Crikey….the green boxes and negativity here.
End of the day it’s for sale at the right price. If someone wants a piece of it at a lower price then I can imagine MM will stand his ground, or pay enough and then he may go and move on. He has given a price in the past and no one has met it yet, so will never know what will happen till it’s offered. Everyone has a price. Even the doom mongers on here, assuming they’re invested.
As always still positive from me, and plenty time on my hands. This isn’t going to happen quick so bleating each day won’t make a difference.
See what’s said in April to confirm full year and then wait and see
GLA as always
Hmmm, what it’s worth is a tough one.
Is it worth what the markets says it is today? Do we believe what the market says the SP is?
Is it worth what the next buyer will pay for it? Not going to bring the previous offers discussion to the table as this has been down several times already,
Is it worth what MM has said he will consider for it, believe he said £3bn some time ago which would put the SP at £2.25ish…..coincidentally similar to the SOTP.
Or is it worth being compared to some of its peers? Not sure who their direct peers are due to the 3 divisions, but even if just taking nutrition and comparing? Or even the THG ingenuity and logistics solutions and comparing to Amazon? Massive difference in scale know but still some similar offerings.
Eventually the final SP will out…..boom or bust as they say, but I’m very much of being positive and believing it will boom otherwise I wouldn’t have remained invested since my average of circa 46p.
GLA anyways, but it isn’t going to happen overnight, unless that RNS drops.
Doesn’t take long for false data to be removed from here. All very well posting opinions or press/lnkedin snippets etc, but posting what are clearly false sites etc is just not on.
Look what happened to Numis who spat their dummy out
GLA genuine holders.
Re Shein, but let’s be clear, only reason not US is due to the firm political stance between the two countries .
Whereas UK is the typical soft touch hence they’ll list where they can.
GLA anyways. One day Rodney :-)
OSG. V low volumes indeed. Think my glass half full approach is that the ‘support’ could just be that they are not selling either.
I know I have no intentions to sell and I’ve a fairly decent profit in this, but feel there is just that one day RNS to come, so remain rooted till that happens which I suspect is the plan for the current big holders.
GLA…..one day Rodney :-)
So on the back of a decent run since this morning and yesterdays jump, I see the green boxes quietened up again from this morning then briefly popped up this afternoon! Which numpties is it now?
Just enjoy the current run for what it is, and see how it plays out.
GLA
See the green boxes popping up today.
Even after mini jump yesterday. There’s clearly not enough positivity from some holders…..sorry I mean interested parties….
Be interesting to see if we get similar afternoon activity again.
Positive as always….GLA
Looking like a decent set of futures over the pond at the moment. Can hope it runs off over here :-)
Strange afternoon yesterday with that mini jump. Seems no news behind it, just MM’s playing the game a bit again
GLA……
Don't disagree re Shopify approach, but that isn't to say that Logistics can't work for anyone. Understand Amazon massively different beast, but doesn't mean that no one else can occupy the logistics space and make it work well for them if done right ;-)
So without knowing the details. So just sounds like a disgruntled individual who wants a bigger slice of the myprotein pie now that it has grown so much.
GLA…..looks like a bit of a no news here story really
Seen it, another product out there, just need to expand out of the Iceland exclusivity.
Suspect the packing having limited colours is to do with recycling but I’m no expert, but have seen it noted previously somewhere. And THG do tend to have green credentials so probably have one eye on that.
Not great start to the year but as ever, still positive and it only needs that one RNS to drop. April finalised results to come, and see what comes next :-)
GLA as always
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