Member Info for AnacottSteel1

No wonder everyone is pis.ed off I’m on record as being a big Moulding Fan & think he’s doing a great job. But & it’s a big BUT you can’t treat private investors like they treat us..It’s just awful.. GLA LTH

Probably pulling £400k between them & just ignore pi genuine questions. I’ve had 2 questions completely ignored no reply by IR & I own 250k THG shares 10x more than CFO Damian Sanders!

The difference this time as I’ve been saying for 6 months+ is these results will be compared with last Q4 which was a constant barrage of Media fear due to energy bills, petrol prices, food inflation, cost of living but the NO1 was postal strikes customers were not willing to risk using online, those that did many received refunds as parcels did not arrive & we are talking overall £millions lost to THG due to those strikes. Let’s also not also forget the Whey price I presume we locked in a few months ago at its lows is half the price we would have paid 18 months ago for the same Christmas period 2022. I agree for the last 2 years results everyone has believed it will be better this time posting all the ‘smashed it’ staff posts and I admit I believed it also. So I am super sceptical of THG results especially when it was reiterated last time. But this time I actually believe it would be close to impossible to not beat Q4 last year…So long as the websites are operational and the Autostore robots are packing a Gorilla could run this operation and beat Q4 last year.. IMO (Still a bit twitchy though as it is THG)!! Obviously the potential capital event will drive the SP into results so IF they do deliver we will have momentum on two fronts… GLA LTH

Great week team… I think next week could see a quick move to 90p… Have a great weekend everyone see you Monday.. Exciting times..

*Gorilla

Moulding buying into Kelso was IMO a response to Kelso talking to ‘Large’ shareholders. He got a bit twitchy as thought they were all with him so he went pac man route.. ‘Large’ SP hopefully coming soon so many triggers now & Jan results looming..

Good read on the situation..

https://markets.businessinsider.com/news/commodities/oil-prices-today-outlook-crash-demand-supply-crude-energy-saudi-2023-12

We could hit much lower if talk of OPEC + pulling a ‘Flush’ flooding the market with oil so the Shale boys go bust!! Massive games at play all good for Inflation if this battle happens.. Game On

Wow Brent Crude $75… Inflation .. Gonna be proved they’ve over tightened rates as it already looks that way & now with Brent @$75.. this could get very messy very very quickly as they will have to cut sooner rather later as the last 3 rate rises haven’t even hit home yet.. Just like we overshot on Zero rates THG £8 we overshot on the downside 33p when talk of rates at 8%… Now we could be back below 2% inflation sooner rather than later as they’ve gone so hard on rate rises I mean EU are already 2.4%.. This is gonna be brilliant for us and any other growth stock that was particularly battered by the rates rise. I’m not saying £8 but the magical £2.50 looks reasonable in 2024.. 80p crazy all the big funds JP etc probably going long on growth as they’re talking down the likes of THG low ratings etc Gonna get huge rerate in 2024. IMO

As we already sell Biossance should be easy to integrate. The $23Mil of stock is a right result and means we can fully sell Biossance immediately on completion mid December and gives time for our beauty manufacturers to produce more.. Totally agree ‘it’s a deal it’s a steal it’s the sale of the fuc.ing Century!!’ Sits nicely alongside the likes of ESPA & Perricone MD.. GLA

With $23 mil of stock & $6 mil receivables if we do a good job we might have paid less than nothing!

I ordered off the ingenuity Gillette site arrived next day excellent service and very well packed.

No mention of how much stock came with that deal could be $Mil…+++

Moulding got some cash coming in or he knows results are strong with the Australia bid and now this $20Mil purchase. Also splashing his personal on Kelso.. Lots of confidence…Markets probably react differently on Monday but let’s see.. Certainly again showing it’s all about the long term..

US Turnover Biossance 2022

https://ecommercedb.com/store/biossance.com

I totally agree @Bac but I see an opportunity in this as governments throwing huge resources to reverse this the latest are bonuses and currently getting pensions to invest. I’m all in on undervalued UK as the cycle will turn & a lot smarter people than me are also aware of this Kelso a typical example hoovering up. I could name 20 I’m buying now that are all 80%+ down.. Now is the time to be buying now is the time you make money not when all the retail money arrives… The one main decision to make on an overall market view is where are interest rates going?! Guess what Dow at 22 months highs & even the dinosaur LSE will have to catch up eventually.. Free money if you got it spare & cold hold it’s a clear cycle change.. Ok that’s me just opened bootle of Red.. See you Monday IMO GLA

Dow Jones hits 22 month high trends are trending my trendy friends… Shorts severely burnt stateside..

THG trend continues next week chart says 80p+ GLA

It’s like a pressure cooker I’m loving this so many different scenarios to play out. The good thing is this time I think we have the backstop of good figures in Jan. So just chill out and watch it all unfold while enjoying a few beers and a glass or two.. GLA

First market reaction was to go to 78.68p so let it play out.. GLA