Member Info for sparsam

I’m sure it is very obvious, but VAT is a large % of the price.

If we get the 70 odd million back as a rebate then that’s win no1. Win no 2 I see as the biggest. Not charging Vat allows THG to put up prices and probably still make the product cheaper to buy than before going forward. It would trigger a revision of profit consensus RNS and that my friends will be a massive Rocket to the SP.

It’s coming, it could be any day. Bit like a bid for MP, any day.

I expect MM is holding out for the VAT refund before accepting bids as it will help value the ongoing business much much higher and any takeover will have to be on par or not far from metrics used in HUEL deal.

When you think about it it’s obvious!

Buy buy buy

I am

No hedge fund in their right mind would be shorting now. Surely! To risky. They may have one open from ages agin higher up with a cushion.

This new shorting has to be insiders.

Look at the price jump a few days before results. People knew what was being released and the price went up.

Then a coordinated sell off after news. Maybe helped by large low ball buy offer from Shareco.

Also could be in concert with Mike Ashley.

Either way it stinks of insider trading

Probably Moulding causing all this, I bet he has instructed FIC Shareco to buy more shares for him. They act on it how they see fit and place large buy orders at prices sub 30p. MM’s walk it down to where the larger volume is. Accumulating sell orders with it.

Once they filled boots price rises as his holding RNS goes live. By then the cats out the bag and he has to make an offer for the business. Or part there of.

Hold for gold

He must feel sooooo embarrassed to know that he puts out a what seems a decent report and all the shorts do is sell on the news to two fingers him.

He is probably thinking wrf with Huel and crying right now.

It’s bonkers.

He needs a bid for MP and be down with it. He can’t win.

It may still happen? 😉

Totally think you may be onto something Gggg a very small window to make a bid! Make sense.

Like some say two prong attack.

Im not saying it is not worth doing Hyrox, I’m saying how are his influencers, marketing team etc pushing the high nutrition, low portion offering to weight loss customers? The marketing is not balanced right for macro teams. Been saying this a while now.

I don’t see it? Yet I see alot on Hyrox. The market with gp1 is millions of people.

MyProtein do small meals made for the job in Iceland, yet no one really knows they are there unless you stumble upon them.

Anyway glad results are out tomorrow!

Let’s see if this bags tomorrow, it has to!

Why would he put 8 milion more into shares at a higher SP to then allow it to be bashed down due to poor results before the price has even recovered to his 34p buy price recently.

Some say this may be a 2 attack strategy tomorrow. Land results, allow shorters to load up as they usually do then release the 2nd news which “may” be an offer for MP?

Let’s wait and see.

Danone could see the opportunity with Huel and the ever increasing use Glp1 meds for fat loss

People want smaller nutritious meals, esp for lunch.

Myprotein seems to be late to the marketing party with this, but the potential is massive.

Are they asleep?

Or too focussed on Matt’s vanity projects like Hyrox

Huel news basically shows you what a massive loser Matthew Moukding is.

He’s probably rattling around his house this evening grumbling and grunting why one of these big food companies doesn’t want his business at many multiples of revenue and why the city still price his entire company at the same price as a panda pop.

He has had the chances and blew it.

Proper narcissistic idiot

Just self obsessed

All other similar businesses are making money and he can’t do that after years of trying.

Results best be good Mould, but most have given up hope of him ever pulling it off.

Makes you wonder did Danone approach THG?/MyProtein?

Or

Did they get in quick with Huel because of the writing on the wall with either Mars, Nestle or Muller?

Are these 3 “testing” MP sales first before bid approach? Maybe the Huel announcement will hurry any potential takeover approaches along. Who wants to be late to the party ay?

Now would be the perfect storm to hurt shorters Matthew Moulding!!!

Announce a buy out proposal for MP from Selkirk and you make many many shorts very poor!

Would love to see it!

This time at least announce it and contemplate it with major holders.

Glasses at the ready fellah.

Yes but THG were there once and now it is a much bigger beast with more market, growth does slow as you get bigger. APN is a baby and an over priced speculative one at that.

THG is established and mammoth and yet as a whole company cheaper.

It’s nuts

I expect Moulding is looking at his 1.9 million pound paper loss on his 8 million recent investment right now and thinking he is powerless against the short sellers.

Someone will go hard with a buy soon and make an offer, it’s too cheap to ignore now.

I don’t think it is unjust that APN went down today. It was starting to look silly with the disparity with THG when in theory they have the same headwinds.

IMO it was starting to look very very manipulated with THG and by who, who knows. The gap was too big and APN had to correct otherwise there would be more than banging on the door of Mouldings mansions to explain this.

THG way way too cheap.

APN way way over priced imo

Considering situation.

Dyor

Right, cmon Moulding?

If all these previous bids under valued the company why are we at flippin 28p?

It’s gone from 54p to here in a matter of weeks.

Time is up, show us the value of this company or we all join the shorts and take it to 0 like they want.

Surely Matthew you must be down a few million on your purchase at 34.8 p?

Does this not anger you inside? Does this not ignite a fire in your belly?

Where’s the value? If it’s never going there seller to buyers who clearly want this at sub £1 and £1 I’ll take thanks 👍

Or maybe just in time for a new bid?

Good spot/point Riv on the other nut job board.

Oh wise city, please explain what we have a near 50% drop on positive and one might say best results THG have had in years and also after the CEO has invested another £8 million of his own money in shares bringing his share up to circa 24%?

Not to mention a forthcoming most likely very positive set of results in early April?

That not forgetting a recent takeover offer for 2x current price for just the 40% of the business My Protein?

Dear city, is this internal manipulation or is this Numis and friends with a really big grudge showing old Mould who’s boss?

Why are all the big holders silent all of a sudden?

Is this lame or what? If I was eyeing up buying a company out I would be looking at this right now with a view to buy loads of shares on the cheap and then making a hostile bid for the business. Maybe Nick Candy has time on his hands now he is not with kiss kiss. Something to impress a new girlfriend with perhaps?

If I had millions and millions would be scooping this up

Shorts rapidly closing tells you what you need to know. They need out before it becomes very hard to get out and painful.

I full expect Tages capital to continue to unwind even below the .5 threshold among others.

Bring in the results is all I say!

If you don’t buy at these levels then you may as well look at other shares and ignore this bb as this is cheap cheap.

Anyone mad enough to stay short deserves all the losses.

Web data, previous data and forward statements all point towards great things.

Mm is a man on a mission with a vendetta. Trust he will shaft the shorts as hard as he can.

Buy-wait-reward simples

Yeh, but nah! THG is already massively too cheap. If your theory was right. Which it isn’t as this will all blow over soon as a nothing burger. Then isn’t your theory isn’t applicable to Applied Nutrition as well?

Surely on equal terms in this scenario that should be done to about 30p now?

Lol

You tool