I'm trying to connect some dots and see how HLF can add further value out of the THM deal, or see what could come out of this in the future.
The $800k CM synergies are a value add.
But my best guess is we might see the Tonik Vitamin range (which was never officially launched) launched or re branded to THM.
Since THM sell direct to the consumer, it could be a good way to kick start the vitamin range.
Tom Siebel (ex founder of Voost) hasn't been engaged as a consultant for no reason...
THM retail range includes:
I personally hope management have a plan to extract more value out of this deal in the immediate future, more than the $800k in synergies, such as a high growth plan, vitamin range, adding super cubes wholefoods to the THM product offering etc.
Just my thoughts.....
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