Thg Share Discussion Threads

[bwana4] 22/7/2022 18:15

All new comers WARNING !!!
The posters on here are mainly living in India and Posting FUD from there.
They don't live in the UK either !! They are working for the Shorts !!
Some are full time employed by the Shorts. You are much better using the thread
THG with better charts. John09 don't allow this infestation on his thread.

[hades1] 22/7/2022 18:08

House broker Jefferies reinstates Buy rating on THG after hiatus over "bid approaches"But shaves 10% off forecasts and cuts price target by half (250p to 120p)Says previous sum-of-parts figure no longer relevant given unlikelihood of M&AInterims due mid-Sep

[bwana4] 22/7/2022 18:01

LOL :-0)
FUD = F for fear,U = uncertainty. D= doubt (used by the shorts on share holders).



A nice little read about share price manipulation using price targets.....!!!!!!!

Please read this one as it is very important to know the things mentioned below.
Very,very, important to know these things. It all applies to THG. A very classic case.



(Side note: Only 2 months ago Barclays said price target for S4 Cap 600-700p, today nearly 100p, great independent research again LOL :- o)
bwana4
21 Jul '22

[neo26] 22/7/2022 17:58

What the hell is goin on in this board.

[bwana4] 22/7/2022 17:51

LOL,goforgold1 how does this look like
Mkt cap 771m
Cash in bank 537m
Cash neutral 2023

Ingenuity out for the moment !! How much is Ingenuity worth ?

[toastyakatoansy] 22/7/2022 17:47

হেই; ম্য;ান. ওই অরে; অল বোট;স হেড;়ে ট্র;াযù2;িং তো মেক; সোম;ে মান;ি ট্র;েডù5;ং.

[kemche] 22/7/2022 17:42

Kila mtu hapa ni muhindi

[neo26] 22/7/2022 17:42

Chairman earns 400k per annum but few weeks ago purchased 1m worth shares for 86p on open mkt.

[kemche] 22/7/2022 17:41

bwana,

Sitaki kwa sababu nimemchuja John09

[neo26] 22/7/2022 17:39

Just look at :ShopifyDelhiveryDeliverooUberBoltAll expanding aggressively sacrificing profitability. Bounced of 70p quite often if it breaks it fill your boots.

[neo26] 22/7/2022 17:26

Mkt cap 771mCash in bank 537mCash neutral 2023Ingenuity should be valued 5x revenue.Bargain...

[goforgold1] 22/7/2022 16:54

It's down from 700 to 70p

[neo26] 22/7/2022 16:52

Its only down 1%.

[goforgold1] 22/7/2022 16:36

Wow even Boo is up today and this DOG is down . Imagine buying this at 5 Pounds unbelievable who ever valued this to come to market should be investigated. Constant selling at this level .

[bldm] 22/7/2022 16:06

There are a lot of ifs and I feel you are pricing the best outcome which is far from a given. I'm just saying, consider that they might have compressed margin, reduction in growth, loss of clients, bad news from SB etc. Doesn't make them a bad company but the share price will tank. It's a very risky investment with an inexperienced management team. Inexperienced not in running THG but in running a plc. They don't seem to understand what a plc means in terms of communication. Look at made. People were screaming this was a great investment at 50. It's now at 17. Anyway, nothing wrong with taking the risk here at 70p but the company has several challenges and the discussion here is not honest. I've said for a long time that for me, quite probably the biggest problem with the company is not the share price fall but how management (mis)handled it and is still mis(handling) it and have failed to get a footing and recover from this. In terms of a buyout - I've always said it - if one comes, it won't be something you'll be happy with. Actual example was the 170p a couple of months ago. It's an incredible premium for the then share price but it leaves a lot of PI significantly under water. Private Equity are not idiots - they make money buy buying CHEAPLY. They buy a 300p share for 150p when it's trading at 70p. That's the game. Ultimately, everyone is happy - apart from investors who bought it at 500p. These are just personal views - you can think they are totally wrong or have some points. DYOR.

[sentimentrule] 22/7/2022 16:04

I think it’s becoming clear there is something seriously wrong here now

[toastyakatoansy] 22/7/2022 15:52

BLDM/simmons.

Of course you make some fair points. I don’t know what other people thought about the 900 but I wasn’t a buyer at 200. Whilst I think it’s worth 3 to 5 quid today there is risks of course.

I think you know that the investment banks make money on the way down and on the way up. I don’t think they had any credibility at 900 or 100. I think any report should be at least 200 today. It reads to me as if management have not communicated well with the analyst for whatever reason. I believe sooner or later this is private. I trust Matt to be reasonably fair with us.

So let’s say Sept comes back and they reiterate margin or increase to 7 percent. They confirm the growth is on track and ingenuity is hitting targets. 70p will seem like the bargain of a lifetime.

[bldm] 22/7/2022 15:28

I'm personally not too worried about barclay's downgrading them. However, I do want to point out how when Barclay's had a target price of 900p, in this forum they were considered "credible" and a proof that the business is sound. Now that they have a price target of 100p, they don't know what they are talking about apparently - this is what posters here say. Anyway, I'm consistent - they don't know what they are talking about. The fact that they had a price target of 900p when the price was 70p demonstrates this. Sadly, 100p is too much for an enterprise that is still just smoke and mirrors, operates in a very challenging environment and has poor management team. While they do have bits that are real (e.g. Beauty & Nutrition), Ingenuity is where the high growth USP valuable part and this is largely smoke and mirrors as of today. Beauty and Nutrition are standard low margin retailers and their growth is mostly through M&A. They are trying to increase the margin by bringing production etc in-house but this is another questionable venture.

I also wouldn't want to own something which management have such disregard for shareholders. They have consistently not updated the shareholder with relevant information about SB, spin-outs etc. I also suspect they over-expanded and they'll have a lot of extra capacity that they don't need. Amazon over-expanded but amazon won't go bust if they overpay...THG might or might have to do nasty things to the shareholders. The only comfort I have is that MM has significant interest vested in the business but he might be pushed out eventually.

Look, at this price I might even go long the thing to put it on my radar but I believe it might fall further. I might just wait for the September Half-Year results first.

[bldm] 22/7/2022 15:06

kemche you say fact when in fact it's a hypothesis. I guess you don't know the definition of fact...wherever you're.

I'm in Westminster - just saw a red helicopter fly over not 5 min ago. It's cloudy with some blue spots sun just shone through for a few seconds and was hidden by some clouds again. There is a mild breeze. I'm about to go to Hyde Park for a run.

[brut winky] 22/7/2022 14:54

I've just overlaid Made.com's chart and they look like the same company, i wonder if these will tank when they release guidance for second half as being too optimistic.

[one_frankel] 22/7/2022 14:26

See Paddy you'll find in the next decade or so that world dominance will be shifting towards South East Asia and the potential for an investor resides there so forget the dead economy of the UK and reevaluate your investing thesis...But you can thank me later as I hold no grudges against such a pretentious chav and all his rather rudimental thinking since I'm of a compassionate nature!

[one_frankel] 22/7/2022 14:16

Paddy, why don't you tell Kemche how you consider 2017 GDP figures albeit in 2022, I mean that's some giveaway as to why you struggle to grasp anything in 'Real' terms buddy, hehe!

[one_frankel] 22/7/2022 14:13

Must be Kemche, but 'Fact' is normally based on compelling evidence which I'm assuming you have!

[bwana4] 22/7/2022 14:11

Kemche. Smack on.Come and Join us on the other thread. Thread with better charts.