Member Info for Hosai

Bantham it depends, if you got in at 250-300p then obviously 150 - 200p isn't "not a bad outcome at all". It's rather negative to say "400p days are gone", this was between 600- 800p for a year and the only real change since then is the macro of inflation. If people hold for the long term 400p is very much possible.
It sounds like you are only mildly bullish on this and have a smaller position than most people. Perhaps you've never been in shares that have gone up significantly and quickly but I have and think this can do that at some point.

Barclays all over the place...in sept they were saying this -
"Analysts at Barclays have estimated THG Beauty could be worth about £4 billion but they warned that valuing the business is difficult “without disclosure of standalone margins.”

https://northernfinancialreview.com/2021/09/16/thg-confirms-beauty-spinoff-h1-revenue-tops-958m/

ASOS up 8.52%? Come on THG

Hajones don't see how it would plummet if softbank didn't take up the option, this was 600-800p when softbank were never even involved. Also ever since about 250p the press have been saying this makes softbank taking up the option very doubtful, that been the case the last 5-6 months so don't see how you could say it's not (at-least mostly) priced in.

Would be nice if it is on weds but hard to see why this site would have knowledge but no-where else does. Also the site has a mistake in the article saying THG raised "$1.6 billion in May" when it was $1.05 billion. Obv its only a small thing but makes me wonder how much to trust their info.

There are of course headwinds Oxford but you have to consider THG had its initial fall from around 600p to 250p before the bulk of the widespread tech/growth sell off had started, the fall being mostly based on the strategy and governance issues the media kept focussing on.
Therefore I do think this has potential to have a good rise despite the macro issues if investors start to feel more reassured about the strategy, especially with the new chair.

Yes but you said specifically there could be no truth at all because there was no RNS at 7am, to which rumours and speculation continued to come out from FT etc over the following weeks and months involving the same parties, showing you were incorrect in your belief.
Obviously it's true PE indeed hasn't happened so far, but that is seperate from the reason you insisted it wouldn't happen.

Bantham it was you who with 100% certainty said there could be no truth to the PE rumours at all because there had been no 7am RNS. To which the press including FT continued to speculate about over the following months showing you'd got this wrong as they didn't believe there was nothing in it due to no RNS.
So forgive us if we don't trust your "anyone who is optimistic is crazy, I'm the negative but sensible one" routine.

"The key issue here is whether THG is performing or not in this difficult environment . And no-one knows that yet."

Yeah coz there is so much positivity already priced in in terms on how well they are performing with the price at 93p right?

Slightly disappointing considering the intra-day potential but still has out performed other UK growth stocks the last 2 days.

Was a sector thing though THG did better than most.

It feels inappropriate for me with my £2.18 average to say boom for a while but still nice day so far...hopefully these start holding up.

Q3 said: "The Group has a very strong liquidity position as it enters its peak trading season, with available cash as at 30 September 2021 of c. £700m including long dated 3-5 year facilities."

Q4: "Total cash of over £530m at year end plus an undrawn facility of £170m, on long dated 3-5 year terms."

Stockbroker, I guess that's the benefit of them having raised $1.05 billion at £5.96 back in May 2021. Obviously some went on acqusitions but it still puts them in a position of having less to worry about cash-wise than they would have.
Also it appeared from Q3 and Q4 results the overall cash position hadn't changed.

Didn't realize "rac-ist" would be censored.

I mostly agree Licker, though obviously I do think a "diversity of thinking" is probably useful. The idea put forward is that balancing the sexes or races etc leads to more diversity of thinking which arguably if you logically follow this through is a slightly sexist/****** idea (at-least under the current "rules" for what society deems as being sexist or ******) as it implies different groups have particular ways of thinking.

They have lots of female managers in terms of gender diversity.

Title - Asos in the shop window

"Shares in Rolls-Royce spiked on Friday afternoon in response to takeover speculation by the cheeky financial blog Betaville. Even as the war in Ukraine stymies equity-raising activity, private equity continues to prowl the public markets for targets — as per recent interest in Pearson and Ted Baker.

Asos, Boohoo and THG make an intriguing trio of possible candidates. The one-time darlings of e-commerce are in tatters, their share prices down by about three-quarters in the past year.

Some of this will be due to fading appetite for growth stocks, but all three have self-inflicted wounds, too. Boohoo and THG have governance problems that may be unfixable while their combative founders stay as executives. Asos, having suffered warehouse IT problems a few years ago, issued a profit warning last October, parting ways with Nick Beighton, the boss who took over from founder Nick Robertson. Chairman Adam Crozier left for BT shortly after.

Of the three, Asos offers the clearest turnaround opportunity. It has lagged rivals, but still has a strong brand. Supply-chain issues should unwind, although weaning it off China would be difficult. At £15.62, the shares value Asos at just £1.6 billion. If Danish tycoon Anders Povlsen could be persuaded to roll over his 26 per cent stake, that’s relatively bite-sized for a buyout giant."

Didn't someone post that they'd written to IR and they'd said they will update on strategy at results? Though I suppose that could have a quite vague meaning in terms of the amount of update.

Steve it was you who seemed to have a problem with people being positive that this will turn around eventually and therefore to not keep watching it. This is normally fairly good advice.
You are clearly not as bullish on the company itself and are focussed mostly on the technicals and the short term but can't expect people to respond well if you basically tell them off for being long term positive about a share they are invested in.