Member Info for Ste2000

Anyone else bored of Kan'tdo?

End of Oct 23 final guidelines come out from FCA. currently under final consultation.

so go live early 2024

Its a very good point. no II buys for a long time (QIA does not count for me as it was just bargain basement swoop on softbank). thats why we get such volatility. even now its plummeted to 91p.

maybe once moulding is trusted, and premium listing happens, buyers will return, but the last 4 weeks has highlighted how naked the support is from markets

I must admit i find it beyond belief that we are likely heading to a 5th red day in a row. on what?

surely at some point you get traders taking a punt to buy in.

if results arent excellent, and at least a beat to the AGM statement, Moulding position is not teanable

Its nothing, this is a 1.3bn company. anyway, lets hope we see some buying today. if we do, can see a strong climb. otherwise 90p could go.

very odd into results as most reference, but best not to read into this from a THG performance. more it shows how market views THG as of now, both shorts and potentially investors

You truly are special manifesto arent you, and not in a good way.

we discussed the myprotein strategy yesterday, or have you already forgotten. they have always done, have always made 12% ebitda doing, and I am sure will make at least this doing it this year and future years with whey so low. its not a change of strategy ever so when (if) you invested you would have known this. YAWN

the beauty calendar will be filled with likely free of charge products from the beauty supplier as part of their LF or CB JBP, hence why Moulding highlighted it as a profitable product. Beauty H1 is liekly negative but will grow when it come sup against the weak Q4 2023 Christmas (postal stikes)

i m all for debate, but you really are tiresome

Yes true, but the counter agreement is that the business is now not where it said it would be when it ipo'ed 2 years ago. ie its not achieved the 20-25% volume growth each year since ipo (in its ipo manifesto) and its ebitda is lower than when it IPO'ed.

best way to value is edit or editda multiplies to get a fair value

Its going to be interesting. logic suggests all headwinds are in THG favour, so should be good.

but this is countered by the constant missed guidance over the last 12-15 months from moulding.

this latter point highlights why there is minimal buying pre results

Its 6 months after the FY results. simple as that.

Https://www.ig.com/ae/news-and-trade-ideas/_can-the-hut-groups-share-price--thg--build-on-its-110--year-to--230905

I agree that this update should be good. how much is baked into the SP rise is up for debate though. but the lack of volume and minimal buying is a watch out. those on the side lines are happy to remain there it seems

If anyone could find and turn off chatbot manifesto's off button, i would be very grateful

Wish someone would edit you manifesto

Quite surpised the market has simply brushed off this ingenuity updtae. its not bad at all. the skin virtue one alone is mutli country:

In collaboration with Ingenuity, Skin Virtue, a prominent cleanical skincare brand with a network of 100 salons in Australia, has unveiled its first direct-to-consumer and B2B sites in the UK, utilising Ingenuity’s complete commerce solution across technology, operational solutions and marketing. Ingenuity will be instrumental in enabling the brand's expansion into Australian, European and US markets.

i gave up a long time ago on the LSE being able to understand any company thats not a bank, insurance or miner

Yes good find on ingenuity expansion deal. very positive, annoying it gets lost in all manifesto/ monimoron rants

Manifesto, at war with THG and all and every poster here. what a person

Exactly the reasons I use it Manc. its a very decent business and model. easily worth x2/x3 revenue or x20 ebit

Why does this worry you? its not a new policy. its how online nutrition whey works.

why did you invest in THG then as Myprotein have always done this. you are a very very investor, with limited factual insights

Also he paid 100k wages before the deal was done. if it had fallen through thats 100k of the company, not his, money gone.

moulding still treats THG as his private bank

Seems he is already teeing up free shares for them

Star performers will hopefully earn their fortune as part of THG’s equity scheme 💪