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Daily Fail Article

https://www.thisismoney.co.uk/money/markets/article-13564537/Dream-team-odd-couple-Ashley-Moulding-retail-tie-Frasers-buys-luxury-goods-websites-THG.html

Big Mike Buying….

Looks like another cut in staffing for THG hopefully Frasers pick up some of the luxury team.. Having Ashley on your side is no bad thing he’s mr retail..

More positive news that’s a lot of Myprotein that will be shifted at Sports Direct. Also glad Coggles has gone as not our main focus hopefully we get some good $$$$ for it on the bottom line. Not sure we don’t hold a short FX position on those Asian currencies.. All sounds good though & definitely moving forwards. Sounds like the oil tanker Ingenuity is slowly turning good to have some of Frasers on board.. GLA LTH

Just re reading the FT article on FCA thought I’d share for those who have not seen it.. Music festival today weather couldn’t be better. Hope it’s a Sunny RNS at 7am tomorrow!

https://www.ft.com/content/5c9a948e-8a43-4e82-8e11-8d06bda96971

Looking good online chaps.. Gotta show in the numbers surely Shirley..

Non -food store sales rose by 3.5% in May, the highest level since April 2021, and online sales surged by 5.9%, the highest monthly increase since April 2022.

Amazing BOE yet again behind the curve inflation 2% yet interest rates 5%+… Guess what they will find themselves cutting aggressively when inflation hits 1.5% obviously chasing it again Boom & Bust good old UK…

Ignore the FUD Big Big payday just around the corner.. How come ? Just got the nod ‘Bluehorse Shoe Loves THG’

https://youtu.be/h8PLrkEXWnc?si=Il20_BCpuH1MhscS

Bounce off 72p… Technicals & moving averages 21 Buy 0 Sell.. mm taking the SP down today means absolutely Nothing DYOR..

The FUD boys getting very twitchy can only mean one thing SP due a huge rise in the next week or so. Exciting times for THG.. The small pullbacks are a chance to buy more.. SP still has a long way go to run Up GLA LTH

They took down mine about the Technicals & Moving Averages showing 21 Buy 0 Sell!!

Personally I think Moulding has done an amazing Job guiding THG through black swan events like Covid & Russia Ukraine war during that time commodity prices tripled and Whey a key Nutrition ingredient also x 3..!! This was a time when we kept building our facilities and moving forwards even when everyone else staton still & building materials were double but now we are ahead of the game with most of that Capex done albeit from a clever Moulding deal when he got $800+Mil from SoftBank @£5.86.. WOW we are 75p now & he got all that Capex money @£5.86 built the infrastructure while most are moaning.. trust me he’s no mug as everyone wants you to believe I’m with him 100% & I accept the rants cos he’s correct in what he says.. Also I’m aware the opportunity this short attack created and I loaded up @33p partly because of Moulding as I like entrepreneurs that set up the business as they know it inside & out and we are starting to see those benefits now.. Also if you think Moulding is a total Mug why invest in that company… You are the Mugs..! GLA LTH

Win the case extra £1.5 mil.. Simples but of course the media already putting a spin on it..

‘THG has become embroiled in a bitter High Court legal dispute’ !!!!

Another week SP + again that’s 35% in 2 months & things not even got going yet.. 1.89% short above 0.50% probably another 5%+ below 0.50 based on previous data to 7% THG has to be bought to close all shorts I’m not saying that’s going to happen for entire 7% but it’s already started even Qube reduced very slightly.. Interesting times for THG as we approach FCA new regime as we approach interest rate cuts as we are stocked in Boots & US stores… Let’s not forget that Biossance Buy for £15Mil & it’s a massive brand in US add to that H&B deal, L’Oréal the list goes on & on on on & the shorts are getting more and more backed into a corner.. Just do nothing & watch as the SP rises.. Technicals are still 21 Buy 0 Sell!! Very rare for THG that 200MA will have the shorts very worried…. Macro now coming into line for growth stocks like THG.. Which had £600 Mil cash and undrawn facilities this is gonna be great 2024.. Enjoy the long weekend everyone Tuesday more of the same weekly/monthly gains.. GLA LTH

MW exiting?!.. ‘Put a leash on SP Turkish’ Not easy when trying to close your Short.. MW Revealed closing will the others get twitchy.. it’s all good & well when everyone plays nice but Friday long weekend a few others might want to start exiting short position… the word is obviously out.. Sit back do nothing & Enjoy… GLA LTH

Very positive for Us.. Great to see MW starting to leave as they are the main player .. especially leaving @74p taking a loss which says a lot.. We just gotta sit tight keep your shares and SP should rise into AGM especially as more shorts Exit.. GLA LTH

Glass half full!

BRC: gloomy weather and cost of living squeeze dampened spending

The cost of living squeeze, and the bad weather, combined to drive down retail sales in April (see opening post), retail experts say.

Kris Hamer, director of insight at the British Retail Consortium, says struggling customers resisted buying ‘big ticket’ items last month.

That’s a reminder that households aren’t suddenly wealthier just because the annual inflation rate has fallen….

Hamer explains:

“Sales volumes saw significant decline in April, falling for the third time in five months as the gloomy, wet weather combined with the cost of living squeeze dampened spending. Cosmetics continued to sell well, and computer sales were boosted thanks to promotional activity and consumers upgrading their tech a few years after the pandemic surge in tech sales.

Meanwhile, clothing and footwear and furniture failed to deliver due to the poor weather and consumers thinking twice before buying high ticket items.

So many will get to break even £1 £1.30 & sell up but the real money is £2.50+.. Do you think the big institutions with averages over £4 will be selling at £1.30! There are currently so many ways this can get squeezed higher now all you need to do is ‘Nothing’ get the pop corn out sit back & enjoy the ride Up.. GLA LTH

Patience is the key here we were allowed to buy an amazing company at ridiculously low prices. Now don’t make the biggest retail mistake and sell early just before the huge rises over the next 1-2 years.. The FUD boys still out in force tells you they need lots more of your shares.. GLA LTH

2.3% is a great number and when markets settle I expect to see a rise later today.. Hunt & Sunak will be pushing slow hand Bailey for cuts.. Does the BOE really want inflation to be Sub 2% before making cuts?! It’s time to get ahead of the curve as interest rates at 5.25% look ridiculously high now with inflation at 2.3%.. GAME ON in the coming weeks Definitely gonna be sentient change now when this sinks in over days and weeks even if it was 0.2% above an extremely optimistic 2.1%.. No excuses now Bailey BOE June Cut.. GLA