Member Info for ProxLDM

No need to get smart about it - You have no idea the value of £5K to that individual.

That tells me enough on the kind of person you are, Your holdings is probably a new watch to me btw Icouldntcomment.... So don't be that person. Intolerable

£1.07 avg - The only way we'll see that number again will be a bid short term.

Myprotein were approached previously by mars but they sold to MM instead :)))))

Also Mars Acquired a few protein suppliers 2019-current so they will not be touching us

£25M is a joke of a valuation.

It's either ASOS or THG IMO - I'm leaning towards THG for their target, If there's a bid it better be published this time around so we can at least re-rate temporary.

Either way MM isn't selling any of this. When we re-rate a decision will have to be made to dump and say goodbye or suffer here for another 5+ years in the hope the company sees true value.

I'm in the same boat cantbelieveit - I'm sat in the red on a 6 figure investment in THG (Thankfully a low avg in the 50's no). I think I'm at a point now were my own stubbornness has me throwing more and more at it.

I believe in THG. I bought in prior to Ingenuity being a wonderful offspring with '£1B of rev in the pipeline apparently' - THG is disgustingly undervalued that's why I'm in it and refuse to sell.

I'll either take this down to 0 or I get my shares taken from me via MBO.

I will also be taking shares in the newco and took part in the placing thankfully. But I'm only here now because of my stubbornness - If I had a time machine I'd of avoided this company completely. MM has screwed us here with the split but I'll be a shareholder in both with the anticipation of possibly seeing Newco trade in 5-10 years time.

Watch the order book closely for some building going on - People know before we know. We know through order book/volume.

us LTH has been here for a few bids now. The book always builds beforehand to allow friends/family to make money come RNS time.

Moniman - I thought the exact same.. He actually confused me.

1%+ to 0.5% your dilution maths is off but a lot....

Unfortunately Mark a lot of us LTH would heavily disagree with you.

THG could tell the world they're going to make £1B profit next year and they'd still short it. The only quick re-rate will be a MBO.

I'll be opting to take positions in both companies I also purchased more through the offering.

My ONLY reason for taking it in both companies.

I am under 35 with the large majority of my holding in an SIPP - tax effective plus with a minimum of 20 years ahead to see it all play out.

If however I was 50-60 my play would be the opposite.

(Also worth noting MM is what 52 he will want his pension (Ingenuity) MINIMUM at 60) ?

GLA hopefully MM stops foo'kn us raw :)

There's me thinking my buy at 54.2 was a steal.... This is the worst share I have ever owned thanks MM :)

It is my largest single share holding I still believe this can be re-rated to multibag.... But it's a depressing share.

Thank you as always Crafty for sending through informative data/updates.

I bought more at 54.2 - HL SIPP (I've not received any letters just yet)

ATH I'll be building a Yacht named THG. GLA

THG has agreed to sell its portfolio of luxury goods websites, including www.coggles.com, to the Frasers Group. Ingenuity will continue to support the brand portfolio across technology, digital marketing and fulfilment services post disposal.

Why isn't this a bigger talking point? £48M of revenue.... How much did we sell it for? What multiple - This could be the business unlocking more cash for M&A

We are getting ready to purchase something or it was thrown in as a sweetener for the deal (If so what kind of revenue are we going to see from this partnership if this was also included)

3% is a 'pump and dump' hahahaha your stupidity never fails to amaze me. chat ****e 24/7

I too am now longer underwater after today.... If we hold!

The feeling of seeing that blue % (It may be small but it's still BLUE!!)

Must be sick today... He should be clocked in already.

He's under a PIP - SP has risen too much

I don't know if I've seen it mentioned on here before but MyProtein was approached by both PepsiCo and Nestle to buyout MyProtein before THG came in to buy-out the company...

Why have they never re-approached?

All city does is talk about THG - So it's going to be about them..

He/She has been wrong in the past but the last call around financials was correct. So I do actually believe there is some inside knowledge.

CitySpy implying an unsolicited bid for myprotein? I can't see it happening personally but you could see THG possibly shifting more focus into beauty and Ingenuity. Time will tell.

The pettiness on this board makes me laugh sometimes.... You never know who the real person is behind a username.

30K shares? Most likely just got her yearly bonus through and wacked some of it in THG.

Back at it again... I've no idea what that even means.

Note. He's cleaned up his profile? Got rid of everything bar that minecraft man and "Carlyle prepares to raise its biggest ever european buyout" from 2022..... No clue.

He was right on the date of publish. So he has some knowledge.