Member Info for 2phevs

could be because of this a few months after barclays 900p valuation 10 months ago 1001
https://www.standard.co.uk/business/thg-matthew-moulding-barclays-share-price-fic-shareco-b961430.html

looks like they've reduced beauty and nutrition by 6 billion in equity value (in 10 months) and that's not even taken in to account the 6 billion they gave for ingenuity and the softbank option at the time which is now 1.1 bill
they've put that thg has 478 mill debt no cash THAT IS WRONG

so they've only reduced rev and margin by a 10% guesstimate this then equates to 100p value from the original 900p value 10 months ago
Surely you can all see this is madness
but happy to be challenged on this thesis
DYOR
Surely the multiples haven't changed that much

I don't think think barclays will be getting inside information either especially after MM being double crossed by them after appeasing barclays last year
"THG’s Matthew Moulding cleans up Barclays loan in push to win back City’s trust | Evening Standard" https://www.standard.co.uk/business/thg-matthew-moulding-barclays-share-price-fic-shareco-b961430.html

Could only get this off Google certainly not going to buy that toilet paper ste

20 minutes ago — “We don't think THG needs to raise capital but we do think capital preservation is a relevant factor and could impact how fast this business ...
https://www.ft.com › content

The barclays reinitiates thg has just come through on here under alliance news it's just a lagging indicator they've cut fevertree deliveroo and a few more that have dropped recently defo prefer Citi 62 page research surely you all know this

I think Citi put a lot more research into their 220 worst case valuation 62 pages I believe

Barclays probably closed all their long positions from the form 8.5s and and only have short cfd left which they probably now want to close
There's always a reason behind things

no worries pencil btw industrial production (not as important to the dollar) as the other figures out was actually way down on consensus and in their own words
"The Industrial Production released by the Board of Governors of the Federal Reserve shows the volume of production of US industries such as factories and manufacturing. Up trend is regarded as inflationary which may anticipate interest rates to rise. If High industrial production growth comes out, this may generate a positive sentiment (or bullish) for the USD."
another pointer to inflation easing

Way ahead of consensus which all fits in with amazons huge sales and US retail sales figures BOOM day turnaround confirmed with commodities coming down double winner

SP28
or could be the investing cubes MBA or the other bad speller from their last 2 articles what a joke

Here we go the shorters are starting to cry over spilt milk in their tea hehe 1st post dumb are we

Nasdaq jumped 120 points in the last 25 mins since the US retail figures released
the figures didn't include amazons huge prime day figures so should continue the turnaround trend
no wonder amazons creating 4,000 jobs in the UK fmcg's are flying out

https://www.fxstreet.com/economic-calendar
its live and easy to drill down if need to if you want to keep a track of things globally it's a great FREE tool

all ahead of consensus
particularly retail sales excluding auto's is way up on consensus
great for thg US
and the fed will be happy that durable goods are slowing they don't care how much fmcg's are selling they just want to stop demand in large durable goods purchases

I know marlin no dig taken it's more of a suggestion to all here rather than being worried seller's to the shorters be conviction holders not selling to the shorters

Facilities staff can be very helpful marlin with dumb questions that help you form a view and that's definitely my lot suggest you all take a trip to icon campus please dyor

Take a trip up the M6 golden and have a look you'll be stunned
I don't have direct knowledge of the day to day goings on inside thg but I have had a few snippets of information that helped with my heavy investment decision here and that's all I can say I'm afraid
All you have to do is go up there and use your common sense and and have a few friendly chats as an intresred and amazed onlooker
Please don't take this reply any further golden I'm not ramping just optimistic dyor

there are quite a few icons up there have you been

sorry ste me and my big fingers
still seems different some good volume buys at the top today taking out some shares from the shprters

I like reverse psychology kbyk but "don't buy into this rubbish.." you have many times I believe
Let's play nicely today