Thg Share Discussion Threads

[one_frankel] 23/7/2022 11:17

Truly outstanding by another recalcitrant in Neo26, hehe!

..."Mkt cap 771m
Cash in bank 537m
Cash neutral 2023

Ingenuity should be valued 5x revenue.

Bargain"

[mrsimmons] 23/7/2022 11:15

The problem and the point is you can not see what is staring you straight in the face. The management team are incompetent and out of their depth. Yet you defend them to the hilt. 10 weeks for a set of interims? Holders: Yep fine with me. Meanwhile the share price drips away to oblivion.

You know what I’m saying in my above post is all true. For some reason you always want to argue.

Let’s take the autostore. They must have spent c.40/50m installing that - where are the heads savings? Why isn’t that coming through in the ebitda margin. The margin should be flying. There seems to be no financial discipline here. I’m not surprised if it takes them 3 months to get a Set of June accounts out. How can they monitor performance when it takes so long to get any numbers.

Yes at 55/60p this is investable assuming they make management changes.

[toastyakatoansy] 23/7/2022 11:08

Simmons

Im not answering points to you when you never answer any of mine. You are a master of deflection and ignore what you want.

You have a good day :)

[mrsimmons] 23/7/2022 11:08

Do you think it’s acceptable for a plc to take 10 weeks to produce a set of hy accounts? Is this indicative of a high performance culture. The finance team plodding around for 2.5 months to get a set of hy accounts out.

[toastyakatoansy] 23/7/2022 11:06

Funny your buy targets.

The ever moving price targets. Let’s hope it goes to 60 so I can buy more.

[mrsimmons] 23/7/2022 11:04

Toansy why do you argue on points like 10 weeks is not a long time for HY accounts. This is simply not true. How many of the ftse350 take 10 weeks for their hy accounts which are unaudited?

Good re new MD. About time. More change needed.

[one_frankel] 23/7/2022 11:04

So Paddy expects in Sept that THG will reiterate margin or increase to 7 percent and they'll confirm growth is on track with ingenuity is hitting targets and 70p will seem like the bargain of a lifetime...

Ahh brilliant, you're lost here buddy, you should be in comedy!

[toastyakatoansy] 23/7/2022 11:02

Simmons.

An awful lot of assumptions in there and some expletive language. Are you a disgruntled employee or having a bad day. It seems to be management management management.

In previous posts you say Margin is being hit because they are not putting prices up. Now in this post it is because of over engineered solutions and head count. Truth is your guessing and you have no real idea like the analysts. It’s finger in the air whilst the company continues to move forward.

I believe they already have an MD for ingenuity as posted on his LinkedIn profile but it hasn’t been announced yet formally.

Is there a big announcement coming? Do you think Matt will alert the shorters to that?

I don’t think 10 weeks is too long for half year accounts and is in line with a lot of other companies and in line with last year.

I will agree that there is a lot of low hanging fruit and very easy to pivot and make THG ultra profitable. I take comfort that Matt has 22 percent equity and a non exec lumped in a million quid. This is not a token amount for a non exec. He gifts his salary away to charity so the fud spreaders that say he is running it for his salary are wrong.

We seem to be in agreement that this is a fantastic business but you feel that management is terrible. I disagree, most online retailers are going backwards and you can not underestimate the power of taking market share now by staying ultra competitive. I think Matt is right and plc is not the right environment. You lot are so short sighted.

So when will you buy Simmons?. You must be getting close then the drum beats will start. Media positive and the next hype phase begins.

September will be an interesting update. Likely to be binary for the share price. I expect it’s going to be a huge update.

[neo26] 23/7/2022 10:42

Chairman purchased at 86p, here we are at 70p.Sp is fighting hard.

[kemche] 23/7/2022 10:37

Mrs Sharmila - Indian!

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[kemche] 23/7/2022 09:44

Sanks - Shanklin Road
Leoneobull - Sierra Leone
Chiva (Shiva) - India

[sankshiela] 23/7/2022 09:08

hxxps://www.clal.it/en/index.php?section=siero_olanda

This is the index for the protein THG buy

[chiva20] 23/7/2022 08:58

Just keeps selling off. Obviously needs to get a lot worse before it gets better anyone who doesn’t see that deserves to lose their cash. Said it before but 35p will be crossed far sooner than any rally to 80p.

[sankshiela] 23/7/2022 08:27

Whey prices are falling fast

[bwana4] 23/7/2022 08:25

Leoneobull.
Good morning to you. The period they are going to present the results for, I don't think the macro climate had bit in so hard. Well I am crossing my fingers at that view and prepared to take my chances.
I agree that MM was carrying on with growth in the past, I am sure Sir Allen would have adviced MM to stop. They have funds for two years. There can't be anymore purchases of bolt on's for sure.
I know the price of Whey was high but is falling down now. Beauty will be preforming fine IMO. Ingenuity too will be up in performance. The EBITDA will be higher then last years,I can't see it being down at all. The wealth funds have been purchasing digital stock aggressively lately, I posted that link somewhere !
I don't really know your purchase price,mine was 95P after averaging down. I have not checked it after yesterdays purchase.
Around 70P and 80P I think THG is a steal. Don't forget £1.70 was kicked into touch !
I am trying to do the same here as I did with IGR. I doubled my money there and took my investment out first. I had a free ride there,I sold out recently. The money went into THG.
I am also planning to do similar here as I did with IGR. After the results in September.I am not too sure about doubling here but who knows !!
We can have further discussion if you like.
ATB.

[leoneobull] 23/7/2022 05:37

I'm not posting from India. Mind you, I unfortunately own THG shares. I'd say the real problem is MM thinks it is all about GROWTH at any cost whereas in the current macro climate, it is actually all about EBITDA for nutrition and beauty, plus growth and EBITDA for Ingenuity .At least whey prices are on their way back down, but YoY they are still up quite a bit.

[bwana4] 23/7/2022 01:44

How about a bit of Turkish now boys ?? Serket git !! LOL :o-)
Nasilsin? Ben cwab seni ! Seni Hayat Kutu . Gidoyrm . Hahaha ha. :-o)

[bwana4] 23/7/2022 01:42

Akuna Matata Bwana . Haa Hahahahaheeeeeeee. PENBO !!! :o-)