Member Info for ProxLDM

Calculate the footfall those 40K stores will see....

How many eyes does that put on our brand?

I am a BIG fan of the offline model, so much so I'd trade margin for revenue anyday of the week on offline.

I'd be happy to walk away with 1-2% bottom line from offline

That's the value I attribute to the cost to obtain those additional eyes we would never of seen before without spending ridiculous amounts of money on marketing.

Offline + Clothing. THG's easiest wins right now to grow Nut....

The BOD are still a DISGRACE!

We're up 15.72% on the day yet I'm still about 20% down on my SIPP shares of which I have at an avg price that should never of been possible to buy at in the first place!

BUT as I said THG are 2 updates off showing the results the market wants.

90p SP in Apr'26

Which II voted against the Chairman?

It has to be frasers? Who else can push the vote that much us PI's don't hold enough or it was 2-3 II's alongside PI's

That's a massive slap in the face that! 20% against you

Demand is back in the order book.....

Shall see how the day plays out

It literally all depends on the American's now...

This morning the order book was looking like buys outweighed sells by about 60%

Currently 30-35%

Volume is a little slow currently to warrant a 36p finish but around 2pm we normally see the next uptick in volume.

Order size shows me demand too which currently looks positive that and the type of trades happening.

To me it looks like less algo's trading and more PI's today but I'm just a random bloke on the internet.... What do I know :)

I said 36p close.

Let's see how the day goes - expect a fall around 4pm as CFDs close (Unless desperation is that high to absorb the pressure)

Offline expansion across the US has been particularly pleasing with an almost 5-fold increase in doors expected during the year to c.8,400 (2024: 1,500). Notable US wins include listings in Walmart, CVS and expansion into additional GNC stores.

· Myprotein's move into both the offline and licensing space will see c.45 million units sold via these channels during 2025 through >40,000 global doors by the end of the year, enabling Myprotein to reach millions of new customers and further amplify brand awareness. The retail sales value of offline and licensed products is expected to be around £170m for FY 2025.

c.45 million units sold via these channels during 2025 through >40,000 global doors by the end of the year

Do you understand the sheer marketing cost to acquire the eyes of X amount of customers? That's not something you just breeze over in a report.

I reckon SP will be around 40-50 range upon re-entry :)

That's exactly what I'm feeling this morning Shabz.

I knew THG was a clear buy around the 22-25 mark easily and I was battling myself for days to jump in on the trade having averaged down about multiple times in THG. I don't trade like that at all anymore so the emotions were high

This morning I can finally look at THG and I'm breakeven.

What a battle this has been.

THG will re-enter FTSE250 next cycle and we'll go in higher with a much more secure position.

This is the start of the turn around for THG. Just like I said and have been saying for the past 2-3 months

FLY ON!

Watching this book is making me hungry for my morning tesco imperial brand vodka shot aint that right stan? or Moni or Steve.

Cheers all

36p close is actually very achievable...

Yeah basically but slightly different - Both work on margin.

It'll cost about £50 a day to keep open min then you're looking at another £20-25K to close the position

If I closed it in 1 trade spread would be all over the place & I'd probably only come out with about £15K-22K on a £230K risk

I could afford to run my trade until THG got into about the 15-16 range then I'd of been in trouble.... But I had confident in the reports that come across my desk.

US LTH know THG is not worth this price. I'm still down 20% on my SIPP shares

We are in for a weird day if this continues....

The book is all over the place - Demand is HIGH! Continues we'll finish a 30/40%+ day easily. See how the yanks like it

I told you so.....

I told you I was entering a CFD for this exact day - I'm up 5p on 1M shares, cream a little off the top as the day goes on.

Play was obvious for us LTH

Happy Wednesday all lets hope there's more news landing later ;)

No link nor recorded apparently

Exactly that.

If you can afford the borrowing and THG recovery timeline is short CFDs are the play as that's what I've done to recover.

It's of course extremely risky as you are trading on margin but it allows me to trade more aggressively.

THG at this price is a steal, I would love to liquidate everything and dump it in at this point as I don't understand how this falls below current range.

MM has the say really here and I don't think he'll lose anymore. NCC Jab by his response shows me he has been humbled and acknowledged the SP destruction. I think the CLN was his last attempt of buying time before he got ousted.

Charles is big on succession planning and that's what he's done with THG (So he's been earning his money setting up the internal structure)

MM will be leaving THG. It's just WHEN!? I think within the next 2-3 years depending on performance, he can't dump THG on someone in the current state so to me this is his last battle for THG. Fix it, hand it over and take a chairman/president position.

AGM very very soon...

Where is our published list of Q's that were submitted beforehand?

I hope Matty boy is on stage sweating buckets

Keep climbing THG - I'm B/E on a few more %

CFDs in the money heavy, shares under HEAVY!

Trading pattern.

Trading pattern has changed and algos have adapted to the new environment.

Dropping out of the FTSE250 will be better off for us all - We'll enter again come next review as THG will be around 40-50p range min IMO

Is it being streamed/recorded? I couldn't see a link

"E-commerce retailer THG led the FTSE 250, up 6.1%. Cybersecurity company NCC was the worst performer, down 3.6%. Mid-cap housebuilders in the red included Vistry, down 2.1%, and Bellway, down 0.4%."

Messages can be subtle. That's funny.