Member Info for Polishcap

I believe reviewing 1 pencils rules 8 and the ipo selling shareholders documents you have major polarisation in opinions

1 corner MM JG IM leahy Tom hunter even. The old chairman Angus Monroe made a killing but still holds 900k shares (those who made a good chunk off the ipo so and just want control so chilled)

VS

Those who ain't sold a bean but been. Invested a long time Who are now in red majorly (sofina even mark evans harbrook ain't sold a bean)

VS

Newer shareholders with no emotion but have been opportunistic at the current bargain basement levels

(think Kennedy Tim. Bunting lots of us on this thread)

The lord and sue Farr and others need to democratically address this come September if matt doesn't.

Fair play

It's also very interesting the media now attribute a value to the asos big

Fully convinced the apollo thg offer will come out when the time is right all

HOLD For GOLD

Market seems to think so

I don't as well but all. I know is Monday will. Be fun

Glass 3 quarters full rock come on

Did you see the telegraph article (the Danes bestseller biggest shareholder eyeing it too)

Main message is look at the premium vs the current share price and apply to. Thg (2.5 - 3 without any real increases on initial bid)

Any retail. Holder selling thg is mad though no one is from. Trading patterns I review

Qube are clowns.

Interesting.

These are the clowns that drove credit suisse bust

Dangerous dangerous people

Just qube setting the algo up to slow it

Clowns qube

Can only think they did it to scare people. Into liquidity

Will back fire all genuine holders not interested in selling

As hosai says fever greggs any consumer manufacture owned brand trades on 20 25 30 multiple

Myp is 1.75bn all day alone

5m trade defo. Not kelso but let's see

Tree shake over

Wonder if the mm funded security team are on the doors

Where did the liquidity come from for the uT

It wasn't kelso otherwise you would have your rns from them

5m is nearly 0.8 per cent of shares

Tree shake on to recover the liquidity of shares

Hold. For gold

Crackers

The market is always right though :)))

Nutrition should. Be well over 100m ebitda 2023 with the sweet whey index shaping up at 40 per cent run rate ytd

New number out tomorrow

Thg spends roughly around 250 to 300m plus annually on whey so it's huge

One day the market will wake up

We sell our own In house manufactured protein sports nutrition and premium luxe beauty with controlled distribution channels (not mainstream retail but salons etc)

Bucketing Thg with asos and boohoo is like saying an online washing machine company and a sock company are all the same as they all sell online. We and our supply chains couldn't be much different to be fair

Relax if you're after the jackpot this is all academic

Feel sorry for any thg asos investors

At this level matt should be doing a mega deal for it get in our spare capacity super hubs

Market cap 360m asos

Also are there no rules regarding NEDS

13 years must be a record for a listed firm

Get that but it's all about baby steps

Getting one of matts henchman gone and replaced with fresh independence would be a coup

Rome was not built in a day!

Possibly could of spiked as he was of course leading the belirion balony bid

Nearly 9 per cent voted against 2022 just checked

Big outlier versus the rest that remain on from last year. There are a few lineup changes

Can't all be retail investors must be a big institutional sick of ian 13 years mac

Still don't buy the 135m is coming without a whale

Case In point matts post yesterday. The hardest ingenuity project yet matalan completed without more capital so what itemised things are in the 135m

There are some amazing things about thg. Look at asos scrambling around for 75m at 450m valuation

Thg took 500m off Softboys and 850m on the ipo at 5 6 bn valuations

Hold for gold here

Global e Vs ingenuity

Have a look at below 1st quarter earnings released definitely a solid benchmark apollo bod will use as a proxy for ingenuity

Am I missing something with our current share price. Nuts

https://investors.global-e.com/