Member Info for AnacottSteel1

Now let’s see £2.80!

Moulding said at the Q&A Whey price was a huge headwind but if as expected Whey prices dropped it would be a huge tailwind… Since then 30% drop in Whey!!! So many positives 70p is crazy just reconfirmed 22-25% Growth!! Brent Crude dropping. I’m surprised the market is so focused on NOW as normally looks 6-9 months in advance & surely Inflation lower and interest rate rises will be done by early 2023?! My main annoyance with the rejection of £2+ from Candy is why not announce it at least as I would have probably sold 30-50% and gone bargain hunting with the profits….

30% down from peak that’s huge

Yes it would be nice for an intergalactic update. I feel though Its like they know everything is going great behind the scenes. The IR replies are almost hinting or encouraging shareholders to stay the course repeating itself. We are reiterating all will be well. Also take a step back. & they just announced on target for 22-25% growth when they rejected bids. 20%+ in this environment!!! So add to that £ is very low now & only reason we missed margin was FX. Whey prices down 20%. Brent crude $110 down from $140. Adding Ingenuity clients. Feels like with the IR comments they are almost spelling out all is good all we need to do we are doing stay with us. This is gonna shoot up at some stage soon.. Just my take on it IMO DYOR

Good points but at the moment looking at THG itself for answers is only a small part as a large part of the SP fall is MACRO! This quickly turns in our favour Brent Crude drops below $80 (Long term below) - Inflation tank’s interest rates stop rising & guess what Risk is massively back on for Growth/Tech.. Everyone should be checking Brent Crude as much THG SP. IMO

@1pencil Yes of course will do

No Rock9 is basically the New kid on the block and totally owns Rock8 who is old news Rock9 is the Don

@1pencil I thought the same very forthcoming repeating the information. So I thought as I was on a roll I’ve gone back & asked them straight out about the SoftBank/Ingenuity deal!! I’m sure they won’t disclose anything meaningful but hey you never know…

Unfortunately Inflation figures out tomorrow!!

@Rock9!!! Funny..

It’s coming @SP they spelt it out for us in IR email just a matter of time..Hold The Line..

Jeff Bezos - Amazon Quote

‘The stock is not the company. And the company is not the stock. And so, as I watched the stock fall from $113 to $6, I was also watching all of our internal business metrics -- number of customers, profit per unit ... every single thing about the business was getting better.

And so, while the stock price was going the wrong way, everything inside the company was going the right way.’

So SoftBank was going to take 20% @£1.2Bil obviously not gonna happen but let’s say they take up option at 1/3 of that £400Mil for 20%. That still values Ingenuity at £2Bil. Current THG Market Cap for whole of the business £980Mil! Could get very interesting very soon IMO…

Yes I think SoftBank will still proceed with the 20% but at a lot lower price than initially agreed. IF this happens it will be a Rocket for the SP.. IMO DYOR

I asked IR about Seperation…

By way of background, given the fast pace at which THG is growing, the Board identified that the current structure of the Group’s legal entities did not in some cases align with the business divisions and brands offered today. The decision was therefore taken to re-organise the Group’s legal structure, in order that underlying reporting companies align with business divisions and brands and support THG’s long term growth strategy. This process enables each division to accelerate investment in their individual growth plans. THG is committed to remaining a long-term majority shareholder in each of the divisions. The separation involves the establishment of several subgroups of companies to cover each division i.e. Beauty, Nutrition, Ingenuity, and OnDemand.

The technical separation work is complete in line with the timetable communicated previously and will simplify the corporate divisional structure and provide the Group with material optionality and the flexibility to enter into future strategic partnerships to generate value accretion for our stakeholders. On a consolidated basis the Group remains wholly owned and therefore reporting is largely unaffected at PLC Group level.

With kind regards,
THG PLC, Investor Relations

So Cadburys buy an Energy Bar business For more than the market cap of THG!! Maybe we should sell Myprotein bars to Cadburys for £1Bil!! Crazy times Overshot up £8 Overshot down 70p?! Whales just playing with this picking up what they can at the bottom then the Algo grind but slowly up…IMO DYOR. Boom be careful you need a near ZERO stop/loss with the sharks if you are CFD trading.. GLA

So I see this heading up by Friday I think it will then resume the Algo up pullback up pullback from different rising points just like last time which went on for weeks. I now have 200,000 I’m gonna trade 10% on the daily highs and sell & then buy the 20,000 back on the pullbacks. Just a bit of fun really as could be a long wait for my £3+ Target! If I can Nick a 3p swing @ 20,000 £600 a couple of times a week it’s a bit of Restaurant/Bar money over the summer. PS Boom ‘Be careful leveraged’ GLA

Nice find @Jet

See what I mean!!!….

@Hosai is bang on quite clearly.

Mmmm on another note has anyone noticed there seems to be a lot more FUD on here since Thursday. Looks like somebody wants your shares on the Cheap!! Well I’m not selling…. GLA

I’m getting a sense of Deja Vu!