Member Info for Yorek

Friday fun clearly…..

On X CP just posted an image of a killer whale with MyProtein written on the side of it, leaping out of the sea…. With “👀” as the commentary….

Thanks GoCPI. Hope you do well. I hold here too, since last update….and am grateful to posters on here who made my research easier/shorter before buying.

I’m comfortable with my THG holding, but know I’ll need to be patient. Utter madhouse on that board now sadly. GL.

Jam soon is probably a good summary.

Very honest about where they are. Maintain guidance as expect improvement in 2nd half.

Lots to look forward to as macro changes in my opinion.

Professional honest delivery.

Mentioned another call for US in a few hours.

GoCPI - can’t disagree in terms of quality of this call v THG calls, but you know I still believe in TGL and MM in terms of running the business. Appreciate many don’t share my view.

Hmmm. Professional call so far.

Ref M&A, they’re saying it will depend on interest rates. PE firms have some powder dry. Some movement in segment, and “fishing” activity in sector currently. Implied they are not interested in targets. Need to get margins in order.

Just how I perceived what was said.

I listened to the first episode and noted that in 1997, TGL led the biggest management buy out at the time of compass. £150m (which apparently was “massive” at the time), through 5 x financial sponsors.

“#SFOR Jefferies early note "S4's 2025 fwd PE

(6x)sits at a 40% discount to peers (c.10x).

Reiterate Buy." As @WSJ says "Sorrell was the Ad industry's hunter and is about to become its prey." Perfect morsel and geographic fit for @stagwell which offered $700m. #STGW sp strong”

Thanks OB. Having 20 posters on filter means I don’t know what’s being said half the time, sorry.

£5.80 …. Strong rumour…..where from?

Someone’s been taking pixie dust…..

Nice profile fit. Good addition in my opinion.

“We're pleased to announce the launch of our new website, helping our customers better understand what we do and how we do it 🎉

Discover our latest offerings across commerce technology, marketing and fulfillment, and learn how we help brands overcome stagnating growth and barriers to scale 📈”

https://www.thgingenuity.com/?utm_source=linkedin&utm_medium=organic-social&utm_campaign=Agnostic&utm_content=Website

ULVR, ASC, BRBY, PRU, DNLM, ENT, STAN, MARS, REVB

A bit dated now, but interesting all the same:

https://www.joshuaschall.com/blog/glanbia-thg-battle

Interesting that they are suggesting that Glanbia Nutrition would be better off in the US too:

“Glanbia moving to the US stock exchange would be a “no-brainer”, says fund manager”

https://www.businesspost.ie/news/glanbia-moving-to-the-us-stock-exchange-would-be-a-no-brainer-says-fund-manager/

Mail names Docs as 1 of 10 potential targets:

https://www.dailymail.co.uk/money/mailplus/article-13390791/cash-stock-market-feeding-frenzy-ten-companies-ripe-takeover-bid-investing-yield-returns.html

Mail names Marstons as 1 of 10 takeover targets:

https://www.dailymail.co.uk/money/mailplus/article-13390791/cash-stock-market-feeding-frenzy-ten-companies-ripe-takeover-bid-investing-yield-returns.html

Their nutrition figures are worth a read:

https://www.glanbia.com/investors/regulatory-news-alerts

Ben Harrington is reposting the LinkedIn post…..

Not seen him do that before…..but I may be wrong…

The silence may be deafening, but if Kelso believed they could make better money elsewhere, they would have sold and moved on in my opinion. There’s not exactly a shortage of opportunities.

Also I believe that the buyer of Darktrace today, is the same as the one who was interested last year. Poppy is reported to have changed her mind on selling, based on a woeful valuation on the LSE. Things change…that’s all I’m saying.

I’m not worried about the dip in Nutrition. Everything Matt has said about the rebranding transition, products being out of stock etc., is all par for the course. It would be surprising in my opinion, if we did not see a retrace during this period. But that’s just my view. I’m holding tight as always.

Have a good weekend.

CityAM quoting:

“It’s leaving because its board believes it wasn’t valued highly enough – and that it was trading at a discount compared to global peers.”