Thg Share Discussion Threads

[goforgold1] 02/8/2022 11:37

4 days of recovery gone in 1 hour trading that says it all .

[neo26] 02/8/2022 11:37

What on earth was thg thinking not selling at 170p.

[goforgold1] 02/8/2022 11:36

It's 65p again it's dropped 5 points already . Crazy just watch wait for results . Would not want to be in this till after results no point

[one_frankel] 02/8/2022 11:33

Dont try and make excuses for the bloody obvious and Revolution are trying to deceive investors with all their 'Spin' of continuing post-covid issues in the RNS...And those supply chain bottle necks have certainly subsided now but why are those affiliates of Revolution reducing stock in such a high demand/high turnover market of beauty, surely it can't be due to dwindling sales can it!

...And I'm honestly bemused by your thinking at times buddy!

[bldm] 02/8/2022 11:26

We get it, market gets it. I'm afraid you don't get it. Some humility that you might be wrong. Plenty of fools who blow 20 years of gains on one position.

[toastyakatoansy] 02/8/2022 11:17

You just don’t get it really.

Completely different. Hence why Boots latest update showed growth of online beauty which is far more similar to THG.

Also your not quoting correctly. Is everything always a twist a negative spin with you? They have stated that their sellers are reducing stock because normal supply lines have improved and they don’t need to hold the stock that they held in covid times. Everybody including me increased their stock to 1 year worth as we were worried about getting stock. That has subsided. It’s very clear on the RNS. If you are not going to have a genuine debate then just stick to cutting ears off and cursing everybody that challenges you. It’s better than talking about something you know nothing about.

[one_frankel] 02/8/2022 11:11

I tend to use seaweed buddy!

...THG is predominantly a 'Direct-to-Consumer' business but if Revolution is now stating that its affiliates are reducing stock because of dwindling sales how does it look for the beauty part of THG in future buddy?

...The impact is going to felt across the wider supply chain, make no bloody mistake!

[toastyakatoansy] 02/8/2022 10:55

Nah Frankel. That the best you got. You looked into your crystal ball there lol.

What does that even mean. Why don’t you spell it out exactly what you think is going to happen so I can quote you when you are wrong rather than vague comments that could mean anything.

[one_frankel] 02/8/2022 10:51

You're correct in that THG doesn't work like that but the impact is going to be felt across the whole supply chain regardless as you'll see in the forthcoming updates buddy!

[toastyakatoansy] 02/8/2022 10:33

REVB is only relevant because some people were looking for positives yesterday. Firstly it was trading at 1 times revenue where as THG trades at 1/3 forecast revenue.

Secondly their model is mainly to stores and they state that retailers are reducing stock. That would suggest that a lot of their growth was retailers stocking up. THG doesn’t work like that at all.

Finally their DTC clients are selling less online as their stores are open. Well yeah duh. Boots is a better comparison if you really want to make one. Every business is different regardless of sector. THG Beauty is already trading at maybe 0.3 to 0.4 x revenue. Also THG has a lot more head room. I think rev beauty is now a takeover target.

[sankshiela] 02/8/2022 10:30

MrsImmons - you still hanging around London bars on your own trying to pick up men. You sleeze bag

[tomzimerman] 02/8/2022 10:21

Me either lol

[kemche] 02/8/2022 10:21

At least I don't post on advfn.

[tomzimerman] 02/8/2022 10:14

Some desperate shorters here today again. Post after post about what a bad investment and company this is lol. Makes you wonder if they are desperate or genius in disguise, Considering they post on advfn the answer to the question should be easy lol

[mrsimmons] 02/8/2022 10:08

Btw my comment about the rights puts me right off - I should add NO PUN INTENDED

[toastyakatoansy] 02/8/2022 10:05

There is no rights in the foreseeable future Simmons you cunning little fox. You do make me laugh though. You only appear on down days, im not going to go through all the same arguments again mate.

The rinse is nearly complete. The turnaround will come if the company keeps executing its strategy quarter after quarter over a year or two. With separation complete we will have individual visibility of each division. If Ingenuity needs money for example I would expect a spin off/partnership. However you know all this Simmons lol.

[kemche] 02/8/2022 09:55

bibi4 will underwrite the rights so no worries there.

[mrsimmons] 02/8/2022 09:49

Jefferies have 1.2 and Barclays a quid. I’ve read the Barclays note. Ingenuity is not priced at zero. People keep saying that. It’s not true.

I wanted to buy at 56p but the rights puts me right off. I’d like Clarity on funding at the next TU. The debt markets are tightening up and it’s definitely risk off.

[leoneobull] 02/8/2022 09:45

What is suppressing the share price The sector is down, a lot of the movement reflects sectoral trends and macros. Ingenuity Jeffries reckon 89m vs 108 to 112m guidance. But then Ingenuity is valued at zero yet has high Ebitda

[kemche] 02/8/2022 09:40

Could THG buy REVB?