Member Info for Ste2000

Haha 2phevs…never apologise for optimism. Tight attitude to have. GL

Shorters working quicker than I expected - standard really

100% hope so 2phevs
Would be amazing to have some great news

The Dubai Distirbution centre is a 3PL, so run by a third party

No doubt the shorts will do their best to walk it back down, and weak PI will sell, esp as it Friday

Moulding did the exact opposite - he said they forward but when prices are low, and they arent forward buying now
this was shared in Q4 and Q1 update analyst calls

https://www.clal.it/en/index.php?section=whey

Hi hosai - the direct read is sweet whey from Europe. Moulding confirms this in the q4 earnings call. So whey protein is very much becoming a tailwind and benefit now

Well said Adam - lord Allen’s purchase is the bright light to focus on during all this BS, for sure

THG- The gift that never stops giving (you sleepless nights)
170p undervalues rage company…….good grief

I did read it anacott (calm down for a second) but you have to deduct the liabilities from the cash

Hosai- yes agree. Thg clearly has min enough liquidity for 3 years so should be ok to ride out the macro environment storm ok

Anacott - Yes they have 530m cash, but also have 480m debt, circa 300m lease liabilities and are burning 200m cash a year

Not saying it’s a bad company (I actually think it’s very good) but the market views it as currently uninvestable and none of them value the cash on hand as a reason to invest

Red…. How predictable
How low can she go……

Agree Roders - if this can hold blue end of day, I view it as a massive positive, when if only o.5%

The bots are super determined today. Clearly there is some buying pressure but the selling bots are literally like a machine
Expecting this to be fully sold down as usual

Agreed, at 73p you would expect people to pile in if there was wide scale interest. 500k ain’t that

On the newly down thg website, it says free float is circa 70%

I don’t understand why mouldy doesn’t buy more shares - he must still have a lot of cash and he if wants to take private, this is a good time to load up, or it would at least act as a good faith to LT shareholders

I have no faith in the board (except lord Allen) so wouldn’t expect them to Help

I think we can all agree that, judging by the SP, the City thinks something is up here

Lord Allen’s purchase is the one good thing to come out of the last 2 months mess
I question why the rest of the board have not bought any- and to be honest would get rid of them all
And I hope moulding has been honest when sharing the books with lord Allen