Member Info for yespsb

Ever the pragmatist 1Pencil and I think you're right - the action is elsewhere

Excellent post OSG. Whilst I am not an admirer of Kier Stramer I don't fear a labour government and I am quietly optimistic that they won't fall foul of the destructive in-fighting that has destroyed the Conservative party and in turn caused huge structural problems to the UK.

Honestly I think that is a difficult question to answer simply because it's probable that it would not be a clean stand alone business and by that I mean it's highly likely that nutrition will be locked into using ingenuity for X years and that some of the premises used by nutrition would be owned by Matt and leased back to nutrition and I think such "lock ins" tend to complicate accurate valuations. Whatever the value is going to be, it's going to be more than today's share price and I take comfort from that.

The previous and more update Huel valuations are not valuations, there somebody's desired valuations and they are miles off from being reality. It follows that discussion stating THG Nutrition is worth X or Y based on the Huel valuation is equally flawed. Sorry to be a party pooper but thats the reality and that is reflected in the share price of THG.

I hope the people saying THG is going to list one or more divisions on the American market are correct and that in doing so the SP sees a significant rerating - sometimes I am happy to be proven wrong but I do reserve a wry smile for comments along the lines of "Matt said this or Matt said that".

Matt has a very well established track record of not doing what he said he was going to do and there's does appear to be some sort term memory loss for a few of you (strategic review anyone?)

I just want to have an opportunity to take a modest profit having been reminded to do more research before putting lots of money into a company run by egotistical chancer

Great link GoCPI and it reiterates a comment made to MM on LinkedIn about the American market not being a guaranteed win/win scenario.

My belief is that reporting quarterly to street wise American analysts would be far too much for his fragile ego to take and that is the primary reason I think we will not see a move to American listings this year.

And yet here we are, with absolutely nothing that demonstrates any movement to list elsewhere, nothing that demonstrates the business being taken private, nothing to demonstrate any meaningful third party investment or genuine strategic partnership.

In short, the square root of nothing and until one of the above is announced or someone makes a bid the share price will remain depressed. I sincerely wish it was otherwise but I will reiterate what I said some time ago, right now this is not a share to invest in, its a share to take a calculated punt on. I hope our patience is rewarded some time this year.

Talk is cheap, almost as cheap as the share price

Credit where it's due, Biossance looks to have been an excellent decision on behalf of the board.

We would get more sense out of Ray Allan and his dummy Lord Charles 😉

Matt Mouldings behaviour positively encourages the shorting of the shares.

Amen to your post KBYK and let's not forget this particular tennis player was paid hundreds of millions to join the club and then spends a disproportionate amount of time trashing it.

Utterly pathetic behaviour.

Both the Japanese & American markets are over bought and will invertible turn down - my hope and that's all it is hope, is that global value investors wake up to how cheap the UK market, especially UK shares that have a lot of foreign earnings

Make him an offer - you will more than likely get a seat on the board as a result 😉

Unfortunately they are kindred spirits

OAC and 1pencil, I always read your posts with interest. The THG pages are better for your contribution 👏

Whilst I agree OB that the update was decent ( but no more than decent) the video was infantile, embarrassing and does nothing other than reinforce the negativity that surrounds Matt's running of THG

It's become my "dog" share which is somewhat ironic as it's run by a mongrel CEO.

I really need another steady rise so I can sell my shares and move on to fresh pastures after a year plus of sheer frustration with Matt and co.

The video is 4 mins of cringe inducing b*ll*x

i thought the update was decent, with the invertible ups and downs when you trade across different sectors and time zones. putting my thoughts to one side i watched his 4 minute "company briefing" and i honestly i cringed.

i thought it was attention seeking, pathetic, propaganda that would not have been out of place in russia, china or north korea. and i think its this type of nonsense that means he will never be taken seriously by investment establishment which it what deep down i think he so badly wants, so in the absence of the admiration and respect from the global financial community he in turn seeks confrontation with his never ending ****** about the lse.

i don't think he will ever change, so from my perspective its a case of hoping that either the team around him start to deliver the potential the business clearly has or one way or another and i don't care how, he loses control of the business.