Member Info for JanBos1978

There were quite a bunch of large uninformed sellers like ovmk, pictet and blackrock. Hopefully we see some more selling before we move up significantly. I have cash to buy at lower prices. Hopefully we hit low thirties before March.

The problem is that they are hardly growing on beauty and nutrition is shrinking. APN is growing rapidly. If this turns around we have a cheap stock on our hands.

Agreed on that. So further downside movement now is a gift to accumulators. Mather of time before it's pops up imo.

Let's hope the SP grinds lower in February to be able to scoop up more shares as I said earlier. The cash flow model of the company seems fine now with decent undervaluation as it is. Buying in the 30's seems like a great opportunity imo

Watch and learn boy

Let's hope we head back to somewhere low thirties in THG. Slowly accumulating more shares with the perspective of a large SP upside volatility event somewhere coming years.

Not in the notice but maybe in the update itself.

If no conference call then very bad I'm afraid.

Ai analysis of notices in the past:

THG has gone from a bold, high-growth D2C tech & e-commerce company to a shrinking, low-margin retailer.

The absence of investor calls & the removal of Ingenuity suggest a lack of confidence from management.

Unless January 23, 2025, results deliver a positive surprise, this confirms a company in decline rather than transformation.

The absence of a conference call for Jan 2025 suggests THG may not expect strong numbers or investor excitement.

Maybe a bit disappointing they don't hold a conference call on the same day

Yes indeed so Leahy and Kennedy not active on the sell side. No large sellers left then currently as can be found based on public information. Only Qube still a bit maybe.

Ovmk finished before the end of 2024. Remaining position shows 0 shares @ 12/31/24

Pictet was also a large seller for their funds but are done as well.

Patrick Leahy and Brian George Kennedy could still be selling in this quarter. They held 40 million shares at the end of 2024 and were selling during q4.

Buyers seem to be plenty like Sofina, Michael Ashley, accounts at JP Morgan/UBS/Goldman Sachs/Hargreaves/IB/Saturna Capital/Citigroup/SocGen and more. Norges Bank Government Pension Fund bought 14mln shares in the market. Also through ADM 18mln shares where bought by investors.

Lot's of new patient investors coming in it seems :)

Ovmk offloaded 24 million shares in q4. That's 2% of total shares outstanding. That is quite substantive pressure on the SP. Their reason for selling out is also hard to appreciate. Anyway, this might have given us a great opportunity to scoop up shares at these prices.

I wouldn't take too much notice on the sell of thg by ovmk. Their performance figures for the last 8 years are horrific in their funds. Not much special skills or knowledge there.

'http://ovmk.nl/storage/downloads/kwartaalver****-2024-q4.pdf'

ovmk chickened out after the demerger announcement. justified or not?

http://ovmk.nl/storage/downloads/kwartaalver****-2024-q4.pdf

Also 10 year UK Gilt yield multi year highs currently, last seen around 2007. Unfavorable for high debt companies like THG sentiment wise.