Thg Share Discussion Threads

[bldm] 05/3/2022 13:36

82.6... Remember when this was 110? Wanna see a share that crashed to unbelievably low levels and stayed there for 2 years and crashed again? Look up costain (COST). Whoever thinks just because this was £6 it must go back there is fooling himself. Forget a buyout, forget this bouncing up. At some point MM will have to issue new shares and dilute you. In this economy, I'm not even sure this will be a growth stock. You got tricked into buying this and then manipulated to hold this rather than sell. A great operation to transfer wealth from you, to others.

[billionarebob] 05/3/2022 12:43

Makes perfect sense to move staff closer to the new warehouse and Icon hub

Icon is home to occupiers including Amazon, DHL and Alpha LSG. THG also has a 168,000 sq ft warehouse with associated offices, and a further 104,000 sq ft of offices and content creation studio at Icon.

[mrsimmons] 05/3/2022 12:04

More capex bob. Great. I hope the margin on these extra sales is worth it. Contractors must be rubbing their hands.

[billionarebob] 05/3/2022 09:21

Contractors lined up for THG's 1m sq ft Airport City campushttps://www.placenorthwest.co.uk/news/contractors-lined-up-for-thgs-1m-sq-ft-airport-city-campus/

[billionarebob] 04/3/2022 20:19

Cash is king and THG has plenty of cash and is massively oversold.

[billionarebob] 04/3/2022 20:16

There was a moody report as well.The company is sound and you have to ask yourself why these people are so desperate for you to sell your shares.Report:The B1 Corporate Family Rating (CFR) of THG Operations Holdings Limited reflects (1) the company's strong organic revenue growth; (2) its excellent liquidity, with cash balances continuing to exceed funded term debt; (3) Moody's expectations of material deleveraging in 2022 due to sustained strong top-line growth and an improvement in Moody's-adjusted margins as acquisition-related costs and the commissioning of new distribution facilities"

[debsdowner] 04/3/2022 20:08

No one is going to make a bid for HUT in the current economic climate cash is king, so lower and lower this will go.

Retailers are all seeing their share prices continue to fall.

Crude oil up again 7% today and UK inflation could reach 10% energy bills are going to crush consumer spend.

[bldm] 04/3/2022 19:10

Did you miss the downgrade from Fitch? Didn't hear anything being posted about it yet last week, rampers were posting moody upgrades from H1 2021

[griffo221] 04/3/2022 18:27

If people believe in this then have patience. Name calling and badly written negative comments dont really make a slice of difference

[amaretto1] 04/3/2022 18:20

U sound like 2008 !

[amaretto1] 04/3/2022 18:02

Good post ...My thoughts as well.

[mrsimmons] 04/3/2022 17:53

Bob I have no position. I have told you this many a time.

Ameretto - to answer your question - let's say revenues settle down at £3bn a year at 5% margin (I see further margin pressure) and they cut the capex from the utterly ridiculous £200m a year to something like maintenance capex at say £50m then by my valuations it would be worth £3bn @ 5% = £150 FCF before capex £50 less rent £20m = £80m at a 8% discount rate gets you to c. 1.1bn. Add on cash they currently have gets me to an EV of £1.5bn. BUT I would want a 30% discount for the inexperienced management team which has to be swapped out ASAP so c£1.1bn is about right. About 95p a share.

We can argue around the edges but the market agrees and hence the current price.

[billionarebob] 04/3/2022 17:35

They will need to check with their paymasters first but rest assured you will know the price when they start to close their positions and buy-in for the rise.

Overnight THG will become the best 'growth stock' on the planet.

While there is no RNS and volumes are low, the sell bots can very easily manipulate the share price. It is a dangerous game though as there will be an RNS soon, they know this and that is why their posts are becoming more elevated.

Not nice what they do but until legislation is put into place to stop them they will continue to play their games :(

[amaretto1] 04/3/2022 17:16

What price u see value ?

[mrsimmons] 04/3/2022 17:02

SANKS - I owe you an apology - I got your hopes up when I said the price was back above 83p, sorry it's closed back down at 82.6p. I see we are into 1 d.p now when quoting the Share price. Just another 710% to get back to £5.17. Hope that helps SANKS.

[mrsimmons] 04/3/2022 16:49

SANKS - it has rebounded! hit 82.8p but now back up to 83.1p - a 0.4% rise. Just another 699.6% to go SANKS!

I really do think though you need a top class management team to get through times like these. This lot are too inexperienced and they don't have the mental horsepower. The MDs of the two division look like lightweights - they would be career middle managers in most FTSE350s and most small privates not heads of the division.

[mrsimmons] 04/3/2022 16:38

SANKS - What was it you said to me a few weeks back when this was £1.35 odd. Oh yeah that's it - this is a tech stock and I don't understand it. Funny that its dropped 40% since then isn't it.

Let me know when it gets to your £5.17 target. Just a 700% rise needed pal. Should be easy.

[bldm] 04/3/2022 16:27

Fitch changed Thursday the outlook on THG's (THG) affirmed B+ long-term issuer default rating.

The revision to stable from positive was attributed to "material costs challenges" that the British e-commerce retailer stands to face, which may continue to affect the group's 2022 profit margin.

On the other hand, Fitch affirmed the ratings due to THG's strong sales performance that is expected to continue despite headwinds.

The stock was down nearly 10% nearly closing Thursday.