Thg Share Discussion Threads

[sanks] 11/1/2022 08:50

THG will bolster up 140% in a flash.. my bird told me last night.

[bookbroker] 11/1/2022 07:57

Already known to some extent, MM. is not transparent, but the same might apply to Mike Ashley. More interested about the trading performance of THG than the colour of his pants.

[billionarebob] 11/1/2022 07:54

Guardian on the war path https://amp.theguardian.com/business/2022/jan/11/matthew-moulding-the-curious-case-of-thg-founders-property-deals

[leoneobull] 11/1/2022 05:22

build and they will come re THG Ingenuity. Why do you think SoftBank offered 1.6 billion? It isn't the revenue or client base now that is being valued but 2 to 3 Yeats down the line. Only one broker, NUMIS , who fell out with THG, has significantly lowered their share price target. Al the rest scratched their heads and kept share price targets two to three times higher, despite the fall sub 2 quid. What does that tell you about true valuations?

[4vik] 10/1/2022 22:23

Nice candle pattern on DOW J. Blue day tomorrow.

[dafad] 10/1/2022 22:14

Daily Mail

Shares in The Hut Group took a battering after it handed over documents to regulators supposedly showing a plot to drive down its share price.

Shares in the online shopping specialist sank 7.7 per cent, or 14.9p, to 179.5p after reports over the weekend said the firm had provided data to the Financial Conduct Authority (FCA) related to what it said was irregular trading of its shares.

Despite floating with much fanfare in September 2020, THG’s stock has dropped by nearly two-thirds in value amid concerns about the potential of the business as well as the influence of its founder Matt Moulding.

However, the firm has alleged the share price plunge was instead part of a coordinated plan of mass selling designed to push down its value, according to The Sunday Times.

Despite the sharp decline, analysts at Liberum were upbeat, rating THG’s shares at ‘buy’ with a target price of 750p.

The broker said the fundamentals of the business ‘have not changed’ since its listing and that the share price decline was ‘excessiveR17;.

[davidro77] 10/1/2022 21:57

So blue it was red ?

[jomac2412] 10/1/2022 21:36

From LSE board -

Liberum on Monday said recent declines in THG's share price have been "excessive", with the broker taking heart from the e-commerce company's fundamentals.

The vote of confidence from Liberum follows a news report from the Times over the weekend which suggests THG believes there is foul play involved in its recent share price woes.

The Times reported that THG has given the UK Financial Conduct Authority information that it thinks will show that stockbrokers and hedge funds have worked together to drive down the e-commerce company's shares.

Liberum rates THG at Buy, with a 750 pence price target. THG shares closed 5.8% lower at 183.11 pence each in London on Monday. The stock is 63% down from its 500p IPO price.

"The fundamentals in place at the time of the IPO have not changed, so the extent of the share price decline we saw last year is excessive. M&A strategy is on track, the Softbank deal not only provides a valuation benchmark but should deliver tangible revenues in due course and trading across all divisions has been strong since IPO," the broker said.

"We will not opine on the dossier provided to the FCA by the company but considering the news flow and how well supported the IPO was and with nothing but generally very good news since IPO, this may be the opportunity for 2022 for some very meaningful upside."

In the e-commerce technology division Ingenuity, Liberum noted THG has grown its client base to 140, from roughly 20 at the time of the company's float.

"At the time of IPO, the company shared that they had secured GBP215m of total contracted value from the circa 20 clients. This excluded any potential revenue share that is part of the company model. With the number of websites contracted up nearly 4 four times, the secured contracted revenue could now be over GBP800 million," Liberum added.

SoftBank Group Corp has an option to buy a 20% stake in e-commerce technology division Ingenuity for USD1.6 billion.

Liberum added: " Investors accepted all the governance requests from the Board and Matt Moulding at the time of the IPO and the company got off to a very good start as a listed entity. Numerous short sellers and research proceeded to give THG a major kicking for some of those governance requests, whichseems rather unfair considering the shareholders were so supportive in any case. Moreover, disclosure was excellent, nothing was hidden, and since IPO the company has reported some very positive news."

[leoneobull] 10/1/2022 19:25

If it is old news, how come it is in the news tab Einstein from today? It also says Monday.

[4vik] 10/1/2022 19:24

Difficult market I understand people have no stomach for it. But it is still well in the range. I can not see many green tech stocks on US market either. So, the drop is not THG nor upcoming rns related. DIY.

[f56] 10/1/2022 19:03

You need to ask who the likely buyer would be?

[f56] 10/1/2022 18:58

It depends on the market!

[leoneobull] 10/1/2022 18:54

Just like they didnt buy Ocado

[f56] 10/1/2022 18:38

The share price is not important as far as THG goes.

It’s the takeover price that matters.

The question is how to work it out?

[bldm] 10/1/2022 18:30

Check ft article for analyst targets - city highest at 900, Liberum second highest. Title: "City stockpickers divided over THG value as share slide continues" @ ft.com

[bldm] 10/1/2022 18:27

Leonthrbull stop pumping this - Liberum said this on 13 Oct 2021. This is OLD NEWS and won't affect the price

[leoneobull] 10/1/2022 18:22

Sank God!IN THE KNOW: Liberum says THG in good health despite share price woe

[pokerperson] 10/1/2022 18:17

Liberum just published. TP 750p....and that from an Extel rated analyst

[scepticalinvestor] 10/1/2022 17:00

Is that wht your mum charges?

[sbb1x] 10/1/2022 16:24

Bounce on... who bought more at the bottom....

[bldm] 10/1/2022 16:16

I'm not sure what MM is looking to get out of the FCA inquiry. Or what the FCA is looking to get out of MM. Not like you can reverse the price fall. And if it turns out shorts pushed the price down, for the price to go back up the company has to be valued appropriately. Problem is, THG is impossible to value accurately at the moment. If you could, share price wouldn't be down here...unless this is an accurate price for the this stock.

[4vik] 10/1/2022 16:05

I respect your opinion please do what your chart says to you.