Thg Share Discussion Threads

[enid blyton] 04/1/2024 20:00

Follow John09 on the other thread guys. More knowledgeable and less vulgar.

[havinthelasttoast] 04/1/2024 17:55

Oops heheh x

Got me nobby hehe

[the imperialist] 04/1/2024 17:39

Disappointing from Tony. All credibility lost now mate ????

[billionarebob] 04/1/2024 17:28

Toansy good luck :)

[havinthelasttoast] 04/1/2024 17:08

3 percent imperalist, I’ll let you know when you can join the ramping squad again. I know you put a few grand on earlier but that’s chicken feed. Wait to the chief loads up then I’ll tell ya x

Right have a great evening.

[the imperialist] 04/1/2024 16:49

Ramper in Chief Tony? Et Tu Brute?

[havinthelasttoast] 04/1/2024 16:19

Top slice Bob you were very close to your sell price.

I’ve closed my short at 73. I’m not joining the rampers yet.

Beauty is fantastic. Nutrition will disappoint. Profit will likely hit. How the market reacts we might as well toss a coin. I’ll be patient waiting for my next entry point.

My main concern is Q1 of course we have takeover risks. I’ve been very fortunate to time this dog very well lately. I’ll be hoping to get back in again but accept I might miss it but if I do I will be happy for all the LTHs.

I never was a trader of this share but you do or die as they say.

Lovya all loads except that useless POs Franny hehe

[billionarebob] 04/1/2024 15:47

Disco I also agree with all your points. Well said :)

[billionarebob] 04/1/2024 15:44

Boots say skincare us leading the way. Just so happens THG purchased a skincare comp in December for peanuts.Now that is good business THG snaps up skincare brand BiossancehTTps://www.retailgazette.co.uk/blog/2023/12/thg-buys-biossance/#:~:text=THG%20has%20bought%20skincare%20brand,book%20value%20of%20%2429m.Biossance has generated global revenues of $300m since it was founded in 2015, with its range of curated skincare products, including cleansers, creams and serums, selling for between $15 to $74.

[billionarebob] 04/1/2024 15:41

Boots celebrates 'record breaking' Black Friday amid sustained market share growthhTTps://www.retailgazette.co.uk/blog/2024/01/boots-record-black-friday/Beauty sales led the overall sales performance up 11.4% compared to 2022, once again driven by the strong performances in skincare and premium beauty.

[srs8] 04/1/2024 15:38

Agree with all your points disco, well put

[disco1984] 04/1/2024 15:36

Matt has built a multi billion company from scratch.

I could never in my dreams imagine to do that.

Setting out what you want to achieve each year and not achieving it is a problem though.

Wasn’t he after 20% growth and had to tune it down with profit warnings (ok macro issues).

Thg investor relations is awful, communication excellent but not what the analysts are looking for (mostly on LinkedIn).

None of the above does not mean I don’t believe it will be a success. The issue is when will people be accountable for destroying value.

[hooded claw] 04/1/2024 15:23

Andre4 Jan '24 - 15:16 - 62101 of 62102
0 0 0
For a guy who started it from nothing, it is a tad unfair to say he has not achieved

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It's just Fanny having a rant so trying to engage in general conversation with him/her/they/it is pretty pointless.

Best to let him/her/they/it rant and dribble in the corner until he/her/they/it calms down.

[hooded claw] 04/1/2024 15:18

billionarebob4 Jan '24 - 15:11 - 62099 of 62101
0 1 0
Fellas the results aren't out yet and already you are falling for the Pond Scum narrative.

Which is to sew the seeds of doubt in your head so that you sell.

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

Haven't sold a share and I have been topping up this week .... although I do wish I traded it more than I did

[andre] 04/1/2024 15:16

For a guy who started it from nothing, it is a tad unfair to say he has not achieved. Is he suited to running a company on the corrupt LSE? Probably not the best choice. Founders rarely are. But that does not mean he has underachieved. How many of us have achieved what Matt has? Credit where it is due. The guy has to manage an organisation on a market beset by rogues, short sellers and corrupt hedge funds. Yet still he is growing the business and has created a fantastic company ready for huge profitability from scale. The only thing holding the share price back is shorters and their press buddies. No wonder nobody wants to go to the LSE now.

[billionarebob] 04/1/2024 15:14

Stop looking at the share price and instead look at the company

[billionarebob] 04/1/2024 15:11

Fellas the results aren't out yet and already you are falling for the Pond Scum narrative.

Which is to sew the seeds of doubt in your head so that you sell.

THG SOTP is grossly undervalued that is one thing we can all agree on, even Malmo/Sheila agree

The SOTP will be unlocked its just a case of when.

Sit tight this will bounce and bounce hard.

[disco1984] 04/1/2024 14:46

Hades, I want the shares to go up in price.

Surely anyone who wants this will have a common interest.

If you set goals and they don’t get achieved, it is on you and your board.

If I am unhappy, how must people with millions in feel.

Surely they have more say than me.

I don’t ramp or deramp. I bought shares knowing the potential. No one should wait 10 years back with all this volatility.

Executed, well set out plan is obvious. I don’t blame shorters for the share price when they score so any own goals.

However, surely this cannot keep happening.

[hades1] 04/1/2024 14:18

Sadly he controls the BOD and seems to have a few shareholders in his pocket?
That's what I don't understand?
Why do they support him and when will they wake up and turn away?

[hades1] 04/1/2024 14:01

We agree for once.
How do we get him out?
That's the issue.
I voted against his and McMonald's re-election at last years AGM but we now know the BOD ignors votes anyway.