Member Info for Yorek

I have the telegram app loaded, but cannot figure out how to search and land the results I want. If you put #THG in, you get chats not related to this share. I’m assuming you need to know the name of a specific group to join…..

More patient with shares than technology I'm afraid

KJU - sorry didn’t realise that was you. Wouldn’t have challenged you if I’d seen that converstation. There’s so many posts and so much cr*p, I haven’t kept up.

HH, what kind of chatter? FTSE inclusion? Selkirk? Other?

Thanks Cong

Now THGs listing eligibility is confirmed, could someone please remind me what date the data is taken from for the reshuffle in March please? I think I got it wrong last time. TIA.

*1p (one pence) per share

@eggshead - Are you saying you would sell your shares for 1pm per share? Or have I read that wrong?

Starting to think that Joshua Schall (no idea if I’ve spelled that right) had something when he suggested a deal with Glanbia could be viable. With whey prices controlling the narrative so much, I feel the nutrition division would be attractive to a dairy and/or nutrition group, who produce whey or have a partnership for whey production and have a limited online presence and/or global offering…..or feel their established brands and now retail listings are under threat ….

HypeHero - and you don’t think whey powder is an animal derived product that’s processed? 🤨

The tone is definitely improving largely due to more optimistic analyst comments in my opinion:

https://www.thisismoney.co.uk/money/markets/article-14317123/THG-nutrition-sales-shrink-MyProtein-firm-shoulders-high-whey-price.html

Currently sitting between 335 & 336 in the list revised on 22nd:

https://www.stockchallenge.co.uk/ftse.php

If a sale of a stake of nutrition is on the cards, surely Matt will be building his RemainCo holding again. He won’t be able to pick up shares from those who don’t want to participate, like with Ingenuity…

Pearls, I’m with you in terms of the share price response.

This share is influenced by sentiment unfortunately, so reading this board is highly destructive. If you look on line at the news headlines for today’s results they aren’t bad.

I didn’t have the courage to add yesterday, but I have added a few to my SIPP this morning, as this share price is nuts. GLA.

Is it just me or is her talking about “dollars” a lot more than previously…..

All this emphasis on brand demand/awareness in MyProtein is what indicates that a nutrition deal would be considered in my opinion….

They definitely weren’t sells at 40p.

I did a couple of dummy trades mid afternoon to test the prices, for my own sanity really….and could sell in bulk at a higher price than buy a smaller amount.

I hold enough shares (for me) so was not brave enough to add.

I wish everyone a restful night. Hopefully we’ll at least have a transparent update, with some positivity. Lord knows my fellow long termers deserve it.

Very true. Just seems very surprising. I desperately hope you’re right!

Their list is here if anyone wants it:

https://www.shorttracker.co.uk/manager/qube-research-technologies-limited/

Don’t get too excited. There has to be something wrong with the reporting of Qube…or they have shut up shop, as the same 0% is showing for Wood Group, Wizz air, Watches of Switzerland etc.

“20/01/2025

Monks - S4 Capital’s global, purely digital, unitary operating brand - continues attracting industry heavyweights with Juanita Draude joining as its executive vice president EMEA to lead its EMEA region. The transformative leader in the advertising industry comes from Publicis Groupe UK, where she led the UK and EMEA growth operations as its chief growth officer. Juanita will lead the EMEA region, with all managing directors reporting to her, under the global leadership of Monks’ CEO, marketing services Bruno Lambertini…………”

More here: https://www.lbbonline.com/news/monks-appoints-juanita-draude-as-executive-vice-president-emea

Who cares really. It’s probably THG Ingenuity for the same reason many other businesses that de-merge/sell don’t rebrand. When they’ve spent a lifetime creating a brand/name/footprint/service and reputation under the THG Ingenuity banner, why would they rebrand it. Keeping it was probably part of the agreement, even though the holding company is TheHut.com Limited.