Thg Share Discussion Threads

[bldm] 28/7/2022 14:00

OMG billionarebob stop lying to people - this stock is a money pit. You have to be a lunatic to invest. Look at the share price. This is not the market not understanding the stock. It's the market understanding it and running thr hell away.

[one_frankel] 28/7/2022 13:56

Didn't think you would understand Bobby which is why you invest this utter tripe of a company much like those other pretentious goons but I hope you're not Northern Irish otherwise that really would be tragic buddy!

...Its called brevity my dear friend so do excuse it!

[billionarebob] 28/7/2022 13:56

No Shares Frankie you are working to hard you are starting to make a few spelling mistakes which is not like you - go have a lie down and get your super powers back :)

[billionarebob] 28/7/2022 13:55

I see you have changed it to average now - good lad:)

[billionarebob] 28/7/2022 13:53

aversge you had bevvy no shares Frankie :)

[one_frankel] 28/7/2022 13:50

Minnionaire Bobby, I do know that shares invariably adjust to their 'Mean Reversion' but the question remains is that where does that longer-term average reside in THG when its consistently made Lower Lows my dear 'Learned' friend!

[one_frankel] 28/7/2022 13:46

Ohh Paddy you pretentious Northern Irish peasant, one must really try not to highlight their rather concerning inferiority complexes to others hey!

[bwana4] 28/7/2022 13:42

0 1 0
The trend line has not held as the THG is very a very volatile stock. CHECK THE GAP IN THE CHART !!
IT IS GOING TO GET FILLED FOR SURE ! :-o)

[billionarebob] 28/7/2022 13:37

No Shares Franke - You said before that you are more interested in destroying THG value to get at a certain individual shareholder, what sort of advice is that?

[billionarebob] 28/7/2022 13:36

Would you like me to give you some more?

[billionarebob] 28/7/2022 13:36

The company and the share price are different surely you know that Frankie :)
Av very quickly give you some figures what is there not to like.

[one_frankel] 28/7/2022 13:32

Bob, you should try writing a book on THGs endeavours since inception and its fateful demise thereafter which is still to be decided of how that ultimately ends buddy!

[one_frankel] 28/7/2022 13:20

Ask yourself 'Billionaire Bobby' why does THG continue on its neverending demise if as you state with those underlying figures, the proposition is so compelling even at its supposedly lowly valuations!

...And do you think investors are inclined to destroy businesses without due cause for concern, very interesting though isn't it buddy!

[walshr123] 28/7/2022 13:00

Loving the Pepsi bottle Sanks.. that did made me laugh

[billionarebob] 28/7/2022 12:57

This is from the webcast a few months back for those who have not read it.
A great read if you want to know about Ingenuity - warehouse automation is the key it gives THG A MASSIVE ADVANTAGE

The past 12 months have been significant for THG Ingenuity Commerce with revenue growth of over 135% year-on-year and a 2-year growth rate of over 500%. Around 100 new solutions have been launched on the platform across a broad range of sectors and many geographies, including the U.S., Germany, China and Australia. Commerce revenues are highly recurring due to the nature of the long-term contracts with clients, benefiting from access to the technology platform, world-class fulfillment and brand-building expertise.

Nonrecurring revenues represent one-off costs for clients such as the site build fees or strategic consultancy. However, these costs recur every time a new client onboards, so reoccurring in nature for THG.

In the near term, we expect recurring revenues to account for 60% of total commerce revenues as nonrecurring revenue remains elevated due to the growth in new clients and pace of new site launches.

During the fourth quarter, we observed an elevated level of recurring revenue due to the high GMV volumes processed around the peak trading period. Ingenuity is completely unique in that the same technology and operations that drive the growth of our Ingenuity partners also powers the growth and success of our own brands. As a result, any developments enhancements we make to our technology, our operations, digital or data solutions automatically benefits our clients, too.

One of the key reasons clients choose Ingenuity is that we make the complex simple. We work with a growing high-quality portfolio of brands who value a partner with deep expertise in scaling international brands. At the heart of Ingenuity is our global infrastructure network, comprising product development and manufacturing facilities, warehousing and fulfillment sites, data centers and content creation studios. Through these facilities, we’re able to service customers across the world with a constant focus on optimizing efficiencies to get products to consumers quickly and profitably.

As consumers more frequently choose to shop online, e-commerce brands must ensure their warehouse capacity and capabilities can match such demand growth. Not only are higher volumes of orders needing to be processed, but expectations for timely deliveries are also raised, with over half of global buyers today stating that delivery times influence purchase decisions. We are now well progressed through our global rollout program, which will see GMV capacity extended significantly. This future-proofs growth for our own brands and Ingenuity clients whilst ensuring the demands of the peak trading periods can be met comfortably.

As part of the expansion, we have extended our major European hub in Poland, in addition to the opening of a brand-new site in Melbourne, which has reduced delivery time to 3 days from 10 based on shipping goods from the U.K. Our next major automation project will be in our New Jersey warehouse, which will further enhance our customer proposition in addition to benefiting our overall network by reducing cost per unit. Our knowledge and experience in executing large-scale projects helps us scale capacity at pace while significantly delivering sales growth with minimal impact.

In September, we dispatched our first order from our ICON U.K. automated warehouse, combining our proprietary warehouse management software Voyager with auto store technology. The site launch and inventory building was achieved through transferring over 12 million units between our existing U.K. distribution center, in the space of just 5 weeks, a highly ambitious project to complete in time for peak trading. The entire solution and build and commission project was completed in just 5 months from initial access to the building to first order dispatch.

This automated storage and retrieval system has the capability to process 500,000 units a day, simplifying and automating elements of traditional manual processes such as selection, delivery, picking and packing. In addition, through the combination with Voyager and demand planning tools, our operational data scientists have delivered substantial ongoing optimization of the technologies, resulting in meaningful ongoing cost reductions.

As you can see, the grid of 69 ports, 256 robots and 300,000 tows stack 16 high on top of each other. The robots are continuously assigned tasks and will always get the closest task at hand with the shortest route in order to save time and energy. The system is also highly reliable and has led to meaningful reductions in peak costs per unit. The facility now not only serves Lookfantastic, but also a number of Ingenuity clients. And most recently, we consolidated our London Cult Beauty warehouse in just a matter of weeks.

In response to growing demand, we are increasingly identifying opportunities to commercialize Ingenuityâ€482;s fulfillment services to new and existing commerce clients and as a stand-alone solution as consumers and brands are increasingly faced with rising shipping and fulfillment costs and shortages of capacity. Necessity has driven our innovation. Solutions developed internally that are now available to clients include Voyager. That’s our proprietary SaaS solution that can integrate to third-party warehouses. One particular use case is a major beverage brand owner who has expanded the capability of its B2B warehouse to now fully service its direct-to-consumer requirements.

This solution can scale with any client as it does within THG, operating a range of facilities from 50,000 through to 850,000 square foot fully automated sites.

Ingenuity fulfillment services operates as a standard 3PL fulfillment solution, but one which accesses our global infrastructure and career network, taking advantage of investments in automation. THG Delivered is our cross-border fully managed delivery service. Upstream, this includes our headless checkout detect. That’s our award-winning proprietary fraud screening tool. And this has access downstream to our fulfillment network and our courier library, including label print, branded delivery communications and fully managed customer service follow-up.

Having established and scaled THG’s own brands, such as Lookfantastic and Myprotein, as well as Ingenuity clients, the group has seen firsthand the warehousing challenges growing brands face today. This experience has enabled THG Ingenuity to create automated warehouse solutions to enhance time and cost efficiencies in e-commerce order fulfillment. Ingenuity recently announced a partnership with leaders in warehouse robotics technology, AutoStore. The solution combines our warehouse management system, Voyager, with AutoStoreâ€482;s ASRS warehouse grid and robotics order fulfillment technology, bringing together first, that being our fulfillment inventory retrieval system technology, as a solution for e-commerce retailers and global brands.

Warehouse automation is moving at pace. But typically, solutions are capital-intensive, comprising a complex collection of partners consequently slow to execute with high failure rate leaving the brand owner or retailer a solution that they are able to optimize with no ownership from the provider. THG Ingenuity can also work alongside retailers and brands to identify a suitable solution, but more importantly, take ownership from the design through to build, commissioning and subsequent optimization of the solution. We are well positioned to further build our technology and operating ecosystem, supported by our digital brand services.

2022 priorities include expanding partnerships through international growth, fulfillment and manufacturing. Our end-to-end capability brings us closer to our customers and ensure the models capture a greater share of the customerâ€T82;s digital spend than any other e-commerce platform.

[elsssworth] 28/7/2022 12:56

Yes Skintbob..that's why I been telling Frank to put his nob on the table, next to the Pepsi bottle.

Frankie..just put it on table..you might aswell make some money whilst your working on here full time.
I'm waiting for the skirt to lift..then I'm gonna sell them all to 4X4 again..bless him xx

[billionarebob] 28/7/2022 12:53

Ask yourself a very honest question - How much would it cost WPP to get were Ingenuity is right now?

Over 1 billion pounds worth of investment, distribution centres all over the world.

Check out the tech it is out of this world and miles ahead of the competition.

Cult is cost cutting a whopping 50% thanks to these little robot beauties.

Check out this video link if you've not seen them before.

[billionarebob] 28/7/2022 12:52

Some stats for Nutrition:
7.3 Global Social Media Followers
660M turnover
7.2M active users
13.9M customer orders
84% repeat order rate
200 new SKUS launched in 2021

Look at that repeat order rate and whey prices are falling too

[elsssworth] 28/7/2022 12:51

Granddad...that word "suck"..did you use it intentionally!

Been wondering if this means anything to ya...

""hxxps://lovinmalta.com/news/i-found-a-guy-shagging-my-sheep-st-julians-farmer-catches-man-molesting-his-flock/""

[bwana4] 28/7/2022 12:41

Share holders, please just check on Google about GAPS in a share price chart.
They always get filled. I am a genuine shareholder here. Not trying to suck anyone into investing here.
ATB and GLA only share holders.
Filter the FUD spreaders !!

[bwana4] 28/7/2022 12:30

The trend line has not held as the THG is very a very volatile stock. CHECK THE GAP IN THE CHART !!
IT IS GOING TO GET FILLED FOR SURE ! :-o)

[one_frankel] 28/7/2022 12:28

So with a lack of response should we all assume there isn't any '1 Handed'?