Thg Share Discussion Threads

[billionarebob] 20/1/2022 23:22

bldm I think that unproven claim was made a long time ago well before Christmas. Maybe you could dig out out the old post and update us :)

[bldm] 20/1/2022 23:08

Jaknife - it's the "hidden" shorts you aren't accounting for. Is this what you guys (senseibull & sentimentrule) called them? Can't remember now. It has been claimed here that the short on THG is 8-9%.

[1pencil] 20/1/2022 22:53

Perhaps a resolution to purchase their own stock might be an idea, obviously subject to other plans, growth, acquisitions ect. shares could be held in treasury rather than cancelled for future use.

It might help take out holders wishing to exit whilst providing a floor, Fraser Group have employed this strategy quite well recently.

[merrick1965] 20/1/2022 22:37

Hi does anybody know the Euroclear figures with regards THG shorts
Thanks

[leoneobull] 20/1/2022 20:23

If the daily pain continues, i can highly recommend a gin and whey protein chaser

[billionarebob] 20/1/2022 19:05

Greensill really? You think that might happen and you are increasing your position in THG. What sort of an investor are?Not sure I can take you seriously now. Cmon why would you invest in a company you think may go bust?

[senseibull] 20/1/2022 17:31

In a way I think THG might need a goliath like softbank behind them because they are kinda punching above their weight for the time being when trying to carve out market share from existing megacorps

[senseibull] 20/1/2022 17:30

Will be part of chucking business to each other like with autostore product tie up. Just means THG has more services to offer clients with ingenuity rather than going with a rival.Im wondering how it will end, probably with a merger of the Ingenuity separated business and some softbank businesses in which THG will own a 1 of a 3 way stake of a very large public company.If ingenuity takes off with autostore the final company could be a monster sized one and something that would compete directly with Amazon.I can see why they are trying to destroy this business

[billionarebob] 20/1/2022 17:14

The bit that caught my eye is this bit:
'Contentsquare’;s remarkable growth, which includes a $500M Series E funding round led by SoftBank, and two significant innovation-driven acquisitions (Hotjar and Upstride), have positioned the company to make great strides in innovation and global expansion.'

softBank?

[1pencil] 20/1/2022 17:14

The link is a bit too long, page running over

[billionarebob] 20/1/2022 17:13

Here is the text if you cannot get through on the link.

Contentsquare Partners With THG Ingenuity to Deliver Enhanced CX Capabilities

LONDON, January 19, 2022--(BUSINESS WIRE)--Contentsquare, the global leader in digital experience analytics, today announced its partnership with global end-to-end ecommerce platform, THG Ingenuity.

THG Ingenuity is a leader in rapidly scaling direct-to-consumer brands globally. This new relationship with Contentsquare will enhance its existing technology stack, allowing THG Ingenuity to offer a greater range of services to the brands it powers.

With the addition of Contentsquare, the THG Ingenuity offering will now include digital experience analytics, including customer journey analysis and zone-based heatmaps. Contentsquare’s experience analytics platform will help brands to understand hidden customer behaviour and use those insights to deliver an enhanced customer experience, increase website conversions and achieve higher customer lifetime value; ultimately strengthening the platform’s managed service capabilities around online experience.

THG Ingenuity is the operating platform that powers the online direct-to-consumer growth of both THG’s own brands – such as Myprotein and Lookfantastic – and third party clients such as Nestle, Elemis and Homebase.

In an ever-competitive digital landscape, first impressions really do matter, and the ability to build standout, customer-driven online experiences is critical. According to Contentsquare’s 2021 Digital Experience Benchmark Report, the bounce rate across industries is 47%, meaning almost 1 in 2 website visitors abandon their journey after viewing just one page on a website. Contentsquare provides businesses with rich and contextual insights into the customer experience, including user behaviour, performance and merchandising insights. This level of understanding allows teams to uncover opportunities, prioritise actions and create seamless customer experiences by removing the frictions that hurt customer journeys the worst.

"One of our core strengths is helping brands connect the dots between what customers are doing online and the experiences they receive. We’re excited to be working with THG Ingenuity on tightening the relationship between the brands they service and their respective consumers, enhancing the customer insights they can access, and future-proofing their overall CX strategy in an ever changing e-commerce landscape," said Gilad Zubery, Executive Vice President, Global Business Development & Partnerships, Contentsquare.

John Gallemore, CEO of THG Ingenuity, commented: "Our goal is to consistently enhance the THG Ingenuity offering, and ultimately the experience we offer to millions of customers across the globe. Strategic, third-party partnerships play a key role, so this collaboration represents another exciting step in that journey. We look forward to integrating Contentsquare into our core e-commerce platform, which will drive further value for the brands we power and grow internationally."

The Contentsquare platform analyses customer behaviour through billions of web, mobile and app interactions, and transforms this knowledge into intelligent recommendations that increase user conversion, revenue, engagement and growth.

Contentsquare’s remarkable growth, which includes a $500M Series E funding round led by SoftBank, and two significant innovation-driven acquisitions (Hotjar and Upstride), have positioned the company to make great strides in innovation and global expansion.

"We are very excited about the partnership between two leaders in their individual markets. Bringing the leader in digital experience analytics together with the leader in the ecommerce solution provider space makes for a very strong joint proposition. The delivery of a managed service around the Contentsquare solutions by THG Ingenuity will deliver added value for their customers." said Kai Pyatt, Head of Partnerships, EMEA, Contentsquare.

About Contentsquare

Contentsquare empowers brands to build better digital experiences. Its experience analytics platform tracks and visualizes billions of digital behaviors, delivering intelligent recommendations that everyone can use to grow revenue, increase loyalty and fuel innovation. Founded in Paris in 2012, Contentsquare has since opened offices in London, New York, San Francisco, Munich, Tel Aviv, Tokyo, Singapore and Barcelona. Today, it helps more than 750 enterprises in 26 countries deliver better digital experiences for their customers. Visit contentsquare.com to find out more.

About THG Ingenuity

THG Ingenuity Commerce provides an end-to-end direct-to-consumer ecommerce solution for consumer brand owners under ‘Software as a Service’ (SaaS) licences. The wider Ingenuity division provides standalone digital services, including hosting, content creation through THG Studios, translation services and beauty product development and manufacturing.

[1pencil] 20/1/2022 17:10

Qube reducing a smidge, Goldman's sold a few.

[hatfullofsky] 20/1/2022 17:04

https://finance.yahoo.com/news/contentsquare-partners-thg-ingenuity-deliver-090000338.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAJaWABSHKB3rxwK35qPm1vqjU309ZWmI4ui36GHw6_6ZoYFXdDIcDpUlppBGHUKE9DIiMwp8rQSWBCNx1_TmVUmNSSuadFos_0wc7sOzjQsLPVxcT68m6IXTzKyca1iyD_HAcb8dxnSWkcCRCbPzDyroYQMzVWIddK3ISCJmroPh

[billionarebob] 20/1/2022 17:01

Still support for THG
Todays finish
Buys 8m
Sells 4m

share price dropped 3p

[bldm] 20/1/2022 16:19

Hah, definitely not...

[billionarebob] 20/1/2022 16:15

bldm increasing position and sees long term gains of 400% :)

[sankshiela] 20/1/2022 15:18

BLDM= investable totty

[bldm] 20/1/2022 15:06

I'll increase position here. Very speculative but I'm planning to keep this in the portfolio at least until 2023.