Thg Share Discussion Threads

[j777j] 20/4/2022 10:21

RBC last update


RBC said: "Amid the controversy around THG, we see fundamental value in the shares. Our analysis of Ingenuity’s potential suggests SoftBank’s valuation might indeed be reasonable, rather than fair-fetched.

"With the shares down a further 60% in the last three months, top line earnings expectations reset and catalysts ahead, we see risks skewed to the upside from here."

RBC upped its rating to ‘outperform217; from ‘sector perform’. It left its price target unchanged at 500p.

[jason_scrap] 20/4/2022 10:19

Err... no they don't. That's a lie. They do have over 500m in CURRENT LIABILITIES though!!! They had 380m cash 6 months ago, before the quieter than expected Xmas period or the supply chain issues and Russia FUD. Debt is likely over a 1.5bn by now though... Before adjustments the company made an 11m operating profit. Quite laughable really given revenues. Lol

[hamhamham1] 20/4/2022 10:18

It could be that the results tomorrow are seen as good by PIs, and the City doesn't feel quite the same, or that they are slowly changing their view?
But am not overly bothered what they think, if figures are good (or even reasonable) it shows the under valuation here and I am happy to sit on my hands until wider sentiment changes.

[wolfofhounslow] 20/4/2022 10:09

A lot has to be priced in at current SP...with 500m cash.The whole of the business is valued at 500mMental!!!

[j777j] 20/4/2022 10:08

Worth 500p a share

[hamhamham1] 20/4/2022 10:07

That's fair enough, there's plenty of upside before and after tomorrow. Depending on your risk or assessment of the company guides when you decide to buy (or not).
But, for me, the company has been disproportionately wacked down.
And I have a broad portfolio, not all in here, and have some money on the side if things get interesting.

[firestorm911] 20/4/2022 10:06

Strap your seat belts on all genuine gamblers; vertical take-off is due.

I will be 6 thousand squids in profit shortly, but I am looking for a lot, lot ,lot more.

[wolfofhounslow] 20/4/2022 10:04

It has already dropped 90% ....A lot is already priced in.They have 500m in CASH!!

[firestorm911] 20/4/2022 10:04

Perhaps come back when you see my selling price of 191.11p.

[davidro77] 20/4/2022 10:02

Watching and waiting to see some sign of a credible business plan before deciding whether to pick up a few. Agree that if it does turn around the climb might be interesting but I still think equally likely their update tomorrow will disappoint

[wolfofhounslow] 20/4/2022 10:02

Exactly. People compare it to ASOS and Boohoo but the business is completely different

[neo26] 20/4/2022 10:01

Unfairly lost 90% value in last 7 months bounce likely..

[firestorm911] 20/4/2022 10:01

Very good shs.

Shorters are getting incinerated for all their sins. AMEN

[midasx] 20/4/2022 10:01

52 week high price of £7.10

On what planet have THG been decimated to under £1 ?

[hamhamham1] 20/4/2022 09:57

THG has 3 revenue streams, they make their own products, smaller scale to say l'oreal - see their share price over past 12 months.
They also sell other makers products.
They also help makers sell direct, Ingenuity, that is growing nicely and is a very good product, that has exponential value, hence softbank got involved.
We are where we are (share price wise) because the city didn't like MMs approach, so that is being refined to placate the city.
All my view of course, and time will tell, but am happy to hold for the medium term here.

[neo26] 20/4/2022 09:55

Its a beautiful day, gonna be touching £1 before results.

[wolfofhounslow] 20/4/2022 09:52

So why are you here ?

[davidro77] 20/4/2022 09:51

Well isn't it obvious why. The environment has changed since those highs were set. Revenue growth is not enough if investors cannot see a path to profitability with inflation running rampant and a recession incoming

[hamhamham1] 20/4/2022 09:50

Am very happy to have these as a part of a broad portfolio of stocks across multiple sectors.

[midasx] 20/4/2022 09:49

NOTICE OF FULL YEAR RESULTS AND Q1 TRADING UPDATE


I like the way the RNS was placed in CAPITALS!

[imjustdandy] 20/4/2022 09:46

Last chance to buy sun one pound is today

[hamhamham1] 20/4/2022 09:18

Have been here more than a couple of weeks, not ramping, just pointing out the under pricing :)

Just pointing out that I see no reason why the share price can't go back to where it was last year.
Not setting new highs, just returning to previous levels, as revenue and growth well in double digit increases.

[firestorm911] 20/4/2022 09:16

3X HAM

No need to ramp our good shs. My price is 191.11p.

Hope this helps.

[hamhamham1] 20/4/2022 09:12

This article a few years ago shows a near £4bn price tag for takeover or investors back then (offers rejected) and that's with revenue of less than a quarter of the current level. (£736m vs £2.2bn).
I think it should be double that £4bn, so today an £8bn price would give a share price of over 700p. (Which is where it was last year).

"The Hut Grou‎p, the online beauty retailer which is one of Britain's fastest-growing technology companies, has rejected a string of investment and takeover offers valuing it at nearly £4bn."