Member Info for Polishcap

Extra Xmas present of more Dilution through staff shares too coming 30m shares last year

Santa moulding is on his way

Be very wary

When something is too good to be true it generally is. 2.95 is cuckoo as it would of well happened by now for a lot less . I'd take 1.50

Nutrtion. Solid but only because of whey price which can go anywhere.

Beauty. Structurally changing and pedalling very very hard to remain at 3 to 5 ebitda. Brands popping up on all different channels and their own d2c and the salon only distribution channels is being dimished daily. Own brand beauty maybe but again no padded put visibility on

Beauty store

Beauty own brand

Beauty manufacturing

Ingenuity. Write it off. No strategic breakdown on gmv revenue per client Capex needed to serve it On an item. Level etc

You have more to lose than all of us cantona but be careful having blind faith in moulding

I just have my lines Now and another harsh winter awaits us. Kelso are just a buzzy fly to moulding ear

Between now and then though anything could happen if they dont properly get a grip. Of this ingenuity division with strategic detail as earlier stated .

The supposed diviosn that gave it a 5bn ipo value could truly bankrupt the whole Company. It is a black hole.

Nope Still in as My average is 65p

Really angry with myself though and Seething with moulding. He could easily take us down. He is a mad man and control freak. Even takes today's investor call. 6 people in the room with him yet he answers all the questions

How all of us have let 2 opportunities to sell for 100p are kicking ourselves

Ingenuity needs to just stop all spend on it and basically what we have we hold.

Is a major drag and big black vertigo

How much salary is housed in that unit is anyone's guess

We are basically all betting on a sweet whey commodity. If that goes up this is a 20p company

Charles@global.com

What a prck this fella is silent as lamb for his 400 bags a year

another 2m cash a year ****ed on this unless it makes it back on marketing

we are throwing good money after bad to quell mouldings punts

It needs a simple table

Client 1 client 2 client 3 etc

Gmv and rev to ingenuity columns with effective percentage

Maybe 1 for. Today 1 for 12 months pipeline 1 for 24 months 1 for 36 months with corresponding Capex needed to deliver this

Otherwise it's 0 valuation is deserved

Bananas isn't it

The money blown on ingenuity and beauty acquisitions is truly frightening

But Hindsite is as valuables as it is useless

We are a pure commodity play to protect us from 60s 50s and v that is sweet whey

Watch it for your lives if you hold till the end

Babbling on about AI

What a conman he is

Corporate fraud on epic proportions this ipo

There is one good

Whey has collapsed giving them great ebitda

Other than. That it's awful

The other 2 divisions are worth 0 thats why they are valued as they are

Some crazy people think they are getting more than 180 etc dream world

Beauty will be screwed once amazon get more brands on loreal unilever coty etc

1bn pound on beauty acquisitions generating 10m ebitda not profit ebitda

Worse than everton and man utd signings

Unfortunately not

Tell you what the whole value of our investment is intrinsically linked to whey prices

We would be screwed. Feels like a penny stock miner

As for nutrion revenue all this baloney about deals and stores

B2c is down a lot being propped by Iceland probably but no visiblility or. Mention as usual

Defo m and a soon here

Compare nutrition to glanbia it's woeful

Beauty getting pumelled by competition and own brands clicking on d2c. They got their pants pulled down on all acquisitions.

As for Ingenuity bin it a load of hot air

Take 140 off anybody apollo etc

Moulding is a con man ladies and gents

A control freak serial liar

Even 65p averages isn't strong enough

1bn of gmv ingenuity. Absolutely dreamworld

SACK THE BOARD

Apart from nutrition and whey this is a pile of garbage

Will be red today. No doubt

It's a great post

Beenfit of doubt is still with moulding pending tomorrow

Get a good night's rest all!! Strong Jamesons for me tonight

Yep put us out of our misery moulding or apollo will do it for. You

Getting absolutely rinsed by MMs and qube sn't the alternative that maximise shareholder value

Spot on sir

2hrs 25 mins more of putting up with the fugazi

Don't give your shares to qube!!

He needs to come with a bazooka tomorrow. I'm expecting more than numbers

Bring a fcking tank to a gun fight as the daily volatility on this share is absolutely pathetic and makes it uninvestible to any shiny squeaky clean II regardless of listings

Average daily moves of over 3. 5 per cent is just pathetic

All the conditions are in his favour and he can't let us down again