Member Info for bransonbull

I think MM will be gone before long....let's hope he is replaced by sbdy reliable like his Mum

so a 13m downgrade from CITI knocks off a couple of hundred m of the mkt cap. Despite global inflation and FX being the main reasons? Logical?

I cant believe this is down so much. I need a whisky and protein shake.

For a start, not only a new independent chair but also when we join FTSE every tracker in this fair land will have to purchase THG

Priced at ZERO. Get away!

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.