Thg Share Discussion Threads

[lodgeview] 08/5/2022 11:52

Mrsimmons is absolutely right apart from fair value being overly optimistic.

[sentimentrule] 08/5/2022 11:25

They add no value….but took my protein from a 20m brand to over 500m! Not to mention all the other things they have achieved such as 200 client websites on ingenuity from huge fmcg
Mrs immons…you are an embarrassment. I truly wish people,like you would keep your bigoted views to yourself

[mrsimmons] 08/5/2022 10:53

‘I feel something’s round the corner, chart is looking lush, There is something funny happening on l2 I can see a big rise coming, I have feeling an offer will be announced this weekend, gap up to 5.17 coming’

I’ve been reading this repetitive monotonous nonsense for 9 months. It’s sad really reading such tripe. None of you are investors and none of you understand financials and cash flow generation. You are all guessers. Gamblers. Hoping for something to fall out of the sky whilst ignoring what is staring you directly in the face.

This business loses cash. It’s margins are dropping like a stone. They have now said they are not passing on price increases despite 10% inflation coming. There is a reason Businesses can’t pass on price. Because they add no value. THG is a box shifter. They buy in product and sell it. They add no value and can’t therefore pass on costs. It’s a pure volume play at declining margins in the face of huge costs rises.

I retain my 95p fair value.

[investor2011] 08/5/2022 09:41

Seems to work for me, hope that works?

[investor2011] 08/5/2022 09:40

https://www-business--live-co-uk.cdn.ampproject.org/v/s/www.business-live.co.uk/retail-consumer/thg-hints-boardroom-shake-up-23882204.amp?amp_gsa=1&_js_v=a9&usqp=mq331AQIKAGwASCAAgM%3D#amp_tf=From%20%251%24s&aoh=16519931255883&csi=0&referrer=https%3A%2F%2Fwww.google.com&share=https%3A%2F%2Fwww.business-live.co.uk%2Fretail-consumer%2Fthg-hints-boardroom-shake-up-23882204

[boix] 08/5/2022 08:35

Another positive tip

[waldron] 08/5/2022 08:20

investor2011
8 May '22 - 08:04 - 15130 of 15132
0 0 0


Seems to be an error

can you repost link

cheers

[waldron] 08/5/2022 08:19

Seems to be an upwards tendency as June AGM approached

[investor2011] 08/5/2022 08:12

A few key quotes from the article...In the same report, chief executive and co-founder Matthew Moulding said that while THG has made "substantial progress" during its latest financial year, "we are naturally disappointed that this has not translated into tangible shareholder returns"."Within the parameters of a robust governance framework and aligned with its growth ambitions, the company remains committed to enhancing and developing its operations, its business model and its businesses for the benefit of its shareholders, its people and all other stakeholders.""Our vision has not changed. THG Beauty and THG Nutrition are focused on becoming the undisputed digital leaders in their categories."THG Ingenuity aims to be the leading technology platform for the enterprise market, powering digital transformation for brands globally."Whilst we have made substantial progress and remain committed to executing our strategic growth plans, we are naturally disappointed that this has not translated into tangible shareholder returns."The management team, with our board's full support, remains wholly focused on delivering our strategic growth plans in 2022 to drive shareholder value."

[investor2011] 08/5/2022 08:04

https://www-business--live-co-uk.cdn.ampproject.org/v/s/www.business-live.co.uk/retail-consumer/thg-hints-boardroom-shake-up-23882204.amp?amp_gsa=1&_js_v=a9&usqp=mq331AQIKAGwASCAAgM%3D#amp_tf=From%20%251%24s&aoh=16519931255883&csi=0&referrer=https%3A%2F%2Fwww.google.com&share=https%3A%2F%2Fwww.business-live.co.uk%2Fretail-consumer%2Fthg-hints-boardroom-shake-up-23882204

[griffo221] 07/5/2022 10:58

Its over for Lodge. Looking at the last couple of weeks with a volume surge followed by quiet few days, steady share price compared to the overall market, high volume of large after hour sells I just cant help but feel like something is round the corner and people have been accumulating and those that need to leave are nearly out. Eager for Monday

[lodgeview] 07/5/2022 10:24

It's over for THG

[london07] 07/5/2022 10:12

"The best revenge is massive success" Frank Sinatra.

Mentioned in the Annual report, they are about to start an Investor Roadshow!

[sanks] 07/5/2022 09:25

Toldya the daily little drips with the shagups don't bother me and my bird at all..clear signs of THG showing strength as it looks ready to take on the previous low of £1.72.
I'm expecting a quick leap from there towards £5.17
I've seen the books..thank you so much to all those who have helped me and my bird..special thank you to MrsSimons, Mrs Lodge and that other slag..i really mean it..thank you so much xxxxx
Lovya loads xx..can't wait to shagya in cubicle 4 xx

Sanks..OBE MBE BA HONS PHD LLB SHAG

[leoneobull] 06/5/2022 21:55

https://www.dailymail.co.uk/news/article-10789563/Ukraine-war-Russian-battleship-hit-Black-Sea.html

[lodgeview] 06/5/2022 21:53

It's over for THG

[seagreen] 06/5/2022 21:13

chart looks lush and is worthy of looking at closely

[hamhamham1] 06/5/2022 19:59

Lodgeview, sleep with the news channel on, hopefully no missile strikes or attacks on Ukraine I did try which can contribute to their cause.
Have to be a nutjob putting tens of thous on this at this point of the war!

[sankshiela] 06/5/2022 16:50

Nice - I ve got some chilled Coronas lined up

[grity] 06/5/2022 16:45

Blue finish , San Miguel time!

[tomzimerman] 06/5/2022 16:39

Lodgeview perhaps lol

[plentymorefish] 06/5/2022 16:34

The queen of the one liners!.....we're up 50% over at pfc since you predicted it was over for them about 6 weeks ago.....funny that you've not been back there since to 'gloat', wonder why?!......I've bought a few here in the hope that you'll work the same magic here......

[lodgeview] 06/5/2022 16:31

It's over for THG