Member Info for 2phevs

Seems Revb trying to show retailers they have enough stock to supply them has overstretched them when the market is trying to run things tight on inventories waste trends etc another balanced post from the Revb board

£21m net debt position vs £40m overdraft facilities... blamed on building stock inventories. Exact same story at MADE. It sounds to me like they've overstetched and been caught out. The solution will likely be to heavily discount the beauty products in order to reduce inventory and increase cash, this will impact gross margin & EBITDA. I'd say an EBITDA miss on the full year is highly likely, it's the lesser of two evils vs running out of cash.

THG has no problem with cash BTW even barclays and the ft agreed with that before anybody starts a cash issue thing

Not my words but a good post from Revb board

Why is the drop overdone? The enterprise value is still over £100m and the companies is burning cash... it's still on a far higher EV/EBITDA rating that THG and looks far higher risk given the net debt position.

Thg should wait for Revb to drop another 50% to be near the level thg have dropped in 12 months before they look at buying them
The paragraph above is madness and won't happen but this is the reality of THG’s current sp THG are the customer and will be taking advantage of the issues Revb mention

Sorry +100% re rate immediately please
Along with all the other positives that'll be mentioned today I like the inventory of its customers wording
Meaning THG leaner and meaner

I'm a type of glass half full
THG sp July 21 650
Revb July 21 160

THG sp 68
Revb sp 32

= THG 50% re rate now please

Yeah saw this yesterday about 2pm didn't even mention it as it was embarrassing how wrong the Separation statement was and all boards say they never take any notice of the motley fool

Not sure brenchk but here goes

I reckon its a calling card and identifier between trading carousels to show who is on the active bid or sell via algo bots
Hopefully a BEAUTYful 6 weeks to come until results on the 15th Sept

looks like the bots managed to get 2 open orders on that drop to errrrr drop their kegs
14:41:08 69.028 58,657 Sell* 69.14 69.44 40.49k O
14:41:07 69.09 14,473 Sell* 69.14 69.44 9,999 O
Shame unless they got them at 65
Then well done for taking some profit off them

nice find pencil
they came up top on a US DTC ranking recently

Retired Barclays Banker

IMO This bank has lost the plot I wouldn't take one letter of advice from them

I'd sell most at 2.50 and keep 20k to triple bag over 3-5 years

Don't fret eeoyre goldy7 is no also out of pocket on 35k when you add in the stamp duty
When do you pay the stamp duty on short selling goldy7 when you buy them back?
Never shorted or had a leverage account looked up on Google couldn't find the answer either

Come on Anacott don't be like that hehe I do remember this year thg going up 18% in one day a few weeks before the 1.70 bid
You'd be looking at a +25,000 if that happens today

Well said kbyk
And tailwinds recently that thumps barclays nonsense along with loreal and boots trumps Citi 62 page proper research note

Not going to subscribe but more publicity about the gift of shares

It's really quite interesting to read golden stehull ste1001 potentially B1inky and other similar ones

Sir David Attenborough would have a field day narrating a film about their behaviour
"this parasitic species glides in carefully gaining respect from its peers then carefully plucks their self confidence in what they believe to pieces by inserting disinformation"
Smoke screens set ups going bust have you seen something before like this???
What a load of FLIM FLAM as Lord Allen put it

Golden is trying to draw out the negative from this again this has been a consistent theme from it for months now I hold him/her in the same split personality disorder I hold ste1001 in and have absolutely no respect for any more of their phishing scam posts and won't respond to them

It states the reason for giving away clearly here

none of the friends were classified as persons closely associated with Moulding under dealing regulations.

Very clean and clever way to get around insider issues and that's the way MM has to play this

To comply with dealing regulations it states very clever MM unlike a dumb scarecrow pardon the wizard of oz pun

https://www.lse.co.uk/news/THG/director-dealings-thg-chief-buys-gives-away-163082m-of-shares-vj4uygpw3ob43yo.html

very good point Lioness