Thg Share Discussion Threads

[havinthelasttoast] 13/1/2024 13:28

Matt says that whey international is the metric.

Well we are now in so far in Jan at the highest price in 7 years except for 2022. Let that sink in, it’s even higher than last year now.

[billionarebob] 13/1/2024 13:27

Why are you worried you don't hold any THG shares and closed your short?

[havinthelasttoast] 13/1/2024 13:26

Who is going to be the mug to buy. Due diligence will show all.

That international whey is getting a head of steam in the price. I’m worried.

[billionarebob] 13/1/2024 13:25

One more reason to sell now then :)

[havinthelasttoast] 13/1/2024 13:24

I know you like links. 45 up to in two months. Yikes. This rise normally is before the feed through to wholesale costs.

[havinthelasttoast] 13/1/2024 13:23

What’s that mean then Bob? Does that mean whey is going to fly up in price.

Funny enough when futures are now 43 bucks up from a low of 26. If that keeps going then we will be back to square 1.

[billionarebob] 13/1/2024 13:18

This is an interesting read - take note that THG Nutrition continues to bring new flavours of whey protein to the market



The data reveals that the number of clear protein powder products available across Europe has increased by 159% since January 2022.

Said Nick Morgan, managing director of Nutrition Integrated: “The data highlights an emerging segment that we expect to see continue to grow over the coming year as it presents a huge opportunity for brands to diversify their offering and reach a larger consumer base.”

The growth is currently being fuelled by a relatively small number of brands – just 8% of the total number of brands that sell a protein powder – with the majority of products (76%) using a whey protein formulation. Currently, only a quarter (24%) are plant-based.

[havinthelasttoast] 13/1/2024 13:15

Come on Bob.

Surely you have something as to why it’s such a great investment apart from break up ?

No then ?

Matts words. “ we are not for sale “

I think it’s a rhetorical question, you don’t have anything, you just have fake facts “three bids for nutrition “. As if you can believe a word mould says and sum of parts. That’s it, which is subjective and can be argued either way.

It’s a bit like the golden share going argument or the splitting up of the companies into their own companies. The rampers said this would be huge, guess what , no.

Track record is important.

Know when to hold them , know when to fold them , know when to walk away know when to hedge.

You better not count your money, when you siting at matts table, there be time enough for counting , when the dealings done.

Now 90 percent a loser, but Matt he is a winner , and the best we can hope for , is to get out with a half.

[havinthelasttoast] 13/1/2024 10:22

Hi Blazerboy. It may seem that way. However ,

One thing I can promise you, even in this market, is that I never ask my follow forum members to judge me on my winners. I ask them to judge me on my losers because I have so few.

Jordan x

[bigt20] 13/1/2024 02:24

Toasty has come over to the rational non emotional side.

[blazerboy1] 13/1/2024 00:02

WTf Toasty you change your mind faster than the weather long short long don’t think you know whether your coming or going lol

[one_frankel] 12/1/2024 22:46

You know what's funny is that I'm Asian Paddy but not once have I ever eaten a korma or even a vindaloo because that's an 'English' thing buddy and certainly not part of our culture!

...So when you next come to London we'll make a plan of going to the Tamil Price in Islington, a delightful restaurant that started off as pop-up but now resides in a pub and to get a table is a bloody mission but its seriously worth it!

...You my dear friend honestly have no idea of how the more affluent live but you'll learn with time because I've seen only recently that you have a smidgen of compassion and the way the world is heading with AI et al, its the only thing that matters these days!

[billionarebob] 12/1/2024 22:38

Franky and Toansy, who would have thought.Maybe there is a chance for World piece after all :)

[havinthelasttoast] 12/1/2024 22:27

That’s all very well franky but my curry is late again. Have a word with your driver “imperalist “ buddy. My wife’s korma was freezing when it arrived.

Cheers

[one_frankel] 12/1/2024 22:09

And seriously Paddy, I'm honestly delighted you've become far more objective in all your investing because that's how you realise success in this game buddy@

...We all know, the market is a fu_ckin sc_am but play it in the same way and never ever get emotional with any share as it will cloud your judgement but I'm sure you already know that with your past in the tripe but thankfully you've become far more 'Learned' now and I'm glad because losing money is never nice especially when we have the fu_ckin establishment trying to play us everywhichway they can!

[one_frankel] 12/1/2024 21:56

Everyone and his dog seems to talk about the SOTP except no third party will ever be keen when it's growth is all but dead!

...And believe me when I tell you this, Apollos bid was without any fu_ckin doubt under a pound because PE are not fo_ols buddy but they test the water to see how far they can go!

...A minimum of 220 is just a pipe-dream dude so try not to believe all the hype but I'm sure you're far more smarter than most here hey!

[one_frankel] 12/1/2024 21:52

Repeats on nothing but incentivising, that is not brand loyalty Paddy and look at how saturated THGs markets have become!

...The problem with THG is that its grown too quickly without any real understanding of how best to capitalise upon it and that unfortunately comes down to the man at the helm who is just a 'Commoner' Paddy but got lucky except originator's are the worst in building a business for the future!

...And I totally agree so please don't ever dismiss the thoughts of derampers because they are far more informed and even advanced than the ramping mu_gs because the risk is highly elevated for them in comparison to a long!

[havinthelasttoast] 12/1/2024 21:43

Frankel you were consistent in your belief rhat THG did not have a future. However it had a sum of parts value because Apollo would have gave a good price for it in order to break it up.

There has been a huge benefit to me since I have become a sceptic. I am now making money. Rampers are nearly always wrong. You see it on every share. The so called derampers are nearly always right. Good shares and companies have nearly 0 chat.

[one_frankel] 12/1/2024 21:33

...Just look at Paddy's commentary in recent times because he now understands the bigger picture and I'm honestly glad he has!

...But guess who taught him how to be lateral with all his thinking except he will never admit it because his pride is just too big!