Thg Share Discussion Threads

[tomboyb] 16/6/2022 11:24

Anything Retail is in a pickle -

All can go lower from these levels -

That is not to say there will be trading opportunities in the pipeworks -

[one_frankel] 16/6/2022 11:21

If THG has never been able to be cash generative since inception especially in retail then what bloody difference does it make to shareholder intentions in future...But we really have some truly learned folk here, hehe!

[wolfofhounslow] 16/6/2022 11:18

Outlook and market demand-- Q1 2022 saw very encouraging consumer demand levels against a particularly challenging comparable global lockdown period in 2021, with the second quarter starting in line with expectations.-- Through its fully integrated D2C model, THG has significant pricing power given its global leadership positions in high repeat, large scale Beauty and Nutrition markets.-- The Group is fully aware of the significant impact of short-term cost inflation on both global consumers and supply chains alike. THG intends to limit the impact of cost pressures on our consumers by maximising efficiencies in our operating model, absorbing some of the pricing pressures, and raising prices at a lower rate to underlying input costs.-- We believe the recent and rapid inflationary environment is largely transitory, and THG will, as far as possible, continue to shield consumers from these adverse macro-economic conditions. The Group's consumer first focus remains to build the long-term, loyal customer base, with c.80% of revenues generated from returning customers each year.Guidance-- Whilst market commentary cautions continued pressure on consumer spending due to macro-economic factors, at this stage of the year the revenue guidance outlined on 18 January 2022 remains unchanged at +22.0% to +25.0% CCY (before the c.1.0% revenue impact of Russia / Ukraine). The high repeat nature of the Group's D2C businesses supports this outlook, along with a high quality pipeline for THG Ingenuity Commerce, where we reiterate previous revenue guidance of GBP108.0m to GBP112.0m.

[wolfofhounslow] 16/6/2022 11:18

Outlook and market demand-- Q1 2022 saw very encouraging consumer demand levels against a particularly challenging comparable global lockdown period in 2021, with the second quarter starting in line with expectations.-- Through its fully integrated D2C model, THG has significant pricing power given its global leadership positions in high repeat, large scale Beauty and Nutrition markets.-- The Group is fully aware of the significant impact of short-term cost inflation on both global consumers and supply chains alike. THG intends to limit the impact of cost pressures on our consumers by maximising efficiencies in our operating model, absorbing some of the pricing pressures, and raising prices at a lower rate to underlying input costs.-- We believe the recent and rapid inflationary environment is largely transitory, and THG will, as far as possible, continue to shield consumers from these adverse macro-economic conditions. The Group's consumer first focus remains to build the long-term, loyal customer base, with c.80% of revenues generated from returning customers each year.Guidance-- Whilst market commentary cautions continued pressure on consumer spending due to macro-economic factors, at this stage of the year the revenue guidance outlined on 18 January 2022 remains unchanged at +22.0% to +25.0% CCY (before the c.1.0% revenue impact of Russia / Ukraine). The high repeat nature of the Group's D2C businesses supports this outlook, along with a high quality pipeline for THG Ingenuity Commerce, where we reiterate previous revenue guidance of GBP108.0m to GBP112.0m.

[one_frankel] 16/6/2022 11:18

Toansy's close associates Matt & Nick have truly kippered one but I'm sure you think they're working to your intentions right!

[wolfofhounslow] 16/6/2022 11:10

Outlook and market demand-- Q1 2022 saw very encouraging consumer demand levels against a particularly challenging comparable global lockdown period in 2021, with the second quarter starting in line with expectations.-- Through its fully integrated D2C model, THG has significant pricing power given its global leadership positions in high repeat, large scale Beauty and Nutrition markets.-- The Group is fully aware of the significant impact of short-term cost inflation on both global consumers and supply chains alike. THG intends to limit the impact of cost pressures on our consumers by maximising efficiencies in our operating model, absorbing some of the pricing pressures, and raising prices at a lower rate to underlying input costs.-- We believe the recent and rapid inflationary environment is largely transitory, and THG will, as far as possible, continue to shield consumers from these adverse macro-economic conditions. The Group's consumer first focus remains to build the long-term, loyal customer base, with c.80% of revenues generated from returning customers each year.Guidance-- Whilst market commentary cautions continued pressure on consumer spending due to macro-economic factors, at this stage of the year the revenue guidance outlined on 18 January 2022 remains unchanged at +22.0% to +25.0% CCY (before the c.1.0% revenue impact of Russia / Ukraine). The high repeat nature of the Group's D2C businesses supports this outlook, along with a high quality pipeline for THG Ingenuity Commerce, where we reiterate previous revenue guidance of GBP108.0m to GBP112.0m.

[wolfofhounslow] 16/6/2022 11:08

While THG is clearly aware of the macro-economic challenges, the Company continues to perform well, and in line with its own expectations.

[wolfofhounslow] 16/6/2022 11:08

While THG is clearly aware of the macro-economic challenges, the Company continues to perform well, and in line with its own expectations.

[wolfofhounslow] 16/6/2022 11:08

While THG is clearly aware of the macro-economic challenges, the Company continues to perform well, and in line with its own expectations.

[one_frankel] 16/6/2022 11:07

Hehe!...ASOS & Boo are cash generative whilst THG has been longstanding loss making so can you see the difference Merrick1965 without even considering the macro picture!

[wolfofhounslow] 16/6/2022 11:02

All shorters desperate to close lol

[elsssworth] 16/6/2022 11:02

Looking ripe to slowly climb back towards that £1 mark to confirm the double bottom formation is complete..
Then onwards and upwards towards that initial £1.70 bid target and closer to Matty's £3 want target.
However long term, this will be ready to break into the FTSE and heading back towards £5.17

Really hope this is beginning to make some sense
Level 4 target £5.17

Elsworth Van Shagger..member of the 24% Club

[maltajellied] 16/6/2022 10:56

THG is such a sorry company. Cut your losses people.

[debsdowner] 16/6/2022 10:54

I did say penny share and here we are.

[one_frankel] 16/6/2022 10:53

...But the one squeaky bum we all need to really look forward to is Toansy our truly learned and delightful 'Common' sc_um of a rac_ist!

[mbdx7em21] 16/6/2022 10:48

added, here, TRMR, SFOR, AWE. great opp for LTH

[max holding] 16/6/2022 10:45

blackhorse,i predict things will get a whole lot worse here in the nearterm,is difficult to forsee where the shorters want to take this but i would think sub 50p is a reasonable target in this current market.If we see another 10-15% wiped off the FTSE in the next month or two there will most certainly be alot of squeaky bums here IMO

[hamhamham1] 16/6/2022 10:45

I think your entry uplift from 61p to 81p maybe due to 80p prev days lowest close, but hey, I'm not needy ;)

[one_frankel] 16/6/2022 10:43

Well I really dont like to amuse myself over the detriment of others but with our resident mug Toansy whose unfortuately a ra_cist, I'll make a real exception!

...But isn't it strange how all those truly 'Learned' ii's are showing some rather stunning losses, oops!

...By the way Toansy at least you've found a dear friend in another fantasist BoxerMugs who seems to be promoting your delightful commentary across Advfn!

...Ohh and you are part of that exclusive 0.1% club theres no denying that as noone really can be that stupid!...And common sc_um never really succeed in anything unfortunately but I'm sure you already know that too!

...Onwards and upwards though hey, hehe!

[average down mug] 16/6/2022 10:43

🤡🫰🎶 hello fans at 60p I’ll come out of retirement!

[disco1984] 16/6/2022 10:21

Fair play sanks