Thg Share Discussion Threads

[wolfofhounslow] 20/4/2022 10:57

They burned it ?275m cult beauty acquisition in Aug?How thick are you

[london07] 20/4/2022 10:57

7 months of silence. What will MM deliver tomorrow, any surprises!

[london07] 20/4/2022 10:55

Will we get an almighty stampede/short squeeze once 100p falls. Very very close. Last chance saloon...

[jason_scrap] 20/4/2022 10:54

Cash and cash equivalents at June 2021 were 878m... with net cash before liabilities being 384m. With an undrawn RCF of 170mThe unaudited guff trading statement says... Total cash of 530m plus an undrawn credit facility of 170m... adding those together does not equal 878m or more. It equals 700m.... therefore 178m is missing from the cash. Presumably they burnt it, or nicked it, I don'tknow ow nor do I care. My point is the cash was considerably less than it was 6 months prior and they've tried to gloss over it in the trading statement.Cash going down means its losing money. Not making it. Once you start losing money it tends to happen for a while, not just one quarter. I'd expect more downside if I were you lol

[midasx] 20/4/2022 10:53

Just listened to the Q4 Trading Update webinar again, very impressive!

Why would the share price be trashed after such a positive update?

[firestorm911] 20/4/2022 10:53

Bloodbath today, shorters getting impaled on a bargepole that's rising to 191.11p.

I am £6.3K up. My lucky day for once.

[leoneobull] 20/4/2022 10:52

20 pound fair value 2024. DYOR as I'm a crook

[imjustdandy] 20/4/2022 10:51

Looks like we going through one pound next 20 mins

[firestorm911] 20/4/2022 10:50

Shorters have been duly warned that it will be slow death till tomorrow's closing day, or heads will be chopped off with a 100% marked up on Thursday morning opening auction.

I am near my 6K squids profit 😊👍😅🤗


GIMME GIMME GIMME MORE !!!

[wolfofhounslow] 20/4/2022 10:49

Matt seems very positive on insta We know he hates shorters!!At 500p I could understand the short made sense...but not sub 100p

[j777j] 20/4/2022 10:48

Wake up and smell 500p a share


RBC

n May 2021, THG struck a $2.3bn deal with Japanese conglomerate Softbank. Under the terms of the deal, Ingenuity will be spun into a separate company with Softbank having the option to acquire a 19.9% stake for $1.6bn, which values the unit at around $6.3bn.

A number of analysts and investors have since challenged that valuation, however, with some sceptical the deal will complete.

RBC said: "We sympathise with the challenge in valuing Ingenuity. Indeed, it is what previously kept us on the sidelines.

"However, its momentum in the 2021 full year – we believe its site order book more than doubled - and improved disclosure have been overlooked.

"We project that Ingenuity Commerce could increase tenfold to £0.5bn of revenue in five years, with at an EBITDA margin of around 60%, drives our discounted cashflow valuation for the segment of £4.4bn. Yet the market is attributing no value at all."

[firestorm911] 20/4/2022 10:48

Shorters are getting incinerated now. The Times has tried to help, but we bought all the cheap shs ourselves.

[london07] 20/4/2022 10:47

Which shorter is going to press the panic button first... The rest will fall over each other and follow.

Afternoon could be VERY EXCITING.

They have just 5hours and 45mins to close up shop. Do or die.

DYOR.

[firestorm911] 20/4/2022 10:47

Stampede to 120p? who knows.

[firestorm911] 20/4/2022 10:46

UK GDP is projected to grow 3.7% this year (IMF), EUSSR 2.1%, US of A 2.9%, Germany 2.0% and France 2.9%. These figures after taking into account the Ukraine war.

[imjustdandy] 20/4/2022 10:45

Woooooshhhhhh

[london07] 20/4/2022 10:40

Once the £1 flood gates open...

Peeps will be wondering in the weeks and months to come how in the world was this under £1 and what was wrong with me that I didn't load up lol.

A gift from the market, hedge funds and shorters.

Are the shorters making a last ditch exit now. Could have one of them big days that I have been saying for a long time, PATIENTLY waiting :)

[firestorm911] 20/4/2022 10:35

MMS sucking our blood here. We should be rolling at 120p today.

Incinerate them, wannabes shorters!! 🔥🔥🔥🔥8293;🔥Ԃ93;🔥🔥;🔥

[wolfofhounslow] 20/4/2022 10:34

Agreed Ham,It's all about growth and capturing market.Remember Amazon? Tesla ?

[hamhamham1] 20/4/2022 10:30

THG are still in growth stage, increasing revenues and depth of offerings.
That applies to all parts of the businesses.
So wouldn't expect to see large profits coming through until business matures, say another 3 years? Until then it's about growth and applying synergies of businesses to leverage purchasing power and bit of cost savings on overlaps.
But hey, let's see :)

[london07] 20/4/2022 10:30

Ha we have last minute FUD spreaders. How shameful. If you don't hold, why would you post, ultimate trolls, never get it!

Well looks like it wants to swoosh past 100p. Once it's gone, it will quickly race away!

For those that have research know it's massive undervaluation.

Good strategic update, which is what the market wants and this is 200p+ in a flash just to begin with.

[imjustdandy] 20/4/2022 10:27

Wooosh. Roll on tomorrow

[wolfofhounslow] 20/4/2022 10:26

From the last trading update Total cash of over GBP530m at year end plus an undrawn facility of GBP170m, on long dated 3-5 year terms.