Member Info for AnacottSteel1

Sorry @steve but it’s the gift that keeps giving. Great day so far everyone hopefully holding Steve’s 10MA then onwards & upwards..

They probably keep the costs down @steve by not putting any Whey powder in it!! DYOR!

Bloody Hell @Steve 5kg of Soy maybe you could turn it into Soy Sauce! You could sell it to all the Chinese restaurants & make a few Quid.. Maybe cut it with Flour 20kg bag!! Steve Moulding..

20MA now Hit extremely positive moving forward though this is THG so no SP predictions from me. GLA

The Dinosaur is slowly turning…. 20MA about to be hit will it kick us straight through 70p!! Surely not as that’s ‘Whey’ 2 much positivity for one day!!!

Excellent news @2phevs I’m moving a bottle of Champers up from the cellar to sit in the cupboard next to the fridge.. Nice one more good news on inflation.

On the + side @steveH you have hit 10MA & I’ve got 20MA very close @68.79p!! Could you do the Double today & take THG back to reality £1+ by results?!

@steveH please immediately check your Blood Pressure & I suggest you go straight to A&E!

@stevieinull I think you’ve bought a large bag of Flour! Agree @Kando I think 62p was the total capitulation price & now ‘Hopefully’ we move upwards.

I’ve learnt a lot with THG basically I now know I nothing of this game I don’t know who I’m playing against and how they cheat at this game, all that said I’ve also realised I don’t even know which game I am playing!! GLA

One reason I like THG is Moulding was financial Director @Caudwell group reporting directly to John Caudwell & he doesn’t take any fools. Moulding would eat sleep & breathe the figures for THG so we are lucky on the financial side as he had stated several times he’s actually risk averse and in these tough times very clever of him to do that SoftBank/Sofina deal @£5.96 therefore allowing THG to have £530Mil Cash and £170Mil unused revolving credit..

REVB just dropped another 50% new RNS flagged accounting issues now 8p!

@oxford Yes absolutely fair points & I agree with them but also I think it’s a really good start point US 9.1% down to 8.5% and I like that it starts to change the discussion narrative in lofty circles. OK Champers on Ice but a few Ciders in the fridge instead! GLA

Been at family Do all day and just check in 4p Up!! So the lower US inflation play is kicking in.. Blackrock said they would move back into Growth/tech when the Fed pivot surely todays lower CPI will start that pivot. Possibly huge rises if this triggers $Bil back into Growth/tech. HUGE.. GLA

A friendly warning m.. I hold THG & have been battered chasing a falling knife. Please be careful with REVB note THG has fallen 92% since peak yet THG has £550 million Cash in the bank & £170 mil unused credit facilities so £720mil headroom & no need to potentially raise extra funds for 3 years in like REVB. I believe REVB SP is stupid low but I also thought that with THG@£2 @£1.60 @£1 @80p @70p @63p but here it is & with a revenue turnover of £2.3Bil & reiterating £2.7Bil for Sept results the markets can remain irrational longer than you can remain solvent. Not deramping just sharing my story from a company which is in a much much stronger financial position than REVB. I expect THG to be £1+ by Christmas as Inflation falls away and Growth/Tech risk comes back on & therefore expect REVB to be 40p+ but in the short term SP is anyone guess be careful… IMO DYOR…

Big Day tomorrow US CPI figures out. As mentioned earlier the sooner Inflation turns lower the sooner Risk (Growth/tech) goes back on & equities take centre stage again with the big ii back buying. See below.. Have a good evening everyone - Tiger Beers tonight the chicken is marinating for BBQ..Mmm GLA

Investors await consumer-price data on Wednesday that could set expectations for how the Federal Reserve will approach monetary policy at its coming meetings. In recent weeks, better-than-expected corporate earnings and strong labor-market data have eased concerns about an imminent U.S. recession, helping stock markets rebound from their lows. 
With inflation running at a multidecade high, investors say Wednesday’s consumer-price index update will be key to the outlook for rates and the direction of the market. 
“The market has enjoyed a risk-on environment since the lows of mid-June, and investors interpreted Chair Powell as more dovish than he had hoped at the last Federal Reserve meeting,” said Quincy Krosby, chief global strategist for LPL Financial. “But today’s market is tomorrow’s market—Wednesday’s inflation data will provide a clearer picture as to whether this bear market is truly behind us.”

Presumably Jupiter were not distressed back in May but have now reached internal limits in August & are forced sellers. I don’t think Moulding has lied I think it’s Jupiters financial situation forcing them to sell.

@stevescott yes of course. I honestly believe good times are around the corner for THG SP. Often I find when the doom & gloom is at its peak things start to change…GLA..

Jupiter are selling a huge tranche of stock do you honestly expect the SP to go Up?! Jupiter are distressed so no reflection on THG itself they are just hitting internal limits. Personally I’m glad to know what is driving SP lower. I know this could be rose tinted glasses but with lower Brent Crude price (30% Off peak) easing supply problems, lower commodity prices I believe the Inflation pressure will soon reverse. The US big players such as Blackrock are sitting on the sidelines of Growth/tech until the Fed pivots on Interest rates which could be soon as the inflation figures are always backward looking. Some US ii are already buying as the drop in Oil price will show in lower inflation therefore Fed moves to lower interest rate rises or pauses and guess what the market piles back into growth/tech it’s already happening over the pond with some brave ii buying as you see with the rises in the indexes. There is caution as is it a bear bounce or is inflation really coming down? Well looking forward not backwards inflation is definitely going to be coming down & come Nov/Dec the Macro looks totally different. You have to ignore the daily SP I’ve switched off from that as it’s only frustrating annoying depressing etc etc. The US are buying back into the lower inflation play being good for growth/tech the dinosaur LSE is doing the opposite missing the move Up and in fact taking Growth/tech further down yet the story is changing. I’m not ramping this is my opinion that the Macro is changing and 50% + of growth stock falls is Macro so switch off daily SP get a few cold ones in the fridge for tonight and watch as sentiment changes over the coming months. Of course September results could help kick start this play if results meet targets which was reiterated in RNS when rejecting offers. GLA IMO..

Totally agree @Rodney

Same distressed Jupiter fund is selling down its THG stake..