The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
THG Websites (Trying to keep up with everyone's updates)
----------THG OWN BRAND---------
https://www.coggles.com/
https://www.cultbeauty.com/
https://www.espaskincare.com/
https://www.lookfantastic.com/
https://www.myprotein.com/
https://www.THG.com/
https://www.thghosting.com/
https://www.uk2.net/
https://www.popinabox.co.uk/
-------THG MANAGING (INGENUITY)---------
https://www.11degrees.com/
https://www.allbeauty.com/
https://www.byterry.com/
https://www.direct.purina.co.uk/ (I'm not 100% on this one)
https://www.feelunique.com/ (I'm not sure - please help)
https://www.gillette.co.uk/
https://www.gillette.co.uk/
https://www.gillette.com/ (I think)
https://www.homebase.co.uk/
https://www.hotelchocolat.com/
https://www.jackwills.com/
https://www.lesgirlslesboys.com/
https://www.lyleandscott.com/
https://www.matalan.co.uk/
https://www.oralb.co.uk/en-gb
https://www.popinabox.co.uk/
https://www.revolutionbeauty.com/
https://www.shop.oralb.co.uk/
https://www.speedo.com/
https://www.theouai.com/
https://www.tmlewin.co.uk/
https://www.uk.sttropeztan.com/
https://www.yourcoca-cola.co.uk/
https://www.toblerone.co.uk/en
---------THG HOSTING------------
https://www.restream.io/
https://www.mixcloud.com/
https://www.honda.co.uk/
----------THG OWN BRAND---------
https://www.THG.com/
https://www.thghosting.com/
https://www.uk2.net/
https://www.myprotein.com/
https://www.lookfantastic.com/
https://www.coggles.com/
https://www.espaskincare.com/
https://www.cultbeauty.com/
-------THG MANAGING (INGENUITY)---------
https://www.popinabox.co.uk/
https://www.homebase.co.uk/
https://www.gillette.co.uk/
https://gillette.com/ (I think)
https://direct.purina.co.uk/ (I'm not 100% on this one)
https://theouai.com/
https://uk.sttropeztan.com/
https://www.feelunique.com/ (I'm not sure - please help)
https://www.allbeauty.com/
https://www.11degrees.com/
https://www.yourcoca-cola.co.uk/
https://www.matalan.co.uk/
https://www.lesgirlslesboys.com/
https://www.lyleandscott.com/
---------THG HOSTING------------
https://restream.io/
https://www.mixcloud.com/
https://www.honda.co.uk/
Do your own research on THG. The sharks are out and they don't want you to buy at the bottom
THG.com
https://www.thg.com/results-reports-and-presentations/ (THG Updates and webinars)
https://www.lse.co.uk/ShareBrokerTips.asp?shareprice=THG&share=Thg-Plc
https://www.thghosting.com/ (THG's version of Amazon Web Services)
https://moretrees.eco/partner/thgpc/ (THG ECO)
https://www.matalan.co.uk/ (THG Managed)
https://www.lookfantastic.com/ (ONE OF THG's beauty sites)
https://www.toblerone.co.uk/en (THG Managed)
https://www.yourcoca-cola.co.uk/ (THG Managed)
https://www.myprotein.com/ (THG's main health site)
Also check the android/IOS apps for their brands)
@MSG4GO
Check this link and click on "Funds" and "Selling" buttons on the page. It shows the top 20 funds who have been selling in the last 8 quarters. Shows 117m shares sold off, with 18 of those top 20 sellers now sitting on zero stocks.
https://www.morningstar.com/stocks/xlon/thg/ownership
Also click on "Major" and "Funds", it shows major funds have increased their positions by 16m shares to 244m shares.
Major Institutions have also increased their positions by 8m to 333m shares.
Ged11
I fully understand that.
But the price needs support. We have new investors coming to this site to try to learn about the company considering were at a 52 week low. All they see currently are people whining and moaning. If people want to help themselves out, we need to fight the shorters and paid de-rampers and counter their arguments, not just let them win, otherwise we will have zero support from new investors looking at THG coming to this site. The obvious negative de-rampers are here for a reason and there is clearly a believe that they affect investor sentiment. I for one am not happy with letting them win and impact my share price further by demoralising people and creating fear, uncertainty and doubt, convincing them to sell at a loss, perpetuating negative share price sentiment.
People need to remember the good points about THG as a company and talk about them to help new investors learn about the business, not whine an b!tch because they feel sorry for themselves. You do that and you help the shorts. Cry into your bedsheets. Not here.
Everyone here is in the red currently. The price is at an all time low and the company is undervalued. The price will ramp up in time. This is how the markets work. Patience wins out.
Broker ratings show THG between 215p and 700p. Personally I believe good value currently at least £2.50 to £3.00
Goldy7, I know you trade in and out of THG a bit. Have you now sold and do you just want it to go to zero so you can buy back lower, or do you just want to put people off buying stock so it goes to zero? Being fearful and angry just perpetuates the issue. That's what the shorters want from long term holders.
If you're feeling very down and angry that your long term hold in THG is not currently performing well, my advise is not to let it get to you. There will very likely be a change in direction soon.
We are at an all time low.
Previous major institutions who have been selling are now mainly out of stock (as seen in the morningstar data).
Shorts have been reducing (as seen on shorttracker).
Stock on loan for shorting has been reducing (as we have seen on Ortex).
Recent drops have mainly been around market sentiment and private investor fear - as seen in the comments on this board - with PI's selling and major traders capitalising on the share volatility.
Try to be patient and all will come good.
Mark Friday 18th Feb as my big green day prediction.
@Jtan
For the sake of discussion, I firmly believe that THG is a great, undervalued business with a strong management team from what I see, despite what some people say here and in the media.
Matt Moulding is a family man who believes in hard work and good rewards for his team. He is loyal. His family is strong. He has always demonstrated a great work ethic and business evolution and growth. He is strongly patriotic towards the UK, supporting Brexit and wanting to launch on the FTSE rather than the US due to his patriotism mainly. He has a disabled child, and he donates significantly to charity. THG are investing in environmental activities https://moretrees.eco/partner/thgpc/. They have bought a plastics recycling plant to vertically integrate plastics recycling and reduce costs to help their local businesses. He gets up at 5am daily to work out before his day starts highlighting his focus, dedication and personal drive.
And yet, all we see in the media is a negative campaign suggesting he is a drinking, holidaying partygoer. He went from darling to disaster, just before the IPO Investor lockup ended, where savvy major investors would have known than Black Rock would start selling their stock to take profit from their >10year investment in THG. With the relative small free float, it meant that shorting and trading the stock would be quite easy, forcing quicker sells from investors and funds which have rules around stop losses on stocks to prevent issues in the pension funds etc. And with a few "journalists" in the media who are clearly fed stories to publish at 00:00 every Sunday morning (e.g. the Times regular stories), it was easy to scare private investors into pushing the price down. Major investors and funds have been selling. Now they are out of stock and the time for buying is about now. https://www.morningstar.com/stocks/xlon/thg/ownership
THG has been growing massively since 2014, from £248m revenue in 2014 to £2.2bn this year, with forecast of 22-25% growth in 2022. THG have been investing in revenue growth and cost reductions over the last year. They invested in Autostore being installed in their UK warehouse during 2021. https://www.youtube.com/watch?v=iHC9ec591lI They invested £1bn in global logistics improvement in the last year. They bought 3 planes to reduce their airfreight costs. Over the years, they vertically integrated things like makeup manufacturing, protein powder/vitamin manufacturing to reduce costs. They bought a hosting business to host their customer websites https://www.thghosting.com. They invested £850m in 2020 in developing their IT systems and creating Ingenuity. EBITDA of 7.3% is expected to grow over the next couple of years.
THG is a long term growth stock, and those who have researched the company know this well and will not be scared off by institutions trying to cash in at the expense of Private Investors.
GLA
We don't need to argue everyone.
Paid de-rampers - we know you need your jobs. I guess it may be a better job than scaring old ladies into paying thousands for remotely fixing imaginary viruses on their computers.
PI's - DYOR. Read the broker ratings. Read the RNS. Read the trading updates. Read the IPO prospectus. Watch the THG update webinars. Look at the THG websites. Look at the financials of the business. Look at what the company is investing in for future growth and cost reduction. etc etc etc
GLA
@Jtan
I've not filtered anyone. The more I see the paid de-rampers in shouting and trying to scare PI's, the more I know someone wants to be pushing the price down to buy up stocks.
For every seller there is a buyer.
Those guys give me confidence to buy into long term plays
Cheers :-)
@Nuri, please. Not sure if you are shorting or you are a paid re-ramper as I've come across you before on other shares like CMCX.
But the RNS from THG regarding the share sell and some simple investigation from members of this board showed that the shares belonged to Steve Whitehead and were held for him by Matt Moulding, and Steve had a loan secured against the shares. When the shares dropped to 125 he was clearly margin called with a pre-agreed number and was forced to sell to secure cash against his loans. I feel for him. Clearly he never believed the share price would drop this low, like many of us here.
Hi Hosai, I think they remain on track to applying for entry onto the main Index of the london stock exchange in H1 2022 as they have previously said in their investor statements and webinars.
I'm happy with this approach. I think this alone will add about £1.00 to the price in time, as it opens up for more institutional investors to come in, as being on the main exchange has far greater governance requirement than being on the AIM index, so there is less risk for institutional investors. This is why the major shareholders have been pushing for this strategy.
Softbank want to roll Ingenuity out globally and push it in China with Autostore. It's a huge opportunity and they see the value in it. The suppression of the share price over the last 6 months I believe has all been about creating a 1000%+ growth in the share price opportunity over the coming years.
With hindsight, the RNS published last week seemed to actually help. Helped us to understand the situation with Steve Whitehead rather than just looking at LSE and thinking MM sold at the bottom.
Feels like a very slow day with very little/no selling pressure from II's (so far at least). Just feels like some day traders taking profit from Friday's dip at the moment