Thg Share Discussion Threads

[senseibull] 06/11/2021 13:50

I think the gypsy is going to end up correct.Gypsy said softbank could buy up shares and initiate a squeeze where shorts all have to cover.Combined with the GQ interview it almost seems like.Softbank, Ceo and co all buy together raising the share price.Thg lists on ftse and nyse in a dual listing structure. Potentially any future spin off only happen in the US too.Just pure speculation but possible

[terminator101] 06/11/2021 13:39

Seems that you may be wrong in that assessment if the recent interview is to be believed. The boss of THG has said that he regrets floating the embattled technology group in London, while appearing to hint that he could take the business private if its share price does not recover and comparing short-sellers with bank robbers.

[one_frankel] 06/11/2021 13:17

Some have clearly been smoking the cr_ack pipe!

...There is no way Moulding will take this private for his aggessive ambitions of growth and he'll likely entertain a dual listing in the US following the Ftse prime listing...

But lets hope the US take a keen interest when it does happen, especially with their rather die-hard protectionist policies!

[sentimentrule] 06/11/2021 13:06

Ah termy- so cute. Why would a company growing aggressively want to make a profit so that it gets taxed. Much better to invest at the top line of the P&l to avoid
Your analysis is as cute as your really cool name, so manly

[terminator101] 06/11/2021 12:54

"A company this size" yet it can't make a profit. And you think that it's worth £2.5 billion. Hilarious.

[goforgold1] 06/11/2021 12:51

17 million is nothing to go a company this size get real

[srs8] 06/11/2021 12:31

how cute - you think you are a terminator machine, very grown up
thank you for your expert analysis - mug

[terminator101] 06/11/2021 12:23

For those thinking that taking this private will be done at a premium, you need to get real. This fluff is aReady overvalued.

[senseibull] 06/11/2021 10:59

Also thats times article - what are they smoking?They said that MM CEO was hinting at going private in the GQ interview?Call me crazy but I did not get that impression at all from the GQ interview.If anything it sounds like he will list THG Beauty in the US instead

[senseibull] 06/11/2021 10:20

What did mike ashley do? I dont know

[senseibull] 06/11/2021 10:08

Lets go for gold goforgold1

[goforgold1] 06/11/2021 09:58

If you go back and look at holding in companies .. From where the fall started BLACKROCK and GOLDMAM SACH started the rot, By selling shares Softbank bought a lot back.

By then you get the Pis start panicking and selling out .. FEAR AND GREED again starts the process. I have bought friday at 2.05p ... The 1 year RSI is at 20 as well .

THIS SHARE IS A NONE BRAINER WITH A 3 MONTH VIEW with lockdown over and online buying is expected to double over next few years

[goforgold1] 06/11/2021 09:46

You really need to read this again from June...

Interim results for the half-year ending 30 June 2021

Group revenue of GBP958.8m, +44.7% YoY and +95.0% 2 year growth (constant currency), with THG Beauty H1 revenue a highlight at +59.0% YoY growth. Adjusted Group EBITDA of GBP81.2m, +38.6% on H1 2020

Ahead of schedule for both the technical separation of each of the Group's key trading divisions and the exercise of the SB Management Limited ("SBM") Ingenuity investment option in 2022

Announcing today that THG Beauty is to be separated and listed on a public share-trading exchange in 2022

Nine companies across the SoftBank Group Corp. ("SoftBank") portfolio, including AutoStore, are partnering with THG Ingenuity, driving increased THG revenue and enhanced platform functionality, with a healthy pipeline going forward underpinning the collaboration agreement

Launch of FIR/ST, a global-innovation combining AutoStore's automated storage and recovery system with THG Ingenuity's warehouse management and courier system, creating a single, headless, end-to-end global fulfilment software solution

50 end-to-end, fully localised and serviced websites launched across 22 territories for existing and new THG Ingenuity clients, with over 95% of clients utilising THG's global fulfilment network, delivering +165.5% revenue growth in H1

THG PLC ("THG" or the "Group"), the proprietary technology platform specialising in taking brands direct to consumers ("D2C") globally, announces its interim results for the half-year ending 30 June 2021 ("H1 2021").

[dealy] 06/11/2021 09:35

What is stupid about asking "do we know how good these deals were?". It is a question not a remark

[bookbroker] 06/11/2021 09:30

Some pretty stupid remarks over acquisitions. Sure Cult Beauty cost some money, but it has a very broad and recognized profile. Synergies will make it pretty efficient under THG, as long as the company sustains its place in the market it will be a winner. Flip side is that fashion very fickle, and what is in vogue now may not be tomorrow. However this primarily a cosmetics brand, might not be Revlon or Ester Lauder, but likely appeals more so to a younger crowd.

[space_bob] 06/11/2021 09:05

Dealy it was clearly laid out that the IPO was to raise money for acquisitions. They definitely paid a high price for Cult Beauty at 25x annual profit, but it is growing at similar speed to THG and merging with THG will bring about large efficiency savings. Doubt MM would make a mistake on the beauty side.

[billionarebob] 06/11/2021 08:56

What price could he take it private?