Member Info for AnacottSteel1

Yeah Hunter still holds a decent chunk of THG 1.46% Good to see him come out and back THG. By most measures he’s correct THG a total success story but unfortunately not how the stock market is measuring it but in time it will balance as 53p is massively oversold..

That strategy link is 1 year old and NIKE has gone BOOM today because it’s D2C has got even stronger huge results today for Nike Direct component of the results..

Forgot to add the Nike D2C link

https://fabric.inc/blog/nike-ecommerce-strategy/

Right time for a beer…

The main reason Nike did so well was because of its shift to D2C & the strong results were because of Nike Direct. I wonder how many Whales who have been sat on the D2C sidelines will now look at Nike and decide to move into D2C more quickly. Someone mentioned earlier Proctor & Gamble are now selling Gillette through Ingenuity & is this a trial before going all in D2C?! Diamond hands here as I believe more than ever this will rocket under its own steam or by all the other potential possible deals. IMO

Yup @DPW it could be BAT definitely a Whale on the hook i think… why not announce it on the 18th Jan.

Good shout @canary.. Also put Diageo in the mix maybe as we have the age verification software possibly selling booze D2C..

Apart from 1 I think Moulding said all the others rolled with rejecting those offers..

@oke fair point but those same big ii’s you mentioned rejected £1.70+

Obviously Nike results giving retail a boost I particularly like the D2C figure below -

Victoria Scholar, head of investment, interactive investor said: “Nike has proven that the sheer force of its brand and the strength of its product line are resilient to the challenging macroeconomic headwinds that have plagued US retail this year.”

Second quarter reported revenues were $13.3bn, up 17% year-on-year with Nike Direct sales grew 16% at $5.4bn.

Nice to see order by 11.30pm & get next day delivery on Lookfantastic - Cult… especially as many buyees have already decided not to go into big cities for late shopping due to rail strikes.. I really think 18th Jan results will be good & 2023 more positive noises upgrades.. IMO

Qatar Sovereign Wealth fund are no mugs topping up massively last month. Lord Allen absolutely knows the score & been around the track heavily invested here and don’t forget his background @ Goldman. He absolutely knows how the funds operate & will know how to hook up shareholders he knows how to do this and ignore the Flim Flam -

From 2008 to May 2015, Lord Allen served as a Senior Advisor to Goldman Sachs, advising the firm’s private equity portfolio and banking business.

It just feels like someone wants the SP lower now as the blanket Guardian coverage on Twitter etc is huge. I think Allianz is just housekeeping with ASOS BOO etc facing the same. I agree with the article about Chairman as we have heard absolutely nothing from him. I just hope with his recent large purchases they have something up their sleeve which will drive shareholder value as that was what they stated. Feels like the total disconnect to SP and updates means Moulding & Chairman have an Ace up their sleeve. Just a feeling & IMO but something is going on behind the scenes and it could be any number things that drives the SP higher. What that is who knows make just strong results with $ & commodity tailwinds or QIA or MBO or Whale like Diageo on Ingenuity or part sale of Nutrition who knows but with this much smoke & mirrors something is happening as even the Media are getting Twitchy!! GLA LTH

As we know $ Vs £ hit historic highs this year so companies like THG which has 30%+ of its earnings In the US should do very well..

Reuters) - UK’s FTSE 100 extended gains for the third straight session on Wednesday ahead of the festive weekend, lifted by consumer discretionary stocks led by JD Sports.
The FTSE 100 and the mid-cap FTSE 250 added 0.2% each.
Sportswear firm JD Sports soared 5.8% to the top of the FTSE 100 after its U.S. peer Nike reported better-than-expected results on Tuesday.
A weaker pound also supported the export-oriented index that houses firms benefiting from dollar earnings.

Click on ‘latest’ the negativity just flows attack attack

So I’ve just been on twitter #THG looking at latest tweets & huge drop of that Guardian article on multiple accounts. Someone definitely wants THG SP much lower. Feels like an attack have a look…

Hopefully some of the lost high street sales went online. It’s all a bit of an unknown how Black Friday - Christmas has gone for THG this year.. Ever the optimist I’m hoping for inline results. Busy season for Myprotein starts in January when everyone books a new Gym membership after over indulging in the Food & Grog..

@moniman a lot of the JP price was SoftBank taking an option for 20% of Ingenuity at £4.5Bil. Obviously Ingenuity is now valued at Zero by the markets.

Yes agree @2phevs the read on commodities much lower across the board into 2023. That’s why this is a patience play I’ve moved from looking at the daily SP as we are only a few months away from everything moving in THG favour exciting times.. IMO..

Though FED BOE EU are all still extremely Hawkish don’t forget we are 85% through the rate rises so at some stage they will be pausing or cutting its quite possible inflation could be down to 5% mid 2023 and we are in recession so guess what rates start to be cut and Jam tomorrow companies like THG will rise rapidly. It’s all just a matter of time IMO DYOR