Thg Share Discussion Threads

[pauliewonder] 17/12/2021 15:12

Nice summary PropInv. I also feel that THG are more protected against short term supply chain issues (as has been made clear in the trading statements of both), albeit longer term, they both offer very good growth plays, particularly at under £3 for THG and £1 for BOO.

I dont hold BOO btw although do hold THG

[andrewhaslam] 17/12/2021 14:50

Thanks for insight Propinv

[propinv] 17/12/2021 14:47

Hi Andrew. They are little apple and pears. Both trade at similar EBITDA, THG little bit higher.... butThe difference for me is net assets. BOO has balance sheet of around £400m or so, whereas the net assets of THG are closer to £1.8m. THG have raised around £1.73bn in cash in last 18mths so if you are comparing and like sector then one with best risk / reward is clearly ThGProbably reason why THG trades on marginally higher EBITDA multiple as has own verticals play has ingenuity but that's assigned close to nil value by market at present

[andrewhaslam] 17/12/2021 14:42

Senseibull and PropInv - I did wonder at what price Boo becomes worth buying but the way it is getting hit, I think you just leave it until the new year and wait for the price to settle for a few weeks.

[sanks] 17/12/2021 14:41

There's a gap at £5.17 .. trend line is pointing in that direction.
I'm looking to offload at that £5.17 level 4 target

Hope this is helping

[mcrudden] 17/12/2021 14:34

Smithy lol it's broken

[propinv] 17/12/2021 14:17

Sell boo buy THG. Obvious trade for hedge funds that want to arbitrage

[senseibull] 17/12/2021 14:08

Boo is getting rinsed today

[heresjohnny1] 17/12/2021 14:01

190.4 (sorry) lol

[heresjohnny1] 17/12/2021 14:01

Calling Smithy!
Calling Smithy!

1.94 hit

[b1nky] 17/12/2021 14:00

SMITHY!!!!

[4vik] 17/12/2021 13:58

Don't fight against the trend.

[dsmith19852301] 17/12/2021 13:42

keeps failing at this level

call me when it breaks through 1.90

[billionarebob] 17/12/2021 13:40

Smithy you OK?

[blueflame] 17/12/2021 13:34

Its going :-)

[mcrudden] 17/12/2021 13:20

Santa's on his way for all those good boys and girls this year.

[senseibull] 17/12/2021 13:13

Dashing through the snowJiggle bell

[bldm] 17/12/2021 12:45

ahaha smith getting rekt!

[dsmith19852301] 17/12/2021 12:40

though you knew stocks mate

[b1nky] 17/12/2021 12:40

sprichst du Englisch?

[dsmith19852301] 17/12/2021 12:36

straight back down

Yawn b1nky

[dsmith19852301] 17/12/2021 12:32

b1nky17 Dec '21 - 12:26 - 6864 of 6865
0 2 0
You ain’t seen nuthin yet!

Big promises b1nky

[mcrudden] 17/12/2021 12:30

I absolutely agree,

[b1nky] 17/12/2021 12:26

You ain't seen nuthin yet!

[mcrudden] 17/12/2021 12:22

Tick up again