Member Info for Sp28

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

@Manc39 - you mean the £12m+ in director buys in the last 12 months, probably one of if not the highest on the whole FTSE!

Obviously more the merrier 😉

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

"Have had offers for Nutrition at multiples of today's market cap"

LOL!!!

What a crazy market.

THG Nutrition has had offers recently!

"Could have separate listings not in the too distant future"

Yep, even the line about moving to Premium Listing has now been dropped 🤔

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.

Https://www.thg.com/news/thg-ingenuity-signs-global-distribution-partnership-with-autostore

Would love to know how this is progressing!

Could be a huge margin money spinner.

Any hint/clarity of Autostore future clients jumping on THG software solution (as opposed to going with 3 or more different software providers).

Ingenuity becomes a software company. Its a recurring subscription deal, transformative for Ingenuity if it takes off.

As Matthew Moulding said...

"THG is paid a fee for each product picked by the AutoStore robots using the solution. So we will be hoping that, one day, billions of products are picked across the world each week using AutoStore x THG Ingenuity technology robots!"

Just a reminder....

Plenty of things happening.

Lining up to be a big event! Plenty of posts around this event on LinkedIn.

We have senior leaders confirmed from the following companies as speakers/individual speakers:

Matalan

Homebase

Pentland

Autostore

Mondelez

Kraft Heinz

Coca Cola

L'Oreal

Benedict Evans

Liveramp

Allbeauty

British beauty council

Gary Neville

Jake Humphrys

Ex Salesforce COO

ADM Protexin

ROKT

Coveo

Plenty of other speakers not yet announced!

Let the games begin 😉

Beat me to it 👌

We're pleased to announce that Hale Country Club & Spa has been shortlisted in the National Fitness Awards for 'Health Club of the Year'.

It's one of only a select few establishments in the UK to be shortlisted for this award, so it’s already a fantastic achievement and evidence of why it is an unparalleled luxury well-being destination.

#NationalFitnessAwards

THG Experience

#WeAreTHG

.............

After the roller coaster ride LTH's have been on, could do with free membership Lol

It's a BUY pre open, look at the time 0750, simply reported late

Fugazi just want's you to believe it's a sell 😂

Continued...

Myprotein complete Rebrand

Director buys in the last 13 months = £13.2m

2 new heavyweight BOD members with extraordinary experience

Analysts switching to SOTP valuation

Shorts have backed off.

Market has absolutely no idea how to value THG, floating around in no mans land.

Currently 2 out of 3 divisions valued at £0

#LSEISDEAD

#BROKENMARKET

A very good trading up, way ahead of projections, massive multiple tailwinds in play

Golden share relinquished early!

2023 FCF neautral, so £470m in cash, another £170m available

Huge director buy, £500k from a very stingy director Lol

MM sells property worth £250m releasing a huge cash pile, very suprising. Where and how will this cash be deployed?

MM goes to Dubai to meet investors, usually only conducts online meetings, rarely even goes to London!

MM posts about the Middle Eastern countries with huge capital to deploy

Apollo Bid. Valued Ingenuity alone at maybe todays share price, maybe even more, who knows! Were willing to go even higher than their initial bid!

Libererum went straight to 220p SOTP valuation

THG Sell Hangar Building at Manchester Airport

Kelso joins as Activist Investor. Maybe atleast 20+ Highly experienced, wealthy succesful businessmen, many Chairman or CEO's of other companies. They piled all their initial investment in THG. Most recent note...

https://www.investegate.co.uk/announcement/rns/kelso-group-holdings--klso/investment-in-thg-plc-update/7629620

Kelso point out inferior Nutritional company M&A is happening at 5-6x revenue multiples, THG Nutrition would be worth £3-3.5 Billion. Currently valued at £0 (ZERO), Nil.

Ingenuity pick and pay global partnership with Autostore

Ingenuity partnership with GOAT India

Matalan Live on Ingenuity

Ingenuity 10 year partnership with allbeauty

Ingenuity partnership with PWC

Ingenuity x Symbiome

Ingenuity partnership with AND Digital

Ingenuity x BigCommerce

Ingenuinity x Elastic Path

Ingenuity x Age verification company Yoti

THG Studios x Overlap Set

THG Studios winning multiple awards

THG CIO Voted No1 in the UK

New York Autostore completed

New partnership with Iceland

Myprotein Frozen meals and Pizzas launched

Sold 1million plus frozen meals in just a few weeks

Myprotein Icecream launched last week

Myprotein Icecream Bars, Cereal, Cheese and Yogurts and more to come soon

These Myprotein items will then be made available in other supermarkets and internationally

Myprotein In 20,000+ convenience stores in Japan and Asia

Myprotein in 2 of Germany's largest supermarkets

Myprotein made available in retail stores in Spain, Portugal and Denmark

In UK, Myprotein available in Asda and Morissons

Myprotein largest brand created in the UK in the last 20 years

Myprotein vending machines at gyms

Myprotein frozen meal vending machines a 1st.

550 ESPA Spas around the world, opened the largest Spa in the World in Qatar

Augustinus Bader x LOOKFANTASTIC.COM

Ingenuity buys City AM

Ingenuity launches City AM app within 6 weeks!

Ingenuity Strengthens Australian Market Presence With a String of Successful Brand Partnerships

Gartner Magic Quadrant for Digital Commerce - New Entry, THG Ingenuity

Whey prices at 7 year lows!

Iceland more than doubles Myprotein range

Exactly that.

On the road to a £1B+ healthy nutrition global FMCG business, rapidly expanding in range, channels and territories globally.

Market currently values this whole business and for that matter THG Beauty at precisely £0 😂

#LSEISDEAD