Member Info for 2phevs

I think you'll find that NUMIS has had to retract things they've wrote about THG respectfully you can go back and read about this lamps

YSL, Clinique, Estee Lauder, L'oreal, Elemis you could do a huge list of THG suppliers of non own brands which one are going to be the first of many to go full on with ingenuity

Do us a favour Venture go and research and comeback with some figures we're all pretty helpful on here with sharing info lets see what you can do.

Hopefully all the robots will read these valuation posts and do a Terminator judgement day on their programming human manipulating masters using the funds to go long only hehe

Not far off Revolution Beauty valuation then Goldenyears.
And thats just THGs own brands WOW

the whole beauty thing stinks THG is way ahead of any of these companies in logistics, marketing, manufacture and security lets just take security the camera's, loss prevention proof of delivery are amazing nobody could touch them I wouldn't be surprised if a major beauty company outsourced everything to THG soon
THIS department is valued at next to nothing like the rest of the company
Come on it just doesn't add up

Perhaps a robot just read my last post and decided to go against it's programing as it's programmers have got THG's value completely wrong

do you know what hope I really wouldn't want to put a figure on it especially as thg have spent a billion on acquisitions and infrastructure and are only mcap 1.25 billion but it would be interesting if they were valued at more than 275 mill like what thg paid for cult and the huge cost savings thg are now enjoying from that purchase what do you think hope

https://www.business-live.co.uk/retail-consumer/beauty-bay-considering-options-after-23922530

Pretty sure I've noticed every sell has been covered by a corresponding buy afterwards looks like someone is swallowing them all up before the algo has chance hope voleon really get burnt they have done quite a few times in the last couple of years

Be nice if another 43%voleon loss like Ted Baker in March. Read piece after Rolls Royce
https://www.thisismoney.co.uk/money/share-investing/article-10655475/STOCKS-WATCH-Takeover-talk-rev-Rolls-Royce-shares.html

The diabolical algo circle won't be getting any of mine

that's another 28k taken out their diabolical algo circle of shares constantly been brought sold to one another
At some point there's going to be no more shares for them to borrow

been busy buying 28k's worth in the mrs's isa after licker reminded me yesterday sp28
GLA

https://www.retailgazette.co.uk/blog/2022/05/thg-20k-charity/
And it does mention the security costs as well for balance

I'm fully in on my sipp licker normally I just go to 40% max on one position but thg just looks better and better I'm below 100 average GLA

Love this bit sonny
During 2021, we invested £1bn across infrastructure, technology and acquisitions to further develop the long-term growth prospects of the group, and completed many transformational projects on a global scale.
Amazingly while thg has spent 1 billion on growth the share price has dropped by 6 billion doesn't make sense anyway you look at it
Moodys re affirmed THG's original b1 rating on Friday stating great liquidity and turnover just nuts
GLA

https://www.thisismoney.co.uk/money/markets/article-10790663/Charitable-Hut-chief-Matthew-Moulding-keeps-just-20-000.html

Here's the moodys stable outlook affirming b1 release from Dec 7th 2020 ste
https://finance.yahoo.com/news/thg-operations-holdings-limited-moodys-211809024.html

Here you go ste
Before anyone mentions the stable outlook thg was given that outlook in Dec 2020 just before the ipo at £7
https://m.moodys.com/research/Moodys-affirms-B1-ratings-of-THG-Operations-Holdings-Limited-changes--PR_465705