focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Maybe they need an activist investor to come on board and get them in shape? 🤣
Low volume happens every summer as rule cityad. Usually trad water until September. No bad thing, good to consolidate.
I’m expecting a fairly free ride to 117p once we clear 110p! Knew from Fridays action things were looking very bullish here!
Interestingly 2phevs, was going to post about gummies.
I bought some creatine gummies the other day. Have never tried any of the gummies before & they’re fantastic. Basically like a fruit pastilles so you get a sweet fix and your creatine. Ingenious compared to the white, chalky tablets that are difficult to swallow or powder you have to faff mixing. I’ll be buying more!
I don’t see Matt breaking it up - it’s his life’s work and I he won’t sell off parts he’s so heavily invested in just because the LSE has depressed the SP to ridiculous levels. If anything, I could see him creating new divisions.
The simplest approach would be to keep the group listed on LSE but list divisions on markets where they’ll be better valued. THG still own the majority of shares and retain control, he keeps the business uk listed but it owns shares in companies listed elsewhere, keeps it together and we get value realisation.
I don’t actually think he needs to do this to realise the value - just tell everyone that’s his plan & it’ll rerate.
Alasdair Haynes will be very happy.
Only so long they can carry on before the markets notice that they’re bailing and the reason why is obvious.
Roll on Monday.
Enjoy Greece HH.
The patient will see £4.50 if we don’t get a cheap MBO / TO.
And a lot more. I’m certain of that!
Finished at the day high. Bullish. Should be a good week next week having consolidated this week.
Hope all those sellers bought back in!
Think we all know where this is heading next week…!
Wonder how he’s planning to laugh more?
By having the last laugh with the shorters? Laughing all the way to the bank with an MBO? Or maybe buying the comedy store?
Who knows with Matt, but I have to say these little teasers excite me! Wouldn’t want to be short and can understand why Systematica and Qube are bailing.
It’s outrageous how we’re basically in a stronger position on every single metric since £8. The only thing that has changed it market sentiment.
And as Matt points out in his latest post, that’s going to shift very quickly as that lag ends.
“More to follow here 😉”
What a bloody tease!
The cynic inside me thinks the spread is because they don’t want to attract new buyers with a big order to fill.
How I wish MM would drop some news to make this a tougher exit.
So frustrating that these guys are getting an assisted exit at a time when there’s no other buyers in the market.
At least they’re seeing sense, I suppose, and hopefully the exit of these shorts will bring confidence to attract other buyers.
Did think the weather may play a part in next results and I was wondering how. It does make sense that people will have been driven from high streets to shopping centres but also online.
May have a slight positive impact but only in the UK numbers and we’re a global business.
BAT and Diageo would be unbelievable Ingenuity clients. Let’s hope there’s something in Vivek’s likes.
We could do with some of that action 😁
Really exciting to see the Tesco job ad OSG.
Expanding our MP product ranges and then getting in to the major supermarkets across the world is #1 priority in my opinion.
Potential for growth here is HUGE. Could double the size of Nutrition fairly easily/quickly imo.
OB, oddly enough the garage I am looking to buy from has Lambo’s and a Bentley.
Sadly I’m not buying either. This time next year though, Rodders!