Member Info for carefree01

Kamani family - 20%

Frasers - 16.5%

Schroeders - 9%

Camelot - 5%

EBT - 5%

Baillie Gifford - 4%

Carole Kane - 1.6%

Any inputs? That’s about 60% right there, plus probably another 10% held by II’s that are under the 3%

Why do you think it’s only 12%?

Think it’s closer to 30%-35% personally

kando making friends over on thg board too. chatting ****e as per

Hi all - Looking to get some thoughts on the below.

Core brands dropped 10% and accounted for 8ppts of the 17ppts total revenue decline. By my calculations that means:

H1 23: £720m. H2 23: £648m. £72m / 10% decline

I’ve then assumed that all Debenhams marketplace revenue has been stripped out as is now commission. This might be wrong but it’s quite immaterial anyway. Contributes 2ppts to 17ppt total revenue decline so call it:

H1 23: £18m. H1 24: £0m. £18m / 100% revenue decline

Which leaves non-core brands. 7ppts of 17ppt total revenue decline. £63m revenue decline left, so:

H1 23: £144m. H1 24: £81m. £63m / 44% decline.

I don’t have the split by core and non-core for 23 and 24 but have back-worked the calcs based upon what info was shared yday.

Now this gives me a bit more hope on the basis of, is the strategy that:

- non-core is unprofitable and they haven’t been able to transition to profitable yet

- so with profit and margins now the focus, they’ve allowed for such a big decline, ie cuts to marketing and priced for profit only

- there isn’t a great deal left to chip away at in non-core…

- 10% decline in core brands I would probably take - like the cfo said yesterday, it’s not too far off where the market is right now.

Like I said, thoughts welcome

Pedro and 404x are definitely the same person haha. Post agreeing with each other and then like each others comments immediately

The likes of Pedro - you have to wonder what they do in their life. Being on a BB to discuss an investment you believe in makes sense. Being on one just to moan about a company - yeah he must be lonely. Or paid 5p a post to moan away

Recommend every one take a look at TAC Air Freight Index. Watch that price decline on 5 yr chart back to 2020 pre pandemic levels and still trending downwards

Good posts west6809. Once things turn a little and big money starts to move back into the market, this should see a significant re-rate. The business simply is not worth the same as 2016.

Spot on T4G. At a 40% discount to the end of March SP, and the only difference between then and now is worse inflation data, offset by better than expected results.

Some chunky cost savings are to come through to Boo’s bottom line in the coming months

Oke — are you invested here? Always interested in your posts on THG. It’s a long time coming for a recovery to a more sensible price.

Anyone know fcf in h1 from analyst estimates?
Just trying to work out what fy fcf was

T4g see this: https://m.uk.investing.com/news/economic-indicators/german-retail-sales-post-biggest-rise-in-6-months-in-july-2738435

Hi all - does anyone have the shareholding list from the bid process? i remember someone was compiling from the RNS’s and had got it up to c80% or so
Interested from a share buyback perspective
Thanks

Would anyone be interested in joining a Telegram group away from the nonsense on most of this board.
There is one for THG and it works well. The group would be used to discuss financials, macro matters, etc. Trolls would be booted from the group.
Have seen plenty of comments in the past from people who have a lot of knowledge and insight to offer but are fed up with this board. Especially with Sept results on the horizon it would be useful.
If people are interested I will get it set up and link shared.