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A £1.00 down since the highs of May. Good to see the support from those who said it was under valued :(
THG's current valuation is linked to Klarna and other over hyped companies within the JUP/CHRY portfolio, it will change though given time but as WB has said use leverage very carefully.
Who would have thought one of THG's largest and most supportive shareholders would become forced sellers.
Backoffice operations (compliance) have no regard for price, always find they become indifferent towards the end of selling getting rid at any price.
Good posts Sp.
Thanks osg. Shows how complete irrational the market has become.
We LTH's/BOD know the complete disconnect between the actual company and the share price!!!
If they sold Beauty on its own, with forecasted revenues of £1.4 billion this year, as Citigroup said at 85p+, it would surpass current market cap!!
Remember since IPO, cash acquisitions was £900m+, current market cap.... Lol
It has truly become bonkers.
They say THG is linked to Nasdaq, well in the last month Nasdaq has rallied, some tech stocks are up 40-50%, and thg has continued to...
Lets see what the long awaited strategic and operational update brings. They must have finalised the roadmap ahead, how they going to add value, now that seperation is complete!
Matt needs to sort this out sooner rather than later, private or not private, 12 months left on his golden share, so action required asap, will never want to take it to the wire.
Let's wait and see.
Afternoon SP-28,
If you look at this mornings news of Just Eat selling its 33% stake in IFood for €1.8 Billion it just brings home the glaring undervaluation of THG and its Beauty, Nutrition and THG Ingenuity divisions.
Probably the most undervalued stock on the market imo.
https://www.proactiveinvestors.co.uk/companies/news/990561/just-eat-soars-after-sale-of-latin-american-business-990561.html
https://www.proactiveinvestors.co.uk/companies/news/990561/just-eat-soars-after-sale-of-latin-american-business-990561.html
Thanks Sp. Good to see you back.
If we move away from the flim flam/market manipulation, LinkedIn is a good source/only source of information, as IR provide absolutely NOTHING:
In the last few weeks, just a few of the updates:
Eyeko – In House Full Rebrand complete
David Wiltshire – Received a tour of THG Ingenuity – ‘Next level warehouse automation’
OTO CBD Collaboration
MyProtein x Jelly Belly Candy Company
60+ Graduates have joined THG
MyProtein x Perfect Day Collab
Brand New Onsite Employee Gym – (Hands down, must be one of the best workplace gym out there – See Zynk Design)
Launched Guerlain – Next step in long term strategic partnership with LVMH Group
THG Ingenuity Cloud Services x Cudos partnership
THG Eco Website Launched
THG Beauty x Facebook/Meta Event
Lookfantastic, launched Fantastic Futures
Great Post Sp and so true - the MM's / shorts have been milking this dry and I too firmly believe something major is afoot!
I have been adding on all these pull backs! Gla
‘Markets can stay irrational longer than you can stay solvent’ – How true is this for THG.
If we look at all the facts, current value seems incredibly ludicrous. Now just £280m above cash value reported at 31/12/21!
For 2022, with £2.75 Billion Revenue, and EBITDA £200m.
Original guidance of 22-25% growth has been maintained TWICE now.
All other beauty retailers are flying.
CEO and Chairman have bought ££Million worth of shares themselves.
IMHO Jupiter/Takeover fiasco has presented a gift of a lifetime.
As AS1 states, defo lessons learnt, had to average right down.
Sept update only 18 working days away now, lets see how much longer they can manipulate this share price! Surprised it has gone on for this long Lol
DYOR