Thg Share Discussion Threads

[one_frankel] 06/3/2024 15:23

What bloody planet do you live on Disco to think people that rich people do anything different to you in their lives..Get a fu_ckin grip hey because you're clearly deluded!

[one_frankel] 06/3/2024 15:17

Im ready to take your money with THGs 'Fateful' demise!

[disco1984] 06/3/2024 15:12

And Tony with millions posting to get it to 42p.

What a waste of time, should spend it with family and kids if so Rich.

I wouldn’t waste my time on here.

[disco1984] 06/3/2024 15:11

Only one troubled person here Frankel.

Dear me

Again people should question why you are here day in day out without being a shareholder.

What could you possibly gain??

Well, it’s clear you have an interest. Just lying about it.

[one_frankel] 06/3/2024 15:05

I'm open with ab_use and there's a distinct difference here Disco!

...But did you have a troubled upbringing buddy or are you just rather slow in coming to the fore unfortunately!

[disco1984] 06/3/2024 15:00

Can’t believe you just wrote that Frankel.

Oh dear

[one_frankel] 06/3/2024 14:45

See this is something I really don't like Imperialist, when people play this false facade of being honourable and having integrity on the public domain but then behind closed doors they are anything but...Not good buddy especially when others are trying to help you with best intentions.

[havinthelasttoast] 06/3/2024 14:35

That’s right franky, used the data to take action but then gave no appreciation. Well no more.

If he denies I’ll post a photo of the conversation.

[one_frankel] 06/3/2024 14:20

Wow, I would have expected far better from you Imperialist!

[ste2000] 06/3/2024 14:14

he wrote to me privately days ago practically begging me to tell him what i was doing and why, when i showed the data to him he clearly sold, he wont be getting any again.

[one_frankel] 06/3/2024 14:10

What about under 10p/share, would you be keen to buy the whole company Imperialist!

[baldrick1] 06/3/2024 14:02

It's seems there is now a common compromise of a 42p to buy..I will keep watching and wait .

[the imperialist] 06/3/2024 13:54

I've been out for days Tony.

[ste2000] 06/3/2024 13:53

any mugs get spiked? like imperalist

[one_frankel] 06/3/2024 13:44

THGs competition is that of 'Poundland' and the like folks where one and all can find things of being heavily discounted but the only difference being is that Poundland costs can be maintained to profitise unlike the tripe who supposedly like to build brand loyalty instead or maybe they're just in it to be charitable as the Mould does have a real affiliation of helping those less fortunate than himself but unfortunately at the expense of the long suffering investor!

[ste2000] 06/3/2024 13:40

yes he is very dodgy, toast made one slight mistake, THG has 0 cash, it relies on its lenders good will. it has overall net debt. jet2 has net cash of over 1.8b, just to be clear the difference. so the idea THG is worth billions is a nonsense, but perhaps broken up and sold its worth a lot more but that isnt going to happen anyway

the only people that think this is a great investment is the people who have bought higher and are trapped.

[the imperialist] 06/3/2024 13:33

"Matt treats his customers like it’s investors, as fools."

Maybe he did write it.

[baldrick1] 06/3/2024 13:33

Isn't it what dodgy accountants do???;)))

[havinthelasttoast] 06/3/2024 13:28

210m but instead of the company saying it they choose to describe it as a leveraged number of ebitda (1.8) because it went against the narrative that we are FCF positive and making money.

To give an example of how great some companies there are out there. Jet2 has 1.85 to 2b of its “own cash”. Has modest debt and is making over 500m profit this year and 600m of free cash flow. It trades at 3b market cap and is growing at over 20 percent per year. So after cash on forward earnings it is trading at about 2.5x earnings. Sainsbury’s has over 1.2b ebitda and has a market cap of 5.9b and is growing market share massively and has earmarked a whooping 1b of savings. The official P/E for latest year should be ignored. Kantar has confirmed the data I am seeing in my system.

Thg has a ball of debt and very little of its own cash and is making 0 profit and has 0 growth. It’s a dead duck that is going nowhere and has already cut a load of costs and has very little to cut. It has a huge 100 to 135m capex commitment per year and is a discounter. It annoys its customers every day with spammy and scammy emails saying false discounts that don’t exist. It’s like DFS sofas on steroids. Nobody ever paid the full price.
Matt treats his customers like it’s investors, as fools.

This company will never be able to pay off its debt. You are right it’s modestly low risk in terms of going bust but that’s about it.

My data has highlighted both the above companies as growing. Their websites are trending + 30 percent and + 15 average the last 3 months. I have taken large positions in both the last days. Fantastic companies with strong balance sheets with great futures.

THG by any financial metric is a basket case of an investment.

[baldrick1] 06/3/2024 13:19

How significant is the net debts may I ask??

[j777j] 06/3/2024 13:15

Hunt announces new British ISA 5k in UK cos