RE: Lookfantastic Advent Calendar SOLD OUT17 Nov 2023 09:08
I think there will also be an element of F..k it this Christmas as everyone remembers last year media led doom & gloom narrative.. Clearly people are spending and spending early this year all the Black Friday promotions are on.. I think THG is long overdue a decent Q and it ‘Should’ be good compared to last Q4 which was a disaster because of the postal strikes & 24/7 energy bills water boarding, cost of living etc etc.. People have realised life goes on and here we all are wanting a decent Christmas this year.. So good Q4 results in Jan then the Macro narrative kicks in & you could find we are cutting interest rates in March/April.. The city has locked in 3 cuts next year starting in May but I think earlier as they’ve over tightened and the lag of last few not even kicked in yet.. US Deflation article!! Unbelievable the Yanks at 3.8% Inflation could be cutting Feb/March though Powell will no doubt keep rates higher than needed and make another huge mistake like he did with ‘transitionary inflation’ & forced to raise interest rates so quickly which particularly smashes Growth stocks as profits in the future get further away with 10% inflation.. This is the most positive I’ve ever been for THG not ramping I just think the stars are aligning and I want to get the maximum pay day from THG which I believe will be sooner rather than later…GLA