Thg Share Discussion Threads

[srs8] 04/1/2024 10:56

nutrition is ebita driver fir 2024, with revenue planned to be flat. hopefully achieved.
beauty seems to be doing well, based on sept update and trend. hopefully beats the 2% increase analysts have for Q4.
ingenuity, surely they can finally land some deals. vivek gives me confidence, but their lack of closing makes me concerned. still underlying revenue was +7% in sept so shoudl grow at least that in 2024 now small accounts have been stopped

[hades1] 04/1/2024 10:44

Let's hope it's that simple but market often wants every box ticked!
Still holding but looking for something + on Nutrition in Q4 to sleep better?
Expecting update in 16th but Matt released early once last year?

[srs8] 04/1/2024 10:42

market just wants THG to deliver what is commits to. hopefully it does and we get rewarded for it.
so ebitda of 120m, and FCF neutral

[hades1] 04/1/2024 10:40

Sure profit likely up due to cost of production savings but reveunue from sales?
That's the fear for me with Nutrition in Q4
Rest of business should be strong.
We need some sharehold pressure to split and release value to be safe.

[billionarebob] 04/1/2024 10:37

The reason I ask is the market destroyed THG and other so called growth companies for not making a profit

[billionarebob] 04/1/2024 10:35

Would you prefer increased profit or increased revenue/growth?

Difficult to have both as it takes a lot of money to grow a business

[hades1] 04/1/2024 10:30

Revenue vs Q4 22
Q4 22 was strong so tough comparison
Licensing deals are pretty worthless so we can ignore them although good PR
Beauty was weak in 22 and showing strength H2 23 so should be good.

[billionarebob] 04/1/2024 10:27

Q3 profit for Nutrition was the best ever :)

THG Nutrition revenue performance reflects the rebrand launch, temporarily reducing new product launches while the new branding is being rolled out. Notwithstanding this brief interruption, the division delivered a record Q3 adjusted EBITDA, reaping the rewards from the investment in pricing strategy made during peak inflation.

"We remain focussed on restoring margins to pre-inflation levels while continuing to focus on cash generation. This is reflected in a best ever Q3 profit performance from our Nutrition division. Our cash discipline has been excellent, reflected in delivering positive free cash flow of £5m, despite making c.£140m of capex investments, over the last twelve-month period. The steps we have taken will further underpin the future cash generation of the Group.

[billionarebob] 04/1/2024 10:21

Strength being profits, growth, or value?

[hades1] 04/1/2024 10:19

Anyone with any insight into the strength of the Nutrition side of business in Q4?

[bookbroker] 04/1/2024 09:29

There are many rotten apples in corporate UK, do not know Moulding so not able to judge. Fundamentally this is a good business, beauty and protein shakes, etc a growing market. Just needs someone who the city can respect to run the business. Charles Allen respected, but seems powerless to assert his authority over the way this company and its board operates. Nonetheless, as with most of these BB’s. full of barrack room S/Mjrs. who think they know better, so the contributors here as unreliable and untrustworthy as Moulding. Await Xmas end of year T/S., this really must be Moulding’s last chance!

[sentimentrule] 04/1/2024 09:16

5% drop. No support. 60s soon

[sentimentrule] 04/1/2024 08:43

Bob you re a dog

[sentimentrule] 04/1/2024 08:42

This is such a pump and dump
Clear discounting retail big losers. Now does hut discount much? Lol

[billionarebob] 04/1/2024 08:16

High street giant Next delighted the City today by revealing a Christmas trading performance well ahead of expectations.The chain increased its profit guidance by £20 million to £905 million after full price sales for the nine weeks to 30 December rose 5.7% compared with 2% forecast.hTTps://uk.finance.yahoo.com/news/ftse-100-live-jd-sport-072712563.html

[billionarebob] 04/1/2024 00:11

CASH, CASH, CASH :)We remain focussed on restoring margins to pre-inflation levels while continuing to focus on CASH generation. This is reflected in a best ever Q3 profit performance from our Nutrition division. Our CASH discipline has been excellent, reflected in delivering positive free CASH flow of GBP5m, despite making c.GBP140m of capex investments, over the last twelve-month period. The steps we have taken will further underpin the future CASH generation of the Group.Remember cutting capex generates even more CASH :)

[william h bonney] 03/1/2024 21:46

Stop ramping this d_g minnionairebob