Thg Share Discussion Threads

[one_frankel] 09/10/2023 11:13

Do you see how my commentary on LinkedIn is continuing to destroy any market sentiment towards the tripe and I certainly won't stop until I show you who fu_ckin reigns supreme here, you Northern Irish peasant!

[one_frankel] 09/10/2023 11:03

Could it be that I like to help those less fortunate then myself Disco from not making such unnecessary investment decisions and it's called being compassionate...But food for thought hey!

...And try not to ever compare yourself to me because I really wouldn't like to surprise you and not everyone is a pretentious, disingenuous Northern Irish pu33yhole who likes to shout from the rooftops because he has this rather frustrating condition of having inferiority complexes over others unfortunately!

[hooded claw] 09/10/2023 08:19

When have the shares been "motoring" since the results ?

[the imperialist] 09/10/2023 07:37

Did our resident attention-seeker have a weekend off?

Should be a smashing week for the loyal THG Bulls. GLA

[midasx] 09/10/2023 06:57

THG PLC (LSE:THG) shares are motoring today and there could be more to come, according to analysts at Bank of America.

The bank has set a 125p price target and reiterated a 'buy' rating, helping drive shares 5.2% higher to 69.08p.

BofA noted while the revenue decline in the recent first half was greater than expected—especially in the Beauty division—the worst now appears to be over.

In the UK, the two largest headwinds—falling online penetration and low consumer purchasing power—began to show signs of improvement for the first time since 2021 this summer, it said.

“Management called out positive growth in Beauty starting in August, and we expect group-level growth to turn positive again in 4Q23 as Beauty improves with manufacturing revenue picking up again,” the broker said.

BofA sees reasons for optimism in all three core divisions.

In addition to a return to positive growth in August, the Beauty division should see improved margins in the second half of the financial year as the margin-accretive manufacturing business ramps back up following destocking throughout much of 2022 and 2023.

BofA thinks current prices, input costs should remain a tailwind for the Nutrition division for the second half of the financial year and beyond, allowing the flexibility to re-invest in pricing to drive growth.

Ingenuity's strategic shift continues as THG exits smaller, less profitable contracts leaving it on track to add £1 billion gross merchandise value in new contracts in the financial year.

[walshr123] 08/10/2023 22:11

You led negotiations! you couldn’t run a bath you nob :D

[one_frankel] 08/10/2023 19:31

By the way Disco, is StockBrokerbelt your alter-ego on LSE Disco as that would make an awful lot of sense unfortunately!

[one_frankel] 08/10/2023 19:24

Thats funny Disco but were you not aware that my dear family sold a British business that we established since only the late 2000s to a SA suitor for just shy of a £100M and where I led negotiations!...But thank go_d you don't know me because I honestly don't take kindly to the utter nonsense of such clearly deluded mu_gs like yourself!

...And restaurants are capital intensive you truly du_mb fu_ck but is the tripe in an ideal financial position to exploit that opportunity currently and why not take advantage of what you already have anywhichway you can before heading into unchartered territory like hospitality so yes I do think even 'YOU' could do a better job then the present buffoons leading the brigade!

...Ohh by the way, we still await your 'Expert' knowledge as to why THG is such a compelling investment currently so please don't be shy to tell us hey!

[disco1984] 08/10/2023 19:14

Surely you must laugh at the own stuff you write Frankel.

Let’s be clear, I don’t know you
, but if you typing on here saying you have a better idea running the company, you ain’t capable of running a hot dog stand, let alone a multi million/billion pound company.

[one_frankel] 08/10/2023 19:01

StockBrokerBelt on LSE, for one to have a healthy diet, your body requires nutrients from all types of foods not just those that are regarded as 'Healthy' my clearly deluded friend and which is why so many are taking additional supplements ontop of their diets these days!

...So what the fu_ck are you talking about with all your hoopla or is it because you've dug yourself a rather big hole with all your incredible investing in THG and are now trying to lure others into the utter tripe so you can dig yourself out of it hehe!...And I sincerely hope you're not a clinician of any kind because that really would be disconcerting!

[one_frankel] 08/10/2023 15:24

Now the tripe is looking to get involved in the hospitality sector with a MyP restaurant coming to a town near you hehe!...But i wonder if they realise just how incredibly competitive the sector is with four closing for every one that opens! ...And why not try and take advantage of your existing markets through other ways first instead of venturing into uncharted territory and with it being so capital intensive!

...THG is simply walking on egg shells with management that clearly have no bloody idea of how to build or even grow a business for any sustainability in future, oops!

[one_frankel] 08/10/2023 12:47

Well let's hope you're not 'Southern' Butch because that would be rather tragic...But for all Southerners hey!

[walshr123] 08/10/2023 12:41

Why do you think everyone is Northern?

[one_frankel] 08/10/2023 12:31

And then theres Walsh who now identifies as 'Butch' folks being so entwined with the 'Woke' massive!

...By the way, the tripe fell another 35% from where I sold 'Butch' or is that another rather 'Small' point you fail to have any consideration of hehe!

...But is all this blatant incompetence just a 'Northern' thing 'Butch'?

[walshr123] 08/10/2023 12:18

And there’s Frank who bought at 50p and sold at 40p! He doesn’t mess around

[one_frankel] 08/10/2023 12:04

By the way, the BoA analysts covering THG have a rather interesting success rate!

...Firstly theres, Geoffroy de Mendez who's in the bottom 10% of wall street analysts and in the bottom 20% of experts globally!



...And then theres Adam Gildea who doesn't even have a rating yet but maybe he's just a freshman hey getting to grips with the 'Market' hehe!

[one_frankel] 08/10/2023 12:02

It will soon become apparent SeaGreen, who likes to broaden his breadth of knowledge through the'Daily Nail' hehe!

[leoneobull] 08/10/2023 09:25

THG PLC (LSE:THG) shares are motoring today and there could be more to come, according to analysts at Bank of America.The bank has set a 125p price target and reiterated a 'buy' rating, helping drive shares 5.2% higher to 69.08p.BofA noted while the revenue decline in the recent first half was greater than expected-especially in the Beauty division-the worst now appears to be over.In the UK, the two largest headwinds-falling online penetration and low consumer purchasing power-began to show signs of improvement for the first time since 2021 this summer, it said."Management called out positive growth in Beauty starting in August, and we expect group-level growth to turn positive again in 4Q23 as Beauty improves with manufacturing revenue picking up again," the broker said.BofA sees reasons for optimism in all three core divisions.In addition to a return to positive growth in August, the Beauty division should see improved margins in the second half of the financial year as the margin-accretive manufacturing business ramps back up following destocking throughout much of 2022 and 2023.BofA thinks current prices, input costs should remain a tailwind for the Nutrition division for the second half of the financial year and beyond, allowing the flexibility to re-invest in pricing to drive growth.Ingenuity's strategic shift continues as THG exits smaller, less profitable contracts leaving it on track to add £1 billion gross merchandise value in new contracts in the financial year.

[seagreen] 08/10/2023 09:02

No one listens to frankel just filter him