Thg Share Discussion Threads

[sankshiela] 13/10/2023 14:56

All the while share falls

[sankshiela] 13/10/2023 14:56

Last deal fell through
Apollo fell through
King at feel through
Candy fell through

[billionarebob] 13/10/2023 14:54

Consortium revives deal for THG founder’s business park



DEAL IS BACK ON

[billionarebob] 13/10/2023 14:52

THG share price could nearly double, says Bank of America




THG share price could nearly double, says Bank of America

THG PLC -

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.

[sankshiela] 13/10/2023 14:52

Thg continues to attract no new investors whilst refusing to move to premium listing

[sankshiela] 13/10/2023 14:50

Thg continues to achieve record low volume days

[billionarebob] 13/10/2023 14:50

THG Helps Planet By Reducing Its Greenhouse Gas Footprint

THG gets net-zero targets validated by official body



THG has had its net-zero science-based targets validated by the official target-setting body.

The Science Based Targets initiative (SBTi) – the gold standard for setting and monitoring corporate climate targets – has approved the group’s target to reduce its greenhouse gas emissions across its own operations by 97.7% by 2040, and across the wider supply chain by 90% within the same timeframe.

THG has also committed to achieving science-based targets for 85% of its supplier spending, which will cover purchased goods, services, and upstream transportation and distribution by 2027.

The SBTi said the group’s sustainability targets align with the latest climate science, aimed at limiting the global temperature rise to 1.5 degrees Celsius target, as outlined in the Paris Agreement.

THG chief executive Matt Moulding said: “THG has taken a significant stride forward as our net-zero targets have been officially validated by the SBTi.

“Two years ago, we signed a commitment letter with the SBTi stating that we would be aligning our climate mitigation targets with the latest science.

“Today, the validation of our net zero targets by the SBTi reaffirms our dedication to achieving a net-zero status as a company, minimizing our climate impact.”

Chief sustainability officer Mark Jones added: “Since the launch of our sustainability strategy in 2021, we have implemented near-term and long-term company-wide emission reductions in line with the latest climate science.”

THG becomes the latest retail group to receive the SBTi’s validation, following in the footsteps of the John Lewis Partnership which became the first UK retailer to have its net-zero science-based targets validated by the official body.

[sankshiela] 13/10/2023 14:49

Thg share price falls whilst broke Bob posts inane rubbish

[sankshiela] 13/10/2023 14:47

Matthew moulding goes into LinkedIn hiding after being beasted by PI called Jamie
Not been seen In 2 weeks plus

[billionarebob] 13/10/2023 14:45

THG to invest in AI Technology



THG’s chief executive Matthew Moulding says the group will be using AI for “all forms of forecasting”. He says: “It’s a lot more complex than just stock – it’s the whole supply chain. AI can chew through that data faster than humans, so we will be using it.”

[sankshiela] 13/10/2023 14:45

Kelso invests in other companies with thg sell down
Had enough

[sankshiela] 13/10/2023 14:45

Thg activist Kelso sells down more than 1m shares in thg

[francoismyname] 13/10/2023 14:44

Just a spivvs play thing

[billionarebob] 13/10/2023 14:43

THG stalker Kelso appoints expert to help push activist demands.



THG and NCC stalker Kelso hires expert in ‘executing successful campaigns’

Activist investor Kelso, the cash shell stalking THG, has appointed Sarah Rajani, an experienced corporate raider, to its board.

[sankshiela] 13/10/2023 14:40

10 mins ago she hit 67.7
She’s now 66.1
Day low 65.5
You just know it’s going lower you just knows it

[billionarebob] 13/10/2023 14:38

THG Improving working imbalances in the tech industry,

THG partners Tech She Can to boost women in UK tech roles



Digital retail group THG has joined forces with charity Tech She Can to help tackle the gender divide in the UK’s tech industry. The mission is to boost women’s presence in UK tech roles and “ignite the next generation’s passion for the tech industry”.

[sankshiela] 13/10/2023 14:37

The orchestra and choir are in fine fetal today. Can only mean one thing!
Shed is red

[sankshiela] 13/10/2023 14:35

Rumour is moulding a mum is now posting on lse!!! The only positive poster left on what used to be a very pro thg forum
How the narrative has changed

[sankshiela] 13/10/2023 14:34

She’s did not like 67p
Rejected
2 months ago was rejecting 107p
Things move fast and down in the world of old sheds

[billionarebob] 13/10/2023 14:33

THG Ingenuity partner with ASDA



We're delighted to announce our partnership with Asda Mobile to lead and execute their digital marketing strategy.

Our CEO Vivek Ganotra speaking to the partnership said: "Developing connections between brands and
consumers sits at the heart of Ingenuity's complete commerce solution.

Our marketing capabilities are a fundamental part of our
solution ensuring that brands achieve their desired market positioning, retaining existing
customers and acquiring new customers to grow market share. We are delighted to be partnering with Asda to bring our strategic
marketing expertise to the brand as we move forward into Q4 and beyond."

[sankshiela] 13/10/2023 14:33

What followed a pump

Ah yes a dump

Something’s never change

[billionarebob] 13/10/2023 14:29

Weekly round up

THG Nutrition available in Decathlon stores:

WHERE NEXT?



We are now launched in stores around the UK so go and help yourselves!

Where to next?

[sankshiela] 13/10/2023 13:46

Dear me, thg has a mini moulding v2

[billionarebob] 13/10/2023 13:43

BRING ON Q4 PLENTY MORE TO COME :)

Dean Amery MD of THG Ingenuity:



Talent wins games, but teamwork wins championships! A quote that has always stuck with me and one that remains so true

As a team we reflected on Q3 yesterday. We celebrated our successes and faced into any challenges.

We gave recognition to our Shining Stars across our teams. Those who continuously bring the best version of themselves day-in-day-out, driving our culture and foundation as a team.

Now bring on Q4 as there's plenty more to come!! #FMCG #THGIngenuity