Thg Share Discussion Threads

[one_frankel] 18/10/2023 17:11

I wasn't even aware that THG should be classed as an investment Bobby!

[one_frankel] 18/10/2023 17:05

It must be those gambling instincts hey Paddy as you thought now is the right time to make a near half a million investment into the tripe over three tranches but watch what now happens my dear friend, it will be a solid lesson even for just a gambler!

[billionarebob] 18/10/2023 17:00

More of grudge than a short :)

[billionarebob] 18/10/2023 17:00

You don't do shorts?

OK so you just give free negative advice on a LSE company that you once invested in and lost money,

Gotcha :)

[one_frankel] 18/10/2023 16:55

I don't short Bobby, it's against my ethics!

[one_frankel] 18/10/2023 16:52

...And why would I care what the resident Paddy is doing anyway when you make such outrageous comments like this but anything to try and stop the rout hey!

...Heard Boots will be announced before Xmas, also heard the USA listing will happen in H1, also heard they are discussions with Asda, also heard Apollo are trying to get back in.

[billionarebob] 18/10/2023 16:52

I thought our Sheila and his crewe were going to start crying this morning Frankie they must be in deep.

Don't you guys give them the info or are you setting them up to be the bag holders.

You do know the Hedgies are flipping?

[billionarebob] 18/10/2023 16:49

You know all about shorting dont ya Frankie :)

[one_frankel] 18/10/2023 16:47

Does the Northern Dullard not even know how big a game 'Shorting' is in the US!

...But lets hope the Mould doesn't go crying back to his mammy again hey!

[billionarebob] 18/10/2023 16:45

Loved it on the Investors conference call when Matt Moulding said.

ALL DEPARTMENTS ARE NOW USA Ready :)

[one_frankel] 18/10/2023 16:45

Anymore links from our Northern Dullard or has it unfortunately dried up much like investors in this utter tripe!

[billionarebob] 18/10/2023 16:43

Matt thought the RNS was OK :)

Matthew Moulding, CEO of THG commented:

"Q3 has been another strong quarter of progress across the Group, with each division delivering improved performances. The pivots made within each division to ensure they thrive in a high inflation global environment are bearing fruit.


"The momentum with which we exited Q3 was especially pleasing, with the Group returning to positive constant currency revenue growth of +3.2% in September, driven by a strong performance across our Beauty division.


"We remain focussed on restoring margins to pre-inflation levels while continuing to focus on cash generation. This is reflected in a best ever Q3 profit performance from our Nutrition division. Our cash discipline has been excellent, reflected in delivering positive free cash flow of £5m, despite making c.£140m of capex investments, over the last twelve-month period. The steps we have taken will further underpin the future cash generation of the Group.


"Both our operations and inventory are well positioned ahead of peak trading, with the benefits of our investment in UK and US automated fulfilment centres enhancing the customer proposition through accelerated delivery times, positively influencing customer contact rates and overall satisfaction.


"The Group is exceptionally well invested with a strong balance sheet, with each division well positioned to grow market share in any market conditions."

[one_frankel] 18/10/2023 16:43

The well oiled Ramp-it-Up is in full flow folks with our Northern Dullard hehe!

[billionarebob] 18/10/2023 16:42

THG recovery builds after a ˜best ever performance by MyProtein



In the three months to September 30, THG reported net sales of £466.5m, a year-on-year change of -4.4%, which the company said was its â€�best quarterly revenue performance in the last yearâ€�.

[one_frankel] 18/10/2023 16:41

It certainly was really interesting that THG is now prioritising cash generation Bobby but that will come at a cost to growth unfortunately except the business isn't exactly a long-standing and established one yet hey!

...But how do you think that will increase shareholder value in future or is around the current MCap the best it will ever get you bloody buffoon!

[billionarebob] 18/10/2023 16:41

THG backs outlook despite drop in third-quarter revenue




THG pointed to an improving performance each month in the quarter, with the group returning to constant currency growth in September.

Full-year revenue guidance of 0% to negative 5% remains unchanged, with guidance for adjusted EBITDAÂ and cash generation also held.

Matthew Moulding, chief executive, said: “The group is exceptionally well invested with a strong balance sheet, with each division well positioned to grow market share in any market conditions."

THG said each division continues to make progress against its stated strategy to return to sales growth and rebuild margins, while the impact of global de-stocking on its beauty manufacturing business has eased.

[billionarebob] 18/10/2023 16:41

Revenues fall but THGs Moulding focuses on cash generation in trading update



THG is claiming its best ever quarterly revenue performance for the quarter ending September 2023,

[f56] 18/10/2023 16:40

Links are OK. The problem with Bob is he ignores the Macro. The problem with that is Macro tends to catch up with you.

[billionarebob] 18/10/2023 16:40

Matthew Moulding hails 'another strong quarter' for THG amid possible Myprotein IPO




The chief executive of THG has hailed "another strong quarter of progress" despite a fall in its sales.

[billionarebob] 18/10/2023 16:40

CityAM report:

THGÂ keeps outlook after September recovery




The firm, which owns City A.M., runs online brands such as Lookfantastic and Myprotein, said on Tuesday third quarter to Sept. 30 revenue fell 2.1 per cent on a constant currency basis, a 480 basis points improvement on the previous quarter.

Revenue rose 3.2 per cent in September on the same basis.

The group maintained its guidance of full-year revenue of flat to down five per cent.

[billionarebob] 18/10/2023 16:39

The press liked the RNS too :)

THG Reverses Decline as Founder Allays Fears on Future Growth




THG Plc shares reversed an earlier decline after the founder of the troubled e-commerce company talked up the future prospects for its beauty, nutrition and Ingenuity technology arms.

[sankshiela] 18/10/2023 16:34

Does explain why he only posts links

[billionarebob] 18/10/2023 16:34

THG Marching into the USA - Another positive post :)



The march into the US is being led by Vivek Ganotra and his recent commentary has been consistent. This model could be really useful in a category where full margin control and channel management is critical. Speed to market through well integrated marketing and comms, ever more essential too.