Thg Share Discussion Threads

[boix] 30/1/2022 12:49

Our PM has always lied.
He can’t help it as he just wants to please everyone.
He just gets fired each time and moves on to the next job - it’s his CV.
Everyone that voted for him should have surely realised that before voting?
Slightly different to the credible financial journalist we are discussing here.

[bldm] 30/1/2022 12:42

I am very much against demonising the media and journalists. The truth is, every article has an element of bias. It doesn't mean that there aren't facts in the story. The question is whether the story is factually correct or whether the journalist, like our PM, just made stuff up.

Can't dismiss every story as "fake news" by a corrupt journalist in partnership with hedge funds. You might have a point if there was nothing but good news about the company and the price was sky high when the story comes out. But as a background to these stories you've got MM dodgy deals, GS and BR selling off major holdings in THG and price dropping by by some measures, 90%. It's hard to admit it for me too but the optics don't look good for THG. They need to regain trust to the point that journalist know this kind of story won't make sense to publish.

[boix] 30/1/2022 12:30

Each time you read the article it gets even worse.
The case against the company management and leadership is pretty damming even if you dismiss some of the worst assertions.
Suspect his only way out of this is to take it private but will he get the financing given all this adverse publicity??….and what happens if he fails to get financing and it leaks out??

The wild ‘trump like’ conspiracy theories must be ignored - Unfortunately this journalist has proven credibility even though we disagree with him on this occasion.
It’s a tough call for shareholders.

[schroedar] 30/1/2022 12:28

Lmfao. Full of inaccuracies and twisting of the truth and timelines…and incessant…Shah is so obviously on the payroll of certain hedge funds with an agenda

[sankshiela] 30/1/2022 12:09

Shah = vindictive worm

[kooba] 30/1/2022 12:07

Life lesson don't let your mum openly criticise journalists who take cheap shots at you or your business..they just reload !

[kooba] 30/1/2022 12:04

Very interesting ..highly successful VC and technology investor with £1.4b portfolio. Shame Shah didn't speak to someone with some actual skin in the game. "As the representative of major shareholders, we engaged with the company to understand and support its plans, particularly in respect of corporate governance, and we are encouraged by the company's optimism surrounding Ingenuity. As part of our normal process, we have revisited our investment case and believe there has been no substantive change to the investment thesis since IPO. Given the current valuation, we believe there is significant upside potential in THG shares, and as a result, have topped up the Company's position in THG following the year end."

[sankshiela] 30/1/2022 11:58

Option is easy = do you trust a journalist from the times (if yes, sell or don’t buy thg) or do you trust an investment house like chrysalis (then hold or buy for the ‘considerable upside’

[1pencil] 30/1/2022 11:48

(9491 of 9494)

Any share with a large retail base eventually attracts criticism at some point, easy way for a jorno to get readers landing on their page and hopefully the odd sub too.

Its only the media and non holders who are apparently upset, everyone else is just confused.

Worth reading a shareholders view from last week.

P5, p17

[kooba] 30/1/2022 11:43

Removed since already posted.

[marekq] 30/1/2022 11:39

The 'going private' story goes back to the interview MM gave to GQ where he hinted he and his friends with over 50% could take it private.Bloomberg and the Times subsequently reported that the Board had discussed it.

[marekq] 30/1/2022 11:35

LOL !! If he takes it private at £2.00 per share he will be paying you more than double the market price you expect it to be trading at next week (sub £1 you said).So if the company HASNT been subject to any dark practices you should be jumping for joy or maybe you feel it's worth £3 - £4 and therefore accept things have been underhand in the market.

[kooba] 30/1/2022 11:35

Who says he will take it private ..just some journo with a chip on their shoulder for some reason. Sure the company seems to have some strong thoughts on protecting its self , brands and reputation why the hell not ,they refer to paranoia...at the same time as mentioning the company negatively with every opportunity they can..you know what , i would start to think something fishy was going on with the level of negative comment they get on just about anything.The media has descended into a click bait circus with no genuine content and full of agenda inferred content ,the shame is that Shah is taking the ST down that road.

[bldm] 30/1/2022 11:30

Can someone post the article?

Problem with THG is that the management seems to be a bit of a mafia. They need to go. You've got shares, you've got voting rights - vote! I'm voting MM out. Hes got too much dirt on him now. There needs to be a new management team in the company for the city to regain trust. Trust is what I believe is the cause of the fall. They can double the revenue, if the city doesn't trust them, price won't go up.

[boix] 30/1/2022 11:28

A very smelly deal.
If he does take it private at c.200p (probably less??) he really has screwed all the other shareholders and proved the press and analysts correct.
He will again blame everyone else but I am not so sure?
It’s certainly unclear who really is responsible for this situation???

[careful] 30/1/2022 11:24

Moulding comes out very badly after reading the Sunday Times article today.
Loaded with essential facts and important well researched numbers.

It seems to be a one man band, MM being both founder, CEO and Chairman.

The article suggests that he is operating to benefit to enrich himself at the expense of other ordinary shareholders.

His role enabled him to do a sale and leaseback deal involving 18 properties which made him the companies landlord.
No cash changed hands, he waived share options and assumed some liabilities.
It all has a nasty smell to it. Who is this guy batting for?
Mostly himself it would seem.
Talk of him taking it back private.
A worrying article for holders.

[bldm] 30/1/2022 11:23

Newswseller - "The Analyst, which trigged the recent collapse in the THG share price" - you can't say that and in fact, it's less likely to be the cause. Most analyst at the time had targets above 500 some as high as 800. One had a target of 260 and we explain the drop with this? Not to mention that in hindsight they were wrong on the price target and wrong again on their subsequent removal of the short recommendation - price subsequently fell to 118.

[boix] 30/1/2022 11:07

Blackrock sold 58m shares at 195p last November so no one should more today.
Probably less?
Certainly Blackrock won’t expect any more.
“The world’s largest asset manager sold 58m shares in THG at 195p per share, according to bookrunner Goldman Sachs, a 10.3 per cent discount to the closing price on Monday.” 02/11/2021
That’s the tragic truth.

[marekq] 30/1/2022 11:05

What i/we want is inconsequential.I'm stating what I believe is/will happen.He may struggle to get the II shares he will need at £2, but up that to £2.80 - £3.20 and its a different proposition.

[boix] 30/1/2022 11:01

If he takes it private all us investors get shafted.
Be careful what you wish for - exit at less than 200p?
Is that what you really want?
This will open at 110p tomorrow and sink below 100p if any further tech sell off next week.
With so many US tech companies reporting next week someone will certainly miss expectations.

[hamhamham1] 30/1/2022 10:47

Well at these prices, can't really see many sellers, unless margin calls, would have thought it was more likely to flush out those wgo were on the sidelines waiting for entry point?
But hey, that's investing.
Happy to hold some of these and see how it pans out.
It's not like it hasn't
got any revenue, margins or growth! (Unlike some other over valued listed stocks).