Thg Share Discussion Threads

[hades1] 16/10/2023 08:45

Matt has lost the plot.p again.
His Linkedin post proves that now pumping another unprofitable vanity project.
MATT for Fu…k sake run the company properly and drive shareholders value.
DO YOUR JOB or go!
Apologies rant now over but he is exasperating!! A child at best.

Will we hold 64? I doubt it.

[zb27] 16/10/2023 08:19

Lifetime of regrets for those not in when the big RNS lands.

Big boys and slow money will be the biggest winners here.

Fast money with there few penny trades here or there will miss the £££

Everyone knows an Unlocking event will come

[sankshiela] 16/10/2023 08:14

Being sold into

[john09] 16/10/2023 08:05

Still in auction

[the imperialist] 16/10/2023 08:05

Up she goes.

[john09] 16/10/2023 08:01

THG: The online retailer is considering plans to list its Myprotein nutrition arm in the US amid pressure from activist investors to boost the value of its shares.

[billionarebob] 15/10/2023 20:39

Am fancying the Maldives Toansy it's on my bucket list.So happy Sheila flipped ya know good news is just round the corner when that muppet opens a short :)

[francoismyname] 15/10/2023 19:46

Don’t underestimate a telegraph article.

It’s a proper business paper.

[hades1] 15/10/2023 19:42

£1 would be an absolute delight.
Unlikely but an absolute delight.
A superb early Christmas Present!

[francoismyname] 15/10/2023 19:31

£1+ tomorrow.

SOTP soon to be realised.

[havinthelasttoast] 15/10/2023 19:20

You must be due a holiday top slice Bob, ya crafty investor ya x

[billionarebob] 15/10/2023 18:00

Lets remind ourselves what MM said last month - multiple bids for Nutrition last year and this year :)

------------------------

Always considering what are the right options for THG, you only need to go back to last year.

All of the bid approaches that we had. Towards the group, obviously recognise the value of the separate divisions versus the market cap today.

That was reflected in, you know, we have had bids for various divisions.

Nutrition, in particular, being the simplest one, is something that we have had people step forward and make bids at the end of last year and this year as well.

[billionarebob] 15/10/2023 17:28

MyVegan and MyProtein in my local Coop :)

[billionarebob] 15/10/2023 16:38

Looks like the rumours were true.MM couldn't land the percentage Nutrition equity deal.So he is casting his net further afield and going for a separate listing.There might be another twist in the tail now that the Qataris have pulled out of the United deal.Roll on Q3 update as am sure more will be revealed :)

[billionarebob] 15/10/2023 16:19

Here is the link:hTTps://www.telegraph.co.uk/business/2023/10/15/thg-us-float-myprotein-nutrition-business-matt-moulding/

[havinthelasttoast] 15/10/2023 15:27

THG targets US float for Myprotein nutrition business
Activist investors are pushing chief executive Matt Moulding to spin off the division
THG, the former British tech champion, is considering plans to list its Myprotein nutrition arm in the US.
The company is understood to be eyeing the move as activist investors push for chief executive Matt Moulding to spin off the division. 
Earlier this year, Kelso Group increased its stake in THG to 8m shares and has publicly recommended that Myprotein, which specialises in bars and drinks for gym-goers, be separated. 
Any move to list the division will not take place imminently as market volatility continues to halt IPO activity. 
However, ambitions to take THG’s nutrition division public will raise eyebrows given the company’s well-documented difficulties since it was listed on the London Stock Exchange in 2020. 
The company, based in Manchester, also owns beauty brands Lookfantastic and GlossyBox. 
THG’s share price has plummeted more than 90pc since its IPO, and Mr Moulding said the listing was a “mistake”; that “just sucked from start to finish”. 
The company’s valuation has sunk from around £6.5bn in September 2020 to around £850m currently. 
THG had previously touted an IPO for its THGBeauty brands, although it is understood from sources close to the business that nutrition is now the most likely candidate.
In 2021, the company said a “separate listing for THG Beauty will position the business very well to focus investment in its key growth areas, including own-brand portfolio expansion.”
Revenues across nutrition rose to £675m last year, up from £659m in 2021. Across the entire THG business, formerly known as the Hut Group, turnover hit £2.2bn.
Any move to the US will also spark fresh questions about London’s ability to retain publicly listed businesses. 
Mr Moulding’s complaints surrounding the Square Mile have coincided with a string of high-profile companies ditching London for New York. 
Cambridge-chip designer Arm is the most notable loss to London, which spurned ministerial advances to complete a $68bn listing in the US last month. 
There has been growing speculation regarding THG’s listed future over the past year, particularly after the company held talks with private equity giant Apollo over a possible takeover. 

[billionarebob] 15/10/2023 12:15

Frankie, I understand the figures and I understand how a business works and I am happy for you to use Tesco as an example, did you know that THG are now in Tesco?



As a THG MyProtein shareholder if THG increases their presence in Tesco and increases their Tesco sales do I give a monkeys about Tescos margin, no I don't because the additional sales increase MyProteins revenue and margins. Margins which are growing thanks to tailwinds in whey prices

Same with THG MyProtein entering shops/gyms in, Ireland, Romania, Portugal, India, Australia, Japan, America, Poland, and the list keeps growing.

THG MyProtein continues to grow as does its margins. Wise up buddy you are still waffling.

You still have not answered by question how does 223 empty shops generate 3.5 billion in sales?

[hades1] 15/10/2023 12:04

You don’t always have to argue your book.
As none of us move the share price, an informative debate amongst intelligent investors with differing views is often extremely worthwhile.
Clearly not almost you lot! - As non are intelligent and few are investors!
LOLs

[one_frankel] 15/10/2023 11:59

Ahh my 'Hindu' friend and Francois adding in their two pence worth I see!

...What could possibly wrong here hey when you have such blatant incompetence across the board hehe!

[one_frankel] 15/10/2023 11:58

Just to give you some perspective Bobby, Tesco has revenue in excess of 60 billion so what is a measly 6 billion in just over 200 supermarkets!

...By the way, its not about contradicting myself but I don't think you actually understand the real meaning of those underlying figures my dear friend!

[kemche] 15/10/2023 11:29

Morning Tom. Whatever happened Gruentom?