Thg Share Discussion Threads

[one_frankel] 28/9/2023 09:50

Paddy who likes to punt and lures others on a whisper or so he thought but being rather du_mb must just be part of your genetic make-up hey!...Nevermind, as I'm sure it just goes hand in hand with being a dirty Northern Irish peasant much like your fa_ther, you remember him right hehe!

[one_frankel] 28/9/2023 09:44

PaddyWhack, those 'Connections' of yours are really compelling but are you always left behind with the sc_raps and is that why you moved to Portugal hehe!

[one_frankel] 28/9/2023 09:39

I bought at 140p did I Al'Mullah Capone!

[one_frankel] 28/9/2023 09:37

And our resident technical trader 'The Imperialist' with all his watch & learn!

...But did you also go the Moulds school of thought hehe!

[one_frankel] 28/9/2023 09:33

Who got played like the mu_gs that they are hey oops!...And then we have the disingenuous,pretentious Northern Irish chav or better known as Paddy with all his 'Connections' but is that what they call it these days hehe!

[havinthelasttoast] 28/9/2023 09:23

Only man more boring than Franny is John 09

[hooded claw] 28/9/2023 09:15

Humour ? Who was joking ?

[hooded claw] 28/9/2023 08:38

"He must clean up every day."

He does as that is his job ... at Lidl I believe

[havinthelasttoast] 28/9/2023 08:22

Excellent analysis by the Franny.

If he could bottle his sixth sense we would all be millionaires like him. He must clean up every day.

[sankshiela] 28/9/2023 08:21

Anyone who feel for TO hehe

[sankshiela] 28/9/2023 08:00

Oh dear Kelso

[seball] 28/9/2023 07:49

Bob thanks for the information. We could see an announcement imminently. Good luck all

[seagreen] 28/9/2023 07:47

Certainly the short squeeze that would cause when they announced it might see the price to head back to 1.30 range.

[alancapone] 28/9/2023 07:06

Have a great day frankelLove ya xx

[havinthelasttoast] 28/9/2023 00:41

Bob I hear the number is low but higher than current share price for nutrition only. I’d be happy with the 90p val number being used for nutrition that’s being floated as it’s only 20 percent and would put a nice floor on the price.

A deal is a deal and there needs to be enough in it for the next guy especially if they are not getting control. A minority stake is valued a lot less and especially as it needs ingenuity. 1.3b may seem light but a 30 percent discount seems correct. Let’s hope it goes through.

[billionarebob] 28/9/2023 00:26

My contact tells me there are two bidders for THG Nutrition. Both are offering a premium.

MM has a put a NOT FOR SALE sign up on all departments and instead wants an equity deal to fast track a SOTP share price increase and keep shareholders happy.

All parties are now at loggerheads but the board are confident that they can persued one of the bidders to invest in an equity deal.

The figure being circulated is 20%

I have to stipulate that this is a rumour but a strong enough rumour for my contact to call me at 5am Boston time and advise me to buy THG.

Which I did at 67p

My contact is well connected, lives in Altrincham and has been giving me solid financial advice for over 15 years.

Do with this info what you will but it does appear that there are similar rumours currently circulating.

Is this the good news MM was talking about at the end of the webcast?

[francoismyname] 27/9/2023 22:44

Can’t believe you don’t have the village idiots line frankel on ignore.

You all appear to love giving them oxygen.

[alancapone] 27/9/2023 22:33

From memory I recall he bought at 140p too

[havinthelasttoast] 27/9/2023 22:31

He bought at 50p after deliberating and slagging thg off for 6 months.

Mrsimmons took the Micky and he lost the plot and was threatening all sorts. It was quite a show. Memorable.

[one_frankel] 27/9/2023 22:19

Another of my stunning posts on LinkedIn folks...

'Truly 'Outstanding' work of how you've now launched into Sainsburys but whats troubling is that you launched into a majority of Iceland stores in early 2023 yet growth has pretty much stagnated with just around a 2% uptick in revenue YoY so do you see much growth happening with Sainsburys now when not only is the nutritional sector so incredibly competitive and fast becoming saturated but you have no USP either that differentiates you from others unfortunately and as you're already aware (well I hope anyway!), competing with the rather deep pockets of your US peers will also not be that appealing because they will subsidise anything you try and do to capitalise upon your markets except THG with its pitiful cost base (which doesn't include further impairments by the way with its rather overzealous spending spree of the past!) just wont be in a position to counteract because it just cant afford too!

And with THG Ingenuity's new found strategic ambitions, is it wise to now wholly focus on those larger enterprise clients because when you're relatively new and without a track record, those larger clients dictate matters unlike SMEs and with the whole decision-making process being so prolonged with the larger clients, its not always of great financial incentive to the company going forward.

Everything about THG just seems muddled with no real forward thinking of how it actually benefits the company in future but as I've said in the past, it's like the Waterfall Effect cascading down but from the very top and management are quite clearly out of their depth here!'

[alancapone] 27/9/2023 22:04

Anyone know at what price frankel saw value in THG previously?