Ben Richardson, CEO at SulNOx, confident they can cost-effectively decarbonise commercial shipping. Watch the video here.
Some good recent case studies on the THG Ingenuity website for those that are interested. Vita Coco to name one.
I’m getting 13.11 on the bid.
Won’t get my shares for £2.50 - can’t imagine they will get SoftBank shares either! .. might let them have 1 of either beauty, nutrition or ingenuity for that price.
I think we’ll get an activist investor on board soon enough who will want to split the business up and relist to realise value of separate parts of business. Separately just look at major share holdings - all increasing. I’ve followed the money, but no guarantees in life I guess.
Dividend yield of 7% at the current share price, well covered by free cash flow.
Have you seen today’s RNS and lot few weeks - if that isn’t a glowing endorsement of value not quite sure what is!
Given circa 60% of revenue are overseas - would I be correct in thinking that the pound plummeting is a good thing for us?
There is a reason Charles Allan was appointed with his unique corporate activity skill set !
Settled with SEC 1 million dollars - fully provided for in 2021 group accounts.
Hopefully can draw a line under this now and move forward, hopefully team can exhaust their energies on growth instead of legalalities!
SoftBank tying their 40% investment in autostore in with 20% investment in ingenuity software platform which will run in sync - pretty sure this is going to happen AIMHO
Apollo provided additional funds to SoftBank for investment capital and opportunities today and article suggests appetite will continue to grow from both parties. Bodes well for our upcoming SoftBank option.
Imagine fall this morning is linked to the Tech sell off in China - as omnicrom variant rips through parts of China.
Value will out over the long term.
Think we need to lose the idea that we are a similar company to boohoo. THG Ingeniuty is the way forward, board know it, SoftBank know it, hence why they are spinning off retail divisions via an IPO. Patience and foresight will be rewarded.
Hotel Chocolat reported booming US and Japanese sales figures today - correct me if I am wrong but aren’t they a customer of THG Ingenuity?
I like the fact Anthony will be on site for most of 2022 to oversee improvements at Yan, and oversee K , being a mere one day travel away - good synergies.
Re-iterated multiple times they have ample liquidity to carry us through this current development period. With 180m cash being generated in 2023 based on Kouroissa startup - think we will be fine lol
We may use Coris for loan funding and guarantee the loan based on kouroissa cash flows? Thus removing need for equity dilution of our stake.
Excellent clip - really simple language used for maximised project understanding. Seem like an experienced management team driving that project forward at great strides… I know Dugbe has been considered the jewel in the crown for many years by Dan - I have submitted a question to understand what % of pasofina HUM will hold once 49% of the project is earned and we transfer our 51%. Interestingly the Elan investment looks primed for further investment perhaps to help fund the mine development.
I am encouraged by their statement of goal to get ASIC below 1000 when we mine long life underground area, Bodes well for future. So not all bad given we knew about everything else already I think. Let’s not overlook huge progress at K and D either.
We know 2021 was a difficult year, especially Q4. It is all there in black and white in prior RNS with full transparency - hence share price at current valuation. The outlook (and performance) for 2022 is what is important now with operational and political issues at the fore and how will we navigate through these turbulent times. Mine made vast money before 2021, we have nigh on 10 years worth of reserves and will no doubt return to vast money. Patience and luck, as with anything in life.