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@c***yinvestor (See I can act like a 12 year old as well, but am a bit better at rearranging usernames given I’m a fully grown adult).
If you are so sensitive to criticism maybe it’s better that you spend more time at Iceland counting tubs of Myprotein Ice cream rather than continually posting nonsense on here. This of course is just my opinion feel free to ignore it.
@Speciman gaslighting at its finest, calls me out for name calling, then says I am too sensitive when it's pointed out that he calls others.
A schoolboy error ruined his gag. An underscore would have gotten rid of those astricks, and anyone who undervalues their own investment is either weird or short. I will let this forum judge which one you are.
FFS, let's move on.
Poof and there Gone !!!
Good riddance to Bad Rubbish 🤡 👋
Not counting any blessings! Will be back at the first wiff of a retrace!
@c***tyinvestor
I'm gaslighting no one, my posts make sense and have a degree of continuity to them, especially if you quote the in context - do you read the Daily Mail by any chance. I've tried to have grown up discussions with you to no effect so I'm now affording you the courtesy you give everyone else you disagree with.
You come across as someone who's had a degree of success in their life but are constantly afraid that people don't recognise your brilliance. In any event to you seem to have great difficulty with dealing with people who might have a different opinion to your own, to the extent you can't even have the decency to represent what they are saying accurately or base your response in the context around it.
Unfortunately for you this is forum is used to express opinion and differences of opinion so get used to it. Or of course you could just block my comments so everything in the world continues to point to C***tyinvestor being 110% Correct all the time / Font of all Knowledge / Defender of the Faith and the Smaller People.
You act like a clown and treat other people with contempt then get upset when someone does the same to you.
So Specimen115, what is your valuation of the whole company? It doesn't appear that many people agree with you.
@LD73
My point is that I don't have - and never have had - a valuation of the Company other than I expect it to be higher than it is now by some considerable margin.
However considering that any movement in THG Revenue or expectations of positive revenue moves (i.e more freezer cabinets / ranges in Iceland etc.) doesn't seem to correlate with a corresponding movement in the SP why would you then use a Revenue multiplier to accurately represent what the Company is worth.
In my view - and again this is just an opinion - the SP will be more affected by news around expected cash flow / free cash flow because that is what an large or institutional investor deems more valuable / beneficial. So for me personally if I see or hear anything that suggests the FCF is going to be positively impacted that's when I would look to buy more share in THG.
Also just to put some context around this. I pointed this out month's ago and C***tyInvestor basically took umbrage with this - which they are perfectly entitled to do. However at that time C***tyInvestor was also bandying around valuations based on Revenue Multipliers and comparisons to 5-year historic rates, they then got upset w.questioned the validity of this especially considering 3 of those 5 historic year were during a global pandemic they got upset.
In real terms I don't care who agrees or disagrees with me all my posts are written on the basis of DYOR and I certainly don't expect anyone to make any decisions based on what I'm saying.
Although in saying that I notice the SP is skyrocketing as I post these diatribes - so maybe the market thinks C***tyInvestor has some direct link in to MM and that he'll pass on my sound and knowledgeable advice.
Speciman I thought we had moved on
You say:
'Just my opinion EBITDA multiple valuations are a more standard way of valuing a company than Revenue multiples.'
If this is the more standard way, please can you give me a list of M&A on LSE in the Beauty or Nutrition sectors where a non-distressed comp has sold based on EBITDA multiples. I am providing M&A comps being sold based on multiple revenues on a weekly bases, so this shouldn't be to hard for you. Happy to go back 10 years pre-pandemic
Genuinely interested so please share if you find any and I will pass on to MM
Thanks :)