Member Info for 2phevs

Hopefully they've gone/going to a lth/s with vision

This company should be flying

Hi Alex I'll try to give you a few pointers to DYOR

https://dl8hes3yo0qpy.cloudfront.net/wp-content/uploads/2020/09/10153258/THG-Prospectus-1.pdf
279 pages but worth reading

https://www.fitchratings.com/research/corporate-finance/fitch-assigns-thg-holdings-plc-idr-of-b-positive-outlook-withdraws-thg-operations-idr-21-10-2020
Very independent ratings company confirms internally built IP

https://www.thg.com/news/preliminary-fy20-results-and-first-quarter-trading-statement/
prospectus valuation on IP £93 mill
see 8. intangible assets

Hope this helps Alex GL

Great hopefully new CEO getting rid of dead wood from a group company that is BTW ZERO/0 in value by analysts

Nice to see you again here magic myrtle this came into my vls google alert inbox this morning not sure whether this has anything to do with the recent activity
https://www.crainscleveland.com/manufacturing/ashtabula-county-port-authority-buys-80-acres-velocys

It's actually gone up a bit could be a buy

Yeah highstakes nxt trading statement very interesting
Read the bit about full price sales with pent up demand for social events weddings etc LOADS OF MAKE UP I'd imagine
https://www.lse.co.uk/rns/NXT/trading-statement-k400r26uochc1po.html

Read the bit about full price sales with pent up demand for social events weddings etc LOADS OF MAKE UP I'd imagine
https://www.lse.co.uk/rns/NXT/trading-statement-k400r26uochc1po.html

Well worth a read and they're increasing next year's guidence
https://finance.yahoo.com/news/e-l-f-beauty-announces-200500228.html

Nope sorry osg I think a poster starting with a x (xlick I think) has access but it wasn't disclosured what peers where compared
Sorry can't help there

Update to article
Not only a retired banker but has a drag act called banker beauty and confesses to an obsession with make up information
Further investigations to be announced

And its the nasty one that likes to keep quoting the Barclays toilet paper

While the three ste's stooges multiply their research capabilities finding what products THG produce perhaps one could peel off and explain the difference between revb and elf (not a lot now that revb has purchased its manufacturer) and the figures are about a third of elf but with a mcap of a twelfth of elf
Please explain that to us uninformed cult on here one of you stooges
Actually after purposefully popping into boots this morning and seeing the new revolution stand it looks amazing compared to the drab other ones would really like to dip in there when audit is finalised

One of the three Ste's (stooges pardon the pun) kicks off again
THG do produce manufacture various things perhaps one of the three ste's could come back with a well researched list of products
Dear me just had to drop the Barclays bit in there as well
Barclays 13 page Flim Flam
Citi's 62 page proper research probably comparing companies like elf
Dear me

Their results are out today and the company is currently at a 52 wk high on sp unbelievable compared to THG

Full Year Fiscal 2022 Review

For the twelve months ended March 31, 2022, compared to the twelve months ended March 31, 2021:

Net sales increased 23% to $392.2 million, primarily driven by strength in our national and international retailers.
Gross margin decreased approximately 65 basis points to 64.2%, primarily driven by unfavorable foreign exchange rates and elevated transportation costs. These items were partially offset by price increases, cost savings and margin accretive mix.
SG&A increased $27.8 million to $221.9 million or 56.6% of net sales. Adjusted SG&A was $199.8 million or 51.0% of net sales. The year over year increase in SG&A dollars was primarily due to marketing investments, compensation, and benefits.
The provisionfor income taxes was $3.7 million.
Net income was $21.8 million on a GAAP basis. Adjusted net income was $45.2 million.
Diluted earnings per share were $0.41 on a GAAP basis. Adjusted diluted earnings per share were $0.84.
Adjusted EBITDA was $74.7 million or 19.0% of net sales, up 22% year over year.
Balance Sheet

The Company ended fiscal 2022 with $43.4 million in cash and cash equivalents and $91.1 million of long-term debt and finance lease obligations, as compared to $57.8 million in cash and cash equivalents and $110.3 million of long-term debt and finance lease obligations at the end of fiscal 2021.

The insiders only have 8 more trading days to buy before closed period starts 30 days before results

If it was pdmr buying then the rns usually comes out around 2pm going on the Last few times osg

Been in and out here but always kept a chunk in my sipp
Overall I have so far actually made money especially when I top sliced a lot during May and June
An example of a recent trade I've done 14k tnt @70 sold 8k at @90 and 4k @187.5 (should of waited) still got 2k that owe me 70
This is what I do Humber doesn't always work out
I'm very very heavy here now but why not it's a bargain
Like I said earlier Revb would have to be 16 to be anywhere near same metrics as thg at the moment and thg are so so so much more of a fantastic company
GL Humber

said to myself should of bought some more @65 the other day
goldy7 buy signal.