Thg Share Discussion Threads

[bricktycoon] 24/2/2022 11:28

Harry styles falling again this is going to crash towards 10 p fair valuation Amazon will buy the warehouse once admin land

[bldm] 24/2/2022 11:25

SoftBank is no measure of quality. They invest in all kinds of garbage. Their strategy is invest in everything and hope one of the companies is the next big thing which will cover all the other poor investments. A bit of a scheme.

[boix] 24/2/2022 11:23

Book now strong buy

[bldm] 24/2/2022 11:22

Billionarebob, we know what you are doing. You are using anchoring to fool investors by mentioning a high number for the share price and hoping it sticks in their brain.

[billionarebob] 24/2/2022 11:19

Tom lots of buys going through too, av seen 100k buys, ADVFN currently have it

4.3M buys v 2.8M sells

Still support for THG and why wouldn't there be at this price.
Massively oversold

[boix] 24/2/2022 11:18

Looking at L2 someone buying since 11am UK time - US wakes up at 7am

[tomboyb] 24/2/2022 11:15

250k available online -

Someone selling it seems -

150k at 89.6p and 250k at 92p -

[billionarebob] 24/2/2022 11:14

Good post London but you forgot to add that 3 x PE companies are circling and that the view of all the major analysts in the city is that the company is way oversold. In otherwords the share price is not a reflection of them company.

FACTS. 2022 est Revenue - ~£2.8 BILLION. 2022 est EBITDA - ~£225 MILLION. CASH - £530 MILLION+ @ dec 2021. 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 ).

In process of appointing new Chairman. In process of Premium listing taking it straight into FTSE 250 and index funds have to buy in. Plenty of strategic decisions will be made in the very near future.

STRONG BUY :)

[bricktycoon] 24/2/2022 11:13

Liquidity drying up massive cash burn 10 p fair value before results

[mrsimmons] 24/2/2022 11:11

I am angry for investors. I would love to spend an hour with the board to understand what the strategy is.

Question 1 - how on earth can you be spending £200m a year CASH on investment and automation and then come out and say your EBITDA margin is a PITIFUL 7% AND DECLINING.

Do they not do the maths. If you just take the capex £200m - you need £3bn of sales at 7% - £3,000 x 0.07 = £210m just to cover that spend. That is before interest, tax, rent and exceptionals which is another £100m of cash.

So you then need another £1.5bn of sales - £1,500 x 0.07 = £100m to cover that.

So by my calcs you need £4.5 BILLION OF SALES TO BREAK EVEN AND COVER THAT £300M OF CASH OUT. (THESE ARE ALL FACTUAL NUMBERS FROM THEIR ACCOUNTS). NEVER MIND MAKE ANY +VE CASH?

WHAT AM I MISSING AND HOW CAN THE CFO NOT SEE THIS? ANSWERS ON A POST CARD PLEASE

[bldm] 24/2/2022 11:06

Mrsimmons the CFOs linkedin page has large gaps (one is 7 years). I never trust people with gaps in their CV. WTF did you do for 7 years? 7 years is enough to forget how to do your job! I mean 7 years ago Brexit wasn't even a word and Obama was president, this is how long 7 years are. And just in general, I've browsed through their employees. It's low calibre stuff. Misfits I would say. People with no career direction. Reminds me what I said about the CTO hire 2 months ago or so.

[london07] 24/2/2022 11:00

FACTS. 2022 est Revenue - ~£2.8 BILLION. 2022 est EBITDA - ~£225 MILLION. CASH - £530 MILLION+ @ dec 2021. 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 ).

In process of appointing new Chairman. In process of Premium listing taking it straight into FTSE 250 and index funds have to buy in. Plenty of strategic decisions will be made in the very near future where the shorters will be toast!

[bricktycoon] 24/2/2022 10:59

10 p coming very soon this is about to crash get out while u can

[bldm] 24/2/2022 10:57

@fidra exactly and cult was a 275 million deal from which the founders made 70million. You can't develop billion pound companies with idiots.

Angela Rayner, the second most senior Labour politician after Starmer didn't even do A-levels. Don't flaunt it like it's a positive thing. She was deputy education minister - the woman doesn't even have basic education! She gets into power you'll see the damage she does. She won't see it cause her brain isn't trained.

If you mean to tell me that THG and cult are similar businesses, then fine but THG is pretending to be a more sophisticated business demanding a higher price tag...yet is being run by uneducated, inexperienced and probably not very smart people. Do you know why you want the Cambridge and Oxford graduates? Because they were born with qualities that others don't have - brains, energy, and drive to always deliver 150%. And the degree just marks them. It's a sorting system. Doesn't make them better people but it certainly separates them on merit. You want a workforce with smart, dedicated, energetic people who strive to deliver 150% even when you don't push them.

[billionarebob] 24/2/2022 10:52

They are all nuts and the minute their pay masters flick the switch they will all be saying how great MM and all the THG staff.

[bricktycoon] 24/2/2022 10:52

Timber management abandoned sinking ship last couple of months 5 p imminent

[fidra] 24/2/2022 10:51

The person who sold them cult never went to uni either !

[bldm] 24/2/2022 10:45

Have you seen the management stack at THG? The CEO of beauty didn't go to university. Was hired at MD level after working at boots:

hxxps://www.linkedin.com/in/rachel-horsefield-67545524

CEO nutrition studied management and marketing at Leeds university. Personally, I think this is a weak degree from a mediocre university. Only has a bachelor's and is 29 or 30 years old. Not exactly a wealth of experience. She's only ever worked at THG.


hxxps://www.linkedin.com/in/lucygorman

[mcrudden] 24/2/2022 10:43

Seriously bob it's not worth replying to such a blatant paid poster. 10p ffs lol

[billionarebob] 24/2/2022 10:41

There is £500 million in the bank HOW CAN IT GO TO 10p
Please do not be fooled and do your own research

[bricktycoon] 24/2/2022 10:34

Fair value 10 p crash time coming