Thg Share Discussion Threads

[havinthelasttoast] 27/11/2023 10:45

Simmons, Sanks. All connected or same person. All Numis related. Hehe got to larf

[zb27] 27/11/2023 10:43

Sanks as bitter as Numis, you work for Numis? Makes sense 🤦‍♂;️🤣

What happened with the FCA investigation when Numis had to report themselves?? Corrupt as anything.

Self report, must be an FCA 1st 🤣

[havinthelasttoast] 27/11/2023 10:16

Love how Numis are trying to help their buddies out today.

Take a lot more than that hehe. Embarrassing!

Still have 4/5 percent to close.

[billionarebob] 27/11/2023 09:32

MONEY MONEY MONEY,THG Got Money,It's a FCF World :)

[sankshiela] 27/11/2023 09:26

Nice of adore to share the bid offer
Shed seems to not offer its share holders the
Same courtesy

[havinthelasttoast] 27/11/2023 09:07

Lol.

Grasping at straws there. They made a speculative punt after last results.

Anyway enjoy this ride into jan.

Remember toast clipped your nuts for ya

[sankshiela] 27/11/2023 08:46

You forget the failed bid costs (lawyers/ bid team/ financiers)
management taking eye off core at peak.
more scatter gun shooting form lord mould.
Suggests lookfantastic is too weak to crack Australia

[havinthelasttoast] 27/11/2023 08:33

Only the mug Shelia thinks integrating 90m quid into existing infrastructure at a cost of 70m isn’t a good deal.

He is sitting at the computer now praying for a little dip so he can start with the usual nonsense.

Mad Matt has more cash than you boys know.I hear capex was nothing like he forecast. He kept that in the bag for himself. Oops hehe.

Lovya loads,

Bob.

[zb27] 27/11/2023 07:31

hxxps://www.businessnewsaustralia.com/articles/adore-beauty-shares-surge-despite-rejecting--122m-bid-from-uk-e-tailer-thg.html

So bid rejected.

This tells us 1 thing and 1 thing only. How strong THG's balance sheet is. With £470m in cash and FCF Positive in Q3 23 (15 months ahead of schedule) not many businesses are in this position today to initiate acquisitions!

[waltzing] 26/11/2023 18:15

£1 by Christmas for sure.

[havinthelasttoast] 26/11/2023 16:39

Oh dear. Online is dead lol

Britons are set to spend £3billion on Black Friday today - but scenes of mass chaos on high streets are unlikely as more than 60 per cent of purchases are made online.

[havinthelasttoast] 26/11/2023 13:33

Last year we had never ending strikes and huge ones on Black Friday if my memory serves me correctly.

Serious tail winds now.

Hey Shelia have you seen truflation.com?

It was always well ahead of government numbers and had inflation at 9.2 percent two months ago or so. Now down to 3.8 percent. Oops.

What sort of idiot would be short on this currently ? Oh yeah I know hehe.

Housing/transport/food all in decline latest lovely jubbly.

[havinthelasttoast] 26/11/2023 09:36

News article that THG has bid for listed adore beauty.

Adore Beauty has delivered revenue of $ 47.5 million for the first three months of FY24, a YoY increase of 4.7 percent. In August, the company revealed its FY23 results, showing a decrease in revenue of 9.6 percent over the previous year, down to $180.6 million.

I wouldn’t be surprised if it’s some cash and some shares deal, the turnover on stock of adore is woeful only trading 2k worth on last trading day. Share is down 86 percent over last years and has returned to revenue growth in last quarter after dropping 10 percent last year. This bodes well that thg beauty has returned to growth also and now they are looking to pick up some cheap purchases.

[billionarebob] 25/11/2023 00:47

THG Nutrition U.S. IPO Coming Soon?



I think it’s finally time for THG to file the necessary SEC paperwork, so my September 2022 MyProtein prediction can become a reality. THG (aka the company formerly known as The Hut Group) recently updated the public markets by releasing its 2023 Q3 earnings report. I’ll be utilizing that financial information, along with notes I took listening to the earnings conference call, and any relevant publicly disclosed information to obviously update you on the recent performance of THG Nutrition division that includes the world's largest online sports nutrition brand MyProtein, but also utilize everything to provide insights surrounding the global supplement markets. For those unaware, THG is self-described as “a vertically integrated, digital-first consumer brands group, retailing its own brands in beauty and nutrition, plus third-party brands, via its complete digital commerce solution, Ingenuity, to an online and global customer base.” During the third quarter of 2023, divisional revenue for THG Nutrition was approximately $195 million, which was down 2.3% YoY. If we look at THG Nutrition segment revenue for the first 9 months of 2023, it generated about $619 million…which was up 0.4% YoY. Why are these growth rate low? especially if we look out over the last two years (being up only 3.7% in that period)? I'll dive into several things going on here at MyProtein including: its ecommerce sales channel strategy, integration of supply side acquisitions, MyProtein rebrand causing short-term revenue impacts, and pricing strategy in an inflationary environment. Though it only makes up one-third of the total portfolio revenue, THG Nutrition accounts for almost all its profitability. While THG Nutrition isn’t a standalone business, strategy within the segment (over the last two years) has been focused on creating optionality. I predict that sets THG up to spun-off its “nutrition segment” into a standalone public company. This new entity will likely IPO in the U.S. markets because of the more favorable market conditions. Finally, I dive into arguably the top 3 growth drivers that THG Nutrition needs to focus on over this next year to make themselves more attractive to the U.S. investment community.

[billionarebob] 25/11/2023 00:18

Ya wrong Griffo.

Sheila's ma shares my bed :)

[griffo221] 24/11/2023 22:39

Sheila shares the bed with his mum, pass it on

[billionarebob] 24/11/2023 18:59

If you haven't listened to the webcast have a listen it is really positive.They have spent 15M to split the 3 divisions and they are all now USA ready :)Make of that what you will, WHOOSH

[billionarebob] 24/11/2023 18:57

Oh, and by the way, the market currently values THG Ingenuity at zero :)WHOOSH

[billionarebob] 24/11/2023 18:38

OK, so 10 mins into the webcast MM says:

Pipeline for Ingenuity is very strong.

There are a number of clients that are of a scale to come close to 1 billion GMV.

In fact, there is one stand alone customer that is of a scale to beat 1 billion GMV on its own

Be interesting to find out who that customer is and how much above 1 billion total GMV THG achieve :)

Have a great weekend all LTH :)