Member Info for cantbelieveit

Lets be honest we all know THG is being suppressed by the powers that be, we all know that.

Lets say worst case scenario, worst case scenario:

Ingenuity given away/ sold for 1pound which wont happen but lets say

Nutrition and Beauty - no dividend / valued at 1x revenue

Thats still about 3X vs current valuation, and that is worst case, something like 5x would be fairer in short term, in the medium term I don't even want to think about that for now

As someone who pulled out of rr and iag and put everything on thg I'm rotting on the inside hahaha if you don't laugh you cry lol

Sorry cut short

Pretty much where my head is at, didn't know about thg retaining a stake, been a busy day haven't had the time ro check, thanks again

Thank you, great reply and pretty much where my he

If it did I would check myself into a mental institute, this share price should be 7x what it is now, its as simple as that,

Knowbodyyouknow what do you think of ingenuity going potentially? are you a fan?

Mark - 40p a share? is that serious or you being sarcastic?

So lets say demerger happens, just nutrition and beauty with dividend, looking at even 2x sales, (normally 3x but lets say 2x) that's 4B or so Market cap + 800M from Ingenuity, that's almost 5B mc. Thats about a 7x from current share price

But am I being crazy that I don't want Ingenuity to be sold? This is what really hooked me onto THG, the tech aspect of it and why I'm happy to get rogered for last 2 years because I'm playing the end game, am I crazy for not wanting Ingenuity to go?

To everyone saying that £6 is unrealistic, please do the maths on what beauty and nutrition are selling for and tell me what its worth then, you break THG into those three then times those valuations by revenue for each and then tell me

More like £8, but anyways, you do the maths stop bringing this down, and think clearly why Kelso and the likes keep mentioning those numbers

Hahaha ok understood,

I'm a bit slow with these things, the joys of working for one's self, no time for jack, anyways I was about to reply to his post on LI but don't see the point of it,

anyways will try to stay away from posting here as im always delayed on updates

I'll start - My views:

He is clearly riling MM up, with the trading CD's at a loss point especially considering they went through the courts after sale

Clearly beefing up Myprotein since it was his company to big up his own name

He knows a lot of people were frustrated about drop so trying to get this segment of peeps to follow him / align with him

But I agree with him on one point, I feel like he is right with his Ingenuity comment, it needs to be sold / packaged better, thats the only point I give him

Did anyone see myprotein founder who sold to THG post on LI 1 week ago, if so what did you think of it:

"THG has pretty much been a Myprotein trading shell since 2011. Back then, they were selling CDs online at a loss. Today's results, once again, make that clear.

While there's potential for Ingenuity to change their course, the current traction is very disappointing.

Shareholders must be once again disappointed by these results.

Some serious conversations and difficult decisions must be had."

and comment:

"For clarity, I am making these comments as a silent shareholder with my interests holding a stake of over 1.3% in $THG.

I am fully aligned with shareholders' best interests and solely focused on enhancing shareholder value."

Yes you're all right it is complete end to end, huge clients will come, but is it complete on the sense of THG is maximising it to its full extent, let's think of the us nasdaq leaders, is it complete in terms of packaging it up and selling it to the market?

I really like desertsands comment too. And i agree in most part with him. I watched the video and the only part I'm confused is on ingenuity:

they doing social media ads for Asda money, website for xyz, warehousing for abc, this and that in areas of beauty and nutrition but other unrelated areas too, so ingenuity is like a mix of wpp, shopify, salesforce, with fraud prevention, cloud, plus Artificial intelligence and machine learning all thrown into the mix.

I mean on paper it's a thing of beauty, probably stemmed from the idea of we gonna spend loads on ads, tech, dev, warehousing for our own stuff, why don't we make it next level and then sell that too to others and grow that as well.

Fantastic, but that's going to take ages, and now only focusing on huge clients gonna take ages too. My question to the tech experts on here, is how does ingenuity start exploding in growth and revenue from today not in five years time, any ideas?

Was there any mention of Premium listing at all? dates etc

Ok so two things here:

1. First of all how on God's green earth can the share price fall 18% when results were in line with guidance, actually slightly ahead, people saying yeah its not growing and its losing money, but that was already baked in, guidance exists for a reason, it was given a while back and then results announced today were in line with guidance, an 18% drop follows how in the world?

2. Ingenuity needs a massive shake up, like massive, we need other solutions to close the gap in the meanwhile, dropshipping platform like Oberlo, a website / checkout platform like Shopify, a marketing software platform like Hubspot, whatever but something is needed to close the gap for the short to medium term, oh my my

Anyways everyone saying sell nutrition and keep beauty and ingenuity, how about sell beauty and keep nutrition and Ingenuity and revamp the heck out of ingenuity for short to medium traction

Oh wait nevermind its in GBX lol does anyone have more info on the 2 5M trades? whats that about? is that Qube?

Hey all

im looking at https://www.londonstockexchange.com/stock/THG/thg-plc/company-page and it says at 17:50:40 yesterday there was a 28M trade off book, awhat? is this true, any info on this?

I hope not, I'm all in and just went in with last bit of savings, let's see I think manipulation but who am I to say, pure hunch, why would all shorters exit and Qube reduce by 0.10% to then add 0.01%, seems weird, all we can do is hope for good news, let's see 3 more biz days after today

Also I don't know if anyone has spotted this but I only did recently, I have been going to The Gym for a few years and in last 6 months spotted one product - the Myprotein cookie I think in the TheGym's vending machines and I have been going to a local small CoOp for about 6 months now and in last 2 months I have spotted MyProtein layered bar, only one product for each of those places so not huge but the fact they're getting in is a great start, also the fact that I spotted oral b brushes sold via discount cards at the Dentist provided by THG ingenuity its becoming obvious that there has been a lot of movement, like everywhere I go, and I don't go out much there THG is popping up everywhere, maybe its because im looking for it in my brain somehow but interesting

And couldn't agree more with you SageOfClapham!

100%, these are my feelings too.

Sorry for double posting, but both these comments sum up exactly my two main feelings on THG, keep it listed / go premium, and start smashing financials from September onwards, fingers crossed

Will stop posting now for the next few days and weeks

GLA

Haha loved that story at the end there.

And couldn't agree more with you OxfordBull! 100%