Thg Share Discussion Threads

[billionarebob] 18/2/2022 16:10

I kept buying when oil went down - it's what I do :)

Markets ebb and flow

[bldm] 18/2/2022 16:08

Oh, and Bob, most cold blooded investors decide to get out when they spot a red flag. Doesn't matter if the stock is going up down or sideways. And it doesn't matter if the red flag is new or something you missed.

Since Dec 6, plenty of red flags gave come out which for me made this not investable. I shared my opinion thinking it was useful.

It is also possible to hold in your head the idea that eventually something will do well but now is not the time to hold it. Casing point is oil companies which crashed in March 2020 but it was not the time to buy them. It kept going down for another 6-7 months and now is recovering.

[sentimentrule] 18/2/2022 16:01

Quarter B is back. With no insight but a healthy dose of being a c……

[billionarebob] 18/2/2022 16:01

Yep a great set of results, just missed out on projected EPITDA by a fraction, smashed revenue though and now massively oversold!!!

And this is why I am invested.

[allenquatermain] 18/2/2022 15:57

On 19th billionaiebob wrote “great set of results” and it has fallen over 40% since then

Totally clueless

[bldm] 18/2/2022 15:53

Yes Bob, 2 months ago I said THG will do well in a few years. 4 months ago THG was at 650. Shortly after, I changed my stance on THG. That's called thinking. You should try it at least once. Preferably it becomes a habit.

Yes, I cannot vote which is why I'm suggesting you, aka the bag holder, vote in April to get MM out.

[billionarebob] 18/2/2022 15:50

Oh and another thing you cannot vote MM out because you don't own any shares!!
Strange fella
I think he is on the spectrum :)

[billionarebob] 18/2/2022 15:48

bldm you can't do that?
Tell senty about old posts, cmon, jeez, remember when you said THG will get to £10 in 2 to 3 years.

It was only a couple of months ago!!

[sentimentrule] 18/2/2022 15:10

Yeah - he was 12 toes/ mykemsmith and a few others
The lassie is a total delinquent

[sentimentrule] 18/2/2022 15:03

Dame Allan quarterbrain, you are unpopular

[spary1] 18/2/2022 15:01

Pmsl at AllenQuaterbrain, I hope the bedwetter loses all it cash, sound a familiar sentence you say to others hey Quaterbrain, let’s hope you seriously lose everything.

[billionarebob] 18/2/2022 14:59

Mrsimmons recent beauty acquisitions have been based on revenue multiples, not profit and some 'buy outs' have been for loss-making businesses too.

THG is not a loss making business.

Also, let's not forget The Hut Group rejected a bid for 4 billion back in 2018
hxxps://www.retailgazette.co.uk/blog/2018/09/hut-group-rejected-3-9bn-takeover-bids-continues-aggressive-growth/

Am long it's what I do, I invested in the price of oil during the pandemic when they couldn't give it away, why? Because I new folk still needed oil and the EV revolution wasn't going to happen over night and bingo oil went up.

The markets ebb and flow you have to do your research and go with what you think is best. I think women will always use make up, blokes will always go to the gym and buy protein and that ecommerce is the future. THG ticks all my boxes and I think it is massively over sold.

That is why I am investing

[sankshiela] 18/2/2022 14:59

Allen Quarter, better turn on your brain

[sentimentrule] 18/2/2022 14:54

Allan opened a short at 111….ha ha ha

[andrewhaslam] 18/2/2022 14:49

a_game - too right. Its industry wide, not THG specific. Should be fine in medium term. Whats really funny is that I have so many users filtered from this group with their deramping talk, that I hardly read any posts on this chat board these days.

[a_game] 18/2/2022 14:46

no, it's not f'd. Loving the panic, the bottom is in or very near ;)

[allenquatermain] 18/2/2022 14:38

112

You gotta larf innit

[mrsimmons] 18/2/2022 14:32

Bob why would anyone pay x3 REVENUE (!) for a division which makes no cash and has brands I have never heard of. It's fantasy stuff.

The Whole group loses cash - until I can see a pathway to sustainable cash flow generation (none predicated in the next 4/5 years) I am out.

Someone earlier talked about them having £500m cash on the balance sheet - that will all be gone in 3 years (excluding any acquisitions) at the current run rates of free cash flow loss. That is how bad this Group is run.

[billionarebob] 18/2/2022 14:17

gunsy, Ingenuity is nothing extraordinary?

'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.'

Market got this wrong, Market prices this at zero

[billionarebob] 18/2/2022 14:13

Mrsimmons, my feeling is they will split the groups, they will keep Ingenuity and sell beauty at 3 times revenue. Then list Nutrition on NASDAQ and if Ingenuity is half the profitable beast they are predicting her to be then that is good enough for me.

This company is the same company that was listed at IPO for £5 in fact some might say a better company as they have smashed their forecasts. I would rather pay £1.13 a share than £5.00 which is why I am accumulating to bring my average down.

Beauty is big business which is why PEs are interested
-----------------

hxxps://www.gcimagazine.com/companies/news/21940292/beauty-wellness-ma-2021

'Beauty and wellness M&A transaction activity for 2021 year-to-date has risen 56% year-over-year to 75 deals, according to a new report from Capstone Partners. This rise outpaces the wider consumer industry.

The pace of deals in 2021 does however pale in comparison to the 87 deals seen in 2019.

The gains in activity in 2021 were attributed to strategic buyers' healthy cash flows and a desire to expand product portfolios. In addition, per Capstone, "private equity has capitalized on vast reserves of dry powder and cheap access to debt capital."

“Skin care remains the most sought-after category in beauty, largely due to its high price points and margins, its lack of fashion risk, and customer loyalty to brands,” said Capstone’s head of consumer investment banking, Ken Wasik.
--------------------

This is my opinion and why I invest :)