Thg Share Discussion Threads

[bwana4] 03/7/2022 18:26

BOIX. You can have your 90P next week. Then move on please.

It amazes me that a person who says he is a share holder in THG but always posts negative posts !! Why? Something smells a bit to me !!

Bring it on MM.
I want to watch all FUD people running for the hills with their shorting pals.
Then we can all hopefully have a good debate on our investments here in THG.
GLA for next week.
ATB.

[iamthemagnificent] 03/7/2022 15:33

Asia & Europe markets have a bit of catching up to do tomorrow after big close on US markets last Friday.

THG should follow the market trend (initial target 90p?) unless of course theres any corporate activity/ another approach etc which would cause a bigger price spike

In a way it's good to see so many negative posts over the weekend (none of them containing any new info) as it shows the shorters are getting a bit worried.

Expecting a decent open tomorrow.

[boix] 03/7/2022 13:06

Now that would be a nice unexpected bounce 113p - c. 50day ma?
Even 20 day seems a distant dream - mid 90s?
Let’s also hope support holds at 70p?
Anyone’s guess as even with positive broker report, chairman’s buying and market bounce we are still in the low 80s?

US markets less encouraging but closed until Tuesday after 4th July weekend.
US futures are trading on Monday.

[hades1] 03/7/2022 12:21

Possible trading range 70-113p?

[billionarebob] 03/7/2022 11:53

Boix I am confident you will get your 90p target this week nothing but good news coming from THG at the moment

[boix] 03/7/2022 09:21

THG ADVISORS
Type Advisor Phone Since
Auditors EY [phone]/12/21
Stockbrokers Barclays Bank [phone]/12/21
Stockbrokers Citi [phone]/12/21
Stockbrokers Jefferies International Ltd 31/12/21
Financial adviser Rothschild [phone]/12/19
Solicitor Clifford Chance [phone]/12/19
Financial PR Instinctif Partners [phone]/12/19
Financial PR Powerscourt [phone]/12/21
Registrar Equiniti Ltd. [phone]/12/19

Citi new coverage and price target not that surprising?
“Citi resumed coverage of ecommerce group THG on Thursday with a ‘buy’ rating and 220p price target.” - 22nd June 2022
Now they are one of 3 THG House Brokers!
An unusually high number.
But the Citi report certainly provided much need support at least in the short term.
Medium term with no scheduled news until mid September, I expect these to be at mercy of the greater markets?

[bigt20] 02/7/2022 21:47

bldm 2 Jul '22 - 13:25 - 19904 of 19907

Firstly the US $ has strengthened against a number of currencies not just sterling.

As for inflation, the Bank of England has been a sleep as the signs of forthcoming inflation existed last year and they didnt do enough. If you keep creating money (increasing the money supply) then its going to catch up with the country. The situation is not helped with the great resignation and some just sitting on the sidelines for whatever reason resulting in unfilled vacancies. Then the Ukraine Russia war has been another cause of inflation regarding energy and food.

Other countries are already in recession, we are not yet...


If you really think the EU27 is in better shape, then look at the spreads between German debt v Italian debt and likewise German debt v French debt. It looks like the Eurozone is heading into another storm. BTW dont head for France, it has high taxation, public spending is 57% of GDP., its national debt is growing and its political situation is a mess.


Its far too early to determine one way or the other re. Brexit.

[bigt20] 02/7/2022 21:31

hades1 2 Jul '22 - 11:29 - 19900 of 19906

What a welcoming forum and clearly not very balanced.

--> You are welcome! I believe in freedom of speech.

[bldm] 02/7/2022 20:40

There is a material risk that Johnson announces a snap general election this summer to take place in Autumn. This is an obvious way to safeguard his position. Why? Because now the subject shifts to winning the election and the Tories won't remove him just before an election - they'll rally behind him. Of course he'll lose the election and become an opposition leader. Maybe they'll remove him, maybe they won't at this point. Anyway, at this point we have a labour government. You know what this means for business. Although I'm not sure which party is pro-business these days considering the Tories behave like labour.

Basically, BoJo will sacrifice the party before himself. I mean he already used the entire country for his massive gamble...which is proving every day to be the wrong side of the trade.

There is the Scotish...thing and the NI...thing too.

Anyway, just consider the extra political risks that exist in this jurisdiction.

[1pencil] 02/7/2022 18:21

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[1pencil] 02/7/2022 18:18

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[1pencil] 02/7/2022 18:08

THG Ingenuity at a glance (for reference)

Full side by side list of Ingenuity components:

[bldm] 02/7/2022 13:25

Congrats to whoever voted for Brexit - you've ruined the country. I guess Brexiteers forgot that by definition EU citizens have another passport and have a hedge...in the case this sh*t doesn't work out. It's like drilling a hole in your own boat to get rid of someone who you don't like but who is rowing as hard as you when that someone has a scuba suit on...and all you've got is a straw.

So far, I've had ~50 friends and colleagues who making around £200,000 - £250,000 move out of London to (mostly) Europe.

[bldm] 02/7/2022 12:46

"...the UK’s position appears especially precarious. Goldman Sachs Group Inc. puts the probabilities of a UK recession at 45% in the next 12 months..."

"That bleak picture is keeping investors away from British assets and bringing a halt to M&A activity. Nomura Holdings Inc.’s currency strategist Jordan Rochester has been urging clients to short the pound with a bet that it will fall to $1.18 by early August. "

"“It is too early to believe the pound is cheap enough to recover without some improvement in the UK growth outlook,” said Neil Weller, head of global FX strategy at JPMorgan Asset Management."

[sankshiela] 02/7/2022 11:32

See you later hades- you little cuttie. Loving your little logo. Super cute

[sentimentrule] 02/7/2022 11:31

Only to lying oddities like you…see you fella. What a bad troll you proved to be. Not doubt you ll be back though

[hades1] 02/7/2022 11:29

What a welcoming forum and clearly not very balanced.

[sentimentrule] 02/7/2022 11:26

Interesting that the article was written by a crypto fan who doesn’t work for any bank or financial institution or have any retail experience, but if you make financial decisions based on a 24 year old child who likes Bitcoin and not based on the chair of a company, then Hades I 1/ laugh in your face, 2/ prove my point that you are an oddity, 3/ hope you get back to hell pretty soon

[hades1] 02/7/2022 11:20

Interestingly the investingcube review came the day after Charles Allen announced his share purchase - So I assume their view was that it was irrelevant given the bigger picture?
As I said earlier time will tell but there are contradictory views out there as usual.