Member Info for Yesimabeliever

Wind up merchant. if you had any genuine inside track on market sensitive info, would you post hints all over X?!

Sweet whey and whey concentrate are heavily correlated. Who cares.

Your twisting of data Ste shows your poor character

See below

So from your own source Ste, you chose to highlight a spot price for one month that was up 23% percent … I think you said 25%+. Yet you chose to ignore the same source that shows ytd average whey prices are less than 10% up (and well of the highs which cause THG real problems. VERY NEUTRAL 🤡🤥

Don’t worrry about it crafty, the only person lying here is Stevescott. Obviously. Repeatedly.

Stevescott=polishcap=aph Multi ID 🤥 and loves a nasty thinly veiled threat when he gets rumbled

From your source Ste, a NEUTRAL person might sight whey prices are up 10% this year. Someone who uses that data to say whey prices are up 25% (they aren’t on average) is not neutral. That makes you a 🤥

So from your own source Ste, you chose to highlight a spot price for one month that was up 23% percent … I think you said 25%+. Yet you chose to ignore the same source that shows ytd average whey prices are less than 10% up (and well of the highs which cause THG real problems. VERY NEUTRAL 🤡🤥

So from your own source Ste, you chose to highlight a spot price for one month that was up 23% percent … I think you said 25%+. Yet you chose to ignore the same source that shows ytd average whey prices are less than 10% up (and well of the highs which cause THG real problems. VERY NEUTRAL 🤡🤥

A very patronising comment Ste. Yes THG group debt would need to be refinanced in a capital event, I don’t need to read the specific covenant for that, because knew that already.

Reality is unlike “neutral” you who posts not stop about an impending debt problem, I am not in the slightest bit concerned about THG’s gearing levels, because of the inherent value in both Nutrition and Beauty assets. I also expect rates to come off hard over the next 12 months

Nope. would you care to enlighten us?

Neutral Steve at it again!

I don’t think many shareholder believe there won’t be some sort of capital event/spin off before the debt needs refinancing.

I think we all know MM doesn’t provide notice because he believes there is concerted and coordinated manipulation of the shares if he does.

January trading update @beedle

PP1 you’ve got a bloody cheek preaching on here having “advised” PI’s out of a 20% rise on their asos shares yesterday. Do one

Good luck all shareholders, I’m hoping for some positive developments at the interims.

As for @polishcrap

“Good luck you’re going to need it soon”.

What an odious, manipulative low life you are

OSG I’m clearly more bullish than you on current BoD and the options THG has.

Minority stakes/partnerships can still happen if THG Group was to go private in advance. I think it should.

I may be wrong, time will tell.

Could it be related to their consumer debt activities, Fraser plus etc? Can’t see it being bid related, and bidco would be with Private Equity well away from prying eyes?

I wouldn’t be surprised by a take private at all, MM isn’t going anywhere and it is clear he hates the scrutiny that comes with being a plc, as well as being the “short termism” of plc markets and the impact that has on decision making.

THG SP is heavily discounted, the free float could easily be taken out at a premium and the 65% allowed to roll as MM requires.

Last year the terms/structure of the Apollo were onerous because the risk was higher, THG was haemorrhaging cash.

The restructuring is now done, the Group is cash flow neutral/positive, so any investment now taken on by the private equity backer would be going into investment as opposed to plugging a hole in to p&l.

IMO THG is ripe for a take private for 3-5 years, get some more scale into Ingenuity so it can stand on its own two feet and spin off nutrition and beauty along the way with Ingenuity contracts. Far better doing that process away from public markets in private hands. And a clear exit timeline/strategy for investors.

I wouldn’t be at all surprised to see Apollo (or AN other) return with a successful bid now THG has stabilised an there is less risk to it, and of course debt markets becoming more favourable for refinancing

From muller statement:

“Health and nutrition is a megatrend that is here to stay“

Really high profile partnership for Myprotein as it moves into the mainstream.

Don't think it gives you the full picture, as a lot of customers have been pushed onto the App, but I am no expert on web traffic data.

Https://www.mynewsdesk.com/uk/muller/pressreleases/muller-and-myprotein-announce-collaboration-on-tasty-high-protein-range-3340959 https://www.mynewsdesk.com/uk/muller/pressreleases/muller-and-myprotein-announce-collaboration-on-tasty-high-protein-range-3340959?utm_source=rss&utm_medium=rss&utm_campaign=Alert&utm_content=pressrelease