Thg Share Discussion Threads

[sankshiela] 20/6/2022 13:50

DEBSDOENRR - the original stinky fish. Rotting from the inside out

[debsdowner] 20/6/2022 13:42

Obtainind debt is difficult in these markets as seen with BOOTS



Even Candy billionaires would have trouble of obtaining debt of over 2 billion or more for THG.

[bigt20] 20/6/2022 13:35

Kubera369 20 Jun '22 - 12:59 - 19386 of 19386

.............

Revenue up 100%
£500M cash in bank


Revenue up 100% between what years?
Revenue was up 25.9% between 2020 and 2021 (source: 2021 Annual Report, page 221)


Cash and cash equivalents were £536.8m
BUT
Borrowings were £489.1m and Lease liabilities were £305.8m
(source: 2021 Annual Report, page 222)

[kubera369] 20/6/2022 12:59

Ingenuity LitehTTps://www.linkedin.com/posts/simonhayre_software-engineering-lead-ingenuity-lite-activity-6944574712941297665-TaWA?utm_source=linkedin_share&utm_medium=member_desktop_webSaw this on LinkedinLooks like the SME offering is being designed and built which is great as this is almost a closed market for ShopifyWhat's annoying is that there was supposed to be an SME offering at IPO (dotable and imagination). Clearly they have been dropped and development paused. Let's hope it's back on track soonM/cap £1B = IPO raiseRevenue up 100%£500M cash in bankWhat an opportunity to accumulate!!!!

[boix] 20/6/2022 12:49

Sadly MM is the only shareholder that counts as long as he holds that golden share!

[iamthemagnificent] 20/6/2022 12:39

'Rumour is Candy bid was 230p+ ...' ?

In that case, Mr C can have mine for the knock-down price of 200p (+ a cup of tea with Mrs C).

[boix] 20/6/2022 11:55

Rumour is Candy bid was 230p+ but fuelled by debt so MM might lose control even if he retained shareholding - Not a pricing issue one more bid to go.
But he stopped it.
Sounds plausible.
Let’s hope he is out now trying to find a similar cash buyer.
We can only hope.

[lodgeview] 20/6/2022 11:05

It's over for THG. Sell or short.

[kubera369] 20/6/2022 10:18

£1.70-£2 is just noise to Moulding. share price 75p he's not bothered as he's looking at the bigger picture. We have to wait to be rewarded here as he's not giving away a company he built over 18 years. You will all be rewarded you just need patience. He is solely focused on delivering his goals & not the short term share price It went a bit unnoticed that when he announced THG rejected the offers he also said (see below) we are on target to achieve 20-25% growth target set for 2022. That is pretty amazing in this environment & takes us to £2.7Bil Rev with Market cap £945Mil! He knows it won't be 75p for long so just cracking on with strategy plan & Seperation. Totally agree we all need more information on exactly what the strategy plan Seperation actually is!!!!! One of the reasons share price is where it is.. IMO'While THG is clearly aware of the macro-economic challenges, the Company continues to perform well, and in line with its own expectations.'

[blackhorse23] 20/6/2022 10:16

Big gap in market , IGR also supply its products to ASDA , LIDL etc along with own retail sales , always good with shareholders , paying dividend etc. my opinion it's cheap entry against its huge sales of 963 millions , I have sold Thg but if directors start buying & give me confidence I will buy , I think it will drop meantime , could be below 60p , just opinion no hard feelings

[hamhamham1] 20/6/2022 09:26

True, and it may go down on 28th but hopefully results already transmitted and as long as they match what recently said, who knows, and hey, dropping 30% on day of results isn't unheard of.
I was happy to buy some based upon where I hope they will return to in a few years, but timing is hard.
I did ŕead in the RNS that results also look extra disappointing as they bought a load of stock upfront to cover upcoming season?

"The Group closed the year with a net cash balance of $30 million, down year on year reflecting inventory-related working capital absorption. This relates to the Group's response to continuing supply chain challenges, which have required raw material purchases to be brought forward to support the strong seasonal orderbook and the inflationary impact on the cost of inventory."

No more off topic from me ;)

[bwana4] 20/6/2022 09:22

HHH1. Re IGR results are out on the 28th of June there. Is it not worth waiting and seeing how things are there !!
The divi has been stopped. Big turnover on fancy goods, what is the market going to be like under recession and inflation times for their sales ??
Yes Blackhorse3 has been pumping the IGR story on 20+ BB's.
Apologies re O/T.
GLA with THG.

[boix] 20/6/2022 09:21

L2 turned negative and will need strong buying to clear it.

[hamhamham1] 20/6/2022 09:04

Not that I know anything, I buy duffers as well as good'uns, but IGR current price (68p) would have to up 10x to get to where they did an oversubscribed discounted share issue (at 693p? - share price was approx 795p at the time) in Jan 2020 in order to get some cash to buy another company and expand more in the USA, but recent disappointing news about profits has decimated the share price, worth a look at, buy hey, I know noooothing

[boix] 20/6/2022 08:51

I like the picture you are selling although I have doubts about it’s authenticity?
If true the share price should recover very quickly although not seeing it yet?
But it’s early and L2 book now improving.
78% of today’s high volume traded outside the London Stock Exchange.
3m traded in first hour even though US closed today.
Recovery so far very slight and fragile.

[seball] 20/6/2022 08:37

Directors could be in a closed period as they are dealing with price-sensitive news so they can not buy. Another deal coming soon IMO. They rejected 170p for a reason. This will rise quickly from here being so oversold. Buy

[blackhorse23] 20/6/2022 08:23

THG is down & IGR is going up , right decision switched to IGR this morning, but keeping on eyes , see how below can go

[blackhorse23] 20/6/2022 08:18

Excellent why directors not buying!!

[iamthemagnificent] 20/6/2022 08:16

IF THE DIRECTORS SAY 170 P BID UNDERVALUES THE SHARE, THEN WHY THE F ARE THEY NOT BUYING AT 73 P ?

[tomboyb] 20/6/2022 08:13

Needs buyers -

Very thin market overall for all stocks -

Otherwise this will hit new lows -

[blackhorse23] 20/6/2022 08:13

Glad switched to IGR , THG is a crazy stock

[sankshiela] 20/6/2022 06:31

DOWNER - you miserable squid. Wish you were in doubt

[sankshiela] 20/6/2022 06:30

DOWNER - you miserable squid. Wish you were in doubt