Thg Share Discussion Threads

[kubera369] 18/6/2022 00:12

My error if it is 2021 but still gives one an idea of the current share price and the many posibilities lying ahead

[bigt20] 18/6/2022 00:09

Kubera369 17 Jun '22 - 23:47 - 19336 of 19337
0 0 0
2022
beauty revenue estimated at
£1.4-1.5 Billion !!!


Source of the estimate ?
Assumptions underpinning this estimate ?

[bigt20] 18/6/2022 00:04

Kubera369 17 Jun '22 - 23:18 - 19332 of 19336

Your post re. the share price seems to support the argument for not breaking up the group.


You quote:
'Sales of THG Beauty jumped 55.9% to 460.8 million pounds ($636.60 million) in the first half, the British company said in its interim results, while overall group revenue rose nearly 42%.”'

Source: £460.8m is from the 2021 Interims



Full year 2021 Beauty £1117.8m
Source: 2021 Prelims.

[kubera369] 17/6/2022 23:47

2022 beauty revenue estimated at £1.4-1.5 Billion !!!

[kubera369] 17/6/2022 23:46

"Jefferies analysts said THG could retain majority ownership in the listing, adding they expect "THG's ambitions on the valuation front to be certainly greater than" the brokerage's estimate of 1.8 times THG Beauty's enterprise value to forward sales.Sales of THG Beauty jumped 55.9% to 460.8 million pounds ($636.60 million) in the first half, the British company said in its interim results, while overall group revenue rose nearly 42%."2022 beauty revenue estimated at £1.4-1.5 Billion !!!

[kubera369] 17/6/2022 23:23

*Since that article was published

[kubera369] 17/6/2022 23:21

Seot last year rhe share price peaked above 6 pounds and it's been in a down ward spiral since that listing if beauty announcement.There is your answer gents and ladies

[kubera369] 17/6/2022 23:18

Take a close look at the share price decline when that article was made public (Sept of last year) regarding the listing of beauty The share price went up on the news and because the company have not updated the market of the listing etc! The share price has been in decline ever since THG has to provide an update!!

[kubera369] 17/6/2022 20:46

Separation about to be announcedMM will likely make his own bid to take back privateThere are too many buds coming in being rejectedThe PIs who sold at a loss this week will be even more furious than they are now when the real veil falls and the plan is revealedWhy would the big IIs say reject without hearing what the MM alternative plan isPeople not thinkingThe will be a fun few weeks the show has just started

[hades1] 17/6/2022 18:44

None of us yet know what Candy's second offer was?It must have been more than 170p and what was his third that he never made.THG BoD handled this appallingly or was it MM doing this like Mr Market believes?

[average down mug] 17/6/2022 17:56

🤡🫱 it’s like this boom or bust! Place your bets! But one thing boomage ain’t going to happen this year! Adios amigos 🐴🤡☝️

[kubera369] 17/6/2022 17:51

MM must have a big plan up his sleeve soon. He's said 1.70 significantly undervalued TSG. So what is it show yourselfIf 1.70 is very cheap and he would take 2.50 then offer it yourself nowSomething big coming no way would he just leave 1.70 when he says its worth and be OK at 80p without a big play comingShow your hand show us that you were right and you can deliver a bigger fat payday

[iamthemagnificent] 17/6/2022 17:17

Straight to 80p + on Monday. Seems some mug(s) have missed out on a great entry price. GLA.

[jonnywalker77] 17/6/2022 17:15

Might scoop up some shares at 50p in the near future to unload on some willing rampers when they get their next shot of hopium - although even at 50p there is risk to the downside

[kubera369] 17/6/2022 17:14

No comments on the after hours buys ?

[plentymorefish] 17/6/2022 16:52

Dancing Piranha can work out my last comment later.......

[plentymorefish] 17/6/2022 16:51

'I want 50p entry for £2'......it won't be worth the dealing costs!......

[kubera369] 17/6/2022 16:50

The main reason the share price was down yesterday had nothing to do with BOO or ASOS.It was a technical position, leveraged buyers who bought for the bid hoping for a bid battle, were forced sellers when their margins ran out.Most selling done!Today there's obviously still an overhang.There is no point in keep on comparing THG to BOO at the moment.There was big vol yday and again today, so I would imagine we're near the end of the selling, and mostly went into safe hands.A few steady days should bring in the buyers, when they realise that they are no longer catching a falling knife.Keep accumulatingThis is my opinion only, but why wouldn't one load up? In hindsight I should have sold at 160, but did not. I have however, added twice below 80p today having sold some other shares on the basis this will more likely get a better return. As far as I can see, its a no brainer at these levels. Once the old boys finish their games, I will end up a happy chappy!

[average down mug] 17/6/2022 16:39

Monday 🤡👌 I want 50p entry for £2

[average down mug] 17/6/2022 16:19

🙀 going red 🤡🫱

[debsdowner] 17/6/2022 15:42

US markets turn down again after bounce poor manufacturing data.

Blackhorse has sold everything he has to go into IGR even cancelled his holidays and invested his pension pot as well.

Wow !