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Nasdaq +431 We should see THG Up this morning Tech a bit back in favour across the pond as possibly oversold rotation out of growth overdone as some solid tech earnings so far & more big earnings this week Amazon on Thursday. Let’s see could get a bump this week…

Tech gaining heavily in US could give us a bounce tomorrow morning…

Yes I agree @Hosai probably most undervalued stock on the market right now. We are in a great position at these lows as so many different variables on the upside not much on the downside it’s all baked in already & then some it overshot on the way up £8 & it’s overshot on the downside 1.28p!!! I’m not gonna guess what the correct price should be as the market can remain irrational about a stock for a number of reasons but what I will say it it’s a lot higher the £1.28!!!!!

This is coiled like a spring one announcement chair/SoftBank/ingenuity gains & it jumps 30-50%. II won’t miss this on the way up

We look back at these levels in years to come @£8+ & this is when you had the opportunity to make a small fortune..

Agree Dan mud article Shah has constantly had a dig a THG & most of it personal stuff about Moulding.

I prefer to focus on recent decent media reports RBC said: "We sympathise with the challenge in valuing Ingenuity. Indeed, it is what previously kept us on the sidelines.
"However, its momentum in the 2021 full year – we believe its site order book more than doubled - and improved disclosure have been overlooked.
"We project that Ingenuity Commerce could increase tenfold to £0.5bn of revenue in five years, with at an EBITDA margin of around 60%, drives our discounted cashflow valuation for the segment of £4.4bn. Yet the market is attributing no value at all."
RBC added that it did not expect Softbank to walk away.

Liberum’s retail team has put a sum of the parts valuation of 750p per share which even the broker’s sales team thinks is “probably a bit high” but it thinks the Beauty division alone is worth roughly what the market is currently valuing the whole company at.

Chrysalis Investments increasing there stake in THG Addressing the rapidly declining share price in the trust’s NAV update, Chrysalis managers Williamson and Watts said they had engaged with the company and revisited their investment case. Having found no “substantive change to the investment thesis since IPO” the pair said there was “significant upside potential” in THG’s shares and increased their position to 3.1%.

I think this will bounce on Monday but this is THG so who the F… knows!! If it drops significantly again I will buy more. Research done growth play & I back myself it’s how I’ve always made money. Long term holder…

Yeah good point @hosai he obviously thought it was going higher than 2.35 probably didn’t think the FX margin miss would cause a £1 drop!!! Same as us!! When this turns back up it will be fast as some of the big big drops no real reason. It will rerate at some stage..

Agree with Ste2000 was a margin call forced to sell that’s life Eh we are not the only ones getting battered!!

@hosai yes totally agree

*big announcements

Well I bought 26.5k today as this is stock is 126p a share with revenue of 2.2Bil & 500Mil cash & Ingenuity to show massive gains 2022 2023!! You can analyse this with a microscope but it missed margin cos of FX. You can go into the detail over and over but it’s obvious the sentiment has changed on THG - Liberum, RBC, Chrysalis!! I’m not sure when this will rerate but so so obvious Moulding & team are flying under radar before bid announcements. Am I the only one & maybe a few on here that can see this or is everyone feeding the FEAR, my money is down Big & if I’m wrong I will hold my hands up & admit I’m wrong but let’s see in 6 months - 1 years time. Long term holder low avg…

@hosai yes I listened to it again & yes I think you’re right SoftBank a go possibly different price but definitely a go & considering Ingenuity is valued at ZERO this will be massive for SP

@hereshopin totally agree.

This is not a big deal chill. This was probably on the cards for tax reasons, divorce, new yacht who knows but often good to get everything like this out before big announcement as don’t want to stop momentum when it goes higher it’s classic.

Just bought another 26.5k @1.26. I believe in THG but also some strong positives recently RBC & Liberium & a more positive vibe in the media helps sentiment. Pre results I would have bought more @180-190 & results overall were good apart from a small margin miss on FX. This is strongly from US move away from growth but UK growth stock is not priced at multiples of ++++++++++. THG is IMHO an absolute bargain at these levels & im certainly not afraid to put my money where my mouth is. Media probably rubbish at weekend with the 8m sell but 1.26p is a ridiculous price Especially in a few years when this is £5 +.

https://www.business-live.co.uk/retail-consumer/top-thg-boss-sells-more-22911319

Probably big tax bill or something. Funny as I was about to buy 26.5k! A bit of luck at last I will be buying the 26.5k before close saved myself £2.5k

Definitely stronger & some more positive noise in the press rather than 100% negative!!!

Black R continued selling over last 6 weeks would explain a lot of the downward spiral in THG. Could be a bumpy start Tech heavily sold off in Asia overnight…