Member Info for Ste2000

To be fair, this was all known before IPO, so anyone who has ever bought THG shares knew this (except AS1 :)

Still some vanity projects up and running. god knows whose paying for this hotel (delayed) refurb. hope its moulding capital

Good that its making profit. at worse, it adds to group ebitda, better they sell it and use to reduce debt

Correct Manc, the issue is THG's IR. utterly useless

Agree with SIH here. no TO likely. SP wouldnt be so suppressed on such low trades

SIH, does feel like you couldnt even be bothered to listen to Q3 call or read RNS. lazy!

Used to think this was a vanity project, but if it makes profit, then its good for the Group. Moulding's turn around plans are gathering pace

https://www.business-live.co.uk/enterprise/thgs-luxury-country-club-achieves-27945782

Thats the point, the F1 race happens whatever. with more trees by ingenuity they can now reduce carbon footprint

1Pencil is on the money. THG is US audit approved in its accounting. To conquer USA, best option would be to do a partnership with global fast moving consumer good operator

Zero buying vs high automatic frequency trading

Another miss. he guided to Q3 being marginally ahead of q2. its behind

All divisions now in decline for Q3

Market did nt like the proposed beauty separation in 2021, maybe same reaction for Nutrition. JV with CPG global player could have been cleaner

No point buying Kelso, shar price doesnt move, no dividends and you can buy the 3x companies they invest in yourself without paying high fees

Seems to be its another example of his poor communication style. all he had to say is myprotein will remain majority D2C business, but retail listings are useful for brand awareness to bring new shoppers in. as such we are pushing a snack/ bar led range across all major retailers, which will also drive decent revenues. today we have 5% of sales from offline, tomorrow it will be X%

hes just too emotional and doesnt give himself the time to think

So why not just own the works outright then? kelso investing is potentially the most illogical thing in the market. SELL

And yet Kelso SP continues to drop #comedy

just doesnt make sense to buy Kelso

Rock aka Hades @ Boix. suggest you differntiate how you write based on your opinion (massive emotions) vs what is reality.

suggesting some is unwell without fact is borderline slander.

suggesting FCA wont implement changes for 2 years, when the timeline is key (autumn 2023 final draft, for quick roll out)

etc etc

Theworks share is down, seems the market has found kelso out. pump and dumpers

Minimal buying / volume traded