Member Info for Ste2000

but what are we up on other than the hope of a TO
Q3 update was +2% vs expectations of +9%
FY number looks close to impossible at +10%/ let alone the laughable +15%

then they managed to get more debt....oh well done

and ingenuity now has no visibility anymore - so the special sauce is more like bulk standard ketch up

hope everyone did some exposure cutting when it hit 60-64p last week
there are no supports to keep this in the 50s
buying for a TO is playing red or black on a roulette table

its 53

hardly unable to buy - try doing dummy sells and buys.

must easier to buy big volumes than sell, hence the share price fall of close to 10% now from high to low

this share has dropped 3p or 5% from intra day high to low
at the same time boo/ asos/ ocado/ ao etc have improved
you cannot make it up - no chance this gets out of shorter control unless TO comes
any rise and shorts will reload, rinse and repeat - its too easy for them
my guess SP falls back to 40-45p as City becomes more convinced TO is pie in the sky

it really doesnt matter what any of us share on here - as shorts are in utter control here unless there is a TO.
trading updates will help if positive but will take years to get this out of the shorts control
the 5% drop in circa 20 mins shows that only shorts control this SP

2phevs i ve got nothing to do with ste2000/ steveinhull

look back messages - we ve had some pretty good conversations

i want this to sky rocket. i want all shorts to burn. and i have a big position, but am underwater

please dont lump me in with the others ATB and thanks

2phevs i ve got nothing to do with ste2000/ steveinhull

look back messages - we ve had some pretty good conversations

i want this to sky rocket. i want all shorts to burn. and i have a big position, but am underwater

please dont lump me in with the others ATB and thanks

brilliant day and very strong 3 days.
but that UT tonight is scandalous - took off almost 2p from where we were at 4:27, which is a lot when a SP is 45-47
still onwards and upwards

how many times have I read that from 250p downwards......

will never catch a break...pretty obvious we we had broken 40p but good old asos dragged us back and no doubt their update on wed will be horrid to drag us more

I think the turmoil of ASOS will drop this down
super annoying as the recent THG action is bullish but we all know we cant catch a break
hope I am wrong and would love to see us attack 50p and upwards

yawn SP, yawn
fair point to others - must admit didnt see the drop and rise too closely yesterday

wow - cannot say how disappointed i am to see all ecom retail sell off as usual
this is the most unloved/ shorted sector on FTSE
cannot catch a break
red day coming - THG couldnt even fight at 40p

couldnt make it up could you - the one day we actually looked good

Agree Coldspy - I think the problem MyPro (and infact all protein companies have) is that there is very little pricing power, as they all kinda offer the same thing (within reason). and they all compete on price overlaid by a high frequency promo strategy

the benefit MyPro have is that they have economies of scale and automation so probably have lower costs than others (it seems some of the smaller players are going bust etc)

the good news is whey is now down, and MyPro have diversified away from whey only products (such as Wheyforward in US and asia, and also Myvegan) plus they offer vitamins etc and clothing

it is also great they are going into more RTD and On the Go offerings across UK, Japan and I would guess other markets supermarket channels. And licensing like Iceland deal is money for nothing, which is 100% incremental and I love this (not sure other brands of protein could achieve this)

but short term mypro is a bet on whey prices - the more they fall the better for margins. long term the head winds are the ones mentioned above

very drawl -like it alot

Futures on whey is also at a 18 month low
https://www.nasdaq.com/market-activity/commodities/dy

THG will likely be loading shortly for Q1 to lock in these prices

https://www.chargedretail.co.uk/2022/10/12/thg-ingenuity-boosts-tech-platform-with-jitterbit-partnership/?utm_content=buffera015b&utm_medium=social&utm_source=twitter.com&utm_campaign=buffer

does anyone remember a time when the US markets did wake up and s hit themselves