Member Info for samb69

Https://www.foodingredientsfirst.com/news/danone-huel-complete-nutrition-deal.html

Interesting article highlighting " this acquisition puts strategic pressure on other global players, such as Nestlé, Unilever, and PepsiCo, to match Danone’s ambitions"

"If the rumoured numbers are true, Huel was sold to Danone for close to £900m (c3.7 x Revenues and c45 x EBITDA), a fair reflection of the strong brand built, especially in UK convenience retail."

In his own words 3.7 X revenues is a fair reflection - over to you Matt to get the same for your long suffering shareholders.

Cong - they are like the rest of us. Share price dropped so much so either not worth them bailing or clinging onto hope.

Why are none of the long term holders buying at these prices ?

Oculus - the problem is that no one trusts Moulding. Do you think his intentions are to do everything he can to get 3x revenue valuation or will try and take it private at a low valuation?

Asos needs to tie up with Zalando. I'd take Zalando shares if not cash offer. So many synergies and cost efficiencies could be had together with Zalando's better tech and AI. Zalando gets 20m customers and more UK exposure and ASOS gets better penetration of European markets.

At least we didn't get the dreaded 20% drop. No horror show. Ship has steadied. Just need to start increasing sales for this to get going properly.

Trouble is, people have been greedy when others fearful all the way from £8 to 29p.

Do you think Moulding is capable of getting the share price to 3.5 times revenue?

Maybe he can replace himself with Huel ceo who is now looking for do something to do!

It's good news that Huel got sold as he cannot justify taking THG private cheaply with everyone knowing what multiples it was sold for. This is a problem for him now as he probably wants to take it private at a cheap price and relist with ingenuity later down the line.

I love news like this - huge congrats to Julian Hearn on announcing the deal to sell Huel to Danone 💪

I don’t know him, we’ve never spoken or met, but you can’t help but respect and recognise the hard work that’s gone over the years to make Huel the success it's become.

The back story is brilliant. A young working class man, backing himself to switch from manual labour and start a meal replacement company.

If the rumoured numbers are true, Huel was sold to Danone for close to £900m (c3.7 x Revenues and c45 x EBITDA), a fair reflection of the strong brand built, especially in UK convenience retail.

Another British champion sold to overseas companies always creates some noise, but this is the reality of the UK business cycle. We are blessed with a nation of risk-takers and entrepreneurs, constantly churning out great businesses. Going global from the UK isn’t easy, and often needs established partners to help break new markets and sales channels.

Danone have a solid track record and should be great owners of the brand, taking it into markets and places much quicker than would have otherwise been possible.

It’s especially nice to hear that Julian is set to receive £300m to £400m as pay back for all the risk-taking, stress and sleepless nights over the years. Once he’s caught up on all those missed holidays and family time, let’s hope he goes again and starts another business from the UK.

Volume looks thin. Can't see any sizeable sells and yet again being hammered down.

It's absurd how low THG is valued now when you look at Huel sale price. At a minimum THG should be worth be £2 a share.

This needs to be sold to likes of Mars or Nestle to get a true valuation not Selkirk!

So seems like Huel sold for between 3 and 4 times revenue.

Huel taken by Danone for out double THG market cap I beleive

I think this is the lowest price since 2008 if I'm not mistaken. Brutal.

Comparing APN to THG is just half the story. What about the THG Beauty and it's value..

He is never going sell unless there is some mega offer which is unlikely.

He'll take it private and at some point relist with ingenuity in the US.

I just hope we get £1. Lost all hope of anything more.

I hope he does it soon as desperate to see the back of THG and Moulding.

If Asos have any good news to share.. this is the time. Bit worrying if shorts aren't closing at these levels.

JPM last week 5%

Applied Nutrition also have the backing of other city institutions - JP Morgan & Aberdeen have bought large stakes.

None of them buying here. The city really don't like Mouldy. Don't seem to have any confidence in him..