Member Info for AnacottSteel1

Very interesting @1pencil. I wonder why timeline of Oct/Nov

He said 2022 golden share

All this noise about daily SP it irrelevant. What’s changed?! A broker note?! They are a growth business and Scale is the game which is exactly what they are doing. Last update margin will improve late 2022/23. Not sure what everyone is worried about..

68.96p a new all time low - Excellent buying Signal

Is it @Goldenyears or @Leeharveyoswald?! You decide…

To be fair as THG FC LTH we are hardcore THG fans we’ve been to every THG away match all weathers eating cheap pies & warm beers we’ve been relegated twice taken court action against false match fixing (Numis). What a season but THG fans still stand in the rain sleet and snow cos we believe in THG FC!! (Sorry 6 Tiger beers so far)!

I think we are all now a bit addicted to the THG noise! Yup time to switchback to Chilled mode. Tiger beers tonight and couple of G&TS with a Thai takeaway… Wake me up when £1+ @Anacout over & out… GLA

Is that what we’ve been waiting for?!

Mmmmm ‘alongside an update on operational and strategic highlights on September 15th.’

Reply from IR I raised a few points made on here…

Thank you for your email.

As you are aware, there are several factors at play influencing any companies share price. Additionally, all recent approaches for THG have been unsolicited, and in the unanimous opinion of the Board, were unacceptable and significantly undervalued the Company.

The Board and Executive team remain focused on executing the strategic growth plans outlined at IPO, and in our regular trading updates. 2021 saw us scale revenue and expand our business model. We delivered a record revenue performance for the year, with Group revenue up +38% year-on-year to £2.2bn. On a two-year basis, THG has grown revenues +95%; effectively doubling the size of the business. Alongside significant revenue growth, FY 2021 saw the group acquire and successfully integrate several complementary businesses, deepening our vertical integration across both Beauty and Nutrition and expanding our reach to consumers across the globe.

At our most recent update on April 21st, the group highlighted its strong liquidity position with net cash of £44.4m at year end (excluding lease liabilities), cash of over £530m and a £170m undrawn revolving credit facility. The Group's bank facilities have long tenures, specifically, the €600m Term Loan B matures in December 2026 and the £170m revolving credit facility matures in December 2024.

We look forward to updating you during the second half of the year with the Group’s next scheduled trading update set for September 15th.

Interesting Hotel Choc pulling back from US & Japan it is closing its 5 stores in US. The US business will move completely online (Ingenuity). Chief Ex Angus Thirwell said ‘Despite soaring inflation there was no sign of its customers reining in their spending’.

That’s exactly what a Golden share is for

Wrong @Rock as THG previously used the EU figures

Thanks @1pencil Whey is definitely dropping off a cliff & will be excellent for margin moving forward.

This is great so many idiots turning up I always take that as a strong positive as something generally happens when they all start with ‘red flags’ ‘double counting accounts’ etc etc. This could be going UP soon my friends the ‘red flags’ are there. Don’t forget also bigger than Inflation or Fed interest rates @Goldy SOLD a huge buying opportunity now!

Don’t worry @stevehull cos @Goldy is the worst trader in the World definitely a blue day if he Sold..

Something is going on with this note which is just strange and the all the idiots suddenly turning up on the board yesterday…often the start of something cos they need your shares cheap…. Sticky fingers we are all holding so makes me think they pulling out all the stops as no volume they need more shares..IMO

Andrew Ross model is based on Guesswork he has no idea compared to Moulding & team..

@stevescott = TOOL

All feels a bit coordinated especially with all the idiots out in force on Q!!! I agree @licker I also have low avg so not bothered by the noise but understand the anger with IR ..