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The share is doing nothing for hard working paying investors
Risk free is 4 per cent
Other companies are doing buy backs
Other companies are issuing divs and specials
Other companies are going USA
Other companies are getting knocked off
With Thg there is just a silence a continued deafening stench of silence and the market is disgusted by it
Struggling like hell
We are eating their lunch
Long may it continue
The current economic situation should play to card
It’s a reason why the company is doing well
I’m not fussed on online card penetration online is going the wrong way due to ever increasing higher delivery costs on such a low basket level
However this board need to get a grip on the comms to the market as they like let us be played around like a piece of trash
Get it sorted Darcy and the German cfo matteas
Because Thg psses money against the wall on poor acquisitions
How can glanbia sharp as ever get their full year out for end of Feb whilst Thg waits till snooze fest near start of may
It’s so poor that new CFO looks another mercenary as well
This could collapse if there is silence from now until the finals as the market detests the share already
Shhhhh
Keep it secret !!!
Some strange cats
Have a look at nutrition last 2 quarters pal
It’s in mid single digit decline
Ebitda will also be feeling a pinch after recovery of whey
This is he problem with thg and why now it’s trying to get water out the boat in the form of redundancy
No growth poor margins and no chance it hits 160m ebitda 2024 without a miracle
100 take out
Mad
They probably dish out 12 to 15m quid on uk couriers so that for a start could of went on yodel to sort its operational issues but they probably don’t want to do the hard work
They Thg don’t nothing special currently other than resell courier rates to ingenuity customers they don’t own any infrastructure post it leaving a warehouse vs Amazon Iceland Argos etc top notch after sales
Noted in your other comments
Getting embarrassing this now
Apply wincantons multiple on takeout to card and you get a card valuation of over 900m near 280 pence
Card by the way has a huge ebitda per centage vs wincanton who is low single digits
Does everybody in the city just hate card shops ?
They should of sniffed around yodel which would of turbo charged ingenuity’s offering and would of been very valuable
Don’t think they have expertise though in the team
The commercial model of ingenuity is just so manual and slow probably so many meetings about meetings to check how it will all fit together
Allbeauty and Holland barratt the 2 main ones of scale will take 2 years end to end
They need to get much slicker at it
Hopefully this new chairman will give our governer the Bat fella a good pointer just bizarre how that was not rns and why will he not join main bod