Thg Share Discussion Threads

[welshwiz] 21/11/2021 10:03

This bourne character seems a bit over anxious.

[sentimentrule] 21/11/2021 10:02

Wow quick session with the priest for you
Also what happened to you in a call centre - you have an obsession with them
Get fiddled there too?

[jbourne1] 21/11/2021 09:53

Sentiment rule another call centre pumpa

[market whispers] 21/11/2021 09:38

I believe JPM did not believe in bitcoin from $50 to $20000, then they changed their tune at $50,000

[market whispers] 21/11/2021 09:36

The THG (LSE: THG) share price has plunged a staggering 75% since the company’s IPO earlier this year. The company has faced a wave of criticism from investors and analysts alike over the past few months. They have questioned everything from the group’s corporate governance to profit margins.

The organisation is trying to meet investor concerns. Unfortunately, it does not look as if the market will give the firm breathing space any time soon. This is igniting interest that THG could become a takeover target, or become the subject of a management buyout.

THG share price appeal
If one person knows more about THG than anyone else, it is its founder and CEO Matt Moulding.

Whenever I evaluate companies as investment opportunities, I always pay keen attention to management and founder comments. These people will always know far more about their businesses than outside investors, even if they are controversial characters.

In a recent interview with GQ magazine, Moulding struck an upbeat note about THG’s potential. He noted that the firm’s partnership with Japanese investment group Softbank will allow the organisation to “build a very, very big tech business“.

He wants to use Softbank’s backing to help take THG global. And the CEO is not interested in trying to meet the market’s short-term goals. Speaking to GQ, he said: “We’ve got cash in the bank, we generate loads of cash, it’s a massive business, things are in great shape.“

Moulding went on to add: “The plan is I’m just going to keep doing what I’m doing, I’m just going to trade through key peak trading period, smash our numbers like we’ve always been doing.”

He also criticised the market for focusing too much on THG’s complex structure without giving any credit to its operating performance. The CEO also noted that he would have avoided an IPO in the UK if he had another chance. He said US markets are more forgiving of complex tech companies.

Buyout on the cards?
These comments have given rise to speculation that Moulding could lead a management buyout of THG. A Softbank-backed buyout could also be on the cards. And if management is not interested, another big corporate buyer might be happy to step in and snap up the tech firm at a discounted value.

Of course, this is just speculation at this stage. No merger or buyout has been announced. Still, I think it is interesting to note Moulding’s views, both on the current healthy state of THG and the market.

And, considering his upbeat assessment of the company’s prospects, I would acquire a speculative position in the stock for my portfolio.

However, I have to remember that challenges, such as fierce competition in the e-commerce segment and continued market scepticism, may continue to hurt the business.

5G is here – and shares of this ‘sleeping giant’ could be a great way for you to potentially profit!

According to one leading industry firm, the 5G boom could create a global industry worth US $12.3 TRILLION out of thin air…

And if you click here, we’ll show you something that could be key to unlocking 5G’s full potential...

It’s just ONE innovation from a little-known US company that has quietly spent years preparing for this exact moment…

But you need to get in before the crowd catches onto this ‘sleeping giant’.

[jason_scrap] 21/11/2021 09:26

Jbourne... Are you a choir boy?

[sentimentrule] 21/11/2021 09:16

First true thing you said ….you are in such a hole, only praying will get you out of it
Poor old Jason bourne - joined in October 21, no posts until 5 days ago, all on the Thg and no declared position on Thg
DERAMPER DERAMPER DERAMPER and the WORST ONE EVER
MULLET WEARER

[jbourne1] 21/11/2021 09:10

Sentiment rule as I say I believe in god, I'm at church in an hour, so please don't expect instant responses, I will pray for you and the big gap down in the morning I will also pray for mug and his call centre education

[sentimentrule] 21/11/2021 09:06

Bourne - you mullet wearing turnip. Your pay masters must be very scared if this is the best you can come up with
This will fly in the weeks up to Xmas.
I have said this a number of times, but you are the worst de ramper I have seen, you have actually united the whole community on this board against you with a consistent view of upside for Thg
Well played sir

[bookbroker] 21/11/2021 08:46

Find it amusing that this option by SB. such a major issue, off course it would provide a capital injection, but without it would ensure better financial discipline by THG. It was announced earlier this last summer, the THG valuation was several times higher at the beginning of the year, a long time before the deal was hatched. Since it was announced the valuation has collapsed, can only be positive that the deal is scuppered or re-negotiated. Remember why appoint a SB. bigwig a Non-Exec. if the deal was off the table completely. Either way the current bad news is already in the price.

[jason_scrap] 21/11/2021 08:32

I didn't see your name on the shareholder register when I examined it recently... are you even a shareholder...? Lol

[jbourne1] 21/11/2021 08:21

Told big gap down in the morning here looking forward to it

[jbourne1] 21/11/2021 08:18

At what margin mate, turnover is vanity, profit is sanity

[jason_scrap] 21/11/2021 08:16

Powerscout run by a former Times editor falls out with THG.... Then the Times issue a fuddy article lol... wouldn't pay any attention. In the meantime the business probably turned over 30m quid this weekend haha

[jbourne1] 21/11/2021 08:10

It isn't at 1.90 for positive reasons anyone can see thatClutching at straws

[indomie1] 21/11/2021 08:07

Would have thought switching PR Advisors seen as a positive for this stock! Yes, there have clearly been concerns with some analysts, even if discount the car crash at Numis, but Thg is responding positively. A new independent Chair will be able to work on relationships in the City, whilst the proposed spin offs will improve visibility on trading performance at each division, unlocking shareholder value in the process. GSK, Toshiba, Johnson & Johnson are all following the same spin off strategy.

[jbourne1] 21/11/2021 08:04

Ffs the target probs hasn't been updated in weeks - wait for the new one

[dafad] 21/11/2021 07:42

Here is the Daily Mail article in full,I see that JP Morgan are using words such as 'unlikely' 'probability' but then go on to give a price target of 236p,

A nothing article really,all guesswork

Daily Mail Article

NEIL CRAVEN, FINANCIAL MAIL ON SUNDAY

PUBLISHED: 21:50, 20 November 2021 | UPDATED: 02:08, 21 November 2021


Investment giant SoftBank is 'unlikely' to trigger its option to buy a big stake in The Hut Group's technology division after a slump in the share price, a major City bank has said.

JPMorgan said the probability of the Japanese conglomerate buying 19.9 per cent of THG's Ingenuity arm for the agreed price of $1.6billion (£1.2billion) has receded because the terms now value the business unit – one of three at the e-commerce group – at significantly more than the entire group.

THG said at the time that the deal values Ingenuity, the third and smallest of THG's business divisions alongside Beauty and Health, at £4.7billion.



Shares in THG have fallen 75 per cent from their January peak and it is now worth just £2.4billion.

But JPMorgan said in the note, circulated recently among its clients, that lingering hopes the option would be exercised at the current price were still a 'positive' for the shares until either party states otherwise. The bank's analysts said that would 'limit further downside from current levels'.





City sources have speculated that SoftBank, which owns the stake through its investment arm SB Management, may seek to renegotiate the option strike price unless the shares significantly recover by next year. One said: 'It doesn't add up. They could buy half the group for the same price as this would cost them.'

JPMorgan has cut its price target on THG to £2.36, making it the third broker to cut its forecast to below last September's £5 float price.

[welshwiz] 21/11/2021 07:34

One of your "negaTive" articles gives a price target of £2.36 for THG
Thats a decent rise in my book

[jbourne1] 21/11/2021 07:24

Those news articles posted by leoni are not related to thg

[jbourne1] 21/11/2021 07:22

I'd suggest 90% of this board should be filtered / most are multi Id ponzi pusher - it isn't hard to work out who they are on Twitter. Except mug maybe not allowed on Twitter due to call centre restrictions.Terrible news day once again for thg

[leoneobull] 21/11/2021 06:19

https://www.thetimes.co.uk/article/asos-hit-by-stock-woe-as-christmas-looms-bjws0mmkzAnybody listening to q3 trading update would hear THG stocked up well ahead of peak season to avoid supply chain crunch.

[leoneobull] 21/11/2021 06:13

Mr Bourne, filtered you Friday. Hope you manage to close your short before this pops back to 400pIn meantime...https://www.thetimes.co.uk/article/buyout-giant-ran-rule-over-recovering-m-amp-s-9s8ml93xk Buy out funds stalk undervalued retailers....hmmm, how long before THG rumours start?!