Member Info for sj74

I've not voted yet, I think I'm going to vote at the AGM.. see what the update is about and whether the corner is being turned.

I presume there will be an AGM trading statement in a few weeks as is normally the case.

KBYK-gl with your trade hope it works out for you.

Yep.

In other news good to see Greenrocs graphite project get strategic status today, market has reacted well. I think BEM are due to apply in the next round.

It's nothing but a mere coincidence 🤔🤣.. got to love the markets. Money talks. Until THG actually start posting good and profitable updates this is exactly what it is subject to.

Shame we can't access it :(

Yeah looking steady ATM, gradually higher is fine for now after hitting those lows😅.

Personally yes I do think it will go back above 52p especially now Ingenuity has been cut free. That is why I have bought in and will add as and when. The tide will turn.

Think I might pop down to the AGM if we are able.. not far away at all :)

£160 million apiece for nutrition and beauty is actually quite ludicrous.. granted the debt.. but still, wow.

One for you but Applied Nutrition is worth c£5 million more than THG now 😅

Heading in the right direction then hopefully.. what difference will this forecast have on the margins of Nutrition?

I don't think it's rubbish at all but it seriously detracted from developing nutrition and beauty to stay ahead of the game.. more money can now be put into the 'consumer business' rather than chucked at ingenuity.

Exactly 100.. personally I think if it is FUD, it's quite poorly executed (no offence). I didn't really see this as investable prior to the demerger but now that ingenuity is no longer taking a ton of cash from the 'cash generative' side of the business i see it as a decent buy especially at these levels. You can't argue with the quality of the businesses, but they do need to rebuild them margins to previous levels..

They didn't say what year it would become profitable and cash generative in all fairness 🤣😬

That's the issue.. the companies may appear to be market leading but they aren't making any money.. until that happens this won't realise a 'proper valuation'.

Yeah buuuuut the AI tells him this is now a long-term hold (24 hours).

😂🤣

It's like if this rises 20% I sell then buy back in again if it drops and so forth gives you that cushion against your original investment..

I presume he has done it through buying and selling cheaper and getting free shares along the way.. so it'd have to fall to 19 odd pence to be down on the original investment. It's do able with a bit of luck and timing.

Decent cushion 👍