Thg Share Discussion Threads

[hamidahamida] 21/2/2022 14:31

Dott means checking which I'd is logged in man with multiple ids

[boix] 21/2/2022 14:28

At least off lows for now

[bldm] 21/2/2022 14:04

I can't comment on dermalogica apart from that they've been a medium to higher end brand for decades and are sold in luxury shops in major high street stores (London - liberty, Selfridges, Harrods, Harvey Nichols etc).

One thing I am 100% sure of is that you cannot compare Amazon and THG. There is simply no comparison and Amazon can do things others can't simply because of their size and user count. I buy things on Amazon that I can find cheaper elsewhere because I trust Amazon, I have never had a problem that wasn't resolved. Same goes with other customers.

[j777j] 21/2/2022 13:30

Just all part of the games.

Dubious story about an overpriced and declining Dermalogica brand being discounted.

Dermalogica is smashed by brands like the Ordinary which has excellent ingredients and is much cheaper

Amazon heavily discounts major brands all the time.Nobody complains about that.

The vultures are circling and Suspect will pay something like 3x current share price.

[bldm] 21/2/2022 13:15

Sell now or lose even more. That's been the case since 700. It's not the time to own this share. There is a reason insiders aren't buying here. The only positive I can think of is that insiders aren't selling either. Often in markets when you think it can't possibly go lower, it then dives another 50%. Shorts have been right about this from the start.

[debsdowner] 21/2/2022 13:02

Shorters winning here buyers will lose their shirts.

[bldm] 21/2/2022 12:56

Ingenuity is not THG and every bull here just talks ingenuity. Ingenuity is 5% of revenue. you must have really switched off your brain to still be under the con of THG = Ingenuity.

Leonobull, never bought at that price.

[dev80] 21/2/2022 12:54

Looks done to me

[debsdowner] 21/2/2022 12:54

debsdowner21 Feb '22 - 09:16 - 11040 of 11069 Edit
0 1 1
Market cap £1,3 billion and not to make a profit after tax and consumer spend set to decline this year doesnt bear well for the share price.

HUT will fall below £1 again IMO its a pennny share.

[mrsimmons] 21/2/2022 12:39

About 35% I think and the revenue mix should be improving ie more proportion of revenues. However Group revenues are going DOWN overall which means the existing business i.e the 95% of the revenues must be absolutely tanking margin which is EXTREMELY WORRYING.

[leoneobull] 21/2/2022 12:35

Can you remind us what ingenuity EBITDA is for 2022? Highly profitable. Sanks

[mrsimmons] 21/2/2022 12:27

leon - I wouldnt look at organic in the covid period and when B&M is closed. organic revenues will not be in the teens. What I find concerning that even with organic revenue at those levels margins are DOWN. WHERE IS THE LEVERAGE IN THE BUSINESS MODEL? This is supposed to be an online player - the leverage should be huge. Instead margins are going down. It is out of control and needs streamlining - I dont know why you are arguing on this point? The Group is losing a £150m a year - you agree on that right?

[leoneobull] 21/2/2022 12:22

. The revenues go up but it is all from acquisitions, you claim? You obviously didn't listen to the Q4 webcast.....organic growth was in the teens...

[leoneobull] 21/2/2022 12:20

BLDM you bought at 3.50

[bldm] 21/2/2022 11:26

Bob, it's not a prerequisite to own a company to discuss it's share price. Obviously, you want to discuss it before you buy lol.

Also, let's not kid ourselves. It won't be a PE buyout. It will be a PE rescue and restructuring in the chop shop.

[boix] 21/2/2022 11:10

Yes but the company has enorous potential just not on the LSE.
I think he knew what it meant but many investors didn't.
I am sure he will be kept on by the new owners.
It's not a big bet at these levels but being short certainly is!
If PE are short they will know in advance when to close their positions - You wont
IMHO

[bldm] 21/2/2022 11:07

Boix...man, thats a big bet. Plenty more PLC's that are far more likely to get a buyout offer. MM just blabbed the "taking THG private" out and I don't think he knew what this meant.

[placingalert] 21/2/2022 11:06

So says a small pi on advfn bb Lol

[bldm] 21/2/2022 11:06

Mrsimmons their whole proposition is to be marketing + manufacturer + distribution + technology solution.

[boix] 21/2/2022 11:04

I am still here because I believe we will get a PE offer at above this level.
It's that simple.
This is not a long term recovery share.
I really dont think the management are capable enough to run a PLC.
Not necessary their fault but PLCs require different skills.

[boix] 21/2/2022 10:54

Getting scalped anyway.
I do wonder if this decline is PE softening us and MM up for a low ball bid?

[bldm] 21/2/2022 10:50

Mrsimmons agreed. Most here invested because they heard SoftBank and thought this is another Alibaba or Nvidia or ARM, ignoring the many companies SB has invested in that went out of business or just got nowhere. Also, their propensity for ludicrous valuations.

They need to start making money, which will be very challenging for the next few years with the squeeze on incomes and inflation and raising interest rates.

In addition, any investment capital will prefer indexed shares rather than non-indexed ones. This is why I said many times this will take a while to recover. Only way for a quick recovery is PE buyout but this will be a disaster IMHO because investors will get scalped.