Thg Share Discussion Threads

[tnt99] 01/2/2022 20:31

This share price will recover on the current numbers as the shorters move on in a few months if the company continues to expand at its current rate for a few years could be the next Amazon then what price the share certainly for me 10 pounds isn't out of the question

[f56] 01/2/2022 20:28

The thing for me with THG is I believe they need a new CEO and not a new Chairman. I think BLDM was calling for this and he is right.

[billionarebob] 01/2/2022 20:03

Am not worrying about it, lifes good :)

[f56] 01/2/2022 19:49

OK. Don’t worry about it.

[billionarebob] 01/2/2022 19:11

I can't be wrong I never did the numbers and am sure if the webcast numbers were wrong the press would have been all over them like a rash :)

[f56] 01/2/2022 17:08

I’m not saying you are wrong. It’s just they are different numbers.

[billionarebob] 01/2/2022 16:50

My numbers are straight from the horses mouth, it's on the THG January 2022 webcast. You should listen to it.

[imjustdandy] 01/2/2022 16:10

Its a blue finish - roll on tomorrow

[f56] 01/2/2022 16:06

Billionaire bob your numbers for Ingenuity don’t match Leonebull’s.

[imjustdandy] 01/2/2022 15:23

Red to Blue. I wonder if MM purchased Whiteheads shares

[imjustdandy] 01/2/2022 15:19

I think the worm us turned here. Premium prices now for only 5000 shares

[billionarebob] 01/2/2022 13:55

Talking of smashing targets I found this over on LSE chat:

THG Ingenuity extract from Jan 2022 webcast:
-----
The Position then with Ingenuity Commerce the annual growth rate was 135% we delivered over 15 million revenue in the quarter which was over 30% higher than our previous record quarter.
In terms of the key stats that we would pull out, we increase the number of live websites to 187, which is a 100 up in the year.
The recurring revenue per website increased to £240,000 pounds, the recurring revenue mix was at 72%, now our new revenue run rate has increased to 61 million.
Now those stats reflect how successful J&V growth was with our clients in the quarter.
In addition, although we don't mention anything specifically ourselves, you may have picked out the Matalan press release. Where will be working with them on their digital revolution?
I would put a substantial amount of work into winning substantial clients like that, although none of the revenue on that account will be recognised in this year. That will start to kick in quarter one, along with other substantial wins that we have got.
And I remind everyone in terms of guidance for 2022 of 108 to 112 million, that's predicated on launching 400 and taking a number of client solutions to 400 from the 109 that we have got at the moment.
Which is 85% of those contracts that are already contracted with us. It assumes a recurring revenue per website of £170,000 pounds and a recurring revenue mix of 60% so it doesn't include any of the new business that we currently can win, have won, and expect to win later in the year.
We are super confident on the numbers for 2022 and very proud of the growth that we've delivered in the success of working with our clients in 2021.
-----
They are smashing it!!! and this part of the business, Ingenuity, is currently priced at ZERO!!

This is the best bit:
'It doesn't include any of the new business that we currently can win, have won, and expect to win later in the year'

Let me remind you of what RBC said last week:
"We project that Ingenuity Commerce could increase tenfold to £0.5bn of revenue in five years, with at an EBITDA margin of around 60%, drives our discounted cashflow valuation for the segment of £4.4bn. Yet the market is attributing no value at all."

RBC added that it did not expect Softbank to walk away.

Can't wait for the next update :)

[billionarebob] 01/2/2022 13:53

Has the market got it wrong?

The company hasn't changed since IPO in fact it is smashing targets. Would you rather pay £8.00 a share or £1.30? Same company different share price?

What is the old saying 'the best time to invest is when there is blood on the floor' THG is currently 10p off its low.

All IMHO of course.

[chesty1] 01/2/2022 12:14

Market still has this as a nailed on sell!

[srs8] 01/2/2022 11:51

From Debby Downer "the bigger the organization the more difficult it is to make money"
Our resident brain of britain and troll has clearly never even of basic economics such as economy of scale
Gosh Debs - they even alluded to it in the Q4 call regarding buying power
Although I guess you were too busy underneath your bridge, to listen

[billionarebob] 01/2/2022 11:37

Agree the High St is dying thankfully THG is ecommerce so benefits from thr reduced footfall. Also, if you listen to the latest THG webcast they have things in place to protect supply issues and price increases. Agree EBITDA is everything and that is why Ingenuity 60% EBITDA, 100%YOY growth plus 4.5 billion valuation in 5 years is very exciting. Easy set up with unlimited global customers no wonder softBank are interested.

[debsdowner] 01/2/2022 10:50

Supply issues hitting Joules and they warn on price hikes for Easter stock but with consumers facing an average £1,200 worse off says the resolution foundation less money for retail.



There is only so much money in circulation but less of going into retail due to cost of energy costs.

The bigger the company the more difficult it is to make money, I sense a reorganisation at some stage when the compnay finds they struggle to make a profit.

Dont listen to all that profits before EBITDA it can mean nonsense its profits after those factors that need to be concentrating on. Clevar accountancy can distort the true level of profits and we know they have had dodgy accountancy previously.

[kooba] 01/2/2022 10:14

Joules profit warning and asos founder substantial share sale yesterday not helping sector sentiment today i guess.

[kooba] 01/2/2022 09:15

A buyback would not necessarily be what i would want to see as it would show no growth ambition however if one sees the incremental benefit through to eps and concentration on undervalued assets why not? Seems rather fashionable in the US!

[hybrasil] 01/2/2022 09:03

A buy back will not happen.
Stupid use of cash at this stage in the companies journey.

I bought back in yesterday

[kooba] 01/2/2022 08:44

Wonder if they may consider share buyback if they think the business significantly undervalued? Would be more aggressive to acquire bricks and mortar retail and integrate e-commerce skills..or demerge some retail opporations and concentrate te core on the platform.The company has options and needs to get back on the front foot."Total cash of over GBP530m at year end plus an undrawn facility of GBP170m, on long dated 3-5 year terms."

[sanks] 01/2/2022 08:41

My bird Sheila told me last night in doggie, better to keep hold and slide it on accordingly.. then you can unslide as the skirt lifts towards that gap at £5.17

Hope this helps
Sa

[leoneobull] 01/2/2022 07:56

Handy to know if being taken private!?

[billionarebob] 01/2/2022 07:38

Voting rights RNSTue, 1st Feb 2022 07:00RNS Number : 2288ATHG PLC01 February 2022 THG PLC(the "Company")1 February 2022Total Voting RightsIn conformity with Rule 5.6.1 of the FCA's Disclosure Guidance and Transparency Rules, the Company hereby notifies the market of the following:As at 31 January 2022, the Company's issued share capital consisted of 1,220,932,401 ordinary shares of £0.005 each ("Ordinary Shares"), 56,082,651 D1 ordinary shares of £0.005 each, 17,812 D2 ordinary shares of £1.00 each, 49,232,085 E ordinary shares of £0.005 each, 27,219,640 F ordinary shares of £0.005 each, 17,710,851 G ordinary shares of £0.005 each, 1 Special Share of £1.00, 312,226 deferred 1 shares of £0.005 each and 21,563,860 deferred 2 shares of £0.005 each. The Company does not hold any shares in treasury.Only the Ordinary Shares are voting shares and each such Ordinary Share carries one vote per Ordinary Share.Accordingly, the total number of voting rights in the Company as at 31 January 2022 is 1,220,932,401. This figure may be used by the Company's shareholders as the denominator for the calculations by which they will determine if they are required to notify their interest in, or a change to their interest in, the Company under the Disclosure Guidance and Transparency Rules. 

[hamhamham1] 01/2/2022 06:59

Am happy here will come good eventually, meanwhile...
Bought a few of these, total punt, and my smallest stake (ie an amount I won't miss) on the line.
Minoan Plc (MIN)
Time will tell but a nice story, fingers crossed.
They seem to keep issuing new shares to tide them over until they hit the jackpot, or not I guess.
My money, my risk (ie I could lose it all)




(Apols for talking my book)
DYOR