimes it might be worth having a sit down with one Mike Ashley and ask him what exactly he did to get the Sports Direct / Frasers share price from 30p odd to £8.00 plus, and after the City played down and constantly beat up his stock. Good case study. Should have, could have done it last night at the Newcastle Man Utd game, a sport dear to both their hearts.

Market Cap. About £500M and placing it exactly in the middle of the Selkirk opportunistic bid of £400M to £600M for THG Nutrition ALONE.

THG Beauty a £1.2 Billion revenue business valued completely FREE atm.

Stanley, only expressing an opinion as to whether being in the FTSE 250 is that beneficial to THG, all things considered.

There are things that are being done which are beneficial: like selling Claremont, like cutting debt, like reducing headcount, like VAT reclaim, like good growth numbers, and then of course there is the clear undervalue in the Sum of Parts.

The full package unlocks the full value imvho

Stanley I hold a few so am more entitled to comment than most

Just point me to what I said that isn't correct?

Thanks for advising The.Italian. I don't think it makes any difference whether you are in or out as I read recently that the FTSE250 is one of the most shorted indexes in the world. It's also where most takeover candidates come from, just to balance things.

THG's Dream team at the top certainly seems to attract in the wrong crowd for sure, but then again when you haven't seen any profit since flotation, and having bought over £1.2 Billion of beauty businesses to boot, don't pay dividends, don't do share buybacks, shut the door on all bid approaches as undervaluing the business, and whilst nearkly 3 years on are still unable to deliver supposed significant undervalue, and have an IR department that doesn't communicate with their shareholders, what really do you expect.

There are many many other shares out there that do all of the above, hence why no institutions seem to be even remotely interested in owning ro topping up on THG shares at the moment (except Mr Moulding).

Sad but true

Probably down to the dream team THG have at the top and their ability to promote and sell the company to others.

Today though it seems to be following the FTSE250, then add the normal THG discount on top.

You would have thought that the wholly seperated THG Ingenuity with a base in Dubai might be more susceptible to price movements but on JP Jenkins it's sat as solid as a rock and unmoved at 150p.

On whey. Not personally seen too many cows in the Middle East, due to the arid and desert terrain, nor any drone with Daisy the cow graffitied on them

But is what it is and the price you see is the one you pay or receive if you buy or sell.

Always that select band of shares that have their prices manipulated and played with, good news or bad, and irrespective of the worth of the underlying companies. Certainly not a British Airway or a TUI.

Luxs if you think Moulding is there for self gain (Everyone is btw) then by that same logic what should you be considering if it gets back to the level of his recent buy, or indeed cheaper?

No point moaning if the same price gets presented to everyone imvho

Oculus, if you'd seen how the share price was treated at the time of the last update and whilst barely having had time to finish your tea, leave the Conference room and have a shake of the leg, what with the flash crash, why not thereafter just bide your time, let the manipulation take it's course, wait and pick up your shares on the cheap. Had it not been for the flash crash and the market doing him a favour he would probably have been buying £8.5 Million worth at 52p.

Got them as well with the benefit of knowing virtually 2 months worth of Q1 trading numbers.

Just a little more and we can all get the same price.

And it puts it int territory where we all have the option to top up at the price Mr Moulding paid, or cheaper still. £8.5Million spent at 34.93p

Price(s): 34.93p

Volume(s): 24,395,170

It's a funny old world that the purchase of the above amount of shares hardly even shifts the dial.

Well if the CEO wishes to spend £8.5 Million buying shares in THG, and of course he'll have the benefit of nearly 2 months out of the 3 in the first quarter, then that's fine by me.

Last time he bought big it wasn't that long after that they divested Claremont Ingredients for double what they paid and reducing debt.

Expansion into Canada, The Greencore partnership has been announced and the Bristol Lookfantastic store is opening on the early side of Spring, in 3 days time. All 3 could have beeen delayed and waited if the sole intention was to buy super cheap, without any supporting news.

The market delivers the price and its there for everyone including Matt Moulding with £8 Million.

You decipher things as you see fit and I'll do likewise.

GL