Member Info for stanleyb

Maybe big announcement on the way, the shorts will be exiting very soon and in quick order don't you think...More TR1's to come? JAO Adyor!

It's becoming very obvious that every time MA tries to buy big quantities of THG shares the price shifts quickly upto the 28/29p range..closely followed by a TR1..all the cheap shares seem to have gone except for the daily Algo and day traders at very low volumes. JAO Adyor!

Because it seems they have employed MA to buy up as many shares as possible at the current price to protect their positions?

Well according to the Chairman and CEO, My Protein is worth considerably more than the potential £600 million offered by Selkirk. " the Selkirk bid Significantly Undervalued My Protein"..

Yes, we're just putting some more fake news stories together and about to send them over to some of the well known Financial and Media publishers along with the large brown envelopes!

It doesn't help when the company is under attack from 5 Criminal Funded Hedge Funds, the Chairman and Board of Directors are totally Incompetent does it? JAO Adyor!

There's nothing brewing, directors cannot buy if they have information that is price sensitive!

So which one of the 5 Criminal backed Hedge Funds paid for that old pre-PLC non story to be published several years after the non event? JAO Adyor!

All those $billions spent on world leading brands and The Whole THG Group now valued at £300 million...including the World's leading online Sports Nutrition brand 'My Protein'... You couldn't make this up...Either the Board are Incompetent or Corrupt as the government said about the FCA recently 🤔? Just a thought, ADYOR!

Never underestimate the lengths Criminal backed Hedge Funds will go to make money..don't let the truth get in the way of a good story! $ billions to be made!!! 💰

@ Theta.... Yes! Big money to be made with Social Media...

https://thehedgefundjournal.com/short-and-distort-scheme/

The Criminal backed Hedge FUD's really are scraping the bottom of the barrel now, dragging up some old half baked story from years ago..Just how much are the journalist being paid by the drug cartels behind the 5 Hedge FUD's to write this stuff, Thougt this would have been in the DM or the Gdian?

23 January 2025

THG PLC

Fourth quarter trading statement for the period ended 31 December 2024

Successful completion of the Demerger of THG Ingenuity, leaving THG PLC as a global, cash generative, health & wellness consumer brands group

FY 2024 performance in-line with expectations

Gross leverage materially reduced, c. £550m[1] year-end cash and available facilities

Continued confidence in THG Beauty and an improved start to the year in THG Nutrition online and offline channels

Strategic update

· THG Ingenuity Demerger successfully completed, leaving THG PLC as a global, cash generative, health & wellness consumer brands group comprising THG Beauty and THG Nutrition ("RemainCo").

· Transfer to the equity shares (commercial companies) ("ESCC") category of the Official List now concluded (6 January 2025), making the company eligible for index inclusion.

Outlook and guidance

· During the second half we continued to see improving underlying trends within Nutrition particularly in the UK, alongside promotional discipline supporting increased order profitability and margin expansion in Beauty. Coupled with a strong Q4 for Ingenuity, FY 2024 adjusted EBITDA is expected to be in-line with the consensus range excluding discontinued categories.

· RemainCo is expected to deliver mid-single digit revenue growth in FY 2025, given continued confidence in prestige beauty demand across our key markets, and a return to growth in Nutrition, evidenced by a much-improved start to the year across online and offline channels.

· Ahead of the Demerger, FY 2025 adjusted EBITDA assumptions were based upon:

o a leaner, more efficient cost base and improved inventory profile;

o continued execution of the Beauty strategy;

o a gradual reduction from the current historic whey price highs; and

o another strong year for THG Ingenuity, supported by a pipeline underpinning adjusted EBITDA of £40m to £45m.

· Whilst whey price reductions are anticipated to be second half weighted, new global manufacturing volumes of high concentrate whey protein will enter the market through Q1 2025, providing optimism of a more normalised commodity market ahead.

· Depending on the outcome of the recent UK VAT ruling for protein powders, annual adjusted EBITDA upside could be in the region of c. £10m.

· Over the medium term, revenue growth of mid to high-single digit is anticipated, with adjusted EBITDA margins consistent with historical levels (for Beauty and Nutrition), and significantly improved free cash flow.

· Specifically, capital expenditure will reduce to c. £20m pa (FY 2024 pre Demerger guidance: £100m to £110m) and cash lease costs will reduce to c. £22m pa.

· Future cash generation will facilitate a measured reduction in gross and net leverage, with RemainCo targeting continued progression to a neut

Obviously knows what he's talking about..shame the Criminal backed Hedge Funds have the capacity to constantly bombard this board and the media rags like the DM with FUD every day!

Https://www.lse.co.uk/ShareTrades.html?shareprice=THG&share=Thg

Https://www.google.com/search?q=thg+share+price&oq=&gs_lcrp=EgZjaHJvbWUqCQgAEEUYOxjCAzIJCAAQRRg7GMIDMgkIARBFGDsYwgMyCQgCEEUYOxjCAzIJCAMQRRg7GMIDMgkIBBBFGDsYwgMyCQgFEEUYOxjCAzIJCAYQRRg7GMIDMgkIBxBFGDsYwgMyFQgIEC4YAxiPARjHARi0AhjqAhjRAzIRCAkQABgDGEIYjwEYtAIY6gIyEQgKEAAYAxhCGI8BGLQCGOoCMhEICxAAGAMYQhiPARi0AhjqAjIRCAwQABgDGEIYjwEYtAIY6gLSAQYtMWowajeoAg2wAgHxBTDjmFyTmpbD&client=ms-android-samsung-ss&sourceid=chrome-mobile&ie=UTF-8

Venture Capital and Oakhurst etc..you talk as if Nutrition is all of THG with your margin vs APN and whey prices. Nutrition is just 35% of THG's total £1.7 billion business and about 20% of that total is whey protein related. They don't use whey protein in £1.1 billion of Beauty sales so please stop repeating yourselves continually about whey prices!

Venture Capital. I'll say what I like when I like if it's relevant to the current topic of conversation. There are new investors out there that need to be aware of what lies the management have been saying. JAO Adyor!

APN is trading at over 3x revenue £99 million sales with £310 million market cap, that's 15x the current multiple of THG. Do the maths yourself.

The Nutrition division is trading at 0.05x revenue. The beauty division is trading at 0.15x revenue total combined 0.2x revenue. The biggest discount of any "Profitable" company listed on the London Stock Exchange. JAO Adyor!