Thg Share Discussion Threads

[havinthelasttoast] 11/12/2023 11:04

Bullish engulfing alert. Oops hehe

[billionarebob] 11/12/2023 11:03

All THG Departments are USA ready. To little to late :)

City of London Corporation to open first US offices



The City of London Corporation has today announced it is laying permanent foundations across the pond with the opening of its first offices in the US.

[havinthelasttoast] 11/12/2023 10:50

Buddddddyyyyyyyyyy

[billionarebob] 11/12/2023 00:55

This is from April but shows we have many multiples to go to unlock SOTP valuation

Liberum lifts THG to 220p BUY
www.sharecast.com/news/broker-recommendations/liberum-lifts-thg-to-buy--13031358.html

Liberum lifted e-commerce group THG to ‘buy’ from ‘hold’ on Monday, hiking the price target to 220p from 55p as it moved to a sum of the parts valuation,

[billionarebob] 11/12/2023 00:39

October news, but for those that have not seen it a very interesting read.

THG share price could nearly double, says Bank of America



THG shares are motoring today and there could be more to come, according to analysts at Bank of America.

The bank has set a 125p price target and reiterated a 'buy' rating, helping drive shares 5.2% higher to 69p.

[havinthelasttoast] 11/12/2023 00:38

Hey franky.

Oops hehe

Ya daft mug. 40p lol

[john09] 10/12/2023 14:12

That might be the F1 deal Bob

[srs8] 10/12/2023 13:54

Welcome back Bob, solid research to support the excellent analysis from toast. All thg owned or partner websites are up significantly. Knowing a lot of buisness of LF, CB and MP go through apps, TikTok shop and increasingly offline retail, this is hugely positive.
I expect sales at the top end of the 0 to -5% on a containing basis and ebitda above maximum consensus of 118m (I model circa 125- 128m)

[billionarebob] 10/12/2023 11:59

THG MyProtein Website Traffic Increases By Individual Countries

[billionarebob] 10/12/2023 11:54

THG MyProtein website traffic is up nearly 40%



What does that tell you about Black Friday and Cyber Monday sales :)

[billionarebob] 10/12/2023 10:52

One THG Insider Raised Stake By 199% In Previous Year



IYKYK :)

[hades1] 09/12/2023 22:34

Apologies then but similar MO.
Have a safe trip back.
Best

[billionarebob] 09/12/2023 21:48

Not me hades am on me way back from Hamburg Christmas Markets:)

[hades1] 09/12/2023 21:01

Good evening Bob.

[sparsam] 09/12/2023 20:25

Get this to 140 while I'm in Dubai this week chaps. Boohoo paid for this trip and THG paid for my last one. I need to go to the three valleys in Feb next year so need some more pennies for my ski pass and Gluhwiens.I'm sure you can do it, in fact I'm certain! Cheers boys ?

[havinthelasttoast] 09/12/2023 16:37

Boys.

I suggest you all go to similar web and start looking at all THG sites here and in the USA. Like skin store and dermstore.

These sites are up nearly 100 percent month on month in the USA which is their key market ahead of peers and similar to Sephora.

Our beauty sites flying the last months. Also all beauty and fragrance direct which are ingenuity sites are smashing the market growing massively compared to their peers.

If the trend continues we could be getting some knock out numbers for ingenuity also. No wonder mad mouldy is looking to buy beauty up. So much for Frankie’s bad update. That looks very very unlikely.

[havinthelasttoast] 09/12/2023 15:43

TOTAL - £4.8 Billion or 370p per share

From Sp28 aka ZB27 here.

Dopey ramper can’t even add up or doesn’t know that there is a load of non voting shares that he hasn’t counted. Don’t know what is worse. You can’t add or the share you ramp night and day, you don’t know how many shares in issue.

Stay on LSE with your dopey ramps!

[hades1] 09/12/2023 09:28

Statement From OVMK Asset Management Netherlands Regarding the Recent Publications on THG Plc
Business Wire out yesterday

GOUDA, Netherlands, December 08, 2023--(BUSINESS WIRE)--Ophorst van Marwijk Kooy Vermogensbeheer N.V. (Hence: OVMK) has taken note of the press release issued by Kelso Group Holdings Plc yesterday and read the article published in The Times (published December 7th, 2023). OVMK has been a shareholder in THG Plc since December 2021 and currently owns close to 2% of the outstanding shares.

We admire the way THG Plc has evolved since the company was founded. All three underlying divisions are high-quality players in their individual niche markets and excellently positioned for further growth. We are, however, disappointed by the significant structural undervaluation of the company’s shares on the stock exchange, despite the improvements made to both the structure of the three separate entities and corporate governance. We therefore agree that this is the right time to unlock value by examining the strategic options for each of the company’s three business units to maximize value for all shareholders.

OVMK Asset Management Netherlands

[srs8] 09/12/2023 08:38

58
'Pressure mounted on online retailer THG after a second shareholder called for it to break up its business. Dutch asset management firm OVMK, which owns 2 per cent of the London-listed firm, has joined Kelso Group in demanding that the beauty, nutrition and commerce platforms are spun off into separate companies.

Shares in THG increased 6.6 per cent, or 5.16p, to 83.26p taking its gains for the year to nearly 90 per cent.'

[chrisinrealestate] 08/12/2023 22:02

https://fintechcatalystsltd.com/u/signup?r=chrisinrealestate5

[walshr123] 08/12/2023 21:51

Isn’t it nice to read the board again?
That’s why I signed up.

Apparently Shiela OD’d on coke after the bailiffs turfed him and his ginger stepchild out of their bedsit. Woof