Thg Share Discussion Threads

[senseibull] 28/12/2021 13:40

Theres an article on bloomberg recently which talks about myproteins margin being squeezed by higher protein ingredient costs but jefferies still gave it a target price of £6

[propinv] 28/12/2021 12:58

I'm a holder of these, long term, with average of 1.84p, but it isn't correct, from a probability perspective, to state more chance of hitting £8 first than £1.65/66. That's not to say it won't work out that way, but sticking my finger in the air I would say the first to hit of those is likely 80/20 in favour of lower target. Now if you instead used £3 v £1.65 I suspect you are closer to 65/35 in favour of £3 first. That is using statistical probability. Anything else is just reading tealeaves

[parv5] 28/12/2021 12:49

I really think you are greedy, not in your right mind or just deluded Sanks. The reason it fell back so much was not even realistic. You know thg is undervalued and there is more chance of it going towards the £8 mark than £1.65 again. If it does like you I think it would be a golden opportunity to fill your boots

[leoneobull] 28/12/2021 11:20

Bob. Q4 is indeed meant to be THG's best quarter typically. The only caution is we dont know how far growth has come at expense of margins given higher input costs i.e. inflation for raw materials. Q3 update they gave impression they had mitigated various cost pressures in different ways so let's hope they outshine rest of sector.

[leoneobull] 28/12/2021 09:23

Results are January 18th. Tipped in ST asone of shares of the year. 166p would be lovely, as id shift more funds into THG. More likely to see 270p pre results IMOV

[hybrasil] 28/12/2021 08:57

I think the real question is when not if thg reaches £4

[sentimentrule] 28/12/2021 06:35

Wow what a contrast between a troll (sanks) and a genuine holder/ poster (billionairebob).
Sanks post is just fear, emotion and fake news, backed up with no insights/ facts or real information, and is there to just make holders fearful/ sell at a loss.
Billionairebob post is backed up with facts, figures, insights and there to genuinely give people the facts to make an informed decision.
Happy new year billionairebob/ skanks you should be ashamed of yourself

[billionarebob] 28/12/2021 06:25

Sorry Sanks this isn't gonna dip and here is way. Here is a reminder of Q4 results 2020 released on the 12th January last year. This year we have dermstore, cult and others to add and we are expected to smash Q4 2021 out of the ball park. THG IMHO ain't going back under 2 pounds for the foreseeable so read and wheep bro. Happy New Year one and all.Q4 2020 highlights•On 7th December 2020, following a strong peak trading performance, management raised Q4 2020 revenue guidance from a range of +16.0% to +25.0% to a revised range of +40.0% to +45.0%. Strong momentum across all channels continued through December, now resulting in Q4 2020 revenue growth of +51.0%. •THG delivered Q4 2020 Group revenue of £558.7m, versus £370.0m in Q4 2019. This represented an acceleration in the growth rate to +51.0% from the Q3 2020 growth rate of +38.7%. •The Group added over 3.5m new active customers during Q4 2020 alone, with over 10.7m added during the full year. •App users across the Group reached 2.6m by the period end, compared to less than 0.1m at the end of 2019, providing a powerful new channel in which to engage with consumers. •Gross margin expansion during H2 2020 enabled the Group to accelerate investments in people, additional global distribution centres, technology and new customer acquisition, while maintaining stable EBITDA margins. These investments should play a key role in underpinning long-term revenue growth. •A combination of significant investments made over the past two years and the fantastic efforts of our warehouse colleagues produced a strong operational performance, despite unprecedented levels of demand. FY21 outlook & guidanceIn the recent trading update on 7th December 2020, medium-term revenue guidance was reiterated at +20% to +25%. On 29th December 2020, THG announced the acquisition of Dermstore.com, with anti-trust approval expected during January 2021.Following the strong momentum with which THG has finished 2020, along with the expected contribution from Dermstore.com, management now expects FY 2021 revenue growth to be between +30% and +35% ahead of FY 2020.Ingenuity Commerce contracts updateFollowing a range of contract wins announced in the 7th December 2020 Trading Update, THG Ingenuity Commerce today announces a further selection of D2C and trade partnerships within the beauty and consumer verticals.New business pipeline conversion continued at pace throughout 2020. Whilst new project implementations tend to be phased to avoid the peak trading period, the growth rate for Ingenuity Commerce revenue of +144.0% in Q4, plus the combination of recent contract wins and the current new business pipeline, provide a great deal of confidence and visibility for the new financial year. Growth will be supported by the investments made into the Business Development structure which increased from 5 to 54 employees through the year.Beauty•Galderma: Global dermatology company Galderma has partnered with THG Ingenuity to launch its Acnecide D2C UK website. The end-to-end contract will include trading, marketing, logistics, customer services and payment solutions.•Creed: Fragrance brand Creed has agreed a deal with THG Ingenuity to fully internationalise its digital brand presence across Europe and the UAE, including personalisation.•Erborian (L'Occitane Group): Skincare brand Erborian, part of the L'Occitane Group, is launching a D2C localised site via THG Ingenuity across Spain, with scope to enter additional international markets and expand its global reach.Brand and Consumer•GlaxoSmithKline (Consumer Healthcare): GlaxoSmithKline is partnering with THG Ingenuity to deliver an end-to-end solution for its Vitamins portfolio in the UK, with a D2C site and support across hosting, marketing, trading, logistics, payments and customer services.•AkzoNobel: Following the announcement of THG's 10-year partnership with Homebase, leading UK paint brand Dulux, part of AkzoNobel, is working with THG Ingenuity to launch an exclusive new website for its Dulux Heritage collection as a concession within Homebase. The partnership between the three companies forms part of AkzoNobel's strategy to increase its D2C sales via digital channels.•Vimto: Soft drinks brand Vimto is working with THG Ingenuity to digitise its proposition in the UK, with the agreement including a new D2C website, fulfilment and client services.Matthew Moulding, Executive Chairman and CEO commented:"I am pleased to report another strong performance through Q4 2020, during what has been a transformational year for THG. Due to the focus and dedication of our rapidly growing global workforce we have delivered some significant milestones in 2020."Following our successful listing on the London Stock Exchange in September 2020, we have accelerated our sales growth across all areas of the Group, underpinned by record new customer numbers. We have also started reinvesting capital raised at IPO, including over £360m in M&A, principally within the US beauty sector."Furthermore, we have also invested significantly in our people, creating 3,000 new jobs during 2020, largely within the U.K, but also across our international operations. During 2020, we have made significant progress in commercialising our Ingenuity Platform, fast becoming a major global player in taking brands direct to consumers."Each of these milestones further underpin THG's strategic growth pillars outlined at IPO, giving management significant confidence when looking ahead to 2021 and beyond, and driving the increase in our guidance for the year ahead."I would like to thank all our dedicated colleagues who have risen to the challenge to deliver such a strong performance in difficult and unprecedented global circumstances."ENDS

[sanks] 28/12/2021 01:20

I'm really worried for you guys..i can't sleep.
Please be careful..obvious signs of weakness..could easily head back below £2 again.

I'm looking to get back in at £1.66..if you can help then that would be awesome. Thank you so much xx

[pauliewonder] 27/12/2021 10:57

Agree. The great thing is that QUBE still hold short positions which they need to buy back at some point. That will support the share price along with the positive articles, recent changing sentiment and pending trading update which is likely to be positive. Surely we will be double here as a minimum by this time next year, whether it is through a sale or not

[sentimentrule] 27/12/2021 08:32

Thanks for sharing all these articles leone. Really positive change in how the newspapers and analysts are now seeing THG potential now. It seems a safe bet that either the share price recovers swiftly or THG becomes private equity takeover target

[leoneobull] 27/12/2021 07:02

Positive article in the Telegraph on Hotel Chocolat which uses Thg ingenuity.Life is sweet as Hotel Chocolat goes globalInterview: Angus Thirlwell reveals how the retailer has expanded online around the world despite 'crazy' pandemic conditions

[leoneobull] 27/12/2021 07:00

 mentioned as top pick of his three for 2022 by JKR Investing, video on YouTube.

[leoneobull] 26/12/2021 11:19

Is this it as posted below?When THG's boss Matt Moulding "celebrates" one year on the public markets next month, he will have plenty to reflect on. It has been, let's face it, a total disaster. But with the shares down by about 70 per cent this year, how much worse could it get?When THG's boss Matt Moulding "celebrates" one year on the public markets next month, he will have plenty to reflect on. It has been, let's face it, a total disaster. But with the shares down by about 70 per cent this year, how much worse could it get?Amid all the noise over Moulding's egregious £840 million bonus, his desire for totalitarian control of a public company and doubts over Ingenuity, the platform THG sells to other retailers, many have forgotten that this is a business with a lot of things going for it. THG, formerly The Hut Group, has first-class logistics and exposure to fast-growing product categories such as fitness, health and beauty. Moulding has bowed to City pressure and begun searching for a chairman. If THG lands a heavyweight name, it would go a long way to easing concerns about weak corporate governance.At some point, stock market investors will reappraise THG's attributes. If they do not do it soon, you could see a private equity firm coming along with an opportunistic bid. After a brutal year in the spotlight, one suspects that Moulding might welcome an approach.

[leoneobull] 26/12/2021 11:17

https://www.thetimes.co.uk/article/share-tips-for-2022-place-your-bets-on-the-movers-in-the-market-c0rfqwtw7I dont have access but found link. Sanks

[leoneobull] 26/12/2021 11:09

Happy Christmas all. Could sbdy post the ST tip? Funnily enough, i had a suspicion THG might be selected as a tip for 2022

[b1nky] 26/12/2021 10:38

The well respected Sam Chambers has tipped THG as his share tip for 2022 in The Sunday Times today.

[dafad] 26/12/2021 08:10

Latest from The TimesToday 08:03
When THG’s boss Matt Moulding “celebrates221; one year on the public markets next month, he will have plenty to reflect on. It has been, let’s face it, a total disaster. But with the shares down by about 70 per cent this year, how much worse could it get?
When THG’s boss Matt Moulding “celebrates221; one year on the public markets next month, he will have plenty to reflect on. It has been, let’s face it, a total disaster. But with the shares down by about 70 per cent this year, how much worse could it get?
When THG’s boss Matt Moulding “celebrates221; one year on the public markets next month, he will have plenty to reflect on. It has been, let’s face it, a total disaster. But with the shares down by about 70 per cent this year, how much worse could it get?
When THG’s boss Matt Moulding “celebrates221; one year on the public markets next month, he will have plenty to reflect on. It has been, let’s face it, a total disaster. But with the shares down by about 70 per cent this year, how much worse could it get?
When THG’s boss Matt Moulding “celebrates221; one year on the public markets next month, he will have plenty to reflect on. It has been, let’s face it, a total disaster. But with the shares down by about 70 per cent this year, how much worse could it get?
Amid all the noise over Moulding’s egregious £840 million bonus, his desire for totalitarian control of a public company and doubts over Ingenuity, the platform THG sells to other retailers, many have forgotten that this is a business with a lot of things going for it. THG, formerly The Hut Group, has first-class logistics and exposure to fast-growing product categories such as fitness, health and beauty. Moulding has bowed to City pressure and begun searching for a chairman. If THG lands a heavyweight name, it would go a long way to easing concerns about weak corporate governance.

At some point, stock market investors will reappraise THG’s attributes. If they do not do it soon, you could see a private equity firm coming along with an opportunistic bid. After a brutal year in the spotlight, one suspects that Moulding might welcome an approach.

[dsmith19852301] 24/12/2021 19:58

Merry Xmas Remember doesn't matter if you are sentimentrule using the internet at HMP strange ways, or me So long as you #stayhumble

[dafad] 24/12/2021 12:26

1 trade just gone-for the belivers!

Happy Christmas

[parv5] 24/12/2021 11:51

Why don't you find some other company to harass this ones too good for your predictions its undervalued and you know it.