Thg Share Discussion Threads

[bldm] 23/2/2022 16:28

80p fair value. you heard it from me first 1 month ago.

[bricktycoon] 23/2/2022 16:25

Failing knife timer fair value 10 p before results carnage tomorrow

[terminator101] 23/2/2022 16:18

#buythedip huh At least with MM in charge you know there will be plenty of dips :-)

[bricktycoon] 23/2/2022 16:15

Timber this is in free fall 10 p be coming massive gap down in the morning cash burn and dilution will wipe current shareholders out

[j777j] 23/2/2022 16:14

Just keep emotionless and remember buy in traches so you can smooth your average.


Generational opportunity here to make serious ££

[bricktycoon] 23/2/2022 16:04

10 p very soon highly leveraged Cash burn scary making a loss wipe out for shareholders

[bricktycoon] 23/2/2022 15:40

10 p coming fair value before results which will wipe shareholders out mm cashed in big at the top. Mallorca on the yatch either way

[sentimentrule] 23/2/2022 15:19

Based on what shorter kid

[billionarebob] 23/2/2022 15:18

I don't think MM would accept 1.50 not when he rejected a 4 billion bid in 2018.
If PE offered 1.50 for beauty I think he would reject that too.

They would have to release RNS about refused 1.50 bid and at least that would move share price back to £1.50 territory as investors will see value in THG beauty and how oversold THG is as a group

Look what happened to John Menzies share price when they released refused bid RNS the other week.

[cupra kid] 23/2/2022 15:09

Based on the current numbers there has to be value at this level. I suspect a tabled offer will be announced in the coming weeks and I estimate around 150p.

[debsdowner] 23/2/2022 15:07

P is for penny!

[billionarebob] 23/2/2022 14:57

We will have to agree to disagree on that one mrsimmons. But even if THG beauty was losing money, which it isn't. PEs would still want it. One of the more recent acquisitions by a PE in beauty sector was made even though the company purchased was losing money. Cant for the life of me remember the name, but it will come to me.THG will start to see the benifts of the 1 billion investment made last year which will make it even more profitable and efficient going forward

[billionarebob] 23/2/2022 14:41

MM holding all the cards :)

[billionarebob] 23/2/2022 14:40

Sell Beauty at 3 x Revenue 3B
List Nutrition on NASDAQ 2B
Grow Ingenuity with softBank projected valuation between $16 billion and $28 billion in 5 years based on like for like current valuations with USA competitor

And remember Ingenuity is currently priced at zero

[sentimentrule] 23/2/2022 14:34

Losing 150m a year with 500m cash in bank- so even on current business model (which is geared up for and paid in advance for logistics for growth) Thg has enough cash to stay solvent for over 3 years
Next please mrs immons

[mrsimmons] 23/2/2022 14:29

Bob WRONG - it is losing cash every year. £150m last year. You are looking at profits and conveniently ignoring capex which sustains the now declining margin. Anyway I don't need to convince you - the share price tells everyone all they need to know.

[billionarebob] 23/2/2022 14:23

PE companies are not bothered about EBITDA and have valued mostly on revenue. There are plenty of ways to skin a cat and EBITDA valuation does not bother the big boys. Infact the most recent takeover was valued at multiples of revenue and not EBITDA and that was on a loss making company.

THG is not losing money :)

[billionarebob] 23/2/2022 14:20

Beauty & Wellness M&A 2021
Jeb Gleason-Allured, content director, Global Cosmetic Industry
Image

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.

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

Per Capstone, "Private equity firms have largely acted through add-on deals to enhance sector portfolios."

3 x PE companies currently circling THG now :)

[goforgold1] 23/2/2022 13:49

Wow under a pound

[rodney101] 23/2/2022 13:35

Looks way oversold

[leoneobull] 23/2/2022 13:20

Is there a village short of a you know what ?

[amaretto1] 23/2/2022 13:11

Can u copy that on to MXC board thread please !