We would love to hear your thoughts about our site and services, please take our survey here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Id be wary of calling anyone who invests £4m in a £1bn company an Activist Investor.
On the whole a positive update today and great to see double digit growth in Beauty. Slightly concerning the level of decline in Nutrition. As someone mentioned earlier today, it seems the decision to protect the consumer prices last year hasn’t really paid off.
What I really can’t quite put my finger on though is the reason for the delay of the update? Nothing here seemed to be time sensitive and no real standout wins that landed late. The last minute notice of results yesterday is just a big F U to everyone else outside the “circle”. The only thing missing today was an image of David Beckham celebrating his free kick against Greece tagged on the LinkedIn post with Mouldings face photoshopped on as the match winning hero of the day as we look at the SP sitting currently at the dizzy heights of 65p. 👏
Roll on to this hitting my B/E point after holding this for nearly 2 years as I will be running for the hills because with this guy at the helm we’re clearly just 95% unwanted noise.
One day of a 4p rise and you're all acting like it's a new dawn 😂😂
45p, 55p. All the same. You just trade it. It's all It's good for now. Eventually it'll either need another cash injection/dilution. It's just not profitable.
Still waiting for the 45p ?:
Hardwell
Posted in: THG
Posts: 249
Price: 59.70
No Opinion
RE: Q1 Update19 Apr 2024 20:25
😂😂😂 Good luck all, but I'll buy back in at 45p after the Q1 update
Ah so you’re a trader. Makes sense. But why buy at 55p? If the company is making no money and running out of cash as you say, why wouldn’t you wait for a much lower entry point ?
I'd buy back in and out to trade this...it has a trading window of about 55p to 70p which is wide enough to bank a regular 5%. As for keeping it long term...nah.
Cumulative losses of £1 billion + means no corporation tax for many years to come....not a bad plan to make losses in the early years of trading, allows the company to invest in its infrastructure and expansion plans with no tax to pay..
Hardwell you say all this, but then you’ve also openly admitted that you’re keen to buy back in here again? Make it make sense m8
That's an alarming anecdote but not all that surprising. Mad has the same tone in his social media stuff, lots of emojis, he seems to find it all a bit amusing too, there isn't the humility you'd expect from presiding over a company that's now made cumulative losses of £1bn+.
Cash flow wise last year's annual report does have a rare lucid moment stating: "free cash flow positive from 2024 onwards." Can't see it ending will if that's another goalpost that gets moved.
Why read into Kelso being silent other than MM now owns 8% ?? All the "theories" are just hot air
Nothing has changed at all PMH...don't give the slightest F about shareholders. CEO's got it all tied up like a federation football so they don't matter.
Interestingly I was talking to a senior bod from THG Saturday morning. They were actually laughing about the fact the company makes no money...
The problem with THG remains...eventually MM will run out of other people's money. My advice to all invested here is keep an eye on cash...in versus out. And I don't mean the " £600m available facilities" as that's just a credit card...
Not at all my friend not to worried either way only 2000 shares quite interesting but GLA which ever company or position you have ummm
Dont know your a green box .suck it up mother focker
Decent uptick in beauty..holding the prices on myprotein was a disaster.
I struggle to see what is changing here..
1) giving shareholders less then 24 hours notice about trading update and conference call - again
2) nothing about strategic update
3) where Is Lord Allen that is being paid £400k?
4) premium listing news?
Shambles really..seen it so many times before…small uptick today and it will drift back down to mid-high 50’s..
Its a sh@t show .all good in the hood .......just hold
Kelso have their own agenda here dafad and have their own update to publish before the end of the month and I'd expect them maybe to come over the next few days what with NCC slightly rebounding.
I also expect they will be more than a tad perturbed at MM's Linkedin comments of 95% of advice not being taken and pushed to the side.
In addition because the jewel in the crown at the time, THG Nutrition, now seems to be regresssing and substantially losing sales and revenue it is extremely doubtful now that with those declining numbers that it prove attractive to new investors in a seperate listing. I suspect that they will see any seperate listing of THG Nutrition as a missed opportunity.
A 170p Bid was turned down as substantially undervaluing THG. Apollo Bid also abruptly ended without any numbers posted as others do, and two bids for THG Nutrition also. Now noticeably a large decline in sales and here we are tonight at 65p.
I wouldn't parody them and always be wary of Active Investors who become the quiet ones.
Could Kelso be privy to future Thg plans and therfore unable tocomment or trade.Intetesting times!
These guys got a bit excited yesterday, upped their short by 0.1%
Don't disagree with you Fredster that a rate cut or 2 wouldn't do any harm to prospects
Not quite favourable macros yet I think we need to interest rates come down here and across the pond when there will be more appetite for this type of stock. That said I don’t think it’s too far away.
Maybe not before the AGM, but I'm with crafty. Rightly or wrongly, MM hates it on the LSE, and has been very vocal that he thinks it is the wrong place for THG. He has been biding his time to get some better numbers/forecasts out, get cashflow into a better position, and await more friendly macro/financing conditions. With those conditions now in place, he has to pull the trigger on something sooner rather than later to get to a more favourable valuation for shareholders and retain support, and give him a platform to accelerate growth again. JMO
Fair price is 175. Because share quantity increase over 35%. 1.3b shares. I can not image over 200
Fair enough. I'm not convinced that anything will happen in the near term, but let's see.
Great Crafty, keep up the good work.