Thg Share Discussion Threads

[bldm] 17/6/2022 15:32

If past valuations were a basis for current price, then go and buy CINE. Less than 2 years ago it was at 200, now at 20. An established business with a proven and successful business model. If THG is undervalued then so must they be using this logic.

[kubera369] 17/6/2022 15:31

This will no doubt creep up before EOD and should start to regain back it's losses next week

[kubera369] 17/6/2022 15:24

I would be not surprised to see the newspaper rounds MM defending his company and other potential bids that may crop up GL

[one_frankel] 17/6/2022 15:05

Even as a private entity THG has never been cash generative and yet its predominantly a retail business, that in itself is just truly astonishing buddy but I do agree, management seem to reward themselves very handsomely here but unfortunately at the expense of investors and are just not fit for purpose!

[plentymorefish] 17/6/2022 15:04

Yep, I'm glad you did too......

[blackhorse23] 17/6/2022 15:02

Glad moved to IGR

[bldm] 17/6/2022 14:56

frankel, that's true. I'll add that MM and the rest of the management team don't seem to know how to run a public company - at least judging by the share price I said yesterday and this is a fairly well established fact - running a public company is not the same as running a private company. There is no guarantee MM and friends are up to the job and so far, they clearly aren't. Investing in a company is basically giving your cash to be managed by these guys. I am personally shocked by some of their senior people and recent hires, including the CEO of beauty and the CTO of THG. The CEO of beauty has no education after school and having interviewed several CTOs for companies I've worked for, the CV of the CTO they hired does not jump out as a top notch material.

[one_frankel] 17/6/2022 14:48

If your building for accelerated growth in future then its pointless to take a company private but lets hope those underlying figures for Ingenuity are exactly what Moulding is so excited about otherwise THG is a pennies in the pound business going forward and of little value to investors!

[wolfofhounslow] 17/6/2022 14:46

Nah I wanna make the mistake and buy

[lodgeview] 17/6/2022 14:45

This is going to 50p make no mistake.

[walshr123] 17/6/2022 14:34

Yaaaaaaawn

[bldm] 17/6/2022 14:29

This might go back to £5 in 10 years but £5 in 2032 will be very different from £5 in 2022. This will NOT go private. I'm pretty sure of it. Or let me put it another way - it will be very unlikely for the buyers and sellers to see eye to eye on a price. Current holders will want what current buyers are not prepared to buy at. If you weren't a holder, would you buy this company for 170p today? The answer is no. If you are a holder would you sell your holding at 170p today? The answer is no (for the majority of shareholders).

Buyout happens for 2 reasons - a successful business wants to buy another successful business because the sum of the two is greater than the parts. A business wants to opportunistically buy a failed/failing business for pennies on the dollar. THG is more the latter but acts like the former. Hence nobody will buy it.

[one_frankel] 17/6/2022 13:57

Bldm its good to be arrogant but only when you're discerning and I doubt Moulding has ever had that in abundance which is why the market is playing the blatant chav for the fo_ol that he really is!

...And you know when the faithful state things like multibaggers it invariably goes the other way but no wonder why our resident buffoon Toansy has remained incredibly quiet with all his bravado in recent times!

[average down mug] 17/6/2022 13:51

50p 🫰🤡🫱 waiting to pounce!

[sankshiela] 17/6/2022 13:35

F me Debs downer you fish. Dinner time rounds yours must be fun. All you do is focus on the negatives, you rotting mackerel. P is off - you are on boring specimen

[sankshiela] 17/6/2022 13:34

Hope you are right Ellsworth- we need your positive analysis/ we need all the help we can get. Even this slight bounce is being sold into aka dead cat

[debsdowner] 17/6/2022 13:33

Tesco UK sales have fallen 1.5% lately and customers are trading down, looking for discounts and value and spending less, clothes and toys have also been hit. The cost of living going to get worse not better.

[elsssworth] 17/6/2022 13:09

My bird told me THG will be trading back over £1 and sitting somewhere close to Matty's mates offer..then wait for a real bidder to take it at £2.60

This is easy money..odd drip with a titty bounce..then the WHHOOOOSSSHHHH to £5.17..THG had the ability to surprise everyone..gosh I love this stock..this is my free banker.

Thank you so much

[bldm] 17/6/2022 12:42

kubera, according to management anything under £2.50 does not even get you a seat at the negotiating table. Seems like MM believes his own BS...exactly what you'd expect from an arrogant man. This was valued at £5 when interest rates were 0.1%, oil went negative and nobody knew if COVID19 wouldn't last years. Now, when COVID19 is basically over, oil is at unseen heights since 2010, a war in Ukraine is increasing cost of basics and necessities and interest rates are expected to keep going up towards 3%, this cannot be anywhere near £5. Quite a few companies from the 2020 cohort are down 80-90%. They can't all be undervalued! Not to mention at this point there are better bargains out there!

Think about it this way, if you invested a few months ago at 70-80p, 170 sounds like a great offer to you. The fact that this was at £5 is irrelevant. 15 years ago BARC was at 700 (150 now), DB was at 130 (10 now), NWG was at 7000 (220 now). What something was is irrelevant, what is relevant is where it's going. It's a loss making company which grew by spending tons of cash - hence the IPO - they needed cash to grow. This was at a time when consumer sentiment was rock solid and rates have never been this low in history. Now, it seems we are going to a very different period and this company will find it hard to replicate the same performance.

I mean you could by NWG and hope it goes back to 7000 which is more likely than THG going back to £5.

[kubera369] 17/6/2022 12:27

One of the easiest baggers on the stock market£1.70 first stop. Then upwards from there. We know according to the management £1.70 under values the company. So at the very lease a management buy out at £2.00 is quite possible. So an easy bagger for sure. This should be in everyone`s portfolio.

[bwana4] 17/6/2022 12:22

Yes Blackhorse23.
IGR is a dog share !! The share price graph looks like a ski slope.
That is why I sold out last week and banked profits. Results out on the 28th !! No dividend!! What price the shares then ?? From £8 to 64 P now !!
You seems to have no shame !! The Co. declared that they can't pay a dividend until the lenders give them permission !! Trying to sucker in novice investors??
Apologies re O/T.

[kubera369] 17/6/2022 12:20

Seems like Candys bid was more serious than most people believed, unless the times is making this up:"Industry analysts doubted whether Candy, who had also touted ambitions to buy Chelsea Football Club, would have the financial resources to table a £2 billion takeover. However, sources close to the process said that Candy Ventures had submitted two fully funded bids, backed by a large institution and sovereign wealth funds.A source said Candy Ventures, working with advisers at Bank of America Merrill Lynch and Deutsche, had been working on a third bid at a significant premium to THG's share price.Candy invested in THG during its stock market listing and had been looking at the company for months before its interest was outed."

[hooded claw] 17/6/2022 12:02

zb27, which is why I am still holding :)

[blackhorse23] 17/6/2022 11:44

IGR revenue growth 20% at 2022 from huge revenue streaming 963 million at 2021 , dividend paying stocks

[one_frankel] 17/6/2022 11:42

You'll be incredibly fortunate for anywhere near a £1 Sanks let alone 40p below Mouldings target price of £3!...This is just a technical bounce which is rarely sustainable but I'm sure you dont need me to tell you that!