Thg Share Discussion Threads

[bldm] 12/1/2022 14:02

Heresjohnny and you're basing your 500p based on what? Cause it was 600p 4 months ago? Many posts who predict 30% rise in 1 week and you know what, even a broken clock is correct 2 times a day. We've seen the same posts for 4 months now yet this stock is trading under £2 and couldn't hold it over £2. I personally would be happy if it finished 2022 above 300. While not impossible to go to 300 by next week, it's very, very unlikely - you're just pumping up the stock...or are a degenerate gambler.

[pre] 12/1/2022 13:45

Indeed a lovely blue day, ignoring the doomsters who continually post too many posts- Filter button works well. Looking forward to solid TU in the coming days then +£3:-)

[g2theary] 12/1/2022 13:31

250p on the cards by early next week here and we should move up to 300p on solid results :)

[ny boy] 12/1/2022 12:40

Holding these long term, best to let them get on with the business in hand, will check back later in the year on share price progress! Trading (COPL), very profitable lately

[heresjohnny1] 12/1/2022 12:28

@bdlm
"If it floated today, it would struggle to float for 300 probably."
Yeah, but I'd expect it to rapidly rise to 500p and beyond over the next few months :-)

[soleman1] 12/1/2022 12:26

Just suck it up its a blue day, your boring.

[bldm] 12/1/2022 11:51

Crafty maybe, but THG was sold as a growth tech company. Just last month news came out that THG is considering selling beauty and nutrition...so then if ingenuity is 0 and beauty and nutrition is sold what are you left with? My point - you don't really know what THG is. It was floated too early to capitalise on the massive overvaluation of stocks. If it floated today, it would struggle to float for 300 probably.

[bldm] 12/1/2022 11:31

That article from liberum is interesting. They describe Glencore as a "money making machine" when in fact roe and roc are small and adj price is flat since IPO. If you discount the price to the IPO, you've lost money...Never trust a broker.

[heresjohnny1] 12/1/2022 11:14

@Monet
For THG its also about their growth markets. India, China, Australia.
We know from some innocent posts on LinkedIn that THG smashed their China Single's day forecasts in the 1st hour of the day's trade. Australia also smashed targets over BF and Cyber week.

[coscos] 12/1/2022 11:09

It's the last time we'll see these lows.

[monet] 12/1/2022 11:07

JD Sports Fashion, Dunelm and Sainsbury’s today followed Next by upgrading their profit guidance in the wake of Christmas trading.

Despite supply chain pressures over the festive period, JD said it produced an “extremely robust” performance and supermarket Sainsbury's reported that it grew market share. Homewares business Dunelm enjoyed a record second quarter, meaning profits for the financial year will be materially ahead of City expectations.

Their updates follow last week's positive update from Next and come ahead of tomorrow's scheduled statements from Marks & Spencer, Halfords and Tesco.

[sbb1x] 12/1/2022 10:47

Looking good boys girls and gimps

[senseibull] 12/1/2022 10:44

You can stocks and shares ISA for kids?

[bldm] 12/1/2022 10:40

Dean, I'm very skeptical share price will go back to £6 any time soon. Would love to be wrong but I see uncertainty persisting for awhile. In 2022 H1 we are expecting THG to break up into multiple companies and as of today, it is not clear how this will happen and what shareholders will be left with. Then the new situation will need to be disseminated and perhaps at some point share price might start rising consistently. At some point in the distant future...in a parallel galaxy far far away...

A buyback might not make sense but it also doesn't make sense to IPO and then break up the company into multiple smaller companies. Just another sign this was overvalued.

[deanmatlazin] 12/1/2022 10:26

I hope LIBERIUM statement is true and THG is in good health. the share price should go back up where it was = £6/share.

Trading statement is due next week. Good luck all holders

[sanks] 12/1/2022 10:22

The analysts at Sheila's has a price target of £7.27.. that's in line with some of the other analysts and Level 4


Sanks.. thank you for this
Lovya xx

[pauliewonder] 12/1/2022 10:06

duplicate post

[pauliewonder] 12/1/2022 10:05

I can see some logic behind a share repurchase if this was a mature business, but at this point in time, a buyback would send out the wrong message. They floated to get access to capital markets to increase growth. I think MM said they can get where they need to regardless, but it can happen much quicker by neing a PLC.

The low share price is a temporary thing and whilst it is highly frustrating for all longs (and MM too I'm sure), I think the best thing that they can do is smash the numbers. If the business is in good health (which i believe it is, but we shall see next week), then regardless of shorters, the share price will have to improve, its just a matter of time.

The hardest partt of investing in shares is doing nothing.

[craftyspeculator] 12/1/2022 09:50

IMHO they just need to keep their heads down and focus on managing and trade. Forget gimmick virtue signals like buybacks and threats to go private. Just stick to the knitting as the fundamentals will always take charge. In the meantime Mr Market gives everyone the opportunity to pick up cheap shares, thanks to the shorters. Going into my kids ISA any time they fall under £2. They have decades of tax free growth to make the most of. Logic and full disclosure over.

[bldm] 12/1/2022 09:29

Jimmyd I know - it's silly to float and then start buying back your own stock a year and a bit later although it's not unheard off (see rocket companies inc.). Your answer was also my counter argument to my own argument. However, if Amazon price drops by 80% from 3000 to 600, I'd expect insiders to buy. Furthermore, if Bezos is screaming manipulation, I'd expect him to be buying. Lastly, a buyback scheme doesn't force the company to use it - they can allocate £100mil into a buyback scheme and not make a single purchase - just sends a signal that there is £100mil ready to buy...and gives them the option. Price could drop to 100...could drop to 50.

I will admit a buyback makes less sense because they just IPO-ed but it makes more sense than running around screaming and panicing which is what MM is doing. No insiders buying - that's worrying me though.