Thg Share Discussion Threads

[leoneobull] 06/12/2023 17:39

Performance...forgive typos

[leoneobull] 06/12/2023 17:39

Toasty. You were making fun of BOO investors Check out Slinky's post over there. Even LB sold out at a profit today. Up9% today vs a sluggish performed here.

[slinkyj] 06/12/2023 17:25

I think your right, the 1&3 month look prime for a move up. It's got break out written all over it. Macros easingMouldy spending on companiesMust be re rate time soon.

[nobbyknome1] 06/12/2023 16:28

This chart has a mahoosive bullish pennant, my guess is tomorrow is break out for THG. Over 100 is my guess

[nobbyknome1] 06/12/2023 16:17

Yep was done on purpose. Maybe they need to close some shorts that fall under the declared radar. Most can see this is corruption. Tomorrow this will fly 10% up

[havinthelasttoast] 06/12/2023 15:49

JP knew. Hence the cut today. Same as cyber Monday for Numis.

Make of it what you will. Bodes well

[london07] 06/12/2023 15:36

Boohoo, S4 capital, Asos all spiking up 🚀

Someone forgot to lit the fuse here 🤣

[havinthelasttoast] 06/12/2023 14:43

Bank of England says far fewer homes will have trouble meeting their bills.

Patience.

[hades1] 06/12/2023 14:37

JP Morgan tends to influence the US Market disproportionately.
Let’s hope this doesn’t dip into the red.

[meleforgothisbongo] 06/12/2023 14:27

Thg has a buy out target on its back, limited instis will short this more than .5%

[havinthelasttoast] 06/12/2023 12:59

However if we take peel hunts report which states it is independent research they have a PT of 220. They said if corporate activity does not transpire then ROCE and DCF will become more relevant but the company is progressing in that regard.

Given the same brokers had targets of up to 12 quid I think they know as much as we do and what I hate about broker targets is they are always too late. They nearly always are retrospective after the move down or up. I try not to apply bias but I think failing THg getting into financial trouble which looks very unlikely it is a really good investment at 78p. Mouldy wants to prove the city wrong and would you bet against him. I wouldn’t from 78p.

Lovya all
Loads. Sit tight to next results. Good news is coming.

[4x4mudplugger] 06/12/2023 12:57

Decent write up Toast. Thank you.

[havinthelasttoast] 06/12/2023 12:54

No report or info released to support their price cut. I’ve read the JP Morgan report in full , it is full of caveats to the upside. It reads like they are very angry with mouldy and punishing or at least airing on the side of extreme caution.

Of course the timing of the reiteration by Numis on cyber Monday and this cut at a time when we have momentum does make one buy into more sinister motives.

Reading the Numis report again it is the only report that is NOT independent research and is a marketing communication under FCA rules and has declared as so. My understanding it has been paid for by a “small stock broker “ and was extremely detailed. They didn’t even attend the last conference call so I expect they have stopped getting paid by whoever paid for the last report.

Simon bowler also declares that he is not a qualified analyst despite writing the report. Numis have only one sell rating which is THG.

Defo personal with Numis or their paymaster but JP it’s hard to call their motives. Perhaps whey costs increasing slightly has changed their modelling.

[hades1] 06/12/2023 10:44

Tough day.
Can’t get over 80 yet!
JP Morgan also cuts PT from 50 to 48p & remains ‘underweight’ - Still not a fan of THG or Matt.

[kemche] 06/12/2023 10:42

Rebby, Is Sanjay Shah a cousin of your's?

[london07] 06/12/2023 10:30

Funny.

Someone has commented for a Middle East deal on his post yesterday, and Moulding has liked the comment 🫣🤣🤣🤣

[hooded claw] 06/12/2023 08:32

Strange. share price was 79.5 and I added more at 78.6 and expected to see the share price drop but it rise past 80

[wildchild] 06/12/2023 08:11

J P Morgan downgrade from 50p to 48p. That makes a lot of sense ! Mind you, I don't trust any of these Broker targets on any share anymore.

[hooded claw] 06/12/2023 08:00

Midas, did you read the post and the negative slant towards THG ?The one line about having no information about expenses incurred on getting to work was typical.

[billionarebob] 05/12/2023 21:01

Great news for shareholders ya gotta love MM :)

[hooded claw] 05/12/2023 20:55

MM wanted the buyout to be the big news but this is the main story I have seen https://www.retailgazette.co.uk/blog/2023/12/thg-return-to-office/Not great timing IMHO

[f56] 05/12/2023 19:04

wildchild is correct!

[havinthelasttoast] 05/12/2023 17:08

Can’t make your shyte up. You deluded old fool.