RE: 30,000 calenders, 160,000 on waiting list6 Oct 2022 09:23
@onsolid the £95 calendar is Look Fantastic I’m gonna get one for my niece. The Cult advent calendar is £235. Totally agree they could sell alot more of both..
Dow +825 it would be nice to take 40p immediately tomorrow and hold to position to take 20MDA 44.21p by Friday.. That or it’s back to 35p Roll the Dice GLA..
RE: Sterling fell to $1.035, over night - also down more against the Yen.26 Sep 2022 07:59
Happy Birthday @HH from Sunny South Of France! Hope THG rises for you. Very good news the £ vs Yen is really tanking great for Asia sales and currency..
Plenty of money now sloshing around this Christmas and people more confident to spend.. I understand the argument of Uk Borrowing too much money & more inflation pressure but the majority of inflation is energy which will drop off a cliff 2023 (Goldman Sachs) I think the government had to roll the dice and go for growth and the knock on effect is it will massively benefit retail this Christmas… 10 Advent calendars for my LSE Pals… Klarna!! Hold the line team what else we gonna do 2023 a whole new Macro World… And who knows may even get a cheeky bid for Nutrition before then! IMO DYOR
RE: low 30's the new entry point?23 Sep 2022 15:51
Oh dear @claire please do some research £2Bil rejected a few months ago. Nutrition currently valued @ 0.2x Rev recently Nestle acquisition paid x3 Pepsi x5 for similar..
@Hoasi Blackrock said until the FED pivots they will not be buying Growth stocks apart from a few small deals. FED is thought to be 80% through its tightening so for me 2023 the sentiment turns as the FED pivots and pauses its interest rate rises along with inflation potentially falling rapidly the cycle could turn in less than 3 months time…IMO
RE: Worst IR no commitment from Board23 Sep 2022 09:47
No evidence @know but we keep seeing 5% + drops then a pick up repeat so just what I’m thinking IMO If they are must be very close to rid of them by now..
RE: An American commentators thoughts on H1 results and THG Nutrition23 Sep 2022 09:17
Brent Crude hit $88 Also seeing pump prices £1.62 when only last month it was £1.70 so another 5% off pushing inflation down along with todays energy announcements and hopefully some extras. More Gas supply coming into the market from multiple sources so will be different picture next year on prices. We must be getting close to where BOE want to be on interest rates. Could be big sentiment change next year…If the War comes to a surprise end/ceasefire (huge pressure on Putin from China India Turkey) then all bets are off as the market Soars… Noted normal Red start pullback for THG but technicals look strong for a Blue Day.. IMO
RE: Truly Staggering! What kind of games are they playing??22 Sep 2022 16:50
@licker I hope you’re correct and let’s hope it’s sooner rather than later. Moulding definitely seems secret squirrel at the moment and not bothered about SP…