Thg Share Discussion Threads

[sankshiela] 03/6/2022 14:26

Nav1penny is getting squeaky bum time - his / her short at 89p is looking desperate
Funny how it appeared so recently having never commented on thg before
SQUEAKY BUM TIME FOR NAV

[london07] 03/6/2022 14:20

Nav nav nav, shooting himself in both feet. Remember one thing, anything is possible! Would anyone have ever thought they would raise $1 Billion+ from Softbank/Sofina in May 21!!! 12 months ago!!

Do not say 'never ever'! Somehow the 20+ Institutions with a THG holding will disagree with an 'anonymous' poster!!!

We famously had posters regurgitating a million times, bid will 'never' come, more than 50% increase later lol can't make it up.

Nobody is listening.
We all know why you are here ;)

Just got to look at the list of holders, and FOLLOW THE MONEY!

1 RNS, you you guys will be gone like the wind. Whichever route they choose, PE/Private/New Strategic Plan, it's massively undervalued, the 'beauty' with THG!

Gift of a lifetime. DYOR

[nav1000] 03/6/2022 14:04

5 pound isnt going to happen you have to be a realist.Theres 30% chance of another bid comin, maximum 220p. ImhoAgm on friday will see what MM says about separating thg divisions.If there was serious contenders this would be way above 170p.

[billionarebob] 03/6/2022 13:57

nav let's see but I would like to think that these cash rich PEs from USA who are snapping up UK companies for buttons due to favourable exchange rates and oversold markets can sniff out a good deal when they see one. A bidding war would give us a price way over 5.00 and more in line with your 6.66 valuation. Wouldn't you agree?Anyway all will be revealed soon and am off to the pub :)

[nav1000] 03/6/2022 13:43

16th is not that far, if no bid or no other party steps in the share price will collapse.

[billionarebob] 03/6/2022 13:41

I can't see that happening not with your 8 billion 6.66 per share valuation:)

[nav1000] 03/6/2022 13:36

Look at ted, bid increased to 137.5p, at least the share price is above that.Here the city doesnt believe the bid hence its below 170p.There are many stocks which are profitable and undervalued. Boo, rr, jd etc etc but if no bid incoming and no more further parties come to table before 16th june then it will likely crash below £1.

[billionarebob] 03/6/2022 13:31

Nav you forgot about nutrition?Nutrition:Mostly own brands, a market leader, bigger margins and whey prices falling. Gotta be priced the same as Tiffany London in May 2022 ie x4 of revenue.So nav this is your breakdown:Ingenuity 2BBeauty 3BNutrition 3BYour valuation is 8 Billion or 6.66 per share.nav you are more bullish than you think you are.On a separate note 6.66 is the sign of the beast is there something you want to share with us :)

[nav1000] 03/6/2022 12:59

BobFarts?Private Equity firms will only be interested if there is profit for them.Shopify has $7.5bn cash in bank.Thg Ingenuity has turnover of 190m, so you do x10 that you get close to £2bn mkt cap.Then u have thg beauty again valued at £2bn.Private equity will try to buy at between 2bn-3bn to make a chunk.So between 170p to 220p, that is reality. Lets see if a bid comes in.. i dont think anyone willing to pay more..

[billionarebob] 02/6/2022 23:44

nav am guessing you've opted to smell your own farts, I shouldn't have expected anything else really.

To value THG as individual businesses shows the group's true value and you are NEVER going to do that are you?

nav the low life fart sniffer :)

[nav1000] 02/6/2022 22:44

If it was valued that much, someone would have bidded 250p by now.But they havent.

[midasx] 02/6/2022 22:34

Price Mover: US stocks gain amid Tech-led rally. Dow up more than 400 points. Nasdaq jumps 2.7%. Oil steadies. USD weakens.

[billionarebob] 02/6/2022 22:17

nav you still have answered my question, don't answer my question with more questions either value the individual parts of THG or fart in a paper bag and smell your own stench.

[billionarebob] 02/6/2022 22:12

nav let's compare shopify with Ingenuity both tech and both with 60% EBITDA.

Ingenuity is on course for revenues of 500 million in 5 years, I personally think with the current 100% YOY growth it will take 4 years.

EBITDA of 60% is similar to Shopify, so if Shopify current market cap is $50.3 billion on turnover of $4 billion down from a high a few months ago of $200 billion market cap, Shopify is currently valued at between x12 and x50 turnover.

So ingenuity value based on similar in 4 years could be revenue $630 million (based on the current rate of $1.26 to the pound) so x12 would be $7.5 billion x50 would be $31 billion based on comparing current Shopify figures?

What price Ingenuity if listed separately on NASDAQ

Ingenuity has always been the golden ticket and that is why SoftBank wants it and why WPP is trying to copy it :)

[nav1000] 02/6/2022 22:07

Whats revolution worth now? What profits do thg beauty make, with such big turnover?When are the forecasted to make profit?

[meleforgothisbongo] 02/6/2022 22:03

Ohh just noticed Vanguard increased holdings since their last 8.3 form. They have a good chunk in this as well. That is confidence to increase what was already a very large holding.Sorry bears in cloaks, we know your game, you want in but lower. Don't blame you but, you may miss out if it lands Monday.

[billionarebob] 02/6/2022 21:39

THG Ingenutiy extract from Jan 2022 webcast:
-----
The Position then with Ingenuity Commerce the annual growth rate was 135% we delivered over 15 million revenue in the quarter which was over 30% higher than our previous record quarter.
In terms of the key stats that we would pull out, we increase the number of live websites to 187, which is a 100 up in the year.
The recurring revenue per website increased to £240,000 pounds, the recurring revenue mix was at 72%, now our new revenue run rate has increased to 61 million.
Now those stats reflect how successful J&V growth was with our clients in the quarter.
In addition, although we don't mention anything specifically ourselves, you may have picked out the Matalan press release. Where will be working with them on their digital revolution?
I would put a substantial amount of work into winning substantial clients like that, although none of the revenue on that account will be recognised in this year. That will start to kick in quarter one, along with other substantial wins that we have got.
And I remind everyone in terms of guidance for 2022 of 108 to 112 million, that's predicated on launching 400 and taking a number of client solutions to 400 from the 109 that we have got at the moment.
Which is 85% of those contracts that are already contracted with us. It assumes a recurring revenue per website of £170,000 pounds and a recurring revenue mix of 60% so it doesn't include any of the new business that we currently can win, have won, and expect to win later in the year.
We are super confident on the numbers for 2022 and very proud of the growth that we've delivered in the success of working with our clients in 2021.
-----
They are smashing it!!! and this part of the business, Ingenuity, is currently priced at ZERO!!

[billionarebob] 02/6/2022 21:34

Nav:

Revolution IPO £500M on £150M annual sales - June 2021


Trinny London Current Valuation 180M on 44M sales - 10th May 2022


What price THG Beauty turnover 1.1 Billion?

[billionarebob] 02/6/2022 21:33

nav there are suitors they just taking their time. Only fools rush in, but you know that don't you :)

[nav1000] 02/6/2022 21:22

If this was worth 6bn, there would be suitors running in making offers now.

[london07] 02/6/2022 21:14

@Leone - that list of Institutional holdings, speaks for itself. Absolutely no words necessary!

IGNORE THE TROLLS.

A HUGE OPPORTUNITY TO ADD, THIS IS ONLY HEADING ONE WAY, AS SEEN OVER THE LAST FEW WEEKS!

[london07] 02/6/2022 21:10

Bb - ask an idiot an question, and you only going to get an idiotic answer!!!

[billionarebob] 02/6/2022 21:05

Nav that is my opinion, but you have not answered my question. Please can you value the individual parts as you see it?