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EOY price predictions,

Modest rally could lift THG to 98p which is where I am parking my bet, however I think 2023 will be much better given the CAPEX reduction (please the market) and more favourable economic back drop.

2023 EOY 270p

What about this headline from 2021, has actual details rather than inferred.

https://www.bnnbloomberg.ca/marshall-wace-long-short-fund-reports-record-loss-1.1558337

Couple of points, firstly Wace didn't make £723million from shorting, 62% of the revenue is by way of charges

Secondly the figure above is shared with another corporation, how much was attributed to the other entity 99% ?

"The group of 23 includes another corporation"

More analyst coverage, just glanced at this before going out.

Similarly, HCM has 191.69% upside from the recent share price of $10.71 if the average analyst target price of $31.24/share is reached

https://www.nasdaq.com/articles/fnis-underlying-holdings-could-mean-45-gain-potential

Shirley we are due a TR1 or the equivalent HK holdings notice given such high volumes?

Both e.l.f and Ulta are doing really well at the moment, different demographic and price points but similar business model.

Both have relatively low online sales of around 15% or so (check), the rest is made up of Walmart/Target type outlets with the remainder from beauty shops/hair saloons.

Given the low online presence it could represent a good opportunity for either THG's own brands or Ingenuity as a platform/fulfilment hub, USA hasn't had the same level of fallout energy wise that Europe is currently experiencing.

Stop it Canary, you're making things worse lol

Victor Li’s CK Life Sciences teams up with Chinese AI pharmaceutical firm XtalPi to develop cancer vaccines

https://www.scmp.com/business/china-business/article/3200994/victor-lis-ck-life-sciences-teams-chinese-ai-pharmaceutical-firm-xtalpi-develop-cancer-vaccines

https://www.ck-lifesciences.com/eng/content.php?page=profile

1m GBP trade reported at 10am, not often you see those in HCM

That puts volume for today on LSE at a six month high, few more hours to go yet.

To give a more balanced perspective its worth listening to actual CEO's investing in China.

Blackmores CEO on China Market, New Opportunities

https://www.bloomberg.com/news/videos/2022-11-29/blackmores-ceo-on-china-market-new-opportunities-video

Peter Thiel’s VC fund backs TreeCard, a fintech that plants trees when you spend

https://www.cnbc.com/2022/11/30/peter-thiels-vc-fund-backs-climate-conscious-fintech-treecard.html

THG's own platform with gift vouchers, what value ?

Make a bigger impact with (more:trees)

https://moretrees.eco/partner/thgpc/

Interesting to have so much China based coverage, I guess they recognise Hutchmeds home brands better than we do.

Clearly the reports are aimed at Chinese investors, we know much of the turnaround in Hutchmed happened in HK on 14th Nov, huge volume as highlighted at the time - lets hope we see one or two new funds joining the share register.

Overall markets have helped too, China just got too cheap for investors to ignore imo.

- Hong Kong stocks log best month since 1998 in US$808 billion rebound as China Covid pivot, stimulus bets gather steam

https://www.scmp.com/business/china-business/article/3201486/hong-kong-stocks-head-best-month-1998-china-covid-pivot-bets-stimulus-reverse-economic-slump

Excellent research tacly, its good that they are China based as adds another perspective.

Further background to the company

http://www.sccmasia.com/en/capital-markets/#OurLeadership

Its crazy isn't it, impossible to view high street operations in the same way again, just looks so out of date.

That said, it would be even cooler if they got those bots to wear Santa hats bol !

The Hang Seng closed up over 5% today, all of this activity is going to make the short side jumpy, illiquid stock tightly held.

AstraZeneca to acquire Neogene Therapeutics

https://www.londonstockexchange.com/news-article/AZN/astrazeneca-to-acquire-neogene-therapeutics/15734571

Missed off link

https://www.lcatterton.com/Press.html#!/LC-elemis-loccitane

L'Occitane also purchased ELEMIS, both are established Ingenuity partners.

If L'Occitane are successful with their Aesop bid we could well see a third joining the Ingenuity platform.

https://www.thgingenuity.com/resources/case-studies/elemis

Not sure if this has had an impact or not, Taiwan has just had local elections voting in a party which favours closer toes to China, bit of a surprise apparently.

HK quote is around 1.88 UK but NASDAQ taking the edge off.

Dependant on how quickly the FCA move with regard to their consultation, received a reply some weeks back pointing to 2023 sometime but nothing conclusive, ball is in their court nothing to do with THG.