Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
Matthew Moulding and Friends, can you please stick to buying THG shares LOL
Very intriguing to think what's going on.
Why would they not just by THG shares? Must be a reason? Will MM and Munroe now get a seat on the board of Kelso? What next, Sir Terry Leahy and Sir Tom Hunter and other friends of MM also going to chip in LMAO
IMO I have always believed MM and Kelso are both friendlies, they all know each other.
Just got to sit tight, and watch the drama unfold, and for LTH's THAT unlocking event.
How very intriguing.
Wonder what the plan is and the end game?
Obviously it's not 'just' an investment lol, it's a strategic plan/move by MM and Co.
MM never disappoints for drama, I'm sure someone will write a book once THG is back in private hands! LOL
Fascinating. Intriguing.
MM buys THG shares without buying THG shares.
Basically another director buy for THG.
If corporate event pops up atleast no one can accuse him of direct insider dealing LOL
What does this take BOD buys upto now in the last 18months, something like £13m, unprecedented on the FTSE. Not sure if there are many other companies out there at even half the amount of BOD buys in pure cash than THG.
Kelso have always said they are set up for a reverse takeover/separately list a division. Hang on a second, coincidentally THG have 3 separate divisions primed for a seperate listing LOL
Truly fascinating to see the speed at which they complete the full transformation and onboarding.
https://www.biotherm.com/
https://www.shuuemura-usa.com/
Agree, he gets a 40-50% backer, and he will be off the market in a flash.
We all know he is desperate to delist. Essentially he needs to similar deal to Apollo without the controlling right over Beauty/Nutrition.
Everyone knows THG is massively discounted, just look at HOTC. Just got to be in it to win when the RNS lands, hence will never ever sell ;). Unlocking event will come.
Just look at HOTC. 100p to 375p in a few months. And for us, Beauty and Nutrition will be starting from a floor of £0, as there is no value attached to it at all right now LOL
Https://www.businessoffashion.com/news/luxury/farfetch-reportedly-in-talks-to-go-private/
When will Moulding trigger taking THG private?
Markets are dead.
https://www.cityam.com/the-never-ending-sale-its-been-black-friday-all-year-on-the-london-stock-exchange/
Got to snap up the bargains and sit tight!
Https://youtu.be/fFvh8dvRQj0?si=Bq1ggTSZS2QZ5KKj
No smoke without fire/s!
Kelso
Multiple articles
This video
CEO comments
Unlocking event will come, one way or another.
DYOR
Https://www.motorsport.com/f1/news/williams-f1-team-lands-multi-year-partnership-deal-with-thg/10534991/
https://www-business--live-co-uk.cdn.ampproject.org/c/s/www.business-live.co.uk/retail-consumer/thg-tight-lipped-reported-myprotein-27943372.amp
https://www.luxurimag.com/ingenuity-taps-loreal-for-dtc-operations/
OSG - fully agree with you.
How can all this news not add any value, incredible situation.
Deal with Williams is awesome. MyP and Ingenuity on the global stage, looks absolutely amazing.
Anyway another 23k shares added this morning 😉
🌟 We're honored to welcome Global ecommerce Director Kiehl's Since 1851, Timo Raab, as our keynote speaker for our Future of Commerce event happening this Thursday in NYC!
With a track record of innovation and transformative strategies, Timo is set to inspire us during his exciting talk!
Final chance to join here👉 https://lnkd.in/dXCtTMar
....
It is L'Oréal that own Kiehl's 🤔
With the other announcements at H1, L'Oréal could be one of the £1b+ GMV clients.
Don't forget....
19th October 2023 / The Future of Commerce Roadshow
The Future of Commerce - New York
https://www.thgingenuity.com/discover-ingenuity/events
So a definite push in US.
Sounds super duper confident.
Https://www.retailgazette.co.uk/blog/2023/10/thg-ipo-myprotein/
https://www.proactiveinvestors.co.uk/companies/news/1029785/thg-mulls-us-listing-for-nutrition-division-1029785.html