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Positive update yesterday that the new THG warehouse will be ready for tours in September. However referencing that research is available from Zeus isn't of much help seeings its behind a paywall, making it quite inaccessible for retail holders. Has anyone viewed this and able to share, or recommend how to gain access to this?

100% right TechObserver. And consider the following:

In final results NAV at 671p, with Revolut valued at 85p of NAV.

Currently SP is at 350p, a 48% discount to NAV.

But with Revolut valued at 65bn now instead of 45bn, this would imply 123p of NAV.

So taking out Revolut from the portfolio, our SP is valued at 227p against a NAV of 548p. A discount of 59%, surely the market will clock on here soon!!

Technically looking strong here - golden cross approaching, and last time this was crossed the SP rose 40% to >£4 in short order

Also makes it much easier to scale into new countries, significant growth potential here has now been unlocked

Lots of UK brands using UK fulfillment centres:

Here are notable brands and retailers that currently use THG Ingenuity’s UK fulfillment (operations like warehousing, pick‑and‑pack, courier integration):

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🧴 Beauty & Personal Care

Cult Beauty utilizes THG’s automated NW England warehouse—leveraging courier systems and achieving ~£6 million in postage savings across UK & international markets .

Holland & Barrett has a 3‑year UK & Ireland fulfillment partnership with THG Ingenuity, including automated sorting and courier management .

Biossance, Dermstore, and LOOKFANTASTIC are listed among case studies using THG Fulfil in the UK .

🏠 Home & Garden Retail

The Range and Wilko (under CDS Superstores) use THG Fulfil in their Warrington/Omega facility with automated robots for UK e‑commerce logistics .

Homebase outsources UK e‑commerce logistics and courier fulfillment through THG Ingenuity .

🥤 CPG & Food & Beverage

Vimto runs its UK D2C website backed by THG’s fulfillment and client services .

Premier Foods’ Fuel10K brand uses THG Fulfil’s agile UK network for e‑commerce delivery support .

Coca‑Cola Europacific/Your Coca‑Cola UK D2C operations also run through THG’s UK automated fulfillment centers .

🧪 Health & Wellness

Myprotein (THG’s flagship brand) operates through THG’s UK fulfillment network .

Nestlé Health Science, Kraft Heinz, Mondelez, P&G, and Unilever have UK fulfillment integrated via Ingenuity .

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📊 UK Fulfillment Highlights

Robotic automation: 430 new AI‑driven robots (Libiao T‑sorting) coming to the Manchester warehouse in Sept 2025, boosting capacity ~75% .

Service levels: Next‑day delivery cut‑off in the UK is 1 AM, with ~82% next‑day orders placed after 2 PM .

Scale & cost efficiency: Over £200 M invested in global fulfillment; >10 M free upgrades to next‑day delivery; ~1.5 day average standard UK delivery time .

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✅ Summary

THG’s UK fulfillment network supports a diversified client base—from beauty & wellness leaders to home & garden chains, CPG brands, and major conglomerates. They benefit from automated warehousing, advanced courier management, flexible cut-offs, and rapid delivery across the UK and Europe.

Let me know if you'd like a deeper dive into any specific brand, or regional fulfillment options like EU or US hubs!

Stacks of potential here for fast growth and partnerships with existing users of THG I genuity warehouses, which fit in with existing Huddled brands

Here are some major brands and retailers known to use THG Ingenuity—THG’s full-service e-commerce platform—across industries like beauty, nutrition, FMCG, entertainment, and more:

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💄 Beauty & Skincare

Elemis – Global DTC rollout in Europe and Asia

PZ Cussons Beauty (brands like St Tropez, Sanctuary, Fudge)

Burt’s Bees, Nuxe, By Terry, Revolution Beauty

Cult Beauty, Biossance, Dermstore, ESPA, Christophe Robin, Eyeko, Illamasqua, Glossybox, Grow Gorgeous, Perricone MD – all THG-affiliated sites

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🏋️ Nutrition & Wellness

Myprotein (THG’s own brand) – heavily powered by Ingenuity

Vital Proteins – saw +1 026 % sales spike via Ingenuity

Garden of Life – used Ingenuity & AI-driven visual content

Nestlé Health Science brands (Optifast, Minami, Klean Athlete) – global e-commerce managed by Ingenuity

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🛍️ Retail & FMCG

Hotel Chocolat – 5-year DTC platform agreement for the US

Homebase, Matalan, Fragrance Direct

Asda & Tesco – custom e-commerce sites powered by THG since around 2005

Nestlé, Unilever, Procter & Gamble, Estée Lauder, L’Oréal, Diageo, GSK, Vimto, Vita Coco, Galderma

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🎮 Entertainment & Licensing

Nintendo UK Store

Microsoft merchandise (Rare-branded items)

Warner Bros. Consumer Products, Pokémon Company International – global DTC merch platforms

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🌍 Other Global Partnerships

Coca‑Cola Europacific, Kraft Heinz

Vodafone, Ben & Jerry’s, Molton Brown, S.C. Johnson, Skullcandy, Solo Stove, Ted Baker

G.O.A.T Brand Labs (India) – localized DTC support

Luxury swimwear brand Orlebar Brown (Chanel group), BWX (wellness beauty), Lulu Guinness – regional expansions

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✅ Summary

THG Ingenuity is trusted by a diverse roster of brands—from beauty giants like Elemis and Burt’s Bees, to nutrition leaders like Myprotein and Vital Proteins, major FMCG firms, entertainment merchandisers, and even lifestyle and telecom players. It powers everything from full-scale DTC launches and global expansions to merchandising, fulfillment, hosting, content creation, and retail-media operations.

If you'd like details on any specific brand’s partnership or the services they use (e.g., payments integration, fulfillment, localization), just say the word!

Recent interview with MFAI CEO sounding very bullish and focus on reducing the discount to NAV.

https://open.spotify.com/episode/30aRZuA6VHYzaATLx0wAPw?si=lojQm6uIQB-kw0c5vmiXhQ

Good volumes again today. Churning through the weak holders and looking good for year highs and beyond, with news due soon and a much overdue re-rate awaiting

Significantly undervalued. More news due soon which should help with the much overdue rerate

Good volumes over the past couple of days, strong buying pressure and this moves upwards very quickly

Fundraise incoming. Got to wonder why accounts were delayed by a month, accounts must be extremely tight

- ~50% discount to NAV

- £30m buybacks and commitment to further buybacks to reduce NAV

- Significant realisations, inc £30m realisations post period end

- Number of promising earlier stage companies of a which a number will over longer term move into the 'core' portfolio

Starting to pick up very nicely

This is THE AI company to be invested in. Fundamentals incredibly strong, and NAV is multiples of current price, this has a long way to go

They have only announced where part of the money has gone (to pay off the loan note, £800k + interest). There is still the remaining cash (~£1.8m) to do what they see fit at a suitable time

Great update. Cash confirmed and a growing portfolio. Momentum building yesterday, 1p going to be smashed early doors and then FOMO kicking in as people clock on there is a re-rate incoming. Could we see 1.5p by the end of the week?

Re-rate incoming. Baffled me how this is under 1p - once 1p is reached then expect to see some swift movements in the SP as FOMO kicks in and people realise it's their last chance to pick up some of these at these prices

Looks like the pump is complete, only way is down from here

It is marked as a going concern every year, check the 2023 accounts for example - it's because they are pre revenue making so it is to be expected, nothing new here