Thg Share Discussion Threads

[leoneobull] 23/2/2022 13:10

TED. Improved margins.

[amaretto1] 23/2/2022 13:10

Totally agree with this ....It's all over AIM as well IPO ...He needs to set up a very strong governance board !!

[debsdowner] 23/2/2022 13:01

Cannot argue with that.

[bricktycoon] 23/2/2022 12:59

Only thing happening before results is total wipe out 50 p next week the board and suppliers are leaving for a reason sinking ship

[boix] 23/2/2022 12:45

If there is PE interest it will happen before Year End 2021 results in April

[boix] 23/2/2022 12:26

MM is not wrong.
The only way out is a PE deal and relist in US

[sr2day] 23/2/2022 11:30

avoid.i have been saying since 150p.the picture is getting worse.on 14th april at the latest all will be revealed.then you decide whether to buy any or add.or sell the lot.

[bricktycoon] 23/2/2022 11:11

Dilution coming zero value for shareholders cash burn is scary rent etc

[bricktycoon] 23/2/2022 11:10

Big gap down towards 50 p imminent

[mrsimmons] 23/2/2022 10:51

potentially or they will need more debt. If they want to continue with the acquisitions yes they will definitely need more debt.

What absolutely puzzles me about this Group is all the capital investment which has gone in but the margins are rubbish and going DOWN this year. If they are automating everything how can EBITDA margins go down. I am wondering if they have wasted/over spent on the capex project and they are not delivering the payback they forecast. That can be the only explanation for the falling margins.

[bricktycoon] 23/2/2022 10:46

Dilution will all but wipe share holders out 5 p coming

[mrsimmons] 23/2/2022 10:40

Bob - the Group makes no cash. It loses cash every year and is forecast to do so for the next 4/5 years. Look at the accounts - it LOST £150m last year because there is annual £200m capex bill and £100m of rent/exceptionals/interest. Do you agree with that?

[billionarebob] 23/2/2022 10:32

mrsimmons, THG is a growth stock we can both agree on that :)Regarding Ingenuity, you don't agree with RBC report and you think that EPITDA is more like 30% than 60% so based on your assumption'You agree with RBC report that Ingenuity Commerce could increase tenfold to £0.5bn of revenue in five years, with at an EBITDA margin of around 30%'Sell Beauty 3 x revenue, list Nutrition on NASDAQ and build Ingenuity with softbank to make it a nice profit-making gold nugget.Just one of the many deals MM could be negotiating right now :)

[london07] 23/2/2022 10:16

FACTS.

2022 est Revenue - ~£2.8 BILLION.

2022 est EBITDA - ~£225 MILLION.

CASH - £500 MILLION+.

Read RNS's, DYOR.

In negotitation with US Private Equity for takeover.

Softbank bought in at £5.96 less than 9 months ago!! Further option to buy at £5.96 (FIVE POUNDS AND NINETY SIX PENCE ).

[london07] 23/2/2022 10:15

OMG!!!!!!!!!!!!!!!!

[bricktycoon] 23/2/2022 09:52

Flash crash this afternoon 50 p next week

[bricktycoon] 23/2/2022 09:51

Fact this is going bust very quickly they neeed cash £1 billion dilution penny share very soon

[london07] 23/2/2022 09:49

Concur with you tom.

Gets 5p a post, regurgitates a web of complete lies every 2mins anyone can see through, its laughable.

His bosses may have upped it to 6p a post cus they surely are on overdrive :)

[tomzimerman] 23/2/2022 09:40

If you were that confident why post every 30SecondsQuite obviously a paid poster ffs lolGenius

[bricktycoon] 23/2/2022 09:37

With the market deciding thg s fait this is going to 50 p next week results will wipe shareholders out

[j777j] 23/2/2022 09:25

Once in a generation buying opportunity

I would suggest splitting investment stake into four tranches and cost averaging in.

The real money is made from selling their own brands like Espa and Perricone MD


The Telegraph article was fake news apart from the fact ss the co pointed out demalogica revenues are de minimus


Way back in 2017 the co was valued at £2.5 billion ,today just over £1 billion and they are almost doing £2.5 billion in sales!!

Hello!!!

[bricktycoon] 23/2/2022 09:10

10 p very soon ready for the results doomed

[bldm] 23/2/2022 09:08

Kind of shows you why shorts increased at 130...I love how the clowns here think they know more tha the pros. How brazen...

More evidence there is no PE in play than there is. MM most likely just created a rumour and an illusion that a buyout is on the table. Such a well publicised PE possibility would have been priced in by the market. Not to mention PE offers are kept secret and come as a surprise...

Brick STFU

[bricktycoon] 23/2/2022 09:03

Last chance to get out before this goes into free fall board leaving suppliers pulling no more nars sales l1 Trafford got that covered