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[ch1ck] 24/3/2024 01:46

I assume Peel have taken a mid range price target for the various parts of the business and added a 20% weighting for the area's they see out performing short term.This will give them a price range of 120 to 160 and they conservatively picked 141.Data shows the economy recovering this year and inflation dropped faster than expected to sub 4 which will positively boost sales of not only Hut's brands but also the ones they provide data and logistical services for.

[havinthelasttoast] 23/3/2024 23:11

No answer I see.

I love you nobby x

[nobbyknome1] 23/3/2024 20:12

They all come out to taunt when they are RATTLED.I'm a long gamer and this will be back above 500 soon enough. One way or another.Zip ties on purses and wallets don't last forever. As soon as people feel wealthier, rates come down, even deflation occurs then it's boom time for discretionary retail. Not long to go and who's perfect at timing.

[one_frankel] 23/3/2024 19:23

Even if Nobby can provide one compelling answer to all those that you say of the tripe Paddy, I'll be in awe of such a truly 'Outstanding' investor!

[havinthelasttoast] 23/3/2024 16:30

Oh dear nobby wake up would you daft mug. It should be 300 lol, on what basis? Is it because of its growth the last years , discounted cash flow? Profit earnings? It’s future growth potential? It’s low debt ? Fantastic balance sheet ? Amazing net cash? Great leadership ? Lack of dilution ? Free cash flow production ? Pls do let us know

I see you were heavy in asos and boohoo which it was very easy to see with my data and I continue to see how bad those businesses are. You be getting another kick on the nads on Tuesday on asos.

What are the odds of picking three stocks that all decline 90 percent plus. Speak to nobby, he can do it, and no he doesn’t short lol.

Tell you what. Pls can you tell me in advance what you fancy so I can add it to my shorting watch list. You keep listening to mad mouldings conspiracy whilst he single handedly drives the business into the ground, at least for shareholders.

I hope to see it turnaround so I can load up and ride the wave up again. Just don’t see it currently.

Thanks nobby

[havinthelasttoast] 23/3/2024 14:56

On a positive note I see whey is maybe going down again.

[havinthelasttoast] 23/3/2024 14:22

See, Burnt Bob is pushing how well nutrition is doing in France. Lol.

Hey, Bob. You are also berating a member who said nutrition was going badly, and you asked him how did he know before Jefferies update.

Have some humility, Bob. It was common knowledge because I told everyone my findings here and posted the graphs. You argued with it, and this k_nob jockey money mad came on trying to argue it also, only to be made to look a fool when Jefferies have been told by THG that Q1 will be challenging.

Not a word of contrition from you rampers, just the data isn’t accurate and I don’t know, but then you both go MIA after Jefferies confirms what I am telling you and that failed text message from the nutrition staff member was a classic, and I know you were being totally genuine and believed it, but it’s a bad state of affairs when you believe a lowly worker in THG ahead of the toast who makes it his business to understand every area of this business.

Well, I had a good analysis last night and .JP is tanking, .IT is tanking, .ES is flying. And the big .com is tanking which always correlates to offline also.

Here is another “guess” aka accurate prediction, beauty is tanking now after an ok Jan and Feb. Beauty at best for me will be -5 to +3 on a constant currency basis, which is extremely underwhelming. I haven’t allowed for this new product bioscience so I do need to keep that at mind.

Nutrition I believe will be -8 to -1 on a constant currency basis.

Sure they will play around with ingenuity and sales to try and present as best they can, but the timing of Jefferies update and Peel Hunt suggests to me this is very bad. We may get a rise the next weeks.

Smart people will be considering their risk and how to manage it.

I may well cancel my short on Monday before taking out again into any rise. I expect a pump here and as Matt no longer is advertising results days because he doesn’t want anyone to know (wonder why), I’d be more content taking out the short in the first week of April. Of course, there are risks such as a big ingenuity client etc.

Best luck with your investing.

No ramp, no pump, no FUD. Just facts and truths about my positions. Of course DYOR and be don’t be a “crafty investor” if you get my drift.

Lovya all loads.

[one_frankel] 22/3/2024 18:27

Its like clockwork with these unscrupulous sc_um Paddy who seem to think we're all still learning their game and the further it falls prior to forthcoming results, the harder it becomes and you have to work twice as hard to recover those unfortunate losses with the market cap...So they already know whats coming in April but their trying their level best to protect the MCap of the tripe and their clients monies of course!...So dont fall for it although I'm pretty sure you're more savvy than most!

[nobbyknome1] 22/3/2024 17:11

What do you mean John?

[one_frankel] 22/3/2024 16:52

Hehe!...But it seems there's ulterior motives at play here Paddy because theres no way this will be sustainable for long and Peel@unt is a heavy investor in Uk Small/MidCaps so are they playing to their own bloody game, hmmm!

[havinthelasttoast] 22/3/2024 16:35

Pity to see the price recover at end of day

But we got to give the rampers one day. They are so beat up they are not even celebrating it anymore.

[one_frankel] 22/3/2024 15:01

Thanks dude and please send me the report too if you don't mind as I would love to see their justification or is it just to provide an opportunity to one of their clients to sell with all the Ramp-it-Up!

[havinthelasttoast] 22/3/2024 14:52

I’m getting a copy of the report sent to me to see Big T

[bigt20] 22/3/2024 14:46

Ch1ck 22 Mar '24 - 08:53 - 64427 of 64446

How does Peel justify their short term and fair value opinion?

[havinthelasttoast] 22/3/2024 14:31

Beauty is badly tanking in March Frankel. Jan and feb were down but not terrible. March is a wash out across the board on thg. He going to look foolish in a few weeks with all that LinkedIn bravado

[havinthelasttoast] 22/3/2024 14:21

Burnt bob is asking everyone on LSE to stop mentioning moulding

[one_frankel] 22/3/2024 14:15

Highly unlikely because the market has very little trust in him delivering anything and when you destroy that, its a very long road back to Tipperary Paddy and there's certainly no guarantees it will happen either!

[havinthelasttoast] 22/3/2024 14:08

Only a few weeks to find out.

Maybe mad mouldy will have a surprise to surge the price for the faithful. Can’t put it past him.