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.
Moulding is not shrewd business, he is a rich arrogant man child and unless you are prepared to wait 5 - 10 years I doubt very much whether you or I will see the shares back at 500p.
Welcome back crafty and thank you...
What Price THG Beauty?
The Spanish beauty giant plans to sell Class B shares at €22 to €24.50 each, which would value the group between €12.7bn and €13.9bn
https://cosmeticsbusiness.com/puig-sets-ipo-target-for-close-to-14-billion
Puig’s initial public offering (IPO) will start trading on the Spanish stock market on 3 May.
The Barcelona-based beauty group is aiming to raise approximately €3bn through the issuance of both new and existing shares.
This would enable 21% to 24% of the company’s stock to belong to outside investors, with the Puig family retaining a majority stake.
The group gave an expected range for its market capitalisation after the public offering of €12.7bn to €13.9bn, reported The Financial Times.
Puig and its founding family plan to sell Class B shares at €22 to €24.50 each, the company said in a filing with the Spanish securities regulator.
The IPO will involve around €1.25bn of new shares, while the Puig family is offering stock to about €1.36bn.
The number of shares will be determined by the final price of the IPO.
Puig, which owns Charlotte Tilbury, Kama Ayurveda and Rabanne, is capitalising on its growing momentum in the region’s equity markets.
The IPO will support the Spanish fragrance and cosmetics company’s expansion plans, particularly in Asia, and provide financial muscle for future growth.
Puig will list in Madrid and other Spanish stock exchanges with bankers at Goldman Sachs Bank Europe SE and J.P. Morgan SE leading the process.
Puig confirmed earlier this month its intention to float on the Madrid and other Spanish stock exchanges.
“It is important for any family business to have the right checks and balances in place, particularly during generational transitions,” said Marc Puig, Puig’s Chairman and CEO.
“We believe that the balance of being a family-owned company that is also subject to market accountability will allow us to better compete in the international beauty market during the next phase of the company’s development.”
This will be Spain’s largest IPO in nearly a decade, and if successful, could pave the way for more listings.
Puig is not the only beauty company looking to boost its momentum with an IPO listing this year.
Swiss skin care company Galderma started trading on the Swiss Exchange last month and shares have soared since.
Lead image An array of Charlotte Tilbury products.
Ste must be getting desperate with all this posting...that short Spread Bet must be hurting now..
Ste your arguments are increasingly weak i'm afraid.
- no capitial event - it will come when the deal is right - only upside to the SP
- no premium listing - there will be only one listing soon, so why bother - only upside to SP
- no material ingenuity win - agreed ingenuity wins disappoint, but more than reflected in SP
- ingenuity internal decline does not stack up - Don't agree, automation= cost out and dial back low margin customer acquisition to focus on margin. Nothing to see here
- nutrition decline for last 3 quarters - will return to growth post rebrand, plus partnerships in US
- beauty up through acquisition - Biossance low single digit contribution to Beauty growth according to call
- overall no real change/ improvement, as guided as FY just inline - Beauty is a big improvement, you told us it would be a revenue miss across the board
Ste 2000 moron. Still not prepared to tell people whether you're short or not? Come on, makes you look like a fool when you don't answer. If you're short and proud, shout it from the roof top and tell everyone!
Oh look at that.
The price just went up from 65.15 to 65.52 in a single trade. Do you want to write a post about how the price has gone up by 0.37p? Course you don't, because it doesn't fit your narrative.
Desperate.
Well how do they break even at 1.25bn revenue (of which 750m is internal) in next 4 years, if internal is declining?
Bob, that is how much emirates skycargo do, not Nut Group
anyone want to answer my points in previous message, or too factual for rampers lol
So let me see if I've got this right Ste:
The share price drops: Ste/GTC and the rest spam the board with an avalanche of negative posts.
The share price rises: Ste/GTC and the rest spam the board with an avalanche of negative posts.
Desperate.
Whats you issue with falling internal ingenuity revenue? Pivot to focus on higher margin business margin means lower growth and lower costs (ie internal ingenuity revenue?), and better EBITDA
@yorek don't forget the are already shipping chocolate through Dubai :)
https://www.linkedin.com/posts/activity-7185907261859332096-MNfM/
SP is up 3p and falling. no desperation, just fact.
maybe city spy wife desperate mind
Dear dear, the stench of desperation in that post from Ste is unbearable......
Yanks hate this share. will run back down (already started). fail to see what stops shorts from reloading and running back to 58
no captial event
no premium listing
no material ingenuity win
ingenuity internal decline doesnot stack up
nutrition decline for last 3 quarters
beauty up through acquisition
overall no real change/ improvement, as guided as FY just inline
if this is a bang, pity city spy wife
APH01 / GTC / Ste2000
What is scary is the smell of damp squid coming from your mums basement
Some very inexperienced THG traders, scary.
Yea that's right Ddj, the day isn't finished yet...
Could be awkward for somebody if something else in pipeline just saying umm
BURN BABY BURN
ITS a DISCO INFERNO.....
Cant see anything in the media...of course the are quick at posting negative stuff.
but they cant knock it this time
Ohh dont be such a downer smithy
Isn't it amazing the way the mouthpieces come and go. some of them very vocal.
Heres Hopin the most rude and aggressive, i wonder what name he uses now, one wonders.
THGRockets were is it?
The only civil sensible head was Okehurst but even he's on sabbatical.
Any others?
....... :-)