Member Info for LD1973

(He/Him) says it all really!

What is it with this tree shake the last 2 days?

Ha, I'm going to mine in an hour, I'll have a look

What a joke - They managed to close that amount and our sp dropped? What a joke. Once I close a few positions (apart from THG) I will never invest in the FTSE again

Sentiment is changing, but we want to get out of this bidding situation - sp up down, up down. We can get to the £2-£3 level on our own without bids. I believe interims will be good and we'll see a steady rise into September. There are still dark forces holding it back, but we can't blame the shorts, Ocado is heavily shorted and look how their sp has risen.

We need to give nutrition time to really develop. Look at all the news appearing lately on this, it's been a constant flow. There are so many areas they can exploit and they're the World leaders, so not sure anyone is better placed.

Even if beauty is struggling (and I'm not convinced it is) surely the tailwinds for nutrition and ingenuity is going to push us a lot higher?

Had a few rioja's myself tonight - couldn't wait for the weekend!

So on beauty, THG should have bigger margins than these other companies?

Thanks OAC.

When the rest of beauty product companies around the globe are going great guns, why do we have a problem?

Sorry, quick question. Given all the news this year, headwinds turning to tailwinds etc, I think we're all expecting a massive upturn. If THG are massively ahead of expectations, 1) What percentage ahead of expectations are they required to report and 2) when would be the last date for them to report?

I know it's been done on here before, but does anyone have an up to date comparison between Ocado and THG on financials & projections please?

Up nearly 300% since June. Almost bought at 350p just before Amazon rumour!

Nils Pratley is an idiot, don’t be like Nils.

He didn’t mention ingenuity once in his article. I don’t pretend to fully understand how this totally fits, but why doesn’t he pick the phone up and ask for interview to get THG’s take on it? Why should Matt buy it privately if it’s a tool for THG? I shouldn’t be surprised. Unbelievable the guardian is still going, seems their begging requests for money keep these very poor journalists employed!

Last share buy back hasn't gone well for us!

Do you think Cruddas is happy for the sp fall, so he could maybe take it private, then he could do the split and keep the Aussie business?

What is going on with this share? They bought £30m of their shares back, then MM overdid the drop from 245p, there's no volume. Where is the split, Cruddas was talking about?

If it's not an MBO, what's the chances he sells beauty, uses the money from sale to fund ingenuity and re-lists nutrition in US? Nutrition has so much potential.

Https://www.gcimagazine.com/brands-products/news/news/22867603/irene-forte-skincare-receives-growth-investment-from-l-catterton

Good news then. There just seems to be so many good reports coming out about nutrition at the moment - could almost be listed on its' own. Really exciting stuff,. I know we've been through some pain, but would hate for this to be taken away from us with a buyout.

They'll still have to pay rent somewhere, unless they're relocating to a another THG building?

Has this been deleted, can't see it anywhere