Member Info for Icouldntcomment

Anyone else see the My Protein TV Advert on Amazon Prime? It’s pretty good and makes the most of the rebranding.

The FTSE 250 is down 240 points and nearly everyone is down. This is not a THG event.

But thanks for trying anyway, POLISHED CRAP

Crap finish to the week then

Hype, I actually agree with your EV valuation. I would put it exactly where you did.

What is worrying is that at any given time the markets (EMH) takes everything we know about a business; historical, forecast, etc and prices a share based on all that information. What you call sentiment is what we all feel / think about that information.

The future sentiment will only change with future actions, results and analysis. If sentiment had improved as a result of demerger, then the SP would now be slowly heading north to rest at the lower end of your EV.

My point, is that this is not happening and it is worrying.

Hype, according to the Efficient Markets Hypothesis it is as I write worth exactly 42.08.

What it may become worth is a different matter. I’m afraid no one trusts THG hype and we will have to wait for some actual results now and forecasts from those numbers.

What would you like to speculate it is worth?

Down another 2.3% so far today.

I’m afraid only the mugs on here think this has value. Quite literally no one else in the markets do.

Analysts, etc returning to work next week and getting back into some serious activity. If they don’t see anything we are buggered.

First 25 mins and FA share volume at 55k.

Everyone is on holiday and we are not going to see any serious analysis or interest until after Jan 2nd and then again after some results about mid Jan.

Well someone is feeling positive.

There was a 2.5m buy after close.

If you do feel tempted to check back in here before 27th, which you will because you’ve got the habit of.

Have a lovely care free holiday 😀

The measure of a crap investment. That 2-3 years later your hope is to end up where you started.

3x more buys to sells. Here we go again, held down for others to load up. Who the hell us selling?

A positive thing to bear in mind is that those 7m shares purchased yesterday were bought in Remainco.

With a near 20% drop over two days with a lack of clarity as to the cause. Would be helpful right now if THG investors relations actually had some relations with investors and offered up the corporate two pence worth on what’s going on.

Thank you for that,

Polishedcrap

53.9, wow… I am now ‘only’ 50% under water 😆

Polish cap.

According to your own messages, if you are invested here you are a fool.

If you are not invested then why are you here daily?

Imagine if you didn’t own THG shares right now, would you buy?

No historical confidence in the leadership or product offering. All divisions are now in saturated markets with no strong usp’s.

Any upside will come in Remainco from profit retention, not growth, and cost and capex savings. In Newco, it will come down to new clients.

Or, for both, a potential buyout.

Whatever, I don’t see any movement in SP until the merger is fully completed. And, with nothing guaranteed about the completion, why would anyone buy now. There is still for now risk attached to this share no matter how undervalued you might think it is.

“You missed a 20% rally”.

Sarcasm surely.

20% of SFA is still FA.

Just because someone started a business it doesn’t follow that they are the best person to lead it.

It is perfectly clear now to everyone that what THG really needs is a new CEO. Someone in which MM has no role in the selection of. However, with Lord Lucan as the Chairman, that’s unlikely to happen.

I really do despair for this business.

Right now we are up 3.6% on this news. Doc Martin are up 14%. Why? Even though their Sales have fallen quite widely YOY, they have appointed a new CEO. Go figure!!!!

UK retail sales up by 2.4% in October