Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
List on FTSE , spin off one division...double the SP IMOV - all in 2022
The doubters are in control today. However, it wont take much to shift the SP from all time lows. Going private rumours, director buys, II buys, readacross valuations from deals in online beauty sector showing beauty alone worth mkt cap etc.
Massive efficiency savings from automation. Huge capital investment required to do this (just look at BOO) and they have warehousing in-country markets (unlike BOO). Very well placed...to weather this sector-wide downturn (look at BOO and ASOS SPs).
Deos - you change your tune once sold as usual...(position poster).
tiny reduction in EBITDA during huge global inflationary spike (better than situation for other e-retailers). Drama queens.
Work from home / Omicron doesnt encourage my gym protein shake habit (actually i would never drink protein shakes).
Ingenuity - ahead of expectations....grew 135%. New wins late Q4 will contribute from Q1
revenue overall - 2.2 billion vs. 1.5 or so forecast at IPO (through acquisitions)
A supposed profit warning when EBITDA barely changed due to FX movement? In our business, from year to year, FX moves against us...and then in our favour...Ingenuity websites - av. revenue up from 170 - 240ks / website. new wins late Q4. Softbank will be taking note. Beauty sales 1.2 billion almost? Separate division value? 2-2.5bn? i.e. the market cap. DYOR IMOV
EOM
Except nutrition, great results in beauty and Ingenuity. The Ingenuity wins late Q4 and increase in revenue / website will PLEASE the MARKET. GLA
I hope Tues's results are good as i'm very LONG here. But i'm shocked when one hears the details of the generosity of the firm to MM as founder...£800 MILLION granting of free shares....some of which was then instead waived in return for handing over all the physical property assets of THG in a sale and leaseback...so hand over all the property to MM for free and then rent it back at great cost. Yes i know he is giving the profits to charity but it was extraordinary to hand over £800m in the first place....Tues better be good!
"How many actually looked at the great Q3 results and watched the webinars which I thought were great, available freely on the THG website". Mando, my sentiments precisely....i listened to the webinar afterwards and didn't think it was that bad although the Q&A wasn't quite as good yet the selling started immediately upon them making the presentation. MM is correct - this WAS an orchestrated attack IMOV.
"So 4% of THG shorted potentially that will need to be unwound in next 4 days. That’s a lot of shares to be bought…"
What a funny coincidence that many shorts need closing prior to results for risk management purposes and every journo in London obliges with an article putting ENRON in the same sentence....and we think shorters don't use corrupt practices!?
Mind the gap @ Liberum!
I have topped up about 6 times in recent days....I have impression highly manipulated and controlled but the barstewards will depart at some point.
1) It's a high-growth tech firm - it's likely to make a loss 2) It isn't a BOO as it doesn't sell clothes 3) the results are due on the 18th....d'uh!
If your imminent results were bad? I think 99.99% certain no, only if results were decent and you felt the shorters' attack was completely out of synch with biz performance. GLA
4 times yday and today...unfort at 192.7 (tiny), 207, 212 and 220p...but sure these will all be in profit shortly
I know it's retrospectively available only so may be out of date but wasn't the latest free data expected to be available? Anybody know the shorts levels?
MoS article....GS reduces slightly (having doubled their holding only a month or so ago - they play their holding - it's not conviction selling and they may increase again). All seems heavily manipulated. I topped up at 220p, 207.7p and 212p today. Nothing changed since pre-Xmas. Results soon!