Member Info for AnacottSteel1

Morning Team the Mrs has got me Glamping!!! No wifi no 4G! Kinda nice actually just not checking stocks all the time I’m on a day trip & got service to see Lord Allen bought 1.15Mil. This is great news surprised SP not much higher but it will as great vote of confidence putting his own cash down. Down worry about me though team the Glamping has a fridge in it so I’m fully stocked with beer & wine!! Come on THG ..GLA..

Son here is talking about SoftBank but I reckon he will be in for THG long term 5-10 years… mmmm delicious! (Ok more wine see you Monday)!

SoftBank's shares have fallen by around a third since last year's annual general meeting. Son called on shareholders to take the long view on the company.

"Peaches and chestnuts take three years and persimmons take eight years, even fruit takes that long," Son said, quoting a Japanese proverb. "I'm confident if you wait five to 10 years there will be something delicious."

*big rate rises

Weak US economic data is actually driving markets across the pond as dampening anymore big rises and even talk of a rate cut next year which feeds into Tech/growth recovery.. IMO DYOR

Yeah @rich the likes of @eyeof @blinky @rock8. You must be a right wan… to come onto a board and rub it in when people are losing money. Scum

I asked about SoftBank -

Thank you for your follow up questions regarding the SoftBank Option and Collaboration Agreement which are largely matters for SoftBank.

Any announcements in respect of the Agreement will be made promptly in line with our obligations.

Kind regards,
THG PLC, Investor Relations

More strength momentum building..
+0.40 Tuesday
+0.90 Wednesday
+8p Thursday

Thx @reasonedT good points made and totally agree with you.

Pandemic Winners & Losers. So I question this as THG is labelled a Pandemic winner & now partly crashes cos it’s a Pandemic loser. Gyms were closed during Pandemic nobody was going out out during the pandemic so not as black & white. No doubt everyone was driven online and changed the whole dynamics of shopping which was huge for THG. But also everything open now Gym pubs/bars going out to be seen etc is good news it’s not a ‘loser’ all of a sudden cos department stores have opened again!! Peoples habits have changed since the pandemic THG has been given years of extra data growth in a 1 shorter period it is Stronger not weaker. Any thoughts?

Daily noise is painfully negative for retail especially clothing but nobody sends back Whey protein or eye liner or perfume we simply do not have those issues. Beauty/Health/Nutrition is the No1 market everyone wants to be in & everyone wants to be D2C online. What does THG do ‘All of the Above’. No offers needed this will rerate by itself IMO

Retail sales Data for May out. The macro is pulling us back but there will be winners and losers. 22-25% growth will do me especially with FX now in our favour & Whey prices down 30% adding Ingenuity clients THG could be one of the few winners in this scenario especially with Global sales. More updated information from THG required IMO..

Everyone should bombard IR asking plans for 30/6/22 as that’s the date mentioned last results

The old school LONDON investors that do not understand THG think it’s a few £1 shops and market stalls scattered around the country selling socks gloves DVD batteries & torches?!?!

Ignore opening this is going Higher today..

I’d take 5p rise everyday…

Wake me up @£1.50!

My first job was working at Travelbag & during the recession we were busier than ever. The owner Aussie bloke Peter Wade used to pop Into stores and he said to me ‘People always find money for there holidays’. Same here though a lot less cost involved So orders for beauty nutrition which make you feel good/happy & with my Mrs daily beauty routine for £10 £40 £100+ a month of course will continue to happen. Whey price down 30% since peak £ low!! Massive rerate coming..IMO DYOR

Citigroup say what we’ve been saying for months beauty worth more than market cap -

The broker seeing the value of the
beauty division alone able to make up for the total valuation of the company.

Yes @1pencil great drop in Whey now 30% lower since peak.

Ps - No reply from IR re SoftBank!! I think they just deleted that one!!

Beer chilling I’m drinking it whatever! So cost of living crisis in my mind won’t affect Beauty/Nutrition sadly it’s the worst off in society that will suffer. Who’s not gonna spend £30 on Whey protein or £100 on beauty products?! My Mrs did last night £190!!(Lookfantastic). Everyone is skint?! Have you seen the airports absolutely packed?! Pubs I can’t move down my local!! Plenty of money still sloshing around from pandemic furlough etc.. Record high house prices Where I live some still have 40+ viewings. I’m not buying the total DOOM that has all retail shares marked down 60%+… Ok rant over ‘As you were’..