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Https://www.stack3d.com/2023/10/opening-myprotein-kitchen.html
Some LinkedIn posts.....
CEO of Stack3d:
I definitely know where I'm stopping in when I visit Manchester next year. Myprotein has just opened a physical store serving protein shakes, clean and nutritious food, and coffee. Of course, the brand has supplements and apparel in there too. Anytime I can experience supplement brands like this, I'm there.
Director @ Design4 Retail:
A proud moment, announcing the opening of Myproteins first ever launch into retail in the heart of Manchester this morning!!!
Myprotein kitchen 14.10.23
It was an honour to be a part of delivering and designing a retail concept for a truly amazing global brand 🌎 This is just the start💥
A massive shout out to the D4R team that made this happen over the last 6 months!
Team work makes the dream work 🙌🏻
Design4Retail Ltd
Senior Manager @ Myprotein:
Myprotein Kitchen, Manchester - Opening 14.10
6 months ago this was an idea, 4 months ago this was a piece of paper, 2 months ago we set eyes on this unit, 2 weeks ago we got the keys and tomorrow we open the doors to Myprotein’s first ever flagship concept store.
Thankful to have been trusted to bring this to life. An unbelievable effort from those involved to get to this point and we’re only just getting started…
Https://www.linkedin.com/company/brandshapers-ltd?originalSubdomain=uk
For September Reset we showcased Myprotein in SuperValu stores across the country. A special shout out to our amazing Sales Team who have out done themselves once again and a BIG thank you to our collaborators who helped to make this happen!
................
Expanding practically everywhere, new retailer/market/country pretty much every week, lost count.
THG is not an anomally
Its a weird market, nothing makes sense.
Wood group also had an offer of 240p, currently at 148p!!
Halfords only 2 days ago reportedly turned down 270p, today 190p and 11% down!!
I'm sure there are plenty of other examples.
Are we going to blame Matt for everything??
For all those moaning day and night about the CEO, why would you then be invested. I just dont get it!! The paid trolls will bash him no matter what, they get paid ;)
Https://reactnews.com/article/consortium-revives-deal-for-thg-founders-business-park/
@Binky
Not I and others saying he wants to delist.
Matt Moulding cannot be any clear, it's quite a unique situation as he is so outspoken! He hates the market, hates being listed, pond scum etc lol, operating like swimming through treacle. Also been very clear all the conditions that have to be met for him to take it private! He has spelled it out in black and white.
Just needs that 1 PE/sovereign wealth fund to agree to his conditions, and away he sails into the sunset.
I'm not bothered, value will be realised one way or another, and if bidding happened again without golden share, it's a totally different situation.
They dropped all strategic news from the last RNS, including the Premium Listing note 🤔
All investors big or small want the value gap closed.
Https://thgingenuity.zohobackstage.eu/TheFutureofCommerce-NewYork
Ties in with whag Vivek's been saying, they want to expand in the US!
Https://www.thebusinessdesk.com/northwest/news/2121579-thg-on-ecommerce-industry-charm-offensive
If there was any bid, or major corporate event, would expect volume to pick up, and THG would be flying eg way into the 80s or even 90s today for starters.
Apollo were very serious, remember they brought on 2 heavyweight external advisors at the time. Who knows maybe they have both had some time to reflect and they both give and take a little!
Price looked right, they were looking to increase their bid further, allowed them to rollover, Matt would remain CEO, just that Apollo wanted PE controls over Nutrition and Beauty!
https://www.retailgazette.co.uk/blog/2023/05/apollo-coty-ceo-thg/
Otherwise would take any rumours with a massive pinch of salt.
No one can disagree with the fact that Matt would like nothing more than delist and THG private, something which everyone can agree on.
Https://thgingenuity.zohobackstage.eu/TheFutureofCommerce-NewYork
19th Oct
Speakers:
Global Eccomerce Director - Mondelez
MD Beauty - Ingenuity
Founder & Managing Partner - Ferbrook Capital Management, New York based VC Fund 🤔
Research Director - Forrester
Global Eccomerce Director - Kiehl's
CEO - Ingenuity
Absolutely no doubt he is working on something!
Taking it private is the only logical option considering how he feels.
In his own words 'operating like swimming through treacle'.
All the signs are there.
Exacerbated today removing the Premium Listing from the RNS LOL and obvious providing ZERO updates on Corporate activity.
Also funny how he ran the whole show today, practically answered every single question from the analysts, never seen that before.
He has it in the bag! Surely!!!
This isnt a market
Worse than a casino
Day light robbery in process
£300m+ stolen from the market cap for exceeding guidance ROFL
Mind boggling!!
Time to switch off and let the gamblers do what they do.
Will wait for the capital event whatever happens.
Exactly, Matt will be super miffed today!
I bet he was told, match or beat guidance, to build confidence and credibility.
EBITDA - better than guidance
FCF - better than guidance
GP Margin - Up
EBITDA % - Up
Revenue we knew would be down
Market, Meh, don't worry we'l just knock 20% off cus we feel like it LOL
Https://www.cityam.com/thg-cash-flow-improves-at-digital-commerce-giant/
Some fast money traders all commenting early doors 🤣
H2 Positive cash flow
EBITDA at top end
New clients for Ingenuity inc L'Oreal and Asda
Nutrition valued at £0 smashing it.
Huge value gap, however you cut it.