Member Info for Rock8

Understand your view but the MyProtein performance in 2024 has been appalling and the analysts gave Matt a roasting about it on the conference call yesterday (let’s see if they post it on their web site?). The Beauty division performance was also weak and is starting a re-branding cycle this Autumn - Let’s hope it doesn’t follow the MyProtein decline?

One analyst suggested Matt fire the management team responsible for the MyProtein rebrand.

I am expecting some savage analyst downgrades for ‘remain co’/ THG next week.

As I said earlier IMO that’s the reason for the recent share price fall that continued yesterday.

Once THG is split the MyProtein/Beauty performance is really going to be in the spotlight.

2024 is looking to be a shocker.

Unfortunately the demerger has rather overshadowed the absolutely dismal Trading Update.

The Trading Update is largely responsible for yesterday’s price decline and the likely continued drift downwards.

If anyone didn’t listen to the audio only (no video) investor/analyst conference call I suggest they do so.

The My Protein performance in particular is very worrying leading into the key Christmas trading season but the Beauty division performance was also disappointing.

Good luck to all

They’ve seen through the conman.

Credit where’s credit due.

Yes expecting a parade

Will Ingenuity ever get a true market valuation?

It won’t be listed.

Be careful as all holders locked in effectively until a future IPO?

Sure they’ll provide a mechanism but it won’t be a robust valuation until it floats.

7th November 24?

I guarantee you shorts added today.

The trading update was laughable.

Absolutely appalling especially Nutrition and Beauty not much better.

It’s possible that Matt deliberately is trashing the company but time will tell.

On X deleted his account again.

Disappeared

They haven’t told us the debt split or the terms of business with Ingenuity/ rest.

Expect shorts to hold or add.

Uncertainty surrounds split.

Mildly irritating RNS

What’s happening to the loss making production and studios business?

Is it going with the loss making Ingenuity business?

Eg needed to pay 42p for 8k

Just not much volume on sell side of the book - hundreds

Likely could get it filled if your broker went off book and paid a premium?

Not sure it makes any difference as they need to pick up the phone and talk to SMS.

Market is irrelevant

15th or 22nd Oct?

Realising the loss?

More like a coiled

LOLs

Don’t forget GM business now split between Stagwell and S4Cap post June re-alinement..

7-10 Oct in NY

Let’s hope we get more reports of possible take over?