Thg Share Discussion Threads

[mcmather] 18/1/2022 22:50

Re Unilever; as an aside, they are one of (THG) Ingenuity's 'Key Clients'.

[hatfullofsky] 18/1/2022 22:34

Tabloids will be all over this tomorrow, that and more downgrades could see a repeat of today

[1pencil] 18/1/2022 22:26

When you have a stock with fairly large retail investor base plus a much publicised IPO it attracts media attention.

Investors have to accept this as par for the course and perhaps take advantage of any perceived discount on offer. Today's FT article really is bottom draw stuff, journalistic click bait imo.

Margin squeeze through factors outside their control, whey commodity prices plus FX hit both can be hedged with a little more planning.

News on premium listing is hopefully to too far away along with new Chair, spin-offs Q1 also.

[mcyi9cw3] 18/1/2022 22:15

This is far too small for Unilever, they focus on individual brands that have sales of more than $1bn a year, THG will not even be on Unilever's radar.

[allenquatermain] 18/1/2022 22:00

Made me laugh over the last week all
The bedwetters saying the share price was going to go up on the 18th

And the ignorant bedwetters believed them

It literally made me laugh out loud

[allenquatermain] 18/1/2022 21:58

All that dumping going on over the last week It was sooo obvious this was on the cards

[bldm] 18/1/2022 21:55

I'm not saying this does not exist but I am struggling to find a company that suffered this sort of quick and deep crash, didn't recover quickly and made investors whole again. All the deep and quick crashes are followed by an upward momentum and gradual price recovery reasonably quickly after the bottom. You can't really compare companies like this but it's another observation. I've definitely seen companies get "repriced" and stay at the new price for a while.

[f56] 18/1/2022 20:43

Come to think of it. Unilever are on the hunt. At any price apparently!

[f56] 18/1/2022 20:27

HaHa. Nothing wrong with a good spinoff!

[leoneobull] 18/1/2022 20:05

I know what would go down well, a 2 billion bid for the beauty division alone...that would put. The cat among the pigeons

[f56] 18/1/2022 19:53

Takeover price 167.00. Guaranteed!

[solo4yous] 18/1/2022 19:03

I've gone inFirst TrancheShort play all day everyday on results daySeen this so many timesWill build a position

[leoneobull] 18/1/2022 18:51

I bought more today. Results were fine given global circumstances

[billionarebob] 18/1/2022 18:38

Overview For Today:
Great Set Of Results
Really Constructive Webinar
12M Buys
5M Sells
Share price down 10%

Some nice big UT buys at the end so we have to keep the faith
Tomorrow is another day :)

[kevraff] 18/1/2022 18:33

When mgmt confirm 1) what the the future corporate structure of THG will be and 2) exactly how any changes benefits shareholders, that will clear the current uncertainty and we should see a sharp return to IPO levels. Until this I expect share price to be relatively stagnant regardless of results.

[maltajellied] 18/1/2022 18:23

It may be that many people were hoping for a good update so the price would rise and they could get out of this share but it didn't work out that way.
It's a long road ahead for THG.

[sankshiela] 18/1/2022 18:06

F56= graveyard shift paid deramper

[f56] 18/1/2022 17:48

The important questions to ask - is THG recession proof?

What is the likely takeover price?

When will it be taken over?

Will it be taken over before a recession or after a recession?

What is the range of the takeover price from best case to worst?

[hatfullofsky] 18/1/2022 17:39

Past 5pm all the crazies have signed off

[hatfullofsky] 18/1/2022 17:39

Taking a rosey view on margins :

FY21 Rev 2178m Adjusted EBITDA at 7.5% £163m
FY22 Rev 2700m (+23.5%) Adjusted EBITDA at 9% £242m
FY23 Rev 3240m (+20%) Adjusted EBITDA at 10.5% £340m

[propinv] 18/1/2022 16:49

BTW I have a margin of 10% 2024 and EBITDA of nearly £400m

[propinv] 18/1/2022 16:48

Would be interested in your numbers when you have worked through them. Thanks

[bldm] 18/1/2022 16:39

propinv pugugly this might be helpful for context:

hxxps://cdn.substack.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/hxxps%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F087d2ea9-dd48-4615-91af-8c0db28bfa44_960x540.png