Thg Share Discussion Threads

[b1nky] 21/12/2021 09:25

Betaville just published a second note about THG. This time open to all. The stock spiked up a couple of pence on the release.

[b1nky] 21/12/2021 09:20

UNCOOKED ALERT: THG said to ... - Part 2Tuesday, 21 December 2021, 9:15 amIt would appear rivals at Bloomberg have finally decided to follow up little old Betaville's uncooked alert about THG from a week ago.Today, Bloomie published a long piece on Matt Moulding's THG, formerly known as The Hut Group. I have pasted the key paragraphs below if you can't be bothered to read the long introduction and also a link to the whole piece:THG is now trading well below its IPO level, and is considering options including selling its prize assets - the beauty and nutrition units that bring in the lion's share of revenue - according to people familiar with internal discussions, who asked not to be named as the talks are private. THG has also discussed whether to take the company private again, the people added, declining to comment on the record about ongoing plans.https://www.bloomberg.com/news/articles/2021-12-21/thg-may-sell-off-lookfantastic-cult-beauty-myprotein-after-stock-market-crash

[sanks] 21/12/2021 08:57

I think they know I've seen the order book.. please be careful..I know its going to £5.17 eventually.. but the drip on the way will hurt the bell ends.
So please be careful.

Thank you for any help you can provide..xx

[sanks] 21/12/2021 08:49

Please help me to clear £1.66 and £1.89 and the gap in between.
Your help will not go amiss..
Thank you so much xx

[srs8] 21/12/2021 08:10

main thing today is to clear the 205 resistance to then gap up to 226 IMO

[propinv] 21/12/2021 07:58

The Bloomberg article is largely neutral to slightly negative, albeit just rehashing old chronology. Only insight is in the first para where they talk about sale of divisions or going private.

[soleman1] 21/12/2021 07:46

Wow so much coverage, curious how bank of America are suddenly commenting on ipo valuations and how much this will generate relative to current market cap. Now Bloomberg getting info, something afoot.

[srs8] 21/12/2021 07:35

THG in bloomberg today - seems so many options are in play (selling divisions/ privatisation etc etc)

[srs8] 21/12/2021 07:25

haha....brilliant soleman. hoping for a nice run up today

[propinv] 21/12/2021 07:24

Is it me, or is someone at BoA illiterate? ReDs like it's been written by a 12 year old.

[soleman1] 21/12/2021 07:22

Sanks you sold out far too earlyHope this helps

[srs8] 21/12/2021 06:52

On Friday, analysts at Bank of America said THG’s stock looked “just too cheap” after the recent sell-off.

“We value each of the group’s three division at a higher [enterprise value] than the overall group market cap,” the bank wrote. “We believe the listing of Beauty could act as a catalyst for the shares, while the company has done [sic] good progress when it comes to governance and transparency.”

Last week THG announced that Matalan had signed up to use its Ingenuity platform, one of the biggest wins for the division to date.

[srs8] 21/12/2021 05:56

Analysts at Bank of America confirmed on Friday that shares "just looked too cheap".
with the market set to open high, hoping for the gap to be filled back up to retake 226p over the next few days

[srs8] 21/12/2021 05:54

Lots of very very positive news in the press this morning
Evening standard and thisismoney also very positive

[sanks] 21/12/2021 05:51

Can you guys wait a bit..I want to get some of these as pressies for my bird.. if it drips below £1.89 today and attempts that double bottom, I'll be really happy.. that's why I have a buy order at £1.69 and £1.89 respectively, before the Wwhhhooooossshhhh to £5.17

Hope this helps
Sanks..playing the market like a PlayStation game

[senseibull] 21/12/2021 00:04

Didnt take long for the news spin to change direction, much bullish than I expected

[average down mug] 20/12/2021 23:29

🤡☝A039; f me I’m supposed to be closed for xmas! Thg now positive it will be traded yes! But traded up! Gla especially mr bull and those that had the balls to buy top up on the lows!! I salute you! Merry Christmas 🎄☃A039; you all deserve it! Xx

[average down mug] 20/12/2021 23:29

🤡☝A039; f me I’m supposed to be closed for xmas! Thg now positive it will be traded yes! But traded up! Gla especially mr bull and those that had the balls to buy top up on the lows!! I salute you! Merry Christmas 🎄☃A039; you all deserve it! Xx

[dafad] 20/12/2021 21:30

Beleaguered e-commerce company THG was one of the few companies to make gains on the stock market today as one of its most vocal critics pulled back.

Shares in THG, formerly The Hut Group, surged 23.1p, or 12.5%, to 213.8p after The Analyst, a private City research firm, reportedly withdrew its short recommendation. The same research house helped trigger the collapse in THG’s share price when it first published the note in October.

The withdrawal suggests The Analyst thinks the company’s share price doesn’t have any further to fall and the worst may be over.

THG’s share price has sunk over 65% since September amid concerns about governance and transparency. Investors became jittery after the company announced plans to spin-off its beauty division and focus instead on its nascent platform Ingenuity, which provides e-commerce services to other brands.


CEO Matt Moulding has sought to address City concerns by giving up his golden share, which gave him control of the business, appointing a new non-executive director and vowing to appoint an independent chair.


Moulding has blamed short sellers for the firm’s woes.

Around 1.3% of THG’s stock is on loan to short sellers, according to official disclosures, up from around 1% when The Analyst first issued its short recommendation.

On Friday, analysts at Bank of America said THG’s stock looked “just too cheap” after the recent sell-off.

“We value each of the group’s three division at a higher [enterprise value] than the overall group market cap,” the bank wrote. “We believe the listing of Beauty could act as a catalyst for the shares, while the company has done [sic] good progress when it comes to governance and transparency.”

Last week THG announced that Matalan had signed up to use its Ingenuity platform, one of the biggest wins for the division to date.

MORE ABOUTSTOCK MARKETTHE HUT GROUPSHARE PRICECITY

[senseibull] 20/12/2021 21:11

Extremely bullish comments from Bank of America in evening standard article tonight

[soleman1] 20/12/2021 20:09

Today's retrace is exactly why it's better to rise slowly. Theoretically those who wished to sell between 200-225p are now cleared, the candle isn't a reversal it is bullish. I expect it to trade positively now but obviously rise in a more constructive way. Gap and go is such a powerful breakout it speaks volumes for sentiment going forward, not something we have been accustomed to of late!

[g2020202] 20/12/2021 19:32

B1nky PM sent.

[b1nky] 20/12/2021 19:05

I suspect you'll be in the green/blue (whatever it is these days) pretty soon.

[sentimentrule] 20/12/2021 18:55

Haha fair. I hope so mate. In in at average if 217 so today was nice, but annoying to see the green profit disappear after be8ng underwater for over 3 months Best of luck

[b1nky] 20/12/2021 18:52

Substantially higher than here.