Member Info for Yorek

Matmaxmat, what do you truly think will happen here to realise true value?

Nice spot in Morrisons Ste.

I wonder what products have been displaced to get these listings away and therefore whose radar these products are now on.

The retailers are very fond of telling us that they love new product development/innovation, but that they don’t have “expandable shelves”, so someone won’t be happy.

I have a small holding here and having watched Lingotto Investment Management LLP increase their stake and ride the share price up and down again, I feel that something decent will emerge…but no idea when. Whatever your thoughts on George Osborne, as non exec chairman, he’s unlikely to support a maverick share purchase.

Had my first delivery from Boots yesterday and after receiving constant excellent service from Ingenuity clients and Amazon mainly, they really need to up their game.

Speed, comms and accuracy are not as I expect these days from such a company. I’m still trying to get the item they left out…which as always, is the one I wanted most …

Reminding LinkedIn who they are working with:

“We sat down with The Kraft Heinz Company to discuss how our direct-to-consumer partnership supports their growth ambitions across multiple brands in their portfolio. 

Focusing on technology innovation and emerging channels within their brands' go-to-market strategies, we work with The Kraft Heinz Company to develop and deliver unique propositions tailored to each brand under the Kraft Heinz umbrella. 

Hear from Paula Dinnies as she shares more about our partnership and the opportunities she sees for The Kraft Heinz Company in the future!

#Ingenuity #ecommerce #kraftheinz”

The Hale Country Club property is owned by Matt according to a historic Guardian article. So as it’s now in profit, maybe attention should move to watching to see if a for sale sign goes up over the door…as with other properties in the Moulding portfolio.

Updated to Friday’s date: https://www.shorttracker.co.uk/company/GB00BMTV7393/

Ian McDonald’s response to Matts F1 LinkedIn post:

“...and a successful first weekend with both drivers finishing in the points in the top 10. Saw the branding a lot on the TV coverage so great profile for both MyP and Ingenuity in the key US market”

Manc39 - I couldn’t agree more and I’m very happy to hear the debate. I’m just a bit tired of the accusations of being ‘deluded’, from those who offer nothing of value. That’s in no way referencing you by the way.

If you’re going to quote Shakespeare, at least spell it correctly - that one is Yorick, not Yorek.

I am not deluded, I just have a different perspective and I believe that whatever is said on here, Matt is supported by the shareholders that actually have a say…and that’s none of us. I also believe that the strategic actions that have not been delivered can be blamed on the environment over the last couple of years and the absence of the Chairman (due to illness).

Personally I think we’re through the worst, so as I’m here for the longer term potential, I’m happy to wait for Matt to deliver, as I still think he will and that he’s the best person to lead this company.

I’m not arguing with what anyone else says; we’re all entitled to our opinion. I just don’t agree.

There is zero evidence that Matt is there. It’s a launch video for the activation weekend of the new partnership.

If you only look for negativity, that’s all you will ever see ……in my humble opinion …

Matt posted on instagram this morning:

https://instagram.com/stories/matthew_moulding/3218331552072042486?utm_source=ig_story_item_share&igshid=MzRlODBiNWFlZA==

APH01 - you reminded me of 2 questions I wanted to ask you…

1. Who is Billy Moulding?

2. What news do you have about Matts consortium related property deal? The last time you said “I hear it's Candy and a few more of MM's Middle East contacts”, so is there any further news?

Welcome Kua_

I know very little about GP (and Netflix to be honest) so thanks for your insight …

From Neil Mistry on LinkedIn:

“For us to partner with a brand, they must match our passion for performance.

With Williams Racing, we have one of the world’s most iconic Formula 1 teams. It’s really something special when two leading global brands can join in shared values to create a performance powerhouse.

Throughout the remainder of the 2023 season and in years to come, Myprotein and Williams Racing will work together to empower and push the performance of Williams’ drivers, on and off the track.

Myprotein joins as Williams Racing Official Nutrition Partner. We’ll focus on driving the Williams team, and all those who interact with the sport, towards a healthier, more active lifestyle. Myprotein will support with products, guidance and knowhow to maximise and enhance team performance whilst demonstrating the importance of maintaining your body and mind in balance as part of a healthy lifestyle. THG Ingenuity will also be joining as Williams’ Technology, Digital and Sustainability partner.

As we continue the rollout of the Myprotein rebrand the ‘Mycon’ will be  launched into full view, accelerating the brand awareness of our new logo to households across the world.

With ‘disruption’ in our DNA – do checkout the Myprotein Monster Truck at the Austin race!

#myprotein #THG #Williamsracing”

“Kelso draws attention to this article in The Times in particular the signs of THG’s positive move towards spinning off MyProtein, as we’ve been pushing for recently.”

https://www.thetimes.co.uk/article/a8bd0aee-6d2a-11ee-b5d7-5487922f056f?shareToken=3b543766537abeb0afe92480edf71b45

A big thank you to all who have taken the time to provide commentary on the call. Unfortunately I’m off line for most of today, so won’t be able to listen to the call until tonight.

Hoping that we all get the positive update we deserve today. Good luck all LTH.

Must have been changed this afternoon:

https://www.thg.com/investor-relations/financial-calendar

I like how Sue Farr is becoming the voice of encouragement for Matt on LinkedIn:

“Can’t wait to visit!

Tremendously well done to Jack and the whole team!”

Let’s hope she encourages him to give us a strategic update.