Thg Share Discussion Threads

[one_frankel] 09/1/2024 11:16

Well you certainly give credit where credit is due Paddy!...The other agitators are different hehe!

[havinthelasttoast] 09/1/2024 11:13

Thanks Disco

Good luck to you.

[one_frankel] 09/1/2024 11:11

...And you're a fool Disco Inferno so nothing new hey!

[billionarebob] 09/1/2024 11:10

Toansy, I can give you an example of a company that showed exceptional growth for 10 years that got slaughtered by the markets for not making a profit

Remember mrsimmons - 'Who wants to invest in a none profitable business?'

As long as the update confirms we are still on track for FCF positive for 2024 and news on releasing the SOTP then I am happy to wait.

Am guessing we are now on different paths, unless mrsimmons has somehow hacked into your account.
Good luck :)

[disco1984] 09/1/2024 11:09

Happy for toast making money on way down.

Bob is top slicing at 90p

Frankie is broke.

[john09] 09/1/2024 11:04

Downward pressure every day. Could be tipped at the weekend

[havinthelasttoast] 09/1/2024 11:00

Think your right

[one_frankel] 09/1/2024 11:00

That's not in question Bobby, you're giving multiples that are just not achievable, not now not ever amd the quicker you get to grips with that the better otherwise you'll be taken for a ride by the shark infested markets my dear friend!

[billionarebob] 09/1/2024 10:58

Toast can you give me one M&A example, in the Beauty and Nutrition sectors, over the last 5 years that hasn't been valued on multiples of revenue?

[one_frankel] 09/1/2024 10:56

Good post Paddy and I'm delighted to see that the new year has finally woken you up!

[billionarebob] 09/1/2024 10:51

Frankie and yet you sold at 40p - checkmate :)

[one_frankel] 09/1/2024 10:47

If that constitutes to around a 40% premium then it's about right Bobby and I doubt many still continue to be adoring fans of the tripe after seeing what's transpired since only IPO!

[billionarebob] 09/1/2024 10:42

Frankie, I seem to remember you valued Nutrition at 2, or was it 3 multiple of revenue?

And lets be honest you are not THGs biggest fan :)

I could dig out the post but it would probably take some time to find as you have about 10,000 posts in this forum even though you hold no THG shares.

Strange but true :)

[one_frankel] 09/1/2024 10:41

Bobby, I honestly think you reside in some land far far away from reality unfortunately!

...To concentrate on profit comes at a heavy price which is growth my dear friend!

[billionarebob] 09/1/2024 10:40

Toast what part is nonsense?

[one_frankel] 09/1/2024 10:39

They may well Paddy but certainly no where near Celsius!

[billionarebob] 09/1/2024 10:39

Yes they will and even more so now that THG has pivoted and is more focused on profit.

During these difficult global times that you keep going on about the market is rewarding profits over growth.

But you know that don't you Frankie :)

[havinthelasttoast] 09/1/2024 10:38

Franky

They may pay a premium but Bob is just ramping, he knows it’s nonsense what he is saying. At least I hope so Bob x

[one_frankel] 09/1/2024 10:33

Ohh please Bobby, do you honestly think a willing suitor will pay a significant premium when the entity is no longer growing!

...And there certainly is no other viable exchange apart from the US!

[billionarebob] 09/1/2024 10:30

THG Nutrition reporting record profits in Q3 2023 - that is a fact :)

So it is not all about growth.

Guidance for FCF Positive 2024 should be well received by the market as will a review to discuss a possible break away listing for Nutrition.

Doesn't have to be USA, could be another exchange, but MM did say that all THG departments are now USA ready :)

[one_frankel] 09/1/2024 10:17

THG Nutritions numbers in the last couple of years clearly demonstrate they are no longer growing but to receive significant premiums, sustainable growth is a prerequisite!...And the US is a whole different ballgame my dear friend so you just can't compare their excessive valuations to anywhere else unfortunately!

...And theres a reason why the sc_um US is known for its brights lights and its big cities!

...Look at all the companies capitalising in every corner of our dear world, they're predominantly all fu_ckin US Bobby and that's what makes US great right!