Thg Share Discussion Threads

[a_game] 16/3/2022 14:43

Of course it is bob, THG is ridiculously undervalued right now. It really is quite an incredible opportunity. It was a steal at £2, let alone sub £1. Fortunes will be made with this share for those taking stakes now.

[billionarebob] 16/3/2022 14:32

90p can it hold?

[billionarebob] 16/3/2022 14:31

Interesting comparison on LSE forum:

Looking at Fevertree Revenue & EBITA compared to THG you can see that THG is grossly undervalued.
Yes I understand Fevertrees capital light model, cash generation and dividend but...

Fevertrees Market cap is 1.9B
THG Market Cap is 1.05B

Revenue
Fevertrees 311M for 2021
THG 2.2B for 2021

EBITA
Fevertrees 63m for 2021
THG circa 163m estimated for 2021

Outlook for future growth looks better with THG than Fevertree, fevertree is expecting flat ebita with circa 15% revenue growth.

Also this jumped out at me:

EBITDA:
Fevertrees 63m for 2021
Ingenuity on target for 67m for 2022

Fevertrees valuation 1.9B
Ingenuity valuation zero

[someuwin] 16/3/2022 14:29

Q4 2021 Group revenue of GBP711.7m

FY 2021 revenue of GBP2.2bn, +37.9% YoY

Total cash of over GBP530m at year end.

Valuation GBP1bn = too cheap.

[cottlet] 16/3/2022 08:32

look at ncyt went down to 180 now climbing again. Some companies recover from lows....

[jason_scrap] 15/3/2022 21:19

From bear market 101.... "What's cheap always gets cheaper..." 50p fair value

[bigt20] 15/3/2022 20:21

f56 15 Mar '22 - 17:31 - 12511 of 12515

I believe it when I see it!
Once the UK ups it defence budget they will still be behind us.

The Germans may still have nuclear free fall bombs dropped from aircraft.
Far better to have your nuclear weapons coming from nuclear powered subs
as we have in the UK.

[lodgeview] 15/3/2022 18:15

I'm buying in here tomorrow. Too cheap.

[one_frankel] 15/3/2022 18:13

...And who do you think with the increased spending in defence by countries will be the big winner and has been the real 'Provocateur' to war in Ukraine...Surely its not the US is it!

[f56] 15/3/2022 18:04

As far as I am aware Germany has US nuclear weapons on it’s soil.

[senseibull] 15/3/2022 18:04

Quarterbrain that's a good one I'll give you that

[f56] 15/3/2022 17:31

One thing the Russians won’t be laughing at is the increased military spend by Germany making them the 3rd biggest military power in the world.

[sentimentrule] 15/3/2022 16:20

If you ve got nothing better to do, do it you poverty

[allenquatermain] 15/3/2022 16:17

Sanksheila do you really want me to cut and paste some of your posts over the last couple of months - it could be really embarrassing

BWAHAHAHA

[sankshiela] 15/3/2022 16:12

Quarterbrain uou don’t even have 82p to buy one share
You council estate pov

[allenquatermain] 15/3/2022 16:10

Down to 82p and some clueless goon is predicting 500p

You really couldn’t make it up

HILARIOUS

[a_game] 15/3/2022 14:25

Whilst you lot talk utter nonsense, some are loading for the opportunity of the year. Downside here is massively limited. Upside is multi times returns.

Load up, sit back, relax. Come back in a few months when this will be well north of £2.

[sankshiela] 15/3/2022 10:34

No way to talk about your wife chest

[chesty1] 15/3/2022 10:28

Ouch not looked in here for a while! This dog just cannot stay blue!

[sentimentrule] 15/3/2022 10:27

And again quarter man posts and exactly 30 mins the downer posts
You two are total melons… everyone sees you for what you are. Badly paid wage (hahahah) employers working in a call centre boiler room
I laugh in your faces

[debsdowner] 15/3/2022 10:15

No way was this worth 8 billion its been a rip off lost over 95% from its highs.

[debsdowner] 15/3/2022 08:44

So where are all these so called buy out firms?