Myhealthchecked Share Discussion Threads

[hazl] 26/9/2022 07:58

Hmmm...spacedust?

[relliott10] 26/9/2022 07:51

Columbarius

Friday night buckfast boy?

I hope you are not referring to me.

[tia01] 26/9/2022 07:41

How can the board be wise not to predict sales?, That ludicrous to say that because they clearly have info on Amazon sales and failure to update leaves a negative feeling. If they do get the new products into boots or Lloyds this will be positive and increase sales and would have a positive reaction. Also I stick to view penny should buy shares given her position and yearly salary she has no excuse. Sorry but I’m a complete fan and large investor but it’s important to state different opinions because markets are clearly not 100% convinced which is why the share price has fallen despite record breaking results and profits. I’m sure now we are out of closed period the board could show confidence with buying surely. Sitting back and saying the obvious clearly ain’t helping the share price. Yes the markets are not healthy which is why Directors should act to sure up the price. Acquisitions would also be positive if the right company acquired.

[columbarius] 26/9/2022 07:34

Your wasting energy sniffing rats hazl. I think it's more likely Tia01 posted because they weren't aware of Penny's pay rise to £315,000. I think it was sneaked in during the covid distraction. Not everyone reads annual reports in detail.

I think it more suspicious that you try to deflect from facts and cast aspersions on people. I don't know Tia01.

[atlantic57] 25/9/2022 22:42

In these market conditions the bod are wise not to predict sales volumes and profits.
The Company has substantial cash on hand so I suspect the downside risk at these levels is relatively low.

The Company has clearly stated that they will acquire earnings enhancing acquisitions .

Mr Market will judge the Company on the results it delivers.

[hazl] 25/9/2022 22:07

Interesting how you have both come on at once to sing the same tune. I smell a rat.This share has lost ground unfairly in my opinion.But recently most shares have lost ground. If you don't know there's a recession where have you been?!

[tia01] 25/9/2022 21:59

She does have some shares. Come on a few weeks wages worth. Seriously she needs to step up otherwise eyebrows will be raised. Sounding confident but silent on new products don’t do it really. Yes Covid is and has been great revenue but let’s give guidance on life after Covid. After all this crazy government could pull the plug anytime and they are definitely unpredictable. MHC is a fantastic company but guidance on new revenue streams please not sweet words. Sorry facts and figures and spending wisely. Well if she didn’t want to use her money maybe a share buy back would of been a great idea. Sorry but I totally think I’ll be happy when there’s less shares as it’s easily sold into because there’s loads around. The spread is the lowest it’s ever been and we can’t put a decent rally together after amazing results says everything in my eyes.

[hazl] 25/9/2022 20:57

She does have some shares.It is a difficult market out there.There are plenty of companies that have also dropped a lot.

[tia01] 25/9/2022 19:33

Penny has done out of MHC and for MHC however she should definitely be investing in MHC and buying into her own vision. The share price is around the last capital raise and it’s time for her to make a statement. Sorry no update on performance of new products is negative and yes we making huge amounts of cash thanks to Covid. When the rules changed Penny originally said she had no interest in LFT tests when they changed from PCR testing. I’m glad she had the sense to change her mind. I totally think she’s done well and is fantastic but not buying leaves me thinking why should I buy!. I own a lot of shares actually more than her but I don’t take over 200k out and no dividends expected and languishing share price makes you wonder. She needs to read the comments and act because they 100% read these boards

[columbarius] 25/9/2022 19:19

Good man. We need to know directors have shareholders’ interests at heart and are not just in it for themselves. Shareholdings, bought with their own cash and not gifted in easy options, are the best indicator of commitment imo and I’m not seeing it yet with MHC.
Penny has been lucky to get a huge salary increase off the back of covid. Yes she has done well but so have many people with the right connections in government. She still has it to prove as far as I’m concerned. I hope the new products do well. Time will tell.

[hazl] 25/9/2022 17:53

Fair enough I apologise for being tetchy.

Of course it is always nice when directors buy more shares.

[columbarius] 25/9/2022 16:40

Well I made a point that Penny wasn’t backing herself with her cash, you argued against it (Penny might not have free cash) and I replied to the effect that she’s doing very well for herself with a 300% plus pay rise worth £214,000. How many people can say that this year? Thanks to the tories she’ll also be an unexpected £16k better off. I’m sure she could put her hand in her pocket if she thought the company was worth it.

Are you here for a discussion, or a desire to be comforted by yes men like man baby Boris?

The Raconteur article sounds promising.

[hazl] 25/9/2022 15:13

Perhaps a little harsh.
But you had already made your point.
I recommend a read of Raconteur.
'Healthy Profits' the Pharmaceuticals section.

'It's a new era of consumer behaviour and retail transformation he says.
In the aftermath of the pandemic,there is an urgent drive to get people to take better care of themselves'.
Apparently an industry expert said to Raconteur,he expects Google and Apple to begin selling healthcare devices and products directly to consumers,with fast moving consumer goods players also entering the health space.

[columbarius] 25/9/2022 11:08

In what way spoilt?

[hazl] 25/9/2022 10:28

Well well done for spoiling what appeared to be a good thread!

[columbarius] 25/9/2022 10:25

Some people are easily pleased. For directors to have skin in the game I want to see them hold at least 10% of the company. These are nowhere near. Clearly like me they regard it as a gamble which is fair enough, but certainly not the slam dunk Friday night Buckfast boy was trying to sell to newbies.

[hazl] 25/9/2022 10:17

I would rather comment on the longevity of the business model going forward.
I personally am pleased she has 2.1m shares.

It is completely your choice not to add.

[columbarius] 25/9/2022 10:12

As I said, she has shares but only 2.1m. She also has free money as last year her basic salary more than trebled to £315,000. I’m not saying she’s not worth the money but they should have structured the rise with a larger element of bonus as her good performance was on the back of a covid windfall that is unlikely to be repeatable long term. They shouldn’t have gone with a £214,000 salary increase until they had demonstrated a long term business model, not one reliant on fickle covid. Red flag for me in terms of adding.

[hazl] 25/9/2022 09:36

My earlier post led me to have more faith in the Amazon selling point.
As long as there is not too much competition then I can see it might be a way to sell to the US as the largest market.

[hazl] 25/9/2022 09:33

Oh shame.... so you are negative after all?

She has shares....perhaps you have more free money than her....ah well.

[columbarius] 25/9/2022 09:24

Penny is a good asset given the above but she’s not willing to put her money where her mouth is. She has 2.1m shares most if not all bought in discounted placings. I can’t see any evidence of her having bought on the open market, unlike the chairman. She holds less than 0.3% of the company. I have more shares than her. If she’s not prepared to back herself, why should anyone else?

[hazl] 25/9/2022 09:18

Columbarius....serious as it is I had to chuckle at your political comments.
Undemocratic zealots....isn't that the truth!

[hazl] 25/9/2022 09:13

Haven't read it in entirety yet but interesting article in the Raconteur( an inclusion with the Sunday Times) which is just up our street.

Points to note at quick glance were....

Sales and delivery of NHS prescription drugs ....OTC medicines and personal care products at places such as Boots Superdrug and Lloyds pharmacy are expected to grow 36% 2021 to 2026.

Store based sales growth of 5.6%,will take the industry to 16£billion.

Interestingly pharma and health ecommerce sales are expected to rise at a compound annual growth rate of 7%...to 2025 with demand in the US (the biggest market) driven by.....Amazon!
According to Chris Elliot since the virus...

'People bought more vitamins online,particularly through Amazon,as they focused on their health and got more prescriptions delivered online. '

It's continued to grow post pandemic and is being driven by convenience.

'If major players such as Amazon are throwing their money into this zone ,there must be something significant there'.

Their quote not mine!


Again there is a big growth in women's health which was not regarded with the same importance in the past.

They state healthcare is different for different people and if we do alright here I can see the business really growing .
There are many directions it could take...from perhaps initially offering the test for lactose intolerance say, and milk allergies, to following up with a supply of products to help transition or at least suggestions of how to build a routine to make the milk free lifestyle work.

I have a milk allergy and really missed chocolate!

Trial and error have now found the Moofree brand.

At their best they could be an advisor...a supplier and a first point of contact!


But bearing in mind all the problems of recession we spoke about earlier.

[columbarius] 24/9/2022 14:03

Well said. I’m comfortable with my investments but only over a 5 year time period. I fear for this country as it’s in the hands of undemocratic zealots directing malleable idiots.

[hazl] 24/9/2022 13:52

It's important that everyone go on their own circumstances and know their own risk level.
Shares are in difficult times.
Recessions eventually end but it's the length and duration that we do not have access to.