Thg Share Discussion Threads

[kemche] 27/11/2023 15:32

When are you bringing down Western Civilisation single-handedly iterator?

I don't mess and lessen the noise eh. he he he.

In conclusion, Watling. Budddyyyy!!! Simeon.

[one_frankel] 27/11/2023 15:16

Well hello champs, cant wait for what awaits in the Jan update, Numis certainly knows but do you!

[billionarebob] 27/11/2023 15:05

Love it. Can increase it on just over 2000 shares by a pennyLol

[billionarebob] 27/11/2023 15:03

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

[walshr123] 27/11/2023 14:47

ASOS are down over the last month. THG are up 22%

[sankshiela] 27/11/2023 14:42

Asos swung +3%
Shed swung -3%
Shed losses money. How can it buy companies off the stock market. Shed can only grow through acquisition and punchy ones too

[billionarebob] 27/11/2023 14:33

Keep singing Sheila :)

[sankshiela] 27/11/2023 14:25

Retailers are preparing for a disappointing Christmas, industry figures show, as annual sales declined for a seventh month in a row.

Sales volumes in the year to November dropped according to the CBI distributive trends survey.

[sankshiela] 27/11/2023 14:17

Ya just knews it was always going to happen
Shed is FCF negative
Shed wanted to waste more money on more of the same
Should be walked down at least 3%

[disco1984] 27/11/2023 14:17

7 messages in 5 minutes Sheila.

What is the point of spamming the board?

[sankshiela] 27/11/2023 14:15

Yanks punishing Mould
Fancy making a TO without even sharing g anything to holders
The arrogance

[sankshiela] 27/11/2023 14:14

Day low
Others day high
WYKYK

[sankshiela] 27/11/2023 14:14

The atm delivers again larf

[sankshiela] 27/11/2023 14:12

Love it. Can drop it on 972 shares by a penny
Lol

[sankshiela] 27/11/2023 14:11

Oppppsssss

[sankshiela] 27/11/2023 14:11

Oppppsssss

[sankshiela] 27/11/2023 14:04

She’s a dripping
She’s a dropping
Whilst the rest head up up up

[billionarebob] 27/11/2023 13:30

That's a lot of orders :)hTTps://www.linkedin.com/posts/activity-7134591856192954369-h0VP?utm_source=share&utm_medium=member_androidOne of our automated sorters in the UK, looking like a scene from an F1 pit lane exit!This one with the capability of sorting over15,000 shipments per hour!

[havinthelasttoast] 27/11/2023 12:40

United Kingdom | Consumer | Consumer Discretionary | THG LN | Market Cap £868.0m | 17 October 2023^
THG Holdings
3Q'23 trading improvement keeps FY'23 on track
BUY Next events
Target Price 220.0p
Publication price 66.8p
FY'23 trading
FY'23 results and 1Q'24 trading
Stock performance
Summary financials & valuation (£m) Calendar year
January 2024 April 2024
Wayne Brown
[phone] [e-mail]
Anubhav Malhotra
[phone] [e-mail]
Q3 trading is as expected reflecting sequential improvement. Profitability and FCF generation continued to improve with +£5m of FCF generation in LTM ending Sep, up from a –£20.6m outflow in LTM to 1H’23. While Q4 needs to be strong to hit FY numbers, the direction of travel suggests all is on track with September back in growth. We think the bottom of the earnings cycle has passed. We see numerous drivers for EBITDA expansion and believe all three divisions could drive >300bps in margin expansion over the next three years. We value THG on a SOTP basis, which suggests Nutrition is worth £1.8bn (2.5x sales); Beauty £1.3bn (1.0x sales) and Ingenuity worth £0.34bn on (2.0x sales). If the group does not restructure, then FCF and ROCE will be the key value drivers which will take time to improve but are on the right path.

[havinthelasttoast] 27/11/2023 12:26

Seems I have got sucked in by reading an LSE post that said “Numis have issued a sell rating at 50p”. That’s the one they have had for months.

No new report it seems. Lesson learned for taking anything at face value. Numis didn’t issue an updated note for latest accounts and were missing from conference call. Seems as things are improving they just going to do a franky. They reiterated with nothing new it seems

[havinthelasttoast] 27/11/2023 12:18

Hehe. So where is the Numis report then Shelia ?


Isn’t one. Larf

[sankshiela] 27/11/2023 11:58

Shed heading down
All others up
Classic shed. Numis IFKYK

[sankshiela] 27/11/2023 11:45

Poor shed. No volume. No support. Just drip drip drip