Member Info for 2phevs

perhaps 62.5 decided on that figure because that's how many mill jupiter had left on the last TR1
= £38,440,000 = KKR would still have £300 mill clear profit and 5%
Sorry to go on about KKR but this is what I'd be doing if I was KKR

Sorry think it should be 'open or blank cheque book'

Bye (hehe) Jupiter
that's another million shares retrieved from the huge orbital gas cesspit today and put into whoever 62.5 buyer is must have around 7 mill shares now

Yep big cheque in at the end asking Jupiter how many can you give away to us
SORRY we meant how many can we buy from you

KKR CVC ????? they both know thg KKR especially if it is them each time they buy at this price they are getting nearly 10 times the amount of shares they sold for a £350 mill profit just 2 years ago
Since then THG has had over £800 mill from a placing/subscription and spent it on multiple acquisitions and huge hundreds of millions capex
Nuts all crazy nuts uhh MM's make them and they cover them in manipulation

Totally agree with you Cantona on all your post
I just mention kkr because it's an easy play for them plus sterling is down over 10% since they sold out so they could buy around 50% of thg at this sp just with the profit they made here 2 years ago

I know they couldn't in the real world more like the figures you mention but it just goes to show what a bargain thg is given the £750mill from softbank all the acquisitions since ipo and the huge capex investment that has occurred since

If I was kkr I'd be buying quietly as much as I could at these levels

I've been racking my brains trying to think who could of been the 6mill buy the other day and the only one that's an outsider now and not in distress and knows thg inside out is kkr here's a paragraph from their exit at ipo £348 Mill profit from selling 20% that could buy them 50 now and they get to keep the original £100 mill they put in initially

KKR has made a profit of more than 300% by selling its minority stake in The Hut Group during the online health and beauty retailer’s initial public offering on the London Stock Exchange.

US-based KKR sold its 20% stake for £448m just six years after investing £100m in the British e-commerce business. KKR’s intention to sell was revealed in an August statement.

Imo the ii that bought 6 mill@62.5 the other day will be hovering over the buy button
Could be KKR as they were an early investor in thg when it was private they sold out at ipo they know thg inside out and I'd be very tempted to come back in at these levels
KKR could really help list a spin off in the US
KKR could actually be one ii MM would trust as well after all the backstabbing he's been through

goldy7 turned bearish again buy

HEHEHE strangled we should al club together and get one of those boats for all the LTH I'm pretty sure a few of us are as confused as the guy in the advert
NICE ONE made me smile

Yeah stayed with me that one just got another 9761@64.179 just sold my 30% gain in a week with ies nearly all in here in every one of 3 accounts nearly 250k shares now

EL now gone positive SP for the session and nasdaq thg down 6%
nuts oh crazy nuts MMs make them and cover them in manipulation
Sorry a cover on an old cadburys ad song

sorry about the formatting of the results but I'm sure you can work out where everything should be

Look good to me
2022 2021
Skin care 9,886 9,484
Make up 4,667 4,203
Fragrance 2,508 1,926
Hair care 631 571

largely reflecting a recovery in brick-and-mortar retail stores, as well as double-digit growth in global online2 and growth in travel retail. NICE DOUBLE DIGIT ONLINE

adjusted diluted net earnings per common share was $7.24, a 12% increase in constant currency. NICE

Fabrizio Freda, President and Chief Executive Officer said, “We delivered excellent results in fiscal 2022, exceeding our expectations in the fourth quarter and achieving record revenue and profitability on an adjusted basis for the year. Our multiple engines of growth strategy proved invaluable amid pandemic and macro complexity, affording us the diversification to seize growth of the moment. The Americas and EMEA prospered, Fragrance soared, and Makeup realized the promise of its emerging renaissance. NICE RENAISSANCE IN MAKE UP LETS HOPE MM's Sept 15th paragraph will be similar along with the promised strategic plan after seperation

BTW clothing and footwear was down and the trend has been like this all year
probably why Boo and asos are down so much this year and probably why Boo are strategically stake building in revb because that's the best performing part of the fashion sector this year
makes sense and fits with the factual Retail Sales figures this year

Health and personal care is doing well in the US but I can't be sure how much protein/nutrition is in these figures

Flat generally but ahead of consensus excluding car sales

Nonestore (as they call ecommerce) retailers were second best performers after gasoline heres the paragraph from the Census Bureau

Retail trade sales were virtually unchanged (±0.4 percent)* from June 2022, but up 10.1 percent (±0.7
percent) above last year. Gasoline stations were up 39.9 percent (±1.6 percent) from July 2021, while
nonstore retailers were up 20.2 percent (±1.2 percent) from last year.

ROW inflation is in decline Canada huge drop yesterday
Does seem the UK is more susceptible to price pressure imo it's down to these
Brexit job pressure - more jobs available that we don't want to do
Gbp 10% drop - we import a lot of everything getting more expensive
Furlough fraud - put a lot of hot money out there

Just going to take time to work through nice that thg has 60% ROW and nice thg are in sectors that are doing very well in the UK

IMO looks like BMN are low on cash as well compared to IES mmm DYOR

InJUPITERbly guys hehe

I mean indubitably

I think BMN are having some internal shareholder litigation issues and they've invested in cellcube which are competitors perhaps IES have just decided to take them both out by going to cellcubes supplier
IMO DYOR