Thg Share Discussion Threads

[wolfofhounslow] 31/12/2024 06:39

Havingthe lasttoast I'll make it easier for you:Losing on your long bet on JD sports from entry 120pLosing on your short bet on Asos from 400pThanks me later lol

[rivingtonstreet] 30/12/2024 22:41

Beauty overall had a better November than 2023 and a reasonable December, only slightly off last year. But it seems to be maintaining Better. Nutrition has done better you are correct. But all irrelevant when the 2nd comes and the share price will re rate northwards considerably.Perhaps that's why you are on the sideline.

[havinthelasttoast] 30/12/2024 19:00

MP has had a decent December. Will be circa only -5 percent. I imagine as November was so bad being -29 it’s simply the way it landed calendar wise.

However beauty sites hasn’t seen much improvement. One slightly better month out of 4 sites ain’t going to cut it. Is the price already on the floor? Maybe.

Answer: no position. Wait.

Now JD sports is interesting. It’s going to cross over in December and has improving metrics. However the high street is reported to be down so just not sure but it seems a buy and hold strategy for up to 6 months will likely pay very well. As long as the positive trend continues JD is priced so low I expect a bounce in price. However trading update is on 1st Jan. The date seems strange and usually would indicate negative. It’s a brave bet in the short term but likely a great entry in medium. Equally if they report December as good then expect a strong bounce. You pay your money and take your chances.

Answer. Non leveraged long position

ASOS had a stinker. If they report (they have not been consistent ) I expect very bad numbers. Expect some fluff about cost cutting but a business in structural decline. Any price rise lately is simply rinsing out weak shorts. Stock will be 320 to 350 in next 2 months or less

Answer: leveraged short with entry from 425 to 450. Stop loss at 510. Use leveraged position and gain account protection against a highly unlikely take out pump

Thank me later.

Lovya

[qantas] 30/12/2024 17:10

Ladies not desperate are you ?

The shorts are doomed to failure.

[f56] 30/12/2024 17:10

THG price is effectively alphabet in reverse.

[potty6] 30/12/2024 13:01

Deserves the 30s this

[min ping] 30/12/2024 09:53

Sell this dog

[potty6] 30/12/2024 09:31

Old cold mould

Better at propaganda than putin

Ruthless

[qantas] 30/12/2024 01:06

Sanks best you hold and see what happens to your
Unlimited loses

If was you I would keep away from Wizz air.

[sanks] 29/12/2024 22:39

My bird told me to hold on for that 7p level 4 target

[qantas] 29/12/2024 18:33

Looks like Bernard is ready to hammer up in the morning.

[mr bernard castle] 29/12/2024 18:25

Where QANTAS gets his wonderful posts .. He just copy and pastes them from elsewhere https://study.com/academy/lesson/fortune-telling-history-facts.html Word for word

[qantas] 29/12/2024 09:27

Wow another one year old fortune teller.

What is the purpose of a fortune teller? The purpose of a fortune teller is to act as a medium between the person seeking to answer questions about their future or character and the method of divination. These methods can include crystal balls, pendulums, tarots cards, tea leaves, and other means.

Ready to hammer up in the morning again.

[mr bernard castle] 28/12/2024 20:46

Master RSI ?More like master bater

[master rsi] 28/12/2024 15:54

THG share price: shareholders vote to spin off ecommerce platform
The Times - Helen Cahill,- Friday December 27 2024, 5.00pm,

The demerger is part of a plan to streamline Matthew Moulding’s beauty and wellness group and revive its share price, which has slumped since its IPO

The spin-off will leave THG a simpler business focused on retail, with brands such as Illamasqua make-up

THG
Shareholders in Matthew Moulding’s beauty and wellness business have voted in favour of a plan to spin off its Ingenuity ecommerce platform at a valuation of £90 million.

THG, formerly known as The Hut Group, will press ahead with a divestment of its technology platform after 89 per cent of voting shareholders backed the plan at a general meeting on Friday.

Ingenuity provides technology to support the online operations of retailers including Holland & Barrett, The Range and L’Oréal. The division has 13 distribution centres and employs about 3,500 people.

THG launched a funding round to raise capital of £95.4 million to fund the transaction, and has secured debt funding of £55 million. The company has told investors the money will be used to fund Ingenuity until its operations are no longer lossmaking.

The technology platform made a loss of £140.9 million in the year ending June 30, compared with a loss of £227.6 million in the previous 12 months. Revenues for the division fell from £712.3 million to £671.4 million over the 12-month period.

Mike Ashley’s retail conglomerate has taken a stake in Ingenuity by investing in THG’s fundraiser in October. Frasers Group, which owns Flannels, House of Fraser and Sports Direct, made a strategic investment of £10 million. THG also brought in funding from new shareholders and longstanding investors.

Moulding co-founded THG in 2004 and listed the group on the London stock market at a £5.4 billion valuation in 2020. The company has come under pressure from activist investors to break up its business divisions following a substantial fall in its share price since its initial public offering.

The demerger of Ingenuity will help to reduce THG’s debt burden as lease liabilities of £298 million will transfer to the spun-off entity.

Announcing details of the transaction in November, THG said: “The demerger simplifies THG’s business model as a free cash-flow generative consumer, beauty and nutrition group, with an improved balance sheet, capital expenditure and cash-flow profile.

“The board believes that there is a significant opportunity to create value for shareholders by demerging Ingenuity into a separate private company with no public listing or other trading facility for the Ingenuity shares.”

[potty6] 27/12/2024 15:35

This dog does it’s usual

[qantas] 27/12/2024 08:16

And your pot is?

potty6

Member since: 13 Sep 2024

[potty6] 27/12/2024 07:24

Isn’t it that time of the year with this lot print materially more free shares again ?

[qantas] 26/12/2024 23:21

Toast direct is ready to hammer up in the morning

[havinthelasttoast] 26/12/2024 22:08

My broker sent me a letter also.

It said

“Sell this dog, data is terrible and trading update will be a disaster”

Mr Woof

[ali47fish] 26/12/2024 10:47

my broker sent me a letter telling me tha t as ingenuity is and will remain unlisted they will be unable to hold them and will not offering the elective demerger. i have not bought any ingenuity shares and dont intend to- what options have i got - please from someone who understand the issue

[qantas] 26/12/2024 08:43

THG is ready to hammer up in the morning number one is ready and sell is ready
Shorts are doomed to failure