Member Info for stanleyb

Yes, unfortunately it's only the few at the top, the IRGC and Basij that have been getting all of Iran's oil money..the Ayotollah and his extended family have $ tens billions stashed away in foreign bank accounts whilst most Iranians are on the poverty line!..

Why Iran's Next Uprising Is Building Beneath the War - NCRI https://www.ncr-iran.org/en/news/iran-protests/why-irans-next-uprising-is-building-beneath-the-war/

Yes, it's inevitable, Kharg Island controls 90% of Iran's oil, the Iranian regime have almost run out of money, they haven't paid the regular army and many civil servants for nearly 2 months...the only people being paid is the IRGC and Basij..watch and see....the IRGC commander shouting on the TV each day is now No.1 on the Israeli hit list..it's only a matter of time before the whole regime collapses due to no money not just the relentless 24/7 bombing...!

An interesting read and probably the blueprint for Iran to ensure the oil money doesn't go back into building weapons once Iran surrenders, a good thing.

How the U.S. controls Iraq's oil revenues | Reuters https://www.reuters.com/business/energy/how-us-controls-iraqs-oil-revenues-2026-01-23/

A lot of people don't realise that all oil money in Iraq still goes through US banks and is controlled by US to go into the Iraq redevelopment fund..the same will probably happen in Venezuela and Iran...!

This is the third gulf War, not to mention Covid and the ongoing war in Ukraine yet in January the Brent oil price was only $60.... what does that tell you? 🤔 There is a fundamental glut of oil and even more so for Gas, so despite four major wars involving the Middle East and Russia the long term price of oil'taking into consideration 25 years of global price inflation, oil was still cheaper in January 2026 than it was about 20 odd years ago. If you add in for inflation of all other goods etc at $60, oil was only half the price in real terms so about $30..! JAO Adyor

Here a different AI perspective following the takeover of Huel Nutrition by Danone..even got a comment from Matt it seems?

Market News...Danone takeover of Huel is playing a major role in the market's re-evaluation of THG. Investors are treating the Huel deal as a "valuation benchmark" for the entire nutrition sector, and the math looks very good for THG’s Myprotein brand.

​Here is why the Huel deal is acting as a catalyst for THG shares today:

​ The "Valuation Gap" is Stark

The Danone deal values Huel at approximately €1 billion (£864 million). Analysts are quickly comparing this to THG's Nutrition division (primarily Myprotein):

​Huel Revenue: Roughly £214m–£250m.

​Huel Valuation Multiple: Approximately 3.7x to 4x revenue.

​THG Nutrition Revenue: Over £650m (significantly larger than Huel).

​The Implication: If Myprotein were valued at the same 4x revenue multiple as Huel, the nutrition division alone would be worth £2.6 billion. Currently, the entire THG Group (including Beauty and Ingenuity) has a market cap of only around £450m–£500m.

​Proof of "Strategic Scarcity"

Danone’s willingness to pay a high premium (reportedly 45x EBITDA) proves that global consumer giants are desperate for "digital-first" nutrition brands with strong direct-to-consumer (D2C) data.

​This makes THG a prime target for a similar "sum-of-the-parts" acquisition or a spin-off.

​THG CEO Matt Moulding publicly praised the Huel deal this morning, calling it a "great British success story" and pointedly noting that the valuation reflected a "fair reflection of a strong brand."

​The Huel deal has potentially set a "floor" for what these companies are worth in a private sale, making THG’s current share price look historically "cheap" to institutional investors.

​Comparison: Huel vs. THG Nutrition (Myprotein)

Metric Huel (Acquired) THG Nutrition (Myprotein)

Estimated Revenue ~£250m ~£650m+

Sale Valuation £864m (€1bn) ~£250m - £300m (Implied Market Cap)

Revenue Multiple ~3.7x - 4.0x

Bottom Line: The market is realizing that if Huel is worth nearly £1 billion, then THG is potentially being valued by the stock market at a massive discount—or effectively "less than zero" once you account for its other multi-billion pound divisions.

Adyor!

What a load of old Grok...!!!

So the potential VAT refund has now ballooned to circa -£80 million this will be a huge net cash injection into the business and lower the cost of products to the consumer by 20% instantly..fingers crossed...!!!! JAO Adyor

Annacott I'm sure you could buy if you had any money..there's 1.7 billion shares in issue, so you are just imagining things yet again!!!!!!!!!!!!!!

Not surprised the positive change in tone now that the CEO had hoovered up nearly 25% of the shares....? Suddenly everything is positive and soon there will no doubt be a dividend announcement? Totally orchestrated fall in January it seems? JAO Adyor

So a much better set of results than was badly presented in January when the SP was at 52p..here we are at 33p....Completely orchestrated by the Only CEO on the UK FTSE index that apparently wants the share price to fall for personal gain by buying up falls in the SP so it seems? Should be investigated by the SFO and FCA...! JAO Adyor

Everyone including the market were all victims of the January 'Sabotage' comments..just to get the price back in the 30's for a massive smash n grab raid? Unless there's a better theory??? JAO ADYOR

The only logical reason it seems for Matt to sabotage the January update was to drop the SP from 52p into the 30's in order to buy significantly more shares, unless someone has a better theory? JAO Adyor!!!

@guird...it goes into someone's back pocket don't you think?

Soletrader1 they only get sent to serious investors...

Well at least the debt has been slashed and the losses....any VAT refund and won't be long before the 'Debt' question will be no longer a subject to debate...the Danone takeover of Huel could just be the catalyst that THG needed for a big re rating? Maybe the fact that Matt walked the SP down to get 25% of the company has now given him reason to take his foot off the brakes? JAO Adyor!!!

Hopefully Matt won't give an analyst meeting, as you can guarantee 100% that he'll deliberately screw it up yet again!!!

Market News...Danone takeover of Huel is playing a major role in the market's re-evaluation of THG. Investors are treating the Huel deal as a "valuation benchmark" for the entire nutrition sector, and the math looks very good for THG’s Myprotein brand.

​Here is why the Huel deal is acting as a catalyst for THG shares today:

​1. The "Valuation Gap" is Stark

​The Danone deal values Huel at approximately €1 billion (£864 million). Analysts are quickly comparing this to THG's Nutrition division (primarily Myprotein):

​Huel Revenue: Roughly £214m–£250m.

​Huel Valuation Multiple: Approximately 3.7x to 4x revenue.

​THG Nutrition Revenue: Over £650m (significantly larger than Huel).

​The Implication: If Myprotein were valued at the same 4x revenue multiple as Huel, the nutrition division alone would be worth £2.6 billion. Currently, the entire THG Group (including Beauty and Ingenuity) has a market cap of only around £450m–£500m.

​2. Proof of "Strategic Scarcity"

​Danone’s willingness to pay a high premium (reportedly 45x EBITDA) proves that global consumer giants are desperate for "digital-first" nutrition brands with strong direct-to-consumer (D2C) data.

​This makes THG a prime target for a similar "sum-of-the-parts" acquisition or a spin-off.

​THG CEO Matt Moulding publicly praised the Huel deal this morning, calling it a "great British success story" and pointedly noting that the valuation reflected a "fair reflection of a strong brand."

​3. Read-through for "Applied Nutrition"

​The market is also looking at the upcoming IPO or potential sales of other peers like Applied Nutrition. The Huel deal has essentially set a "floor" for what these companies are worth in a private sale, making THG’s current share price look historically "cheap" to institutional investors.

​Comparison: Huel vs. THG Nutrition (Myprotein)

Metric Huel (Acquired) THG Nutrition (Myprotein)

Estimated Revenue ~£250m ~£650m+

Sale Valuation £864m (€1bn) ~£250m - £300m (Implied Market Cap)

Revenue Multiple ~3.7x - 4.0x

Bottom Line: The market is realizing that if Huel is worth nearly £1 billion, then THG is potentially being valued by the stock market at a massive discount—or effectively "less than zero" once you account for its other multi-billion pound divisions.

Adyor!

No £2...