Member Info for Beamer21

Mando, Blackrock retaining approx 65m shares

You have to understand that Blackrock will not have made a loss on this trade, they will have traded along the way and have been complicit with shorting or should we say hedging. They have simply been prudent and still retain a whopping amount

Don’t focus on Blackrock now as it’s done and dusted - await TR1’s to see who’s taken up the slack

Early December we are likely to receive a trading update that includes Black Friday, cyber week etc

Chairman to be announced soon also

Nuri - absolutely nothing like Quindell

detailing trading for Black Friday, Cyber week, singles Day etc

to the TR1’s arriving

I expect any significant, undisclosed shorts to have used this vehicle to exit

Blackrock have sold 58m off market to waiting buyers at 195p

They will still retain something in the region of 65/66m by my calculations going off of their disclosure on 13th October

Puts a floor under us to build from, onwards and upwards as we await the TR1’s

You don’t panic sell £10m worth of stock - institutions are not virtuous, they make money on the way up and down

What holdings percentage Blackrock issue to the market. Seemingly GS brokered a done deal for Blackrock, seen them do this plenty of times - a great way for large shorts to cover too

Blackrock last disclosed with a 9.54% holding as of 13th October

Don’t be fooled thinking Blackrock have sold anything at a loss, they will have made big here on the way up and on the way down

Hopefully a return to some fairly normal ‘fair value’ trading from this point onwards

Particularly for beauty with the addition this year of Cult Beauty

11,500 luxury beauty advent calendars sold within 2 hours of launch at £215 each - no website downtime either as people rushed to order this coveted seasonal product

Massive revenues on one single product which I suspect is a high margin line
https://www.independent.co.uk/extras/indybest/christmasgifts/beauty-advent-calendar-makeup-uk-b1904055.html

THG confirmed supply chain and margin guidance was strong ahead of peak Q4 trading

Beauty sales will rocket over Christmas

Only PSquared disclosed at 0.69% which makes me think we have existing institutional holders lending/shorting to profit and maybe accumulate but as long as they remain net long for FCA reporting their shorting activity will never be disclosed

V O X markets

https://www.**********.co.uk/listings/LON/THG

The price action is simply a message to Moulding “Don’t Diss the city boys” he should never have opened his mouth about being under a short attack

If Sunak wants to attract tech and big IPO’s to the UK he’s going to have to make some changes. If THG had IPO’d in the US we wouldn’t be having this conversation

Remember Ocado, Amazon, Tesla…. All had their doubters who couldn’t or wouldn’t believe their story

THG are doing just fine and on a personal note I’m a parent to two teenage daughters and my girls spend a small fortune regularly with Cult Beauty and Look Fantastic

Cult Beauty provides access to the latest overseas products with ease and without custom charges etc

I’m waiting for Q4 update as I think it’s going to be stellar

as they set out to create disruptive tech that few understood - was infamously one of the most shorted stocks and dropped significantly

Only on Tuesday, Ocado OCDO.L lowered the price range for its flotation to between 180 and 200 pence from an initial 200 to 275 pence.

“Even at the revised valuation, the company is still overvalued and expensive. We would not be surprised to see hedge funds shorting the stock,” said Amisha Chohan, an investment analyst at HB Markets.

THG also appointed Andreas Hansson, a managing director at Japanese conglomerate Softbank, as a non-executive director. Analysts at broker Jefferies trimmed their target price to 700p from 920p. They said the update 'should reassure' on the progress of Ingenuity and the strength of THG's relationship with Softbank following Hansson's elevation to the board.

I’ve just recommended my daughters boyfriend to apply for Ocado’s 2022 graduate programme, it looks fantastic and a real opportunity to work with a progressive tech led company

Valueplay - thanks for posting, a great article

Without doubt there are issues but one of the positives for THG is that they’re not reinventing the whole wheel, times have moved on significantly from when Ocado were first positioning themselves as a tech company rather than a grocer and THG have the benefit of observing the lessons learned by Ocado along the way

If Ingenuity is described as “business in a box” by THG management, then Ocado is business in a big-box warehouse. So it makes sense that THG fans could look at Ocado with hope. After all, its share price has soared from just over 50 pence to about 18 pounds.