Member Info for 2phevs

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

Yeah hosai starting to notice all the neighbours houses are pitch black at night rather than the usual lights left on imo there is going to be a huge drop in energy use leading to a collapse in demand for fossil fuel

Great table on the rns taken from the annual report
And Moodys re affirmed THG's B1 rating late yesterday stating
the B1 rating continues to take account of the company's excellent liquidity and strong revenue momentum

https://www.kopsource.com/2022/05/04/brokerages-set-thg-plc-lonthg-price-target-at-gbx-569-25.html

Nice 5% final divi ex d soon and I know for a fact that Russian and Ukrainian steel suppliers are having real problems at the moment especially the Russians nobody's going to want to buy from them

Like the saucer bottom being formed bit and the 140/243 technicals
Anybody short leveraged on ig would be reconsidering after reading that

Dlg rns

80% returning customers topping up what they have run out of not some spur of the moment fashion buy that turns out to be poorly made and returned no correlation in my understanding.

There is no way amzn can match thg studio marketing bespoking operations and wpp wouldn't know where to start on fulfillment and logistics so it seems ingenuity is the perfect fully operational bespoke solution as confirmed by the grocer savvy comment
Take them down disruptive thg

Love the last paragraph though and I think wpp might have approached thg for logistic reasons

But despite the competition, the moves to mimic Ingenuity appear to be validation of THG’s faith in the model. Its stated plan of spinning off the far more profitable Beauty and Nutrition divisions to focus on Ingenuity, which spooked the City last year, now seem more savvy

https://www.thegrocer.co.uk/technology-and-supply-chain/can-thg-ingenuity-fend-off-amazon-and-wpps-new-e-commerce-services/667029.article

You never know an article might come out on somewhere stating
Wpp behind Putin PR machine after launching a successful secret campaign against disruptive competitor
Karma

Good question msg
Imo it is publicly known that THG have 5 of the worlds top 10 FMCG companies on board and ready to go when thg are ready I believe they have now only just reached that point and that's why Wpp have finally come to light

WPP must have large advertising contracts in place with all the papers for PR product placement etc.... Join the dots over the the last 12 months of attack on thg and it all makes sense
Wpp's PR war against a very very strong disruptive competitor has finally shown itself imo
I imagine it all started when ingenuity started bespoking projects for Nestle and Nestle asked Wpp if they can do the same unfortunately for Wpp they're no way near and wouldn't no where to start
Take them down THG

Shame they didn't expand on the FREE transport buses provided by thg for it's staff
I think these City people think warehouses should like the Shard rather than boxes they haven't got a clue they should actually visit the Manchester Airport site absolutely stunning it makes the amazon building next door look like an old garden shed

Agreed sp28 would love a ST headline from licker using the eye of the bull's unfortunate Post seems like licker got a real funny bone
Have a good weekend all

Love that licker nice one

Nasdaq's got a good feeling today now 4%up

inpost and suse up 12 and 7% today after that article

Backs up the sp28 posts nice one probably the 1mill buy read this before putting the order in
https://www.bloomberg.com/news/articles/2022-04-27/private-equity-firms-set-sights-on-battered-ipo-stocks-in-europe

Nice article post sp28 thanks for sharing