Member Info for AnacottSteel1

We also must give Moulding credit he did get the extra 1$Billion investment in 2021 from SoftBank & others @£5.96 a share! This is one of the reasons we are In such a strong financial position & without that deal things would be looking a tad different. Enough cash and revolving credit for a few years…

Totally agree this will turn big time unfortunately I’m also tapped out with Cash so 54p the lowest I will get GLA

Brent Crude now $93 £vsUSD 1.15 Freight costs down 40% Whey down 30% Beauty/nutrition a boom market THG SP now 25% of bid 4 months ago! Chairman bought @86p. Truss bounce 5th Sept Results 15th Sept. Only negativity baked into SP this is a space in time just like the pandemic when Fear initially controlled the markets. Same now but the sun will still come up and people will still go the gym & keep up beauty routines (my Mrs just spent another £200 at Cult) we will all still buy Christmas presents advent calendars perfume etc etc. Businesses will move more to D2C due to energy costs and need a business like Ingenuity to do it. TIME in the game now just try & switch off.. IMO GLA

The markets will get a boost on 5th Sept if Truss goes with a 5% VAT cut as big boost for business and will knock circa 2% off inflation..

THG closed @55p nothing to be reversed…

There will be a day before results in next 2 weeks this jumps 10p+

@2phevs I thought that @59p amazed to be buying @54p…

Just bought a few 54.7p - In for a Penny…

It makes no sense SP just like £8 was ridiculous so is 55p ridiculous just gotta wait it out until it turns..

‘Markets can remain irrational longer than you can remain solvent’

@HH You ruined me ‘’Any of you ******* p***s move, and I'll execute every motherf***ing last one of ya!"
Opened expensive Bottle of Pouilly fumeo to drown todays awful SP. I’m still a believer stroll on 15th Sept & Liz Truss 5th Sept stimulus Bounce..

Can someone swing by Manchester Airport to check THG actually has a building/factory I’ve got visions of Derek Trotter (Matt Moulding) with a suitcase selling a few protein bars for Cash. Lovely Jubbly Peckham Whey 40% off!!

Sorry Boom just read your post about the loss all the best mate gutted for you. Take care Bud

Bloody Hell did they really drop this to 56p Cheeky Fuc..rs

Totally agree @canary add the drop in freight costs the drop in Whey prices & Brent Crude down 20% from peak add Truss about to stimulate economy on 5th Sept VAT cut corporation tax cut & whatever else add results on 15th Sept then Christmas around the corner it’s not all doom and gloom in fact some businesses will come out winners and with high energy costs more business will be seeking out cheaper ways to go D2C like Ingenuity. All the negatives are baked into THG but none of the positives & though the Fed didn’t Pivot yet and macro pain will last longer inflation will come down rapidly at some stage now they are still hawkish and we will be looking at a very different macro picture in 2023 because of the string action now. If you can afford to hold things will look very Q2 2023. IMO

Yes good points @steve & I agree I also think results will be better than expectations. Let’s see as I’ve called THG wrong at every turn but the Macro is battering Growth stocks especially non profit growth. Top line will soon be £3 Bil & margin surely will be heading back to 9%.. Let’s I think 15th Sept Is D-Day they need to deliver not only on the numbers but particularly on strategy and how they will unlock value for long suffering shareholders. I think Moulding & Allen know this is it for both of them to deliver clarify so THG can move forwards… GL

Got my nose in 2021 results and 2022first Quarter Update (On a Sunday)!!

3 main points I’ve picked out that they flag relating to margin - FX, Whey, Freight.

FX ‘USA now 19% of group revenue’ GBP USD 12% lower dropped continuously since results.

Whey - 35% lower than peak dropped continuously since results.

Freight - Global freight prices 40% lower than peak dropped continuously since results.

The reports says the above will improve H2 2022 but they all improved almost immediately from those results & got better and better. This bodes well into Sept 15 & also the next results as all of the above are at there lowest now and results are upto 30th June so forward guidance on margin could be impressive. IMO

Yup the FED ain’t pivoting anytime soon BUT it will get inflation down very quickly to the point they could overshoot & be cutting next year which will be amazing for growth/tech.. A bit over it but it’s a 2023 play IMO as Macro dominating the narrative.. Peroni in the Sun & local curry house tonight! Have a great weekend GLA

Unfortunately I was not clever enough to to sell @1.59 as thought £2 offer was inbound. Expensive lesson but we keep rolling onwards to hopefully a bigger pay day £2.50?!?!

Glad to be part of the 59ers Gang..

Morning Team - We’ve done the research on here and the case for beauty is proven especially in US with a 15% FX tailwind. How we got to 60p who knows as it’s a space in time an opportunity. I’m certainly still buying as it reminds me of when Brent Crude was a all time lows in pandemic the world was apparently ending I bought BP & Glencore and made a few quid. This feels exactly the same for Growth/tech. I’m not ramping its just ridiculously priced across the board look at the multiples. I’m putting my money where my mouth is this is massively oversold particularly because we are in beauty/nutrition & because the Macro will start to change as US major interest rate rises are nearly over. In 2021 the uncertainty of being at 0% interest rates was freaking everyone as they knew they would have to go up quickly and now those rates are getting close to the end of major rises. Maybe 2 x 0.5% and they are done IMO. 2023 will be a totally different outlook and the market will pivot quickly and shares like THG @60p are a much better place for my money than any bank account. Not ramping just still buying.. IMO DYOR..