focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
What’s clear is like the half year
This company is a proxy bet on sweet whey
Beauty and ingenuity ebitda questions why they aren’t sold or binned in the case of the latter and it’s huge wage bill
Crafty are you manifesto in disguise
He came up with plenty of wishful thinking then got exasperated and worn out with the share it does that to you
Vivek said its a “superhighway” a superhighway to bankruptcy with the amount of thumb twiddling 80k account executives it has on its books and never mind web coders
Complete piece of dog muck ingenuity reselling couriers that’s about it
The CEO couldn’t sell a sausage
Gives out a few freebies and can’t price up a contract to save its life
Look at the first few ingenuity clients they referenced when it ipo they’ve all long gone and you hear nothing when they go
Come on Apollo put in a 80p bid and you may get it
Re ulta beauty
Very easy to understand volume is migrating to Amazon
Never before has Amazon had the number of “prestige” beauty brands as it does now and that will only snowball
5 years ago there was a deep promise by Thg the brands would never list on Amazon but now there is no stopping them
Puts middle men like LF under massive pressure as there is only 1 winner here down the line
Mm checklist before departure
Sort out gallemore and cfo for free shares check
Sort out huge dilution for crap performance check
Sort out my rent increases check
Sort out the poor shareholders who pay money to invest no check no check at all
Next years super dry this if no one saves us
Let’s hope Nelson peltz joins or someone can do what he’s doing at Disney
I remember when everyone was getting excited at Sparta
Madness
Time to get your votes ready for agm
1 year after Apollo and look at the state of it nildividend as well lost