Thg Share Discussion Threads

[billionarebob] 05/6/2022 22:49

THG is worth way more than 2.50 per share and I don't think MM will sell the small investors down the river.

[billionarebob] 05/6/2022 22:45

Boix if you were one of the 1000s of small PIs that bought in at IPO of 5.00 per share you would not be delighted at a 2.50 payout. THG is worth way more than 2.50 so why roll over?

[boix] 05/6/2022 22:27

Just because someone posted it on LSE doesn’t make it true - The LSE is even worse than this board at presenting a balanced valuation.
I am long and hopeful of a bid very soon and I would be delighted with 250p? - anything more is extremely unlikely given the current trading price of 144.85p.
I have heard all the arguments here and on the LSE etc but anything more than 250p at this point without several competitive bidders is frankly delusional.
But as I said earlier I would be delighted to be wrong but after 35 years of investing it would be ‘unheard of’ given the current bidding landscape.
But more is better.

[nav1000] 05/6/2022 22:19

Ok, sank, if you are claiming to be my alias nav1000, post the below message by signing into nav1000 acc"I am nav1000"Go on you sick ........ deluded .......

[nav1000] 05/6/2022 22:15

Bob, i will take 220p now, i wont be holding for 2 years.

[nav1000] 05/6/2022 22:14

Sank has mental issues, i can assure you i am not him. Honestly, wtf is wrong with that sob.

[billionarebob] 05/6/2022 22:13

From lse :)"MM may take it private for 250p should no one offer that."So you keep saying. It must be so inconvenient that that's not what Matt has said. He has, however, talked in the last Results presentation about maximising shareholdervalue. £2.50 is not maximising shareholder value."I for one would be very happy with £2.50."That's fine, but you'd be leaving a huge amount on the table. £2.50 values the company at £3bn. Currently, revenue is 2.2bn with (this year) 35% YoY growth. Forecasted growth (in spite of all the prevailing macro headwinds) is still 25% YoY growth going forward - that's revenue doubling every 3 years. Management have stated they also expect the business to turn cash neutral going into next year, and cash generative after that, with capex falling. Even if you take all of that with a huge pinch of panglossian salt, and they only achieve half of that, a 3bn valuation is absurd. You'd essentially be selling it for what will be 1x revenue in a year's time... how could you possibly be desperate to sell at that multiple?If, and it's a ridiculously big if, this goes private (because it's much more likely that it won't) - and if, and it's an even bigger ridiculously big if, this goes private for £2.50, you'll have sold your equity for peanuts against what may, in 3-5 years time, be a valuation 10 fold where it currently sits - given similar multiples for similar sized companies growing at similar rates. You'd sell for £2.50 in 6 months because you can't wait 36 months for £10? Where are you going to put that £2.50 per share short term windfall where you'd outperform the investment you could have simply left in THG? What other undervalued (and formerly unloved but increasingly less so) companies are growing at 35% YoY in this environment?If you don't believe it's worth £10 in any future permutation of revenue/earnings/bull market/bear market, then fair enough, but if that's so, then you ought to sell now, and not wait for a buyout that isn't coming, least of all at £2.50. Your investment timescale and value estimation doesn't seem compatible with the much more likely trajectories of the company and the share price recovery that's underway here.You say "The sooner the better." and that underscores the short-termist mindset of the scores of new 2 week old posters here - they all showed up when they heard talk of takeover bids being bandied about, but have no idea what they've invested in or why, just that someone wants to buy it and they want to flip a small profit. But they don't know the company, its prospects, or the ownership. So they don't have a clue why £2.50 rings so ridiculous.

[4x4mudplugger] 05/6/2022 21:52

4x4->Sanks/Nav1000. Thank you for your honesty. At least you've done something positive today.

[hooded claw] 05/6/2022 21:51

So no newsworthy info over the long weekend then ?

[london07] 05/6/2022 21:48

I am still absolutely astounded with the speed of responses by paid derampers. Sometimes its 1-2 mins. The SLA seems to be getting tighter as we get closer to markets opening.

I just dont get how someone can consistently respond with such speed, flabbergasted tbh.

Tell us, you have to permanently have this BB open, and refreshing every few seconds. How much do you get paid? lol

[nav1000] 05/6/2022 21:35

I have never shorted a stock mate.

[nav1000] 05/6/2022 21:34

Go and wash your mouth mate. ?

[zb27] 05/6/2022 21:31

ROFL LMAO. What an absolute muppet. Wondering what your posts would be like if you were actually 'shorting' a company!

Don't tell me when you go short, you only post postive stuff! LMAO. I think you need to take your shorters training again, i'm sure you have got it the wrong way round 🤣🤣

[nav1000] 05/6/2022 21:28

At least you in stitches..

[zb27] 05/6/2022 21:27

"nav1000: There you go, i dont know who david is and i only bought in last week"

In stitches, quite unbelievable 🤣🤣.

So let me get this straight, you bought in last week, and since then all throughout a long bank holiday weekend you have been posting negatively with upwards of 60+ posts, yep makes total sense, right got it. Complete and utter bollocxx. What do you think, we're all as stupid as you! LMAO

[sanks] 05/6/2022 20:25

Ok I admit I'm Nav..but I also admit SanksSheila is a slag from Hull who regularly gives me a blow job with a sucking mode... SankSheila yaslag..you coming to the office tonight baby?? ..my Level 4 tool is on the table..play with it at will yaslag..lovya loads baby..and looking forward to joining all you slags as the market realises its been taken for a ride and we drip back down to 72p

Please wait for me..i know you slags are gonna help me..i deserve this cos I suffered alot of pain when it hit 70p..but I owe you guys big time and gonna pay you back with shagness, kindness and minjness..

Thank you so so much for your kindness..gonna shagya with love and kindness till death do us apart..true love never dies xx

Sanks...with an entry target of 72p

[nav1000] 05/6/2022 19:30

Whaaat, seriously what the hell.

[nav1000] 05/6/2022 19:29

I am not them, honest, my cards are on the table.

[4x4mudplugger] 05/6/2022 19:09

4x4->Sanksheila, I wholeheartedly agree. Sanks/MR SIMMONS/Nav1000 are the same person.

[one_frankel] 05/6/2022 19:03

Integrity not your strong point then Toansy!