Thg Share Discussion Threads

[terminator101] 14/11/2021 08:02

Another damming article in the Times this morning about being sued for health and safety breaches at their US facilities. What's more damming are the comments about the culture at the group. This is not going to end well.

[terminator101] 14/11/2021 08:00

Exactly, that's total drivel. Seems that the rampers will stop at nothing to mislead. The last half year result said that Adjusted Group EBITDA of GBP81.2m. So say £160m for the year vs a £2,3 Bn market cap, so more like a P/E ratio of 14 (and could be a lot less once all the adjustments have been made as they were negative cash flow due to all the "investments" they made)

[dealy] 14/11/2021 07:56

The company does not trade at 1.5 times earnings

[dealy] 13/11/2021 23:05

are you in primary school?

[goforgold1] 13/11/2021 20:05

The company now at this level is on 1.5x earnings now . This is very cheap at this level . SoftBank has been having problems as well financially. Lost billions lately plus they could get investigated with the losses .Buying THG would be a good investment long term . They could make billions of the acquisition of THG . Take some of the heat of them.MM should have bought shares as well . To give confidence back to company . 200,000k of shares would have been nothing to him.

[senseibull] 13/11/2021 18:54

Ingenuity split into a private ltd 20% by softbank and 80% owned by THG isnt a bad set up which it what I understood it was supposed to be before they announced spinning off thg beauty into its own plc. After they announced about thg beauty thats when it was mentioned about ingenuity staying part of THG... i think

[senseibull] 13/11/2021 18:51

Yeah if they are going to take it private it will be softbank stumping up the cash for a larger stake of the whole business.

[sentimentrule] 13/11/2021 16:56

SoftBank invest in technology- why would they want a beauty business
Split will happen if SoftBank investment goes in
Or if it doesn’t, unlikely there will be a split
Kinda what MM said in the GQ article but with SoftBank MD on board, more likely than not that sB invest

[goforgold1] 13/11/2021 16:50

SoftBank should buy the whole company now. It will get the whole 5 divisions . 4.5 billion . It would be a bargain at that price

[goforgold1] 13/11/2021 16:47

Thanks for that link . There is a big worry about spinning off the Beauty side of business . I feel that's why we have halved in price . They have priced the company without the Beauty division . Fair value is about £3 now . SoftBank offering to invest . In THG with the valuation of 4.5 billion is 100% before this sell off the Beauty division. Company is Valued at approx just over 2 billion now . WHAY DOES SOFTBANK NOT BUY THE LOT NOW FOR SAMR PRICE .. Offer 4.5 billion for the complete company so about £4 a share everyone happy then . The get all 5 Division's well WHAT A DEAL SO SIMPLE BUT CITY DOES NOT DO SIMPLE

[sentimentrule] 13/11/2021 15:22

Anyone that names themselves after a fictional character from a fairly droll book, is super cool

[allenquatermain] 13/11/2021 15:00

Anyone that has the word *bull* in their username is usually a clueless dreamer

[senseibull] 13/11/2021 13:13

https://youtu.be/WK0mgKRCFf0Some conservative valuations here

[goforgold1] 13/11/2021 13:05

I would say if you bought in about 190 to 205 ur going to make money long term . But if you bought £8 you have a very long wait

[sentimentrule] 13/11/2021 12:52

Yes because you’re a sad scank

[allenquatermain] 13/11/2021 12:42

Am I the only one that comes here to gloat at the losers

[goforgold1] 13/11/2021 12:22

https://www.thetimes.co.uk/article/stay-at-home-shoppers-lift-online-sales-to-record-high-g0rztx9fvOnline spending hit a record high of £10 billion in July, the highest monthly figure this year, as the pandemic accelerated the shift away from the high street.The increase brings the total spent online in the UK this year to £64.9 billion, a rise of 18 per cent compared with the same period last year and 56 per cent higher year-on-year than in 2019, according to the Adobe Digital Economy Index. The research also found inflation online last month rose 2.8 per cent, year-on-year, amid a spike in demand and pressure on supply chains.

[goforgold1] 13/11/2021 11:40

This does look like one big SCAM to be honest . The way it has fallen and so quickly the CITY will get away with it . Still think Rowe company in with BR .. Now they will March it back up soon . As they know they will not get investigated they knew it would collapse . Once they RNS there Dump of stock .

[dealy] 13/11/2021 10:57

as I said last week: THG has been been for the City not the City been bad for THG as the former has lost a fortune and the latter made a fortune

[f56] 13/11/2021 08:54

Shouldn’t the media call for a public inquiry?

[leoneobull] 13/11/2021 06:31

https://www.thetimes.co.uk/article/moulding-must-heed-warning-to-keep-mouth-shut-after-outspoken-gq-interview-w9dx88r09

[leoneobull] 13/11/2021 06:07

SoftBank managing director Dr Andreas Hansson is joining the THG board after SoftBank took a $730m stake in THG in a joint venture deal earlier this year. The deal looked to see the Ingenuity arm of the business spun off within 15 months. Dr. Andreas Hansson, THG non-executive director, says: "I am delighted to be joining the THG Board. Since our initial investment, the technological capability of Ingenuity has proven compelling for several portfolio companies. There is a clear need for a global, purpose-built and end-to-end ecommerce platform. We believe that Ingenuity has the right suite of products to serve this market, and we continue to be confident about our investment in THG and the Ingenuity investment opportunity."

[leoneobull] 13/11/2021 06:02

My average is under 2 quid. October and November are peak trading months for THG. Ingenuity may or may not be a winner but their core business is doing well and the share price has fallen so far so quickly , it is in any case thrown in for free. One set of decent trading numbers, this will bounce like HUR, DEB and Carillion

[senseibull] 12/11/2021 23:05

https://preview.redd.it/i7r19lov56z71.jpg?auto=webp&s=d347e37e7dde5d892281ceebf23c4b5696bd5cfa