Member Info for Polishcap

Not recording my early morning modest top up

What games these pirates play

Wonder what's coming Thursday

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https://www.standard.co.uk/news/uk/amazon-prime-iceland-supermarket-groceries-deal-b1106556.html

Thanks for reminder

Let's hope vivek has his harpoon and lands a moby dck

Fever tree has put out in my opinion a poor update and stayed flat crazy

If thg did that it would of collapsed 20.per cent

If thg Meets guidance at agm declarations should ensure moderate blue

Anything more will be upside

Don't forget the fugazi took 15 per cent off last week and no conviniently back up 5p

Want to hear more detail on the magic ingenuity 1bn gmv

Absolutely shambolic equity market

Good to see dx parcel get taken out too yesterday

I define milkers as those who sold 90 per cent plus of their holding on ipo

The megastars tycoons leahy evans hunter etc have not

Great table you and belirion are another per cent! This board and adyen probably takes us to 70 per cent not many parties then just few die hards with far too many shares

I had a look through the ipo pricing document

This roster has very limited loyalty to moulding now if apollo come back as not many minted it and all remain

The only milkers on the ipo kkr Cookson bits and pieces staff of others have long gone

The cornerstone ipo investors apart from Qatar are long gone. Median are long gone after losing a fortune.

Feeling the drama is coming. All that is left are commercial animals in the 35 per cent club

Jon Taylor great post but the price is 86p.not 100p so enjoy a 14 per cent fugazi discount

Convinced last week was the shorts shaking so hard with the mms

Otherwise if your qube why are. You reducing your short 30 basis points from start of August at 100p and over the pirates

The numbers will be good and have to be better than guidance. No way a trading statement on 21.6 (9 days before close of period) is then getting adjusted it would be farcical

Directors buy before the door shuts on 30. 06 as the closed period is then

Good luck all. Maybe more volatility tomorrow but convinced tue wed is much better into Thursday

I will be contemplating a large spread long on IG tomorrow lunchtime if the fugazi gives us any further opportunity

Morning boom and all

I get your points on beauty. It must deliver 4 per cent ebitda for me Thursday Minimum. Don't care if sales decline 7 to 8 per cent for the half.

I do still Think it's worth a billion easy to a trade buyer be it Estee lauder loreal unilever walgreens etc. The money THG has pumped. Into acquisitions is phenomenal.

The difficulty in the deal is maybe that post deal it physically stays in thg warehouses and is an external. Customer to ingenuity just like the ondemand principles.

Thg beauty has it all key features turnkey for would be acquirer . It's Own brands supply chain manufacturing, total global coverage manufacturing, sampling, npd, hotels spas all. Types of beauty needs hair skin nails beauty electronics etc big webstores b2b. diverse brands. It really is Broad.

No doubt though people just want to. Buy their brands at best deal and so it's a tough fight especially is more brands sold via salons go on amazon.

Note the super m and a in beauty too at eye watering multiples vs our current divisions value

Let's hope there are some sparklers on beauty as moukding said 2 years ago it was getting spun off but never happened anotner token lie

I wouldn't write It off at all but Thursday is absolutely a defining moment for me

I agree

And they are allowing qube to milk. This again

Back. Down 1 point

They are rodding us

Why did we reject apollo can someone answer that if this is the alternative

Moulding has to answer this if we persist with listing publically

Feel for the poor basards on spread long

They could be doing this so they clear the decks

Balony

The worst case scenario of this is that it gets hostile and nasty with apollo if moulding let's this continually get abused by market forces as he has done up to this point

If they wanted in April they'll want it. More now with the whey npd Iceland efficiencies annualising

So moulding has his window to sort it or hostilities will begin I think end of October

Our activists have been quieter than a winters morning on Bodmin mooor lately

Wonder if all the team are back from. Holidays

Whatever pops up out of thg next week expecting some sort of reactionary statement but it's far too token

Qube and Co will be working this harder than the amsterdam red light district today

This week's moves are all on them imvho hence their declarations and who knows on the ones under disclosure

Good spot sir

So book value acquisition beauty

Bentley

Cult

Derm

Acheson acheson

Espa

Glossy

Md perricone

What's this close to a billion pumped in acquisitions easy

Anyone thinking that isn't getting recouped and more is deluded

Next bid Won't be far away if weeks like this continue

WTD nearly £100m market cap in the bin bleeding on manipulation again

Was it really worth delaying it moukding and BOD

Something must give sooner than later

I had an hour to kill last night in the airport lounge

I listened the we cast of the full year all 2022

Made me bullish and very Intreiging mouldings statement on nutrition

They run hand to mouth on supply chain as thg vertically integrated therfore very sensitive to the changes in whey price quicker.

Biggest competition is off line totally different 9 10month lag

So we suspect little forward buying so one would hope phenomenal exposure to the collapse in whey we have seen past few months

Just should. Put you at ease if any turbulence and qube running suggest they don't want to carry the bet into the 14th.

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https://stream.brrmedia.co.uk/broadcast/64185dd837aa9c3b3147f16e/643e4d62a00d5013a3a7be65

Down again the horrible rats

Wonder why

Https://www.telegraph.co.uk/recommended/leisure/best-protein-powders/

Touché boom. I just want to see numbers no point in delaying them nothing to hide now Pandora is well out of her box

I am hopeful it ls worth the wait

The gallemore buy screams that they are excellent. This is a man who sold 4m shares at ipo and never bought a bean until June 2023

He times things well