Thg Share Discussion Threads

[dyslexicsvoices] 05/12/2023 15:23

THG whoop whoop on its way back to 500 soon! Next stop112Trust the Mould

[zb27] 05/12/2023 15:03

Hi girls, hearing some having a breakdown with my post. Funny when you get 100+ negative posts all day every single day from some paid trolls, many turn a blind eye, and a few positives, and all hell breaks loose LMAO

Hello srs8 (ahem sanks LOL), what's happened, gone long all of a sudden LMAO can't make this shix up.

[wildchild] 05/12/2023 13:27

LSE needs to get its act together. P*ss poor for the 6th ? biggest exchange in the world.

[billionarebob] 05/12/2023 12:20

CityAM put the boot in :)Breaking: London Stock Exchange struck by double outage in third systems incident since OctoberhTTps://www.cityam.com/breaking-london-stock-exchange-investigating-another-outage/

[zb27] 05/12/2023 11:29

18th Jan should be next update.
Share price prediction by then - comfortably over £1.

Beauty with THG, so undervalued, it can only head up one way now with all the tail winds. And crucially it has 3 different separate businesses for an Unlocking event 🤯

And then the Big MBO which is always a possibility with Moulding.

Crazy potential.

[hooded claw] 05/12/2023 11:27

Zb27 ... People were saying how much they missed you only yesterday

[zb27] 05/12/2023 11:24

hxxps://fashionunited.com/news/business/thg-acquires-skincare-brand-biossance/2023120557199?scid=boCrjkoqsH&utm_medium=social&utm_source=linkedin&utm_campaign=linkedin&id=EdsTnbalirY

An absolute bargain. A global premium beauty brand already in outlets around the world. Push it on Ingenuity and the £££ should be flowing in.just look at the amounts spent to get Biossance to where it is today, mind boggling. Welcome any similar deals.

Power of Ingenuity. They can buy any brand themselves and integrate it seamlessly, because that's what they do, hardly anyone has that sort of power and expertise.

Like what one of the posters on Mouldings LinkedIn Post just said, it's win win for anyone adding at this ridiculous level. Figuritively like buying £5 notes for £1 coins right now Lol

[hooded claw] 05/12/2023 10:47

Book, maybe MM will wait for news on large client before he tries again?

[havinthelasttoast] 05/12/2023 09:51

Trading suspended currently on ftse due to technical issues.

Matt just posted on LinkedIn. He is blaming Numis as we were about to go on a rip so they pulled the plug.

[bookbroker] 05/12/2023 09:31

All about positive revenue streams, cash flow, etc. Likely catalyst for potential upgrade or re-rating would be to invite analysts up to Manchester and brief them. Few years back a similar meeting went spectacularly haywire, and main culprit was Ingenuity, or lack there off! So if MM. so bullish he needs to ensure his PR company has all angles covered, if he so dares!

[hooded claw] 05/12/2023 09:13

Bob, yes I know I was hoping there would be news on one of the £1b clients before Christmas

[billionarebob] 05/12/2023 09:12

And just as a reminder - the market currently has THG Ingenuity valued at?


A BIG FAT ZERO - LSE is dead, long live the THG USA ready departments :)

[billionarebob] 05/12/2023 09:10

Hooded Claw, THG Ingenuity are smashing it listen to the latest webcast.

There is one stand-alone customer on target to beat 1 billion GMV



10 mins into the webcast MM says:

The 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 they achieved :)

[ny boy] 05/12/2023 09:04

It’s just a deal, nothing to get too excited about, slow road to recovery 2-3 years but the usual pump merchants will be talking an share price of 150,200,250p get in cheap as chips 🤦🏻‍♀️🤔 Buy a few, lock away, nothing more to do

[hooded claw] 05/12/2023 08:56

It's a good deal but I think you can read into it that no Ingenuity deal before Christmas

[havinthelasttoast] 05/12/2023 08:53

As London 07 says that someone was getting shown around THG yesterday, but that sounds like a city lie ramp. Give us more or leave the ramping for telegram. We deal in facts here buddy. And here is another fact from Calum Hassall today.

Cyber Week delivered 🚀 Mission complete 👨‍8640; Reporting back to Earth🌍

Six intense #CyberVerse days together & one for the books!

THG Ingenuity #TeamGoals

[kenbos] 05/12/2023 08:53

Thought the rns would have had a much more positive effect on the share price

[billionarebob] 05/12/2023 08:06

THG to acquire Biossance as it bulks up on beauty business



E-commerce firm THG has today announced it has acquired prestige skincare brand Biossance for $20m.

THG, which owns City A.M., is acquiring Biossance from US biotechnology group Amyris Inc., which recently entered Chapter 11 bankruptcy proceedings.

Amyris auctioned off Biossance as part of the proceedings, and THG was declared the successful bidder for the company’s assets and intellectual property. According to the group, the assets have a book value of $29m.

Biossance has generated global revenues of $300m since its founding in 2015, with its range of curated skincare products, including cleansers, creams and serums, selling for between $15 to $74.

[billionarebob] 05/12/2023 07:57

Matt Moulding new LinkedIn post:



This year, we've saved the best until last 👊

2023 has been lively for everyone – THG is no exception.

Emergency fundraisers from consumer-facing businesses were common in 2023 - businesses navigated inflation, exploding interest rates & a weary consumer. Sadly, some didn't make it to Christmas.

Anyone reading THG’s media coverage from a few blatantly dubious characters, could be forgiven for thinking THG might be one of them. Maybe they had a “Christmas drink” riding on it? Well, they may now be tucking into a smaller turkey this year instead.

Not only is THG still here, but we’ve grown stronger and had some good fun in 2023. And now we’ve managed to squeeze another piece of exciting news in before year end.

Adding to recent deals with CityAM and Williams Racing…….THG has acquired major US beauty brand Biossance.

UK market valuations make it near impossible for UK companies to buy overseas businesses. Instead, each day, foreign buyers gobble up UK companies like a game of “Pac-Man” 😉

Quality beauty brands usually sell for a multiple of 4 to 6 times revenues. The biggest beauty deal in 2023 saw L'Oréal pay 5 x revenues ($2.5bn) for Aesop, despite falling sales. UK companies simply can't compete in these deals.

Launched in 2015, Amyris went on to invest $300m-$400m in building Biossance. c$200m was invested in brand marketing alone, with Reese Witherspoon the key ambassador (see pic). And so the Biossance brand equity is strong, especially across the US.

In 2022, annual revenues reached almost $100m, but with losses of c$90m to match. Amyris, a bio-tech business, launched other, smaller, celebrity brands with a similar strategy.

The losses and cash burn finally caught up, and Amyris went bust a few weeks ago, and all brands put up for sale.

Usually, there’d be a queue of buyers for a brand like Biossance - a large, premium, clean chemistry brand, with sustainability at its core. Over 50% of sales are generated from Biossance’s own website, and it has a major US store agreement with SEPHORA.

But buyer interest was minimal. The only other serious bidder was a US PE firm.

Why? In short, because nobody has a THG Ingenuity division. Biossance has a fantastic management team, led by Catherine Gore, but they need a new supply chain, tech platform, and cheaper routes to market. We bring these.

Biossance should be immediately breakeven in THG. Our US and UK labs will support with manufacturing, and THG Ingenuity immediately brings both a new global website & distribution.

LOOKFANTASTIC.COM & Cult Beauty already sell c$2m pa of Biossance products, which we can now accelerate.

After 5 hours of bidding, THG won by agreeing to pay $20m for Biossance. Included in the deal is c$23m of stock and $6m of receivables.