Member Info for Yorek

Maybe after the budget, as referenced by 1Pencil.

See RNS

At the end of the transcript it says:

“Join us on the next episode with Matt when we continue our conversation even further”

Interviewing a man who allegedly refuses the media spotlight. Is this coincidental or choreographed timing…let’s see…

Have to say, I’m speechless that Matt has chosen now to do the Glassmoon Podcast.

I will try and listen to it tomorrow, but here’s the intro. and link:

“In our latest episode of the Glassmoon podcast, Carole Edmond, CEO and Founder of Glassmoon sits down with Matt Moulding, the visionary behind THG Plc. Matt shares his story from humble beginnings in northern England to leading an international enterprise. Discover how Matt’s initial aversion to formal education shifted after experiencing the harsh realities of factory work. This pivotal shift led him to pursue higher education, revealing a newfound freedom and opportunity for reinvention. Matt shares how he overcame early setbacks and his leap into scaling THG, driven by serendipity and a gap in the market. He candidly discusses the challenges and flexibility required to succeed in the unpredictable world of business, highlighting the importance of being willing to rip up your plan and pivot. Carole and Matt discuss the importance of a company culture rooted in authenticity and social responsibility. Matt shares his honest perspective on gender dynamics, and social mobility and the unintentional shaping of an equitable corporate arena at THG. Matt shares how THG leverage apprenticeships to unearth raw talent, providing a stepping stone for eager individuals. Finally, get a glimpse of the tenacity and commitments that come with scaling an organisation from scratch. Carole and Matt offer their perspective on the dynamics between professional achievement and family life, maintaining balance and the secret to finding joy closer to home in the everyday moments that matter the most.”

S2E25 Factory Floors to Boardroom Doors

The Glassmoon Podcast

Listen on Apple Podcasts: https://podcasts.apple.com/gb/podcast/s2e25-factory-floors-to-boardroom-doors/id1519198399?i=1000675001390

I can’t make my mind up whether Moulding, McDonald and Goold are working together or not……but I did think at the time, that there was much more behind McDonald stepping down, than we were advised …. Which I think is what underpins my suspicion…

It feels like it’s one of two extremes, either they’re working together or there’s been a bust up and McDonald is going after his investment.

Kbyk - why after the demerger? Unless Selkirk are working with Moulding, would it not make sense to make a play before Moulding et al buy up all the Ingenuity shares?

Or do you think they are working with Moulding?

No idea how this stuff works, but while we wait for anything to happen, I’m keen to learn from anyone willing to provide colour…..

Https://www.thetimes.com/business-money/markets/article/is-it-worth-investing-in-applied-nutrition-xbljx2wvp

“THG: will the Ingenuity demerger prove a good strategic move?”

https://www.thearmchairtrader.com/uk-shares/thg-ingenuity-demerger-strategic-move/

Looks like someone has spotted the LinkedIn comments. Looks like there’s only 3 left to remove….

All posts still there….and whoever this Simon Lloyd is (posting), they’re now getting replies …. 2 at least.

I’m wrong…I’ve stopped counting at 6 times…it appears someone is using it to reply to positive comments. As you say, it was 12 hours ago and no one’s picked it up yet.

It’s now 3 times. It’s also been posted in reply to another post, on the same comment thread…..

Alistair Crane is the Chairman of THG Ingenuity and Richard Ward is the CEO. Both are relatively newly appointed. So Matt will hold neither role.

Matt is looking very relaxed in Dubai with the family (according to Instagram)

Interesting post by PMHCapital on X about potential budget impact. This bit particularly relevant here:

“The government's tax raid on Employers’ NI will accelerate the replacement of human capital by technology (re AI, automation). Weakening the UK labour market but helping software/tech sales.”

On the APN board they’re suggesting float price of 140p and most got less shares than requested.

135p now. Hope it changes. Not invested but we could do with it doing well from a valuation perspective

Looks like Applied Nutrition is getting a battering already….

Looks like float price was circa 147p(?), now 137p(ish).

Another snippet from the report:

“The ten global food manufacturers with the highest sales in the UK (Coca-Cola, Danone, Ferrero, Kellogg’s, Kraft-Heinz, Mars, Mondelez, Nestle, PepsiCo and Unilever) hold 240 brands and over 5,300 products.”

I would suggest that if any of these don’t already have an interest in nutrition, they could be future candidates for THG Nutrition…as over night, on acquisition, their healthy product sales would materially change…

House of Lords Food Diet & Obesity Committee have issued a report this morning that adds fuel to the Kelso fire about the potential value of nutrition to big food. One part of the summary says “there needs to be a total ban across all media by the end of the parliament on advertising both of HFSS food and drink and by businesses that fail to reach healthy sales targets”.

They are only recommendations and the government may not take action, but there’s some strong stuff. Think Mars, Nestle etc. and associate why MyProtein collabs have emphasised their position as non-HFSS (high fat sugar salt). Interesting times.

Thank you.

Let’s hope the person that responded to you is right.