Member Info for bistolover

how many remember the warnings of the oracle Kallumama who tried you educate the gamblers on this board. how much money has been lost by those who ignored him.

He warned about the weak online model and the high cost of returns

my warning on the impact of inflation was ignored, good for those who listened as they have preserved capital to buy quality stocks. only Matthew Moulding will gain from this over priced listing.

thg said inflation will drop back as it is transitory so the company does not see inflation being a problem. all central banks are saying the exact opposite that inflation is a problem and will aggressively hike interest rates . amazon are saying inflation will get worse.

if amazon is suffering from inflation, then the pain must be 10 times worse for thg. https://www.theguardian.com/technology/2022/apr/28/amazon-revenue-loss-shares-drop

"Revenue is 2x MCAP"

tesco which is another retailer has revenue 3x MCAP, so still 30% over valued.

"I'm sure. All 50p of it you sad twat. People like you don't invest. They just infest. Probably incest too. I pity anyone who knows you."

harsh words from some-one who has a blinkered approach and bought over priced assets due to not understanding impact of high inflation, tech bubble. a sad sole who is very bitter

live and well with all my ammo intact

more pain in morning due to nasdaq down 2.57%

this share is still too high for me based on risk/reward but may come into play with a few more days like today. sincere good luck to the people currently holding as you will need it.

"The numbers speak from themselves"

these are historic numbers, not adjusted for tough times. company has issued one profit warning, boo is slightly ahead with 2 profit warnings. please adjust you analysis on the latest info from the company i.e. one profit warning only.

"people will still continue to buy their products. its the big ticket items like cars they delay buying"

there are many places the products can be bought in, just walk down the high street and local shop parades. difference people will be watching there pennies when buying consumer goods, but only buying if they need it.

"sad reality is that inflation is going to keep going up and these stocks will have many more days of record lows"

at last some detailed analysis on the reason why this stock is not a good hold in today's environment. it was hype during tech bubble but now is adjusting with reality sinking in

good investment is not about rumours and Chinese whispers, it is about understanding the business fundamentals together with the economic environment the business operates in. we are not in the same environment as we were over the last few years and investment strategy needs to take this into account. Remember inflation can erode margins very quickly turning the stock into a zombie, cashflow and pricing power is key to making money in the new environment. The punchbowl is being taken away by central banks which was required for certain companies to make profits.

notso... please make my day and convince me and other sceptics that current price of 117p is good for a high inflation/reduced consumer spending environment. No reference to a ceo who was involved with floating this stock at a super high value in a background of a tech bubble. If you can convince me this is worth 117p then i will buy, but my bar is high.

"could you please name a few of those companies with better pricing power"

"Currently all growth stocks are getting pummelled currently but this is where you can find value right now"

You need to do your own research on identifying companies that do well in inflationary environment, these are usually companies that are able to pass on the extra costs and maintain the profit margins. The great poster Kallumama has been highlighting ABF as a safe play and would not argue against this one.

In terms of growth stock have now come into play. rotation cycles is considerably longer than a few months, even bank of England is indicating the inflation squeeze will last couple of years at least perhaps ending badly with a recession as governments cannot control inflation and will eventually need to slam the brakes hard. Those that can put up prices will continue do so and those that can't will keep suffering, with the weak players going out of business to reduce capacity, then the stronger players will be able to grow into that space. Just take high street players as an example, considerable capacity has been reduced and the players left have benefitted.

Key fundamentals in todays market is pricing power. THG does not fit in this so is a poor investment choice until inflation comes down. UK stock market is becoming popular due to value stocks but thg does not fit into this type of play, plenty of other companies on the stock market with good pricing power so take your pick.

"Run by poor management this going down on daily basis"

MM is not poor, he will win if this goes down or up as he has total control of the business via poor corporate governance.

If share price goes up, he can give himself free share options so he can further asset strip the company. if share price goes down then he can do a cheap buyout with his friends.

if shopify is indicating they are seeing tough times, tiddler like thg will have a worse time. only one way for thg share price

"employees who own shares and are still holding to lose too much money" what is stopping MM from offering new shares/options to employees to get them to stay and work harder

"in that respect I can't see it below £4" so you are now relying on MM charitable side to feel sorry for retail shareholders and offer close to 270p more than current share price.

"can't be a buy out unless they pay 596p" carry on dreaming, then reality will settle once you wake up and notice the current share price. Can only see MM and his inner cycle making the money on this.