Thg Share Discussion Threads

[one_frankel] 26/7/2022 13:52

Bob, if you believe THG is compelling even at these supposedly lowly valuations, you really shouldn't be partaking in any from of investing period, if for nothing else for your sanity my dear friend!

[billionarebob] 26/7/2022 13:48

Mr simmons you missed out on a 65% gain on THG by not following your own buy advice?

You said THG was a buy at 90p even WITH a 30% discount, If you had bought at 90p and sold at £1.48 you would have made 65% on your hard-earned cash

I can dig out the old post if you like?

[mrsimmons] 26/7/2022 13:43

Persimmon - there is one. 12% yield and 50% discount from the 12 month high. I can send you another 100 shares like that. there is so much value in the market at the moment.

You mock Toasny but quite simply anyone who had been listening to me over the past 12 months would have AVOIDED massive losses on their investment. Whereas if they had listened to you and your fantasy talk about 5x baggers, they would be down 40%. FACT. You can argue all you want but these are the FACTS. You do understand and acknowledge that right?

Your ramping has to end. You are LOSING people money with this ridiculous, bordering on delusional talk of this being a multi bagger. Remember that chap Griffith101 who invested on the back of your ramping? He is nursing a 60% loss now. What have you got to say to him? Explain yourself to Griff and others. When will these guys ever get their money back without seeing their investment inflated away in the meantime (as there are no dividends in this dog). These people deserve a timeframe.

If you want to gamble all you have got into one stock (which is what you are doing) and is the investment strategy of a reckless gambler feel free but don't lose everyone else's money with bonkers talk of x10 baggers. You are sounding like one of those broke tramps in a betting shop who keeps going round telling everyone that the next horse is a sure thing! "keep on buying lads it is going to go up soon - it's a sure thing" honestly there is no difference. An out and out gambler and I would urge people to follow this guy's advice with EXTREME CAUTION. This is NOT a multi bagger. Even the house broker has a max stop on it at a quid.

[billionarebob] 26/7/2022 13:42

Frankel you gotta stop wasting your life hanging around this forum your starting to look a bit weird.
Get involved man.

Buy some shares for a long and buy some to trade at these prices THG is a screaming buy AIMHO of course.

Even Mr Simmons missed out on 65% gains by not buying in on his own fair value last time. Isn't that right Mr Simmons, if you had bought at 90p like you said you were going to and sold at £1.48 you would have made a tidy profit. Oh well, I guess you have got to be in it to win it :)

[one_frankel] 26/7/2022 13:35

You know nothing of me Bob so its rather futile to assume anything unless you enjoy unnecessary wars but you'll find in future that I really dont mess around my dear friend!

[billionarebob] 26/7/2022 13:33

Honestly Frankel WTF you doing here £1 ingenuity - snake oil - no shares - hilarious!!

You are like a car starting on a very cold December morning

FUD, FUD, FUD, FUD!!!

pull on the choke Frankel

FUD, FUD, FUD!!!

So funny

[goforgold1] 26/7/2022 13:30

Selling pressure coming in again those Americans love shorting THG

[billionarebob] 26/7/2022 13:29

Frankel we all have our different investment plans, the only one who doesn't is you.

And here comes the punch line - because YOU DON'T OWN ANY SHARES hahahahah

So funny, big smile on face :)

[one_frankel] 26/7/2022 13:29

Would you not say there's a real possibility Bob if you dont know how profitable those individual projects are to Ingenuity but do ask RBC if they have such information to hand before they assume such exorbitant valuations on nothing more than a whim!

...And its good to delve on the past with SoftBank but look how it ultimately came to fruition buddy!

[mashman] 26/7/2022 13:24

The Americans are more likely to help a squeeze than go short

[one_frankel] 26/7/2022 13:24

I would you like you remain heavily invested in THG Paddy as it would really strengthen my case of you being nothing more than an incompetent fo_ol when the sh1t hits the fan so to speak!

[billionarebob] 26/7/2022 13:22

For £1 Frankel the comedy legend

From January this year:

But in a note published on Tuesday, RBC said: "Amid the controversy around THG, we see fundamental value in the shares. Our analysis of Ingenuity’s potential suggests SoftBank’s valuation might indeed be reasonable, rather than fair-fetched.

In May 2021, THG struck a $2.3bn deal with Japanese conglomerate Softbank. Under the terms of the deal, Ingenuity will be spun into a separate company with Softbank having the option to acquire a 19.9% stake for $1.6bn, which values the unit at around $6.3bn.

[billionarebob] 26/7/2022 13:14

Frankel - REALLY - Ingenuity will go into administration ROFL
You Sir are even more comical than bdlm - £112m revenue and 60% EBITDA

I posted this 6th June - and I DEFINATELY SAW YOU COMING :)
---

billionarebob - 06 Jun 2022 - 21:22:28 - 18335 of 21193 The Hut Group - THG
I think Frankel is going to be here for some time.

He holds no shares, he serves no purpose, his advice will ALWAYS BE NEGATIVE!!!

Don't be fooled and don't let others be fooled :)
---

£1 for Ingenuity jeez man, you hang around here with NO SHARES pretending you are just here to give advice £1 honestly I am laughing so hard. Am guessing RBC valuation of 5 billion in 5 years is a bit off then hahaha so funny

[toastyakatoansy] 26/7/2022 13:12

We are lucky the THG board has you and Simmons to lead us mug punters all away from THG into as Simmons puts it safe 12 percent dividend companies. Lmao.

Also BLDM even says it will be 2030 to be 700p. The muppet doesn’t realise that’s a 10 bagger and that’s a positive.

You also have not stated a single share of the compelling shares available you said there are. Spread your FUD as much as you like. If it wasn’t for the FUD spreaders I wouldn’t have this chance of a 10 or 20 bagger. You guys are great. Please let me know your other handles so i can follow you round other shares your attacking. Your a great bunch of guys. Here for the small man. Lovya loads.

Now I’m going to see a yacht today. I’ll maybe send you an image when I buy it.

Best

Toansy

[one_frankel] 26/7/2022 13:07

As Simmons has put it so succinctly, you need to join the dots folks as all the information is clearly there for all to see!

[toastyakatoansy] 26/7/2022 13:06

Yep I’ll keep buying. You still haven’t mentioned a single share you would buy lol.

Suppose you need doh.

[one_frankel] 26/7/2022 13:01

No Paddy, some of us have modesty about ourselves not to demonstrate one's rather concerning inferiority complex to others but do keep buying because a 'Mug' will always be a 'Punter' unfortunately!

[goforgold1] 26/7/2022 12:59

Will the Americans short this more when the USA opens

[one_frankel] 26/7/2022 12:57

I think Ingenuity will ultimately go into administration Bob because something clearly stinks with it which is why the company is being so evasive with more granular information and a willing a party will probably pick it up the underlying technology for a £1, could that be WPP who knows buddy!

[billionarebob] 26/7/2022 12:57

Mr Simmons there are others who disagree:

This is from April 21st this year:

John Gallemore

THG is comprised of 4 key businesses: Beauty, Nutrition; On Demand; and Ingenuity, all of which grew strongly in the year, notwithstanding the challenging comparable period. On a 2-year basis, the group delivered 95% sales growth with organic growth of over 50% over the same period, ahead of medium-term guidance. We have been evolving fast for over a decade, and the last year was no different.

We announced the separation of our businesses. And consequently, there will be changes in the way we present the business moving forward.

------

I have always said the value will be in the split :)

[billionarebob] 26/7/2022 12:53

So Frankel for a company that concentrates solely on revenue, global growth and worldwide fulfillment centres, which is about to face catastrophic consequences in the future as problems deepen to the wider economy - how much do you think WPP would pay for THG Ingenuity after the 1 billion pound investment?

[mrsimmons] 26/7/2022 12:49

All this obsessing over 2/3p movements in the price is pathetic stuff. So tactical and short term. Take a step back and look at the fundamentals

- loses £150m cash each year
- revenue growth slowing according to the house broker Barclays
- Margins declining and inability/refusal to pass on price
- Severe macro headwinds on inflation and interest rates
- Look at Wickes today - the slowdown has started
- No cash to do anymore acquisitions
- And the biggest factor by a mile - the inexperienced and quite frankly hopelessly out of their depth management team.

There is nothing here to suggest this is going anywhere anytime soon UNLESS they come out with a stellar TU. That wont happen - the house broker has already told you that last week. Believe you me I know how it works in the listed environment - the IR guys would not let the house broker downgrade if they had something up their sleeve. Barclays also wouldnt downgrade if they knew TU would be anything half decent. The clues are all there - you just need to join up the dots. Why would you buy this when you can buy stocks giving you a 12% dividend yield producing solid cash flows and backed by robust balance sheets.

I retain by 30% discount on a FV of 80p.

[toastyakatoansy] 26/7/2022 12:46

I can back up all i say :) your just all hot air from your bed sit trolling THG. Very sad indeed. Think I’ll pick up another 100k today. Easyyyy money.

[one_frankel] 26/7/2022 12:42

Ohh Paddy, one must really stop demonstrating their rather concerning inferiority complex to the masses!