Member Info for AnacottSteel1

The Times today article ‘Bleak Midwinter’

But please note the 18.2% Figure!!!

‘Online shopping sales continued their downward trend, falling 2.8% in November. Shopping online surged during the pandemic but it has fallen gradually since shops have reopened early last year. It is still 18.2% higher than pre pandemic levels in February 2020’.

Yes Jupiter were a distressed seller & were forced to sellout at rock bottom prices which took SP down to 32p. SoftBank also a distressed seller Qatar & Moulding bought these. It was a once in a lifetime opportunity being able to buy THG in the 30’s I certainly filled my boots at those levels. A bit more Patience required and you will be heavily rewarded IMO..

Good buying @2phevs wish I had some spare Cash..

17th sounds good.. SP rise into results early Jan?! Margin will be better on results IMO

Whey prices falling off a Cliff we might not have to wait until mid 2023 maybe Q4 results 18th Jan could kick start the rerate Early… Oh and Petrol down 50% from peak, freight down 80%, commodities falling & currency a tailwind compared to last year. Merry Christmas…

https://www.clal.it/en/index.php?section=siero_olanda

I’m happy to wait not leveraged so the daily SP drops annoying but not bothered my play is mid 2023 when I believe we will see interest rates being cut and a massive rerate on growth or also by mid 2023 Moulding would have to make his play as Golden share expires September. 6 months I expect to see a decent return either way.. IMO DYOR

* un leveraged

Yup @2phevs I did manage to hit the mythical 32p which sorted my average out massively.. 53p still a steal unfortunately no spare cash for me but I’m happy with my 220k in leveraged shares..

Good buying @2phevs

Good points @crafty

If sales have held up as we expect then surely with whey lower, freight lower, petrol lower etc etc we should be in good shape for Q4 results… 4 weeks to go..

Yeah 2 @phevs sent the table earlier showing in more detail than what I’ve copied below but you get the gist. THG US sales should be strong as 0.7% up & also year on we have so many more US customers on the database since Black Friday Cyber Christmas 2021…

In contrast, increases were seen in sales at food services and drinking places (0.9%), food and beverage stores (0.8%), health and personal care stores (0.7%) and miscellaneous retailers (0.5%). Data for November which includes the Black Friday and the Cyber Monday during which big discounts are offered, point to a slowdown in consumer spending amid high inflation and interest rates. It also shows that holiday shopping was pulled forward into October, when sales jumped 1.3%. source: U.S. Census Bureau

Yup 2phevs table 2 looks good & I’m looking forward to your next song…

Moving money from the impatient to the patient I can wait 2 years if I have to but I think 2023 we will begin to see things turn IMO

Let’s hope the Yanks can save the day .. 60p+ would be a good result

On a more light hearted note I just decided to touch up paint around new radiators but managed to tip over a litre of paint onto our living room wood floor!! Water based paint praise the lord. Wife back at 4pm she will be non the wiser!!!

Yes that’s what I’ve been saying last 2 months re Asda etc and also with Brent priced in $ & we are now £ Vs $ 1.24 (Up 12 % from recent lows) so Petrol should be 12% cheaper anyway let alone Brent is $79 so 80% lower than highs!! No excuses now for Asda etc pump prices will soon have to be much much lower and next months inflation read will be more like 8%!!! Growth stocks will be surging soon..

UK Inflation Down

Only 6 weeks ago..

https://internetretailing.net/brands/lookfantastic-owner-thg-sees-continuing-third-quarter-demand-for-beauty-and-nutrition-products-despite-the-rising-cost-of-living/

The rail strikes could be a boom for online as major city high streets EMPTY!!