Thg Share Discussion Threads

[disco1984] 04/1/2024 13:36

No matter who is who on here, THG has underperformed with current management.

This is down to the goals Matt set, no one else.

Under promise over deliver is key yet the opposite only happens.

I ain’t selling till the companies true value comes out.

We all know it’s more than current share price.

[hades1] 04/1/2024 13:33

Should have taken that offer earlier?
Although should recover as little selling pressure wanting it below 70 - yet anyway?

[disco1984] 04/1/2024 13:32

17p in two days, what must the large shareholders think.

Moudly has to be sweating with this constant blasting.

[billionarebob] 04/1/2024 12:34

Frankie put the baseball bat down, there's a good lad :)

[one_frankel] 04/1/2024 12:20

Try not to worry too much Disco because you'll sooner or later encounter a 'Total Loss' in this tripe you call an investment and then we can reconvene hey!

[disco1984] 04/1/2024 12:10

Only about 32p off your sell price Frankel.

😂

Frankel, no shares and posts daily.

Matt moulding enjoying living rent free for Franky.

[one_frankel] 04/1/2024 12:06

Support at 72 will be a distant memory shortly!

[hades1] 04/1/2024 12:02

How many times is this going to test support at 72 before hopefully moving higher?

[srs8] 04/1/2024 12:00

good to do that hades, always a good sign when that size is accepeted. makes sense to have people wanting shares given a week back they were 86/88

[hades1] 04/1/2024 11:54

Certainly a buyer out there as I just offered the mkt a 500k sell off book and was offered over the bid price.
Just testing the waters as book was difficult to read.

[the imperialist] 04/1/2024 11:51

Breaking out to the upside as we speak.

[the imperialist] 04/1/2024 11:46

Just popped another few K into the mix. Technically a return to the 80-82p range should happen in the very near term (next week).

[srs8] 04/1/2024 11:45

agree bob, the softbank money was the best trade mould ever did. wish he had managed to get the full amount, but hey ho.
ingenuity reoccuring revs improving gives confidence; just need to land and announce new customers soon to get the full benefit in 2024

on capex, was pleased to see it reduced to 100m in 2024, this feels more normal for a business of this size. if ingenuity can break even in 4/5 years, it would be massive as essentially supply chain and logisitics becomes profit centre (unheard of)

[billionarebob] 04/1/2024 11:41

Srs8 agree with you on Ingenuity it has to start delivering.The Softbank money was invested in the fulfilment centres and we have a clear advantage over others.Whatever happened to evey mile from WPP?Signs are promising and we have 1 company on its own with 1 billion GMV, MM said so in the webcast :)

[billionarebob] 04/1/2024 11:34

Frankie put your baseball bat down the boys are gonna make the game :)

[srs8] 04/1/2024 11:32

reducing capex is often seen as desperate. suggests business can not trade itself to hit commitments.
hades is right, moulding has missed all projections since Q4 21, so lets see if he can deliver what he has committed to. personally i think yes, but ingenuity is a blackhole until it lands big clients (80-100m capex vs 10-15m ebita)

[hades1] 04/1/2024 11:24

Bob
So do I but Matt talks the talk but does not seem able to walk the walk.
At least so far.
Fingers crossed.

[billionarebob] 04/1/2024 11:23

SRS8 remember they still have the capex card, they said they can turn capex on and off like a tap.

Reducing capex will increase profits :)

[billionarebob] 04/1/2024 11:19

Am hoping for news on selling a big junk of Nutrition for many multiples while WHEY prices are still low and Nutrition showing record profits.

This will unlock the SOTP valuation.

Then continue to concentrate on profits while growing the business slowly by purchasing distressed businesses on the cheap and turning them around.

As revenue slowly increases and margins widen then we may even get to the point, dare I say it, of getting paid a dividend. That's what it's all about, right

However IMHO this gets taken out for many multiples of current share price way b4 any dividends are paid.

Either way am happy to wait, until then the share price gonna bounce about all over the place and the shorters are going feed from it.

[srs8] 04/1/2024 11:13

Hades, re nutrition, as YTD Q3 is flat, Q4 would need to be flat, agree it could be challenging, but if they can achieve 100m+ ebitda, I think a small miss would be forgiven on revenue as long as beauty overdelivers

[one_frankel] 04/1/2024 11:06

By the way Bobby, the goons at THG couldn't even forecast with any real certainty two months prior to their interims in the past so I do wonder whether that confidence of yours may be misplaced yet again!

[one_frankel] 04/1/2024 11:02

Fundamentally this is a good business, really Bookbroker!

...Do you reside with your head in the sand because last time I checked, every bloody market the tripe has is not only highly competitive and cutthroat but fast becoming saturated my dear 'Learned' friend!

[hades1] 04/1/2024 10:58

'nutrition is ebita driver fir 2024, with revenue planned to be flat. hopefully achieved.'
Is that Q4 or for full year 2023?
Full year likely OK but Q4 as tough comparison despite postal issues pior to Xmas 22? - Or am I wrong?
Anyone know anyone working in that division?