Thg Share Discussion Threads

[billionarebob] 03/1/2024 19:47

Is Zyn the billion dollar whale :)hTTps://uk.zyn.com/Philip Morris' (PM) Focus on Smoke-Free Products to Aid in 2024hTTps://uk.finance.yahoo.com/news/philip-morris-pm-focus-smoke-124600110.htmlPhilip Morris' (PM) strong pricing power and focus on smoke-free products provide some cushion against soft cigarette shipment volumes.Among other initiatives, Philip Morris became the majority owner of Swedish Match on Nov 11, 2022. The company witnessed impressive results from the Swedish Match business in the third quarter, driven by ZYNRevenues from smoke-free products (excluding Wellness and Healthcare) jumped 35.7% to $3,234 million (up 16.2% organically) in the third quarter of 2023. Total IQOS users at the end of the third quarter were estimated at roughly 27.4 million (including nearly 19.7 million who switched to IQOS and stopped smoking).

[billionarebob] 03/1/2024 19:08

Celebrating 12 months Iceland partnership :)7 million units sold across 20 SKUs2024 should see 14 million plus units sold now we have 40 products selling across 3 stores, Iceland, Warehouse & The RangehTTps://www.linkedin.com/in/oliver-gilding?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_appWhat a remarkable journey it has been since we unveiled our collaboration with Myproteinexactly a year ago!In this transformative period, we are proud to share that we've achieved phenomenal success, with over 7 million units sold across 20 SKUs.

[billionarebob] 03/1/2024 18:35

MyProtein waffles now in IcelandhTTps://www.linkedin.com/posts/myprotein_retail-b2b-iceland-activity-7148238536759001088-rPHa?utm_source=share&utm_medium=member_androidWe told you 2024 was going to be good! Keep your eyes peeled for what else we have coming Up

[fillipe] 03/1/2024 17:45

Thanks, John.

f

[hades1] 03/1/2024 17:39

Qube weren’t responsible unless of course they were both buying and selling taking it down yesterday? Only really works if they were the only whale operating?

Disclosed positions in THG PLC
Notice: We no longer track disclosures after they drop below 0.5%. It is possible that the manager still holds a short position even if we are showing it as zero.
Fund % short change Date changed
Qube Research & Technologies Limited 0.50% 0.01% 2 Jan 2024
Total 0.50%

[havinthelasttoast] 03/1/2024 17:02

“ Karma for them in their lives would be nice”

In Frannys world everything is a conspiracy and the world is out to get him. Franny is the guy in the bookies going mad after every loss shouting it’s fixed it’s fixed while the toast is getting a call standing in his suit from Tony McCoy and then calmly collecting frannys money from the middle man (the bookies , the market makers) . Life just isn’t fair Franny, you dribbling child.

See you tomorrow and still lovya x

[hooded claw] 03/1/2024 16:49

Oh noooo ... I thought we had calmed him down then for a while but there he goes dribbling all over his chin again

[havinthelasttoast] 03/1/2024 16:21

I think he has some basic reading skills, but his power of understanding and taking things in context is poor. Reckon his time would be better spent doing an actual job, min wage up to 11.5 even for Franny. No discrimination is allowed. What a great country, even the afflicted get the full wage.

[hooded claw] 03/1/2024 16:18

Of course he can't Toast ... and you shouldn't mock the afflicted ... just pat him on the head and give him 50p

[havinthelasttoast] 03/1/2024 15:37

Can you read Franny ?

Wow.

[francoismyname] 03/1/2024 15:22

Just read this

Bloomberg) -- One often-made argument in favor of stocks says investors should dive in before roughly $6 trillion of money-market cash gets redeployed into equity assets globally.

If that’s the case surely we are a sitting duck !!!!

[hooded claw] 03/1/2024 14:49

If you listen to the latest webcast, Matt Moulding says there is one stand-alone customer on target to beat 1 billion GMV

==============

No need a reminder on that ... I have been hoping for news on it but radio silence

[billionarebob] 03/1/2024 14:23

Lastly FCF positive for 2024 :)

Positive free cash generation expected in H2, resulting in free cash flow breakeven for FY 2023.

For FY 2024, operational leverage, incremental cost efficiencies and commodity price improvements will support further margin recovery, underpinning the path to positive free cash flow.

[billionarebob] 03/1/2024 14:22

Next we have THG Ingenuity:

Finally, Ingenuity's pivot to larger, more complex Enterprise clients is gaining momentum, reflected in some key client wins and a strong pipeline. We were thrilled to be listed in the Gartner's Magic Quadrant(TM) for Digital Commerce, in recognition of our ability to provide an all-encompassing Direct-to-Consumer journey, cementing Ingenuity as a key partner for Enterprise clients seeking comprehensive commerce excellence

If you listen to the latest webcast, Matt Moulding says 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 :)

[billionarebob] 03/1/2024 14:18

Here is a reminder of what Beauty has been up to:

Recent progress within our Beauty division has been more encouraging, underpinned by strong performances in the Group's Perricone MD and ESPA brands, as well as across Cult Beauty. Margin improvements have steadily built through H1, as focus shifted to orders that deliver immediate profitability, where we benefit from the economies of scale associated with our local distribution hubs.

The Beauty division was held back in H1 by short-term global de-stocking impacting manufacturing volumes. The situation has now started to reverse with the Beauty division returning to growth since August, at the same time margin progression continues.

THG Beauty continues to execute its market prioritisation strategy, whilst delivering UK online premium market share growth of c.4% to c.28% for Lookfantastic [12] , supported by record high Trustpilot scores for Lookfantastic and Cult Beauty.

-- Following double-digit revenue growth for the two largest brands in H1, THG Beauty's prestige own brand portfolio is set to achieve further international recognition through a global licensing partnership with luxury hotel amenities supplier Vanity Group launching in 2024.

Then in December THG bought Biossance for peanuts :

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 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] 03/1/2024 14:11

A little reminder of Sept update:

Our Nutrition division delivered a record H1 revenue performance and, with inflationary pressures easing, posted substantially higher EBITDA margins year-on-year as we exited H1. The early results from the Myprotein rebrand are also encouraging as we've taken steps to further enhance the premium nature of the world's No1 online sports nutrition brand. These actions should provide for both increased partnership opportunities and category expansion, supporting our ambition of building Myprotein into a global lifestyle brand.

THG Nutrition continues to expand into adjacent markets through localisation and collaboration with major brands and influencers to amplify brand awareness. Following category expansion within the licensing partnership with Iceland, Myprotein is also set to partner with global confectionary brand Chupa Chups and global spirits brand Southern Comfort to broaden flavour options across the product portfolio.

[nobbyknome1] 03/1/2024 14:08

All will reveal itself shortly. The shorts messing about atm are mainly focused on day trade or short term. Combo of them leaving and news will squeeze this to 52 week highs soon.

[billionarebob] 03/1/2024 14:03

Toansy has gone very quiet he is probably loading up ROFL :)

[billionarebob] 03/1/2024 13:50

Malmo/Senti is over on Telegram group saying he has been told by his puppet master to close his short.

Shorts will be repositioned:

The price will rise as quickly as it fell as the shorts go long.

All about greed now and who can guess the bottom?

Buy on the dips good luck one and all :)

[billionarebob] 03/1/2024 13:37

Hooded, there are players under the 0.5% threshold who will want to close their shorts b4 the results on the 17th

Dropping the price suits their narrative :)

[sparsam] 03/1/2024 13:34

Taken 100ks worth while It's still here, gift horse.

[nobbyknome1] 03/1/2024 13:31

I look forward to the correction. The value in this company is screamingly clear. Even without the news it's worth 120, with the news it's more like 270