Member Info for AnacottSteel1

I think this is massively overdone today this will turn Up shortly it’s was 71p earlier now 56p! Come on the RNS 20% drop seriously buyers will come in with the announced £1 Bil Ingenuity about to be signed & 20% cut in staff.. It’s ridiculous..

1M BUY

I’m getting that Deja Vu feeling!! GLA

Picking up stop losses shorts allowed orderly exit Media very quick to assist. If you read the RNS you’d be very pleased with 2023 & onwards I certainly am but the mm still own this.. £1Bil Ingenuity valued at ZERO come on this is clearly mm assisting…

Thx @2phevs @Blinky I’m staying at Banyan Tree Bangkok then Koh Lanta then Chiang Mai then fly into Laos Luang Prabang & travel around a bit as I loved Laos when backpacking years ago. Not sure I want to be back here mid Feb so might extend trip to March out there.. Roll the Dice trying to snap myself outta comfort zone I’m stuck in!! Live a bit more rather than doing same old same.. GLA

Thx @HH

Haha @LD..

I’m happy with the RNS obviously we all want SP higher but that will come after what’s been disclosed today. Let’s not forget we were buying @43p a few weeks ago. Ok finishing packing for flight to Thailand tomorrow.. Hopefully by the time I get to the Banyan Tree Hotel on Thursday morning we are 80p+ GLA (£1Bil Ingenuity 2023 Whale or 2 Landed)

It’s screaming WE HAVE LANDED A WHALE OR TWO

£1 Bil Ingenuity currently valued @ ZERO!!!!

Shorts being allowed to Exit this will finish +10%IMO The ii know how to read results and they revenue miss is Ondemand & done so looking forward 2023 is a rocket ship. Be patient today this will end the day massively UP..

£1Bil Ingenuity they’ve landed Whales…

£1 Bil for Ingenuity in 2023! They would not be allowed to announce that if it’s wasn’t a done deal…or deals..

Media reaction

https://www.marketscreener.com/quote/stock/THG-PLC-112544292/news/THG-warns-full-year-revenue-will-miss-target-42745182/

Yes that’s the line -

During 2023, the Group expects to add over £1 billion incremental GMV to the Ingenuity platform.

I like these 2 paragraphs the most -

Cost base well positioned following completion of divisional reorganisation, with c. £100 million of cost savings and efficiencies identified and implemented in FY 2022. A further £30 million of savings targeted for delivery during FY 2023.
· Free cash generation2 of c. £50 million in H2 2022, driving strong balance sheet and liquidity with c. £640 million of cash and available facilities at year end.

GLA today also inflation figures out tomorrow hoping for a much lower number…

Or they have a lot more cash on hand than they thought & don’t need the loan..?!

Great find @sole

Is that the £100 Mil Capex Cut @Oke wanted…

@wasteotime you take the prize of ‘Tool Of The Month’ Well deserved…