Thg Share Discussion Threads

[one_frankel] 09/2/2022 23:27

Come on Bob, they were striding ahead with much confidence four years ago but its in a very different and dark place now who will unfortunately be dictated to by those sharks sorry PEs should any substantive offer materialise and I do think many investors will be gravely disappointed with the outcome!

[mcmather] 09/2/2022 22:41

Fair enough Dr B; was in a rush earlier and had only checked when the profile was set up. Just checked his posts and prior to 6 Feb 2022 (THG), the previous post was over 5 years ago on 2 Jan 2017... but he’s still suggesting +30% here by ‘next week’; ie fx might well be a crank but the post wasn’t trying to ‘nudge’ folk to sell up.

[london07] 09/2/2022 22:38

Just ON revenue basis business is now x4 bigger. £700M revenue vs £2.75 billion in 2022

BOOOOOOM Time coming, there is absolutely no doubt about that. They have 'created' a perfect storm here!

Patience. DYOR

[billionarebob] 09/2/2022 22:32

Frankie THG turned down a 4 billion offer in 2018 and that was before IPO cash, softBank cash, 1 billion investment and cult and dermstore acquisitions. So why not 4 billion at the very least. I would hope for a lot more.RBC & SoftBank have put price tags of 4.5 billion on Ingenuity and the market values this part of the business at zero

[one_frankel] 09/2/2022 22:10

Rumours of PEs still circulating yet no substantive offer but to believe it has to be over £4B, really!...But lets hope ones investing is far more productive than their thinking!

[senseibull] 09/2/2022 21:53

Probably from an asian / indian place judging by their poor vocabulary

[f56] 09/2/2022 19:57

I was looking for a serious answer!

[7rademark] 09/2/2022 19:56

"We think there would be clear value for PE firms to be had even if they paid a very significant premium to the current price to take it private, as a future listing in the US, at the right time, would likely attract much higher multiples."

[hamhamham1] 09/2/2022 19:50

1.21 Jiggawatts!

[f56] 09/2/2022 19:42

What is the takeover price?

[leoneobull] 09/2/2022 19:32

From LSE Mando. THG has been growing massively since 2014, from £248m revenue in 2014 to £2.2bn this year, with forecast of 22-25% growth in 2022. THG have been investing in revenue growth and cost reductions over the last year. They invested in Autostore being installed in their UK warehouse during 2021. https://www.youtube.com/watch?v=iHC9ec591lI They invested £1bn in global logistics improvement in the last year. They bought 3 planes to reduce their airfreight costs. Over the years, they vertically integrated things like makeup manufacturing, protein powder/vitamin manufacturing to reduce costs. They bought a hosting business to host their customer websites https://www.thghosting.com. They invested £850m in 2020 in developing their IT systems and creating Ingenuity. EBITDA of 7.3% is expected to grow over the next couple of years.THG is a long term growth stock, and those who have researched the company know this well and will not be scared off by institutions trying to cash in at the expense of Private Investors.GLA

[leoneobull] 09/2/2022 19:00

Looking at veleon recent short positions, they are terrible.Diversified oil and gas - and then gas pipes sky rocketedMarstons- as we came out of lock down with zero restrictions soon to be in placeMetro bank - before a takeover big announcedEtc etc

[leoneobull] 09/2/2022 18:49

Beauty division : Headline valuation of Hut Group5 times revenues isn't that uncommon, Charlotte Tilbery sold her loss-making beauty business at that...I'm not thinking THG beauty would get that, but 2-3 times revenues hardly seems too much.

[leoneobull] 09/2/2022 18:48

Proactive investors buyout articleToday 14:23THG PLC (LSE:THG) is attracting buyout interest from several private equity firms after its shares tumbled in recent months.More at the following link! "Significantly undervalued " boom gentshttps://www.proactiveinvestors.co.uk/companies/news/973314/thg-shares-give-up-gains-despite-talk-of-private-equity-buyout-interest-973314.html

[mcmather] 09/2/2022 18:40

#10498 on here "It is offical venture ccpital at £1.80 ish next week"


I've no idea if the above is true - though can't see it being a 'deramp' as has been inferred, as it would represent an easy 30% between now and 'next week'.

Edit: The '£1.80 ish' figure aint a million miles away from BR's disposal at 195p.

[f56] 09/2/2022 18:30

Mcmather .. what do you mean if this is done at 180p?

[mcmather] 09/2/2022 18:04

Interesting tie-up notwithstanding if this is done at 180p...

1 Dec 2021: “OptiBiotix Health plc, announces the launch of a new sports nutrition product range branded LeanBiomeTM alongside a new supply & licensing agreement with a leading global player in beauty & nutrition... The Partner is a British e-commerce company which specialises in taking beauty and nutrition brands direct to consumer through its proprietary e-commerce platform across the globe. The Partner's technology, brand building expertise, and global infrastructure allows it to reach millions of customers around the world. They own the largest D2C sports nutrition brand globally”


9 Feb 2022: “The Company signed three deals with market leading partners in December 2021, being The Hut Group ("THG"), Apollo Hospitals and Nahdi Medical. THG launched LeanBiome™ in its Impact Diet Lean product in January as part of its My Protein range with territorial expansion across Europe, Asia, and the USA planned throughout the year”

[leoneobull] 09/2/2022 17:57

Thanks to debs and fx for lowering the sp, topped up another few ks.

[senseibull] 09/2/2022 17:56

Anyway a shorter has added in last 24 hours which probably debunks fxtrader as if word in their circles is 1.80 why would a shorter open a 6 million share short at 1.30

[senseibull] 09/2/2022 17:38

Well tbf its a 2006 account and just said to ignore everything what was said previously as it was to sicken us guys seems like a deramper has come clean to me?

[sentimentrule] 09/2/2022 17:13

And there goes FXTRADER- what an interesting and polite lady she proved to be