Thg Share Discussion Threads

[leoneobull] 15/3/2022 08:00

Let's list beauty in the US, get in the ftse and get this back to 5 quid

[f56] 14/3/2022 19:18

They lowered the yield by 66% in 1998 for humanitarian reasons.

[f56] 14/3/2022 19:10

Unfortunately, the UK don’t have a nuclear deterrent. The Labour Party fossilised it in 1998! The Russians are laughing.

[f56] 14/3/2022 19:03

NATO Russia war tomorrow!

[imjustdandy] 14/3/2022 15:12

Back through a quid in no time. three pounds easy on MBO news or Beauty de-merger

[j777j] 14/3/2022 15:04

Ukraine war to end this week possibly tomorrow.

The heaviest fallers will be the strongest risers

500p price target


FIFO

[boix] 13/3/2022 18:18

No recent reports of that happening?
So explain your post? Or have you just made it up?

[jason_scrap] 13/3/2022 17:20

It's the insiders dumping that does that lol

[billionarebob] 13/3/2022 17:15

I know that but they do play a part in the share price manipulation, or at least they think they do. That is why they do it.

[boix] 13/3/2022 13:07

It’s not the short sellers posting on this BBs that move the price.
They are very irritating but irrelevant.

[billionarebob] 13/3/2022 12:16

Because the share price went way below what they were touting as fair value, we even had one shorter on here pretending to buy.

[amaretto1] 13/3/2022 12:00

Why would it catch shorters off guard ?

[billionarebob] 13/3/2022 11:47

The funny thing is debs if the analyst reports painted THG in a negative way then you would be saying the opposite and that they are 100% reliable.

I guess folks need to do their own research and make up their own minds. In my opinion, I still see this as being massively oversold.

They predict a drop to maybe 6%/7% EPITDA for H1 and then to recover to 9% in 2023

As I keep saying for me the value is in the split.

The current market cap is just over 1 billion.

Beauty is being separated, we know this and the plans are ahead of schedule.

Recent beauty acquisitions have been based on 2 to 3 times revenue and THG beauty turnover 1.2 billion last year.

Then there is Ingenuity & Nutrition?

THG has 530 Million in the bank, the share price has been manipulated by media, analysts, and shorters.

This is way oversold, and this price has even caught some of the shorters off guard.

Time will tell :)

[debsdowner] 13/3/2022 10:22

bob, those type of links are meaningless, analyts re-write their forecasts all the time anf buy/sells data always lags what is happening at ground level and analysts are slow to change and react.

There are too many variations between analysts forecasts which suggest most of them havent a clue and they just hope they will be rights or not far off.

[boix] 13/3/2022 09:59

The difficulty is that its a loss making company that is just about to report worse than expected Q1 numbers and cut their 2022 outlook - both deteriorating margins and volumes.
Yes there are some possible positives eg new Chairperson, premium listing(no major benefit given existing high institutional holdings) etc.
The results date is not in the diary yet which I expect is also concerning investors?
The possible PI interest will soon become a negative unless it progresses quickly beyond just speculative interest.
Lots of company uncertainty in an increasingly uncertain world.
Analysts will rewrite their valuations post the April (?) update.

[billionarebob] 12/3/2022 09:19

https://www.marketbeat.com/instant-alerts/lon-thg-consensus-analyst-rating-2022-03-2/

[billionarebob] 11/3/2022 08:56

Debs of course it does look at the shorters on this thread the share price has gone way below their fair value and they have closed or pretended to close. The market has been manipulated, by cigar smokers and media which is an absolute disgrace.

[griffo221] 11/3/2022 08:37

Theyll know exactly where they are up to

[debsdowner] 11/3/2022 08:12

Telegraph apologises but it makes no difference to what the market values THG.

[leoneobull] 11/3/2022 05:35

This is how greedy the shorters are. You would think that an 80% fall would be good enough for the greedy barstewards Telegraph apologyThu 13:35Sharecast News) - The Telegraph has been forced to apologise after alleging that skincare company Dermalogica was among brands that had been restricting the flow of stock to ecommerce group THG on concerns it was discounting too aggressively to hit sales targets.The article in question was published on Sunday 20 February and caused THG shares to tumble the following day. THG subsequently refuted the claims made by the Telegraph in a filing to the stock exchange.THG insisted that Dermalogica - which is owned by Unilever - had not placed and was not looking to place any restrictions on its trading relationship with THG Beauty, including with regard to the supply of stock.It added: "The Dermalogica and THG Beauty trading relationship is over 10 years in length and whilst it remains very positive the overall revenues generated are de minimis to the group, at circa 0.1% of FY 2021 sales."THG said also said at the time that it was not aware of any other key supplier to its beauty business who had or was intending to reduce supply or take any similar steps.In its "corrections and clarifications" on Thursday, the Telegraph acknowledged the statement from THG, removed its online article and said it was "happy to update the record to reflect that we are not aware of any such disputes or restrictions".

[leoneobull] 11/3/2022 05:07

Can anyone imagine THG is not doing a lot behind the scenes to address ita challenges? And maximise strategic value? Roll on the April update