Thg Share Discussion Threads

[one_frankel] 27/7/2022 14:41

Well if that is the case then bravo to Moulding for taking full advantage of shareholders whilst he takes it private for pittance but he must be complete fo_ol if his grand visions for growth are anything to go by!

[katsy] 27/7/2022 14:38

Looks like a money laundering operation to me. In all the years of investing I have never seen this before.

[neo26] 27/7/2022 14:37

So if he is buying shares no more price sensitive news.I thought directors cannot buy sharea 3 months before results?

[neo26] 27/7/2022 14:34

Bought shares and gave to mates.Man is wadded...

[dafad] 27/7/2022 14:33

Matt-if you are reading this-can i be one of your friends-lol!!

[bldm] 27/7/2022 14:31

Even a broken clock is right twice a day. I've heard all the bullish arguments from 700p to 65p. Actually it's one argument - it's undervalued, wait till next update it will gap up, price to revenue is 0.x. meanwhile this fell to 65 from the unthinkable 80p and will most likely fall to new "unthinkable" lows. The reason is that THG night never make money and might be a business that survives by tapping investors for more and more. For this to raise, MM needs to show the business can make money or grow and a rate much faster than the current 25%. Meanwhile idiots here are threating this as a compressed spring and think buying at 65p is a multibagger. It's not a compressed leaf, it's a coke can that was run over by a lorry.

[one_frankel] 27/7/2022 14:27

If only hey Paddy but chavs must all congregate together right and if you're buying currently play the price action as director buys are rarely sustainable!

[gregpeck7] 27/7/2022 14:21

Simon won't be liking that last rns.

[leoneobull] 27/7/2022 14:20

You do not give shares unless you know it will be worth alot more then todays price

[toastyakatoansy] 27/7/2022 14:19

Your not in our ball park Frankel. So you will never know what we may be at. You did pick up I lived in wilmslow for years no?

[one_frankel] 27/7/2022 14:11

Well, there certainly could be some very short-term price action here when US opens Paddy as Mouldings dipped into his pocket!

...He's quite the man though hey, buying for his friends for nil consideration but would that include yourself aswell being a pretentious chav too?

[leoneobull] 27/7/2022 14:04

Thanks SoftBank for 1,000,000,000 usd may 21. A great investment in a great company

[one_frankel] 27/7/2022 14:03

Just one thing you maybe missing Simmons, global economy is already in recession regardless of what those central bank goons continue to state!

[toastyakatoansy] 27/7/2022 14:01

Ok boys you having your days in the sun. Just make sure you hang around when it’s mine now :)

[one_frankel] 27/7/2022 14:00

Els, if for nothing else at least you do provide some humour to the thread in another's desperate time of need, hehe!

[mrsimmons] 27/7/2022 13:58

I think a rights does make sense to be fair. It gets them another c.£500m on the balance sheet and funds the c.£800m of capex needed over the next 4 years to drive more automation. I just hope the MDs don't forget to take out the heads (they don't seem to be very good at holding up that side of the bargain when they spend capex).

A rights also means they do not need to draw down on any further debt. It makes sense and really secures the business. It also allows them to drive revenue growth at lower margins (so losing cash doesnt really matter).

Now unfortunately the existing shareholders do get diluted into oblivion but I am afraid that is the price to pay for a business which does not generate any cash but only ADJUSTED EBITDA*

*EXLCLUDING RENT!

[maltajellied] 27/7/2022 13:58

Toastyakatoansy 27 Jul '22 - 13:45 - 21540 of 21541
...Matt surprises you and takes it private...

Matt takes it private... with what? Do you think he has a load of cash available to buy it back? Or do you still think he has loads of mates ready to back him?

His track record is dire, he has taken THG down to depths that no-one would ever have dreamt possible. 800p down to 67p.

[mrsimmons] 27/7/2022 13:53

He will not take it private. He has no backing to do that and if he tries and fails he is out the door. Position becomes completely untenable if he attempts a failed MBO.

If I were you (and I told you this yesterday at 70p) I would sell and buy back at 60p. This is going to 60p before it goes to a £1 - can we at least agree on that?

No ii's or fund managers are going near this. It is all risk off and batten down the hatches. No one is sticking money into a beauty retailer which pays no dividend, loses cash and is about to enter a recession. Unless I am missing something Toansy I just can't see any green shoots in the next 6-12 months. But do correct me if I am wrong.