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https://mobile.twitter.com/JonathanEley/status/1618549756741181440

Boohoo seems pretty stale right now. Rumours that THG are going to drop some big news in the next few weeks. Who knows…

That was good advice a month ago. ASOS is the most shorted stock, I expect it drop back down eventually.

This share has been falling for so long now. I think we all know that in 3-5 years this will be in a different place but since the drop 18 months ago, we would have liked to see a reaction much sooner.

Sometime this year would be nice. I’m not asking for this to be £3+ but back above £1 would be nice and should be achievable this year. It was just nearing 80p a few weeks ago! It’s just depressing seeing it continue fall or go up and then back down.

We need to see some action, some hunger, some ambition.

I miss Thailand. I could move there. Shame flight prices are so expensive now.

I guess it’s time to think about the following quote and let the bosses handle their business and drop big news (should there be some) when they can.

“The stock market is a device to transfer money from the impatient to the patient.”

I like the optimism but I think I need to take a break from here until we see some serious rise. I get excited when I read about the potential but nothing more depressing than looking at the SP in its current state, even more on a Monday morning.

Could do. Just have to be careful if you’re trying to short this.

It’s not a surprise though. They told us a few days ago in the update - ‘Pivot to focus on higher-value and higher-margin contracts, with further major contracts close to agreement’.

Sure feels like something big is brewing behind the scenes…

I don’t know, I’ve never really reached out to a billionaire before but if you expect a response, I probably wouldn’t lead with an accusation.

Mate. Just take it private because the market isn’t sharing your sentiment.

Hmmm…

Intriguingly, there were two occasions when the small-cap index benefited greatly from this — after the bear market of 1974, and again in 2009 after the financial crisis. Holding the fallen angels in those years added 10.6 and 6.2 per cent respectively to index performance. Evans asks: “Could we be on the cusp of the third occasion of massive outperformance?”

Although the academics stress they’re in the business of analysis rather than predictions, Marsh is of the view if the wider market has a good year in 2023, the fallen angels could have an even better one.

“Many of these companies have been beaten up, become more highly geared as a result and therefore higher beta,” he says. So, higher risk, but the potential for higher returns if things turn out to be better than people are currently expecting.

The negativity fool.

It’s number 1 & 5 in beauty and number 1 in nutrition! The long term prospects and the current performance is pretty damn good.

The issue is they as well as other online businesses have clearly been black balled. You’ll need more than good fundamentals and a positive future to overcome that in this market.

?

Hope. We have hope!

Huh.

‘THG founder Matt Moulding has said that he regrets floating the retailer in London, while appearing to hint that he could take the business private if its share prices don’t recover.

Moulding said he wished that THG had floated in the US, that the listing in London had “just sucked from start to finish” and that as a major shareholder in the business he had “options” about its future’.

They haven’t recovered, they’ve gotten worse. Has he been blindfolded?

https://www.retailgazette.co.uk/blog/2021/11/thg-boss-matt-goulding-london-ipo-was-a-mistake/