Member Info for sj74

They won't know anymore information than what is put out in the RNS. We still await the circular with the finer details and the shareholder vote. Some services may inform their investors and some may not until there is an actual declared corporate action with a clear timetable imo.

Not like you to deramp KBYK.

Not just a higher SP but a dividend payer. What's not to like. Just got to get the details out and demerger across the line.. 😅

Yep, that calculation (if correct) is just basic blank canvas and highly achievable off current figures.

If they end up with the £80 million free cashflow, that equates to 6p EPS- not to be sniffed at..

6p divided by current stock price gives a PE of currently about 8.

I'm going to hazard a guess at a PE of around 20 once demerger happens so a SP around £1.20.

That's being relatively conservative of course with it being a growth stock and profits forecast to grow.

Alot higher than 53p if they end up paying dividends and have upwards of £100million free cashflow every year 😳.

😂😂

As time goes on the market will start to price in the demerger/hype will start to inevitably build. That's what I'm in for, and this drop has been a gift.

Yeah maybe a little profit off the table. I wouldn't expect them to reduce that much. They had a holding here when they watched it go to tenner a share and back down and didn't sell.

It should of been delivered completely agree, market can then digest and shareholders can prepare for a vote. They said in due course, hopefully not to long to wait.

The 1st January just relates to the expected free cash outflow from ingenuity for the start of the next FY trading period. No mentions of the demerger happening by then.

Hopefully we get the details of the demerger this year and it all happening by q1 next year :)

Seems like a good time to be buying to me, sit back and watch the fireworks lol

Have you a link to that OVMK note KBYK?

My apologies.. I thought you meant for the whole of THG. I'll take my bat and ball.

You do know MM is the CEO right 😂

I'm sure he will still have a stake in ingenuity as will THG.

They will if the demerger details come out this year and are positive for shareholders. Going to a premium index, and having 2 cash generative businesses that pay dividends will put an end to alot of the manipulation and volatility. Plenty of games between now and then though.

Https://www.thisismoney.co.uk/money/markets/article-13784357/Applied-Nutrition-plots-London-IPO-end-2024.html#:~:text=Applied%20Nutrition%20is%20preparing%20to,at%20a%20reported%20%C2%A3500million.

This is interesting:- applied nutrition preparing for a listing on the stock market by end of this year valuing the company at around £500million and a place in the FTSE 250.. sales of £86 million.

Puts things into perspective with THG, and why Ingenuity spinning off likely to be very good for increasing value here.

THG nutrition alone is worth more than the current market cap nevermind beauty.

Who said 7-8x the market cap?

Once ingenuity is split and with nutrition and beauty profitable there is no reason why this can't be 20-30 x PE ratio. It's a growth company.