Member Info for yespsb

There's rarely a dull day holding THG shares is there ? Obviously I invested to make a decent profit but I am happy to acknowledge the ride is also part of the attraction, I have been a buyer as high as 96 and as low as 57 and I am happy with the direction, fingers crossed that Matt doesn't say anything at the AGM to mess the current positive vibe up.

And here's me thinking someone was suggesting there might be some interesting food on offer at the AGM ;-)

HH is it possible to log on to the AGM remotely via HL or some other point of access. I was going to attend in person but something else has come up that means I need to work from home.

Amen to that although on one particular sharp drop my stop losses activated (I cursed myself at the time|) but it turned out to be a positive outcome as I have bought as low as 57p this time around

I'm not sure it does simply because unless there is a contractual commitment to X revenue it's very difficult to provide an accurate figure on how little or much THG would benefit from the partnership until it's been fully working for 6 to 12 months.

Samb69 thank you adding some solid reasoning to the speculation

stevie ls29 i don't know what's in the water in your part of yorkshire but whatever it is you need to get a good water filter pdq.

your mm cultish behaviour is nuts and that's me doing my best to be kind towards your sycophantic posts.

on one hand he claims to have hourly/daily reports on the business performance and then somehow manages to screw up on four separate occasions regarding the performance of what he considers to be "his business"

care to explain how that could happen in a well run business? and please don't keep banging about the pandemic and all the other stuff. every business big or small on planet earth was affected by this and off the top of my head i cannot remember any other business announcing 4 consecutive ****s up --- can you?

Good post Kando, facts beat fanciful fiction every time

I am certain their be no premium listing under MM leadership. Long before the "review" concludes (will it ever ?) THG will be taken private or be subject to a takeover.

I think I am with the majority in saying I cannot object to the CFO's package but I can and will vote to remove McDonald and Gallemore from the board. MM's dominance re the running of the business needs to replaced by a more balanced and pragmatic approach to making THG profitable.

Thanks for the replies and some interesting points. I believe we all agree Nutrition is undervalued and Fever Tree is probably overvalued. I wasn't fully aware on social media exposure Nutrition has so well done to someone in the THG ivory towers.

Ditto Aldi/Lidl selling FT by another name.

I guess the crux of my point links back to brand management - Fever Tree have successfully got everyone that matters being positive about the management, the product and the justification of it's premium..THG Nutrition on the other hand is blighted the toxic Matt Moulding factor.

just like buses eh.

thg is 7* business, really ? you are talking ******

I try avoid getting caught up in all the back & forth stuff but once in a while I see something and think thats nonsense and respond so here goes.

Hosai :- "Nutrition alone needs to get to around £1.15 just to match Fever Tree market cap (it should be valued higher than FT as My Protein is the bigger brand)"

My protein might have a larger turnover but that's where the My Protein is a bigger brand discussion ends.

Go ask anyone who Fever Tree is and what they do, then ask the same question about My Protein and even allowing for My Protein giving a very large clue about its activities with its self descriptive name Fever Tree would be recognised far and wide and My Protein would not. Fever Trees brand management is excellent, maybe best in class, its the epitome of a premium brand. By way of contrast My Protein's brand management is average at best. And don't forget market penetration, Fever Tree is in all the major super markets that don't focus on own brand stuff like Aldi & Lidl, its in the vast majority of off licences, pubs, hotels, clubs etc.

So please no more My Protein is a bigger brand than Fever Tree because thats daft.

Its a bit late in the calendar Stevie to be as mad as a March hare :-)

SteveLS29 is either Matt's wife or mum. My money is on his wife but I could be persuaded it's his mum if anyone knows better ?

Thanks Ste2000 for your input, its appreciated, btw this not me having a go at you Oke, your posts are good ;-)

Your dead right, Matt struggles to grasp the difference between social media chat and CEO providing balanced opinion on matters relating to the performance of the quoted business. In Matts world its his "train set" and he is the "controller*" and he can do what he wants ( *apologies to the late Reverend Wilbert Awdry )

FWIW here's my take. I think he has scant regard for shareholders who are not part of the inner circle and think when it comes to the crunch PIs will get short changed and we will all rue the day we ever invested in THG.

Naturally I hope I am proven to wrong but I have been in and around people like MM for the wrong side of 25 years and I am naturally suspicious of them because the majority are not to be trusted

Here's an educated guess, the OP reads the DT and wants to defund the BBC and if he has a wife she reads either the DM or the Express ;-)

Mike Ashley is one of the best traders there is so it would not be surprising to see him get involved in such an undervalued asset as THG, because it would be a win/win all the way for MA.

Sb1000 quote " Facebook / Amazon/ Apple till he died etc and you’ll prob find that they retain a serious amount of control over the business in some shape or form, so why can’t MM"

The answer is very, simple, they were outstanding individuals, the businesses they founded were highly profitable and dominated the sectors they operated in. By way of contrast, Moulding is not close to being outstanding, the business does not make a profit and Moulding has payed over £700m acquiring business to boost THG's revenue and as a result the market cap of THG today is only slighter greater than the £700m he paid to acquire these business es.

THG will never ever deliver on its true potential whilst Moulding is in charge and that's a proven fact.