Member Info for Yorek

Ste2000 - Really?

If you took that view, why would they need Autostore?

Nice try….

From Brittain Ladds post:

“Amazon is piloting an automated micro-fulfillment system from AutoStore™ and has wisely invested in the company Instock.com which provides automation for fulfilling online grocery and retail orders”

https://www.linkedin.com/posts/brittainladd_walmart-is-going-after-amazon-in-a-new-way-activity-7141442896636837888-tuAO?utm_source=share&utm_medium=member_ios

Pretty good news when you think about the level of competition these days:

“👏 Congratulations 👏

We are thrilled to announce that Myprotein has once again been awarded the "Best Protein Bar" award at the ESSN awards.

After being shortlisted across every category we entered, we came away with Gold for our Triple Chocolate Fudge Layered Bar.

We were also awarded the runner-up prize across the Best Protein Shake, Most Exciting Partnership, and the Best Sports Nutrition Drink categories, for our Clear Whey Isolate, Myprotein x Jelly Belly and the MyPRO The EEA respectively!

A huge congratulations to all teams involved, a stellar accolade to round off what has been a record-breaking year at THG Nutrition.

THG Myvitamins Myvegan MP Activewear

#essn #winner #awards”

Of course, we are all assuming that this is not a coordinated effort to raise the share price, to improve the prospects/price of a US listing…..

I don’t get it either.

His reference to Pac-Man in the Biossance post was about gobbling up under valued companies…..so is he just buying up shares in what he thinks is an undervalued company, with the side benefit of pressuring Kelso….

“Myprotein plans to further its market expansion in India by continuing its three pronged approach”:

My Protein’s Sudeshna Saha

The brand is using fringe sports to build its presence in India.”

https://indiantelevision.com/mam/marketing/brands/%E2%80%9Cmyprotein-plans-to-further-its-market-expansion-in-india-by-continuing-its-three-pronged-approach%E2%80%9D%3A-my-protein%E2%80%99s-sudeshna-saha-231214

Looks quite tame actually….gymnasts and ballet at 9pm anyway. No sign of Kong, so far at least. The night is young though ….

Looks like clips of the THG Christmas party shared by Matt on Instagram

“THG PACT - Partnership in Action: Working Together to Decarbonise

14-12-2023”

https://www.thg.com/news/thg-pact-partnership-in-action-working-together-to-decarbonise

Do we still need to wait until 2027 APH01?

You recently said: “Patience, good news will come eventually. We may have to wait until 2027 though. GLA”

“Citigroup reinitiates THG with 'buy' - price target 110 pence”

🔴 at top of page

I’m definitely not saying that THG would sell data, but we should not underestimate the value:

“It comes as both Sainsbury’s and Tesco are estimated to make £300m a year from selling this data collected through their Nectar and Clubcard loyalty schemes, The Sunday Times reported”.

https://www.grocerygazette.co.uk/2023/12/13/sainsburys-ceo-nectar-data/?utm_source=Grocery+Gazette+Subscribers&utm_campaign=9e0f366e1b-EMAIL_CAMPAIGN_2023_12_13_10_11&utm_medium=email&utm_term=0_-9e0f366e1b-%5BLIST_EMAIL_ID%5D

From prior experience I would be very surprised if TGL was not behind driving the focus on core and selling noncore and driving divisional separation.

I wish we could all move on from the Chairman piece. If he is battling cancer, as was reported on here, then repeatedly moaning about his absence is not going to change anything. You can’t just remove someone because they are sick….and if they appointed an interim, that would be more money.

Personally, I would rather have him working with Matt from his sick bed than not at all, but clearly if this news is true, he will not be publicly representing the company, until his battle is over….won I hope.

The website is Directors Talk Interviews…..search THG if you’re interested.

possible that shorts drew on this today as it was issued at 11.40am:

https://www.***************************/thg-plc-40.5-potential-downside-indicated-by-numis/4121135922

anyone who does their research should know that this is a long running, relatively hostile saga, that ends in poor valuations of thg by numis. i would encourage anyone to look elsewhere for investment advice.

Ahananda, I’m bemused as to why you spend your time on this board if that’s what you think.

At this stage I’m inclined to add you to your muppet category. I’m pro THG, but I struggle with someone saying that “The value of the SOTP is 600p/1000p per share”, not least because the difference between those figures is huge. I would be very interested to hear your rationale behind both these numbers, if you’re happy to share.

“THG activist shareholder continues break-up campaign.

By Rachel Douglass

4 hours ago

An activist shareholder for struggling THG has amped up its campaign surrounding the beauty tech company’s potential break-up plans.

Investment firm Kelso wrote to the THG board requesting a statement on its proposal to potentially de-merge its three divisions, consisting of a beauty business, nutrition subsidiary and e-commerce service platform dubbed Ingenuity.

In the letter, seen by The Times, Kelso is understood to have said that such a move could help to tackle the “inherent disparity between THG’s share price and true value”.

It continued: “Kelso continues to believe strongly that the three distinct businesses within THG are worth considerably more as separate businesses than the current market capitalisation.

“The stock market does not value diversified conglomerates, which THG is deemed to be. We do not propose to suggest the order of events, merely that it is made clear to shareholders that all options are being considered.”

The news came on the back of THG CEO Matthew Moulding securing a 3.2 percent stake in Kelso Group, making the exec the third-largest shareholder of the firm.

Kelso had initially started applying pressure on the e-commerce giant back in April, when it upped its stake in the company amid reports of “operational headwinds” and resulting lowered profit outlooks.

The firm noted that there was more THG’s board and management could do in order to ensure the share price reflected the intrinsic value of the company, adding that it would like it to deliver on commitments made to investors.”

https://fashionunited.uk/news/business/thg-activist-shareholder-continues-break-up-campaign/2023121173051

Not about anything that matters to us much though, for once:

“You don’t need to look very far to find incredibly smart and talented people in THG’s tech division.

One of those people is Joanna Drake, THG’s Chief Information Officer. 

Jo joined us 5-years ago and since then, has been making an impact both inside and outside THG, so much so she was announced as the number 1 CIO in the UK in 2022. It’s very cool to think we have that level of tech talent at THG 🤯

She’s committed to tackling the gender gap in the tech industry and through this partnership with Tech She Can, she’s bringing THG on the journey with her.

Looking forward to watching this partnership come to life in 2024 💪”

Thanks for posting thoughts.

I’ll be holding too (I’m still under water), through results and beyond, as I’m certain that value will out eventually.

I can’t believe we are still hovering around the level John Gallemore bought in the Summer….