Member Info for Sp28

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 😉

Fantastic.

Let's see how long it takes the moaners and groaners to find a negative in this one 😂

🌟 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.

Surely we should know/be able to find out - multiple £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.

This is the pivotal moment.

15 months ahead of target.

More than half the market cap in cash.

Now turned FCF Positive!

Not many companies can say this!

Onwards and upwards.

“Revenue is vanity, profit is sanity, but cash is king.”

Well they have delivered what the market has been saying for a few years, and delivered more than a year in advance.

FCF Positive!

When others like Ocado are years away.

US listing news can come anytime.

Wow, this is a surprise!!

No fast money this time to play any swings.

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

Https://www.telegraph.co.uk/business/2023/10/15/thg-us-float-myprotein-nutrition-business-matt-moulding/

I've heard it all now!!!!!

Some copy and pastes from LinkedIn and I'm Matt Moulding's brother!

Mrs asking why am I in stitches

Jeeez

🤣🤣🤣🤣🤣🤣

Green coffins within seconds of anything remotely positive. No idea who, but can take a few guesses.

Do the paid trolls invigilate these boards 24/7 🤣🤣🤣🤣 full time job 🤭

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/

JG - Nail on the head! Articulated perfectly.

Forever moaning, i get it, but bloody do something about it!

@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!