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Closed at 624m GBP market cap, another 10p will leave THG sitting at cash in bank ..

What a carry on lol

Just looked up Ocado Crest data, whopping 13.5% of stock borrowed.

You would think actual shareholders loaning out stock would be against their own financial interest, similarly with THG large holders can't be that concerned about the long term price.

Perhaps recent share price bounce can be attributed to the positive outlook as commented on (thanks) below.

A break past $15 would be important with several failed attempts this year, similarly 250p here in UK.

Just going through some of the less mentioned THG brand portfolio, didn't realise they owned a cycling website UK & US.

https://www.probikekit.com/

This is interesting as they are US based which know from other retailers are doing okay.

https://www.skinstore.com/

Less than 1% voted against Matthew Moulding re-election, I think that speaks volumes on how he is considered and respected.

7. To re-elect Matthew Moulding as a Director

722,098,716

99.03%

8. To re-elect John Gallemore as a Director

719,353,133

98.66%

Have to disagree on the comments surrounding Matt, he deserves to be commended for his philanthropy contributions which receive almost no attention at all.

All this talk of 'the city' is flim flam generated by those with a vested interest in promoting a negative image, the mood music will change once they are happy to do so.

As far as performance is concerned have they not met or exceeded targets set at IPO, what's not to like?

Ingenuity couple of new accounts this week (one is still not full live yet)

https://www.myrkl.com/

Quarterly reporting is often seen as a good thing especially across the pond, something that may come to fruition.

We could also see other partnerships other than Beauty, the obvious one being Ingenuity now that would be interesting.

Need to knock 100m off that figures Oak, closer to 650m currently.

From July update;

'THG PLC ("THG") announces that it has completed the internal separation of its key trading divisions which, as previously announced, simplifies THG's corporate divisional structures and provides it with material optionality and flexibility to enter into future strategic partnerships to generate value accretion for its stakeholders.'

Agree, the analysts seem to levitate to only one part of the business which is more to do with human nature than anything else, we like to compare to something already existing in order to form a (safe) opinion.

When you pull up a sector list on say Bloomberg THG is not even included instead listed under Computer Services, one would hope this is corrected when moving up Premium wise.

Getting a partner onboard now that Beauty is a separate legal entity would help presumably taking an equity stake at a fixed price.
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Vivek Ganotra , Chief Executive Officer THG Ingenuity

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Salesforce
Full-time · 2 yrs 9 mosFull-time · 2 yrs 9 mos
SVP and Chief Customer Officer, UK&I

https://www.linkedin.com/in/vivekganotra/?originalSubdomain=uk

Great find, cutting edge lead gen software. Didn't the new Ingenuity CEO migrate from Salesforce ?

Extend my thanks to HH also, Kate replies to most emails but she just doesn't sign them off as such.

Full respect for Mike Ashley, what a great turnaround now back in the FTSE.
Take a look at the share register, only a small free float percentage plus buying up what's left through a share buy back.

https://www.marketscreener.com/quote/stock/FRASERS-GROUP-PLC-14768949/company/

Kroger just reported across the pond, yep you guessed it beat the street raising guidance, 7% pop after hours.

Yes, absolutely, any likely candidates ?

Most of this looks like algo trading, props have the place to themselves.

Volatility is what they are after, all those synthetic CFD's cost most to run especially with interest rates climbing.

Surprised at the muted response given the world wide potential.

The figures quoted look highly encouraging for patients.

https://www.yourcoca-cola.co.uk/

https://www.londonstockexchange.com/news-article/HCM/fresco-2-colorectal-cancer-mrct-data-highlights/15619323

Pretty upbeat, shares up 16%

https://www.investegate.co.uk/halfords-group-plc--hfd-/eqs/20-week-trading-statement/20220907070008ENAIY/

Here are the top five short positions according to short tracker, four of the five are retail - Fraser Group doesn't even an entry of their database (previous incarnation, Sport Direct does).

BOOHOO.COM PLC 8.5%
KINGFISHER PLC 7.3%
ASOS PLC 6.8%
FEVERTREE DRINKS PLC 6.1%
RENTOKIL INITIAL PLC 5.6%

Sorry about the caps, just being lazy and pasting from a d v f n