Member Info for Mando_

https://www.linkedin.com/posts/thg-ingenuity_elemis-case-study-activity-6884847578932899840-EwYR

Last year British beauty retailer, ELEMIS, partnered with THG Ingenuity to accelerate their DTC channel in global markets.
Sean Harrington, Co-Founder and CEO at Elemis & Executive Director at L’Occitane International commented on how Ingenuity helped the company expand globally:
"A game changer in speed and cost efficiency to market; service to end customers, and delivering the dream of Elemis.com in a box globally, profitably and successfully.”
Click here to read the full case study: https://lnkd.in/e_aQ2twE

Clearly a targeted attack on Online businesses today.
From my watchlist
THG -6.77%
BOO -6.81%
Just Eat -6.39%
Asos -6.08%
Wise Pay -5.74%
Experian -5%
Aveva -4.6% (indsutrial software, not the insurer)
RELX -4.51%

Very few doing well, banks, travel industry, insurance seem ok.

I'll probably be wrong, but I'm sure the buy switch will be turned on soon, something like yesterday. Not saying I think we'll end green today, but I'm sure maybe down -2% or higher at the close. I think the shorts will need to start buying up.
Fingers crossed anyway.
GLA

Hi OxfordBull, Apologies, you may be correct. John Gallemore in the THG Webcast Ingenuity stated they have pipeline for 400 by the end of 2022 which was a cautious number and he thought it would be more likely be above 450, but I guess he could have included 2021 pipeline in that number.

THG Ingenuity Presentation taken from their investor relations pages states as follows:-
"Visibility on Q4 FY22 ARR of £112m assuming 400 live sites at the end of FY22 with consistent recurring revenue per site and recurring revenue of 60%.
? SoftBank option illustration: assuming 60% recurring sales mix from 600 sites live by the end of 2023 (£170,000 revenue/site) and a 4% revenue-share on £2.5bn GMV from Beauty & Nutrition, then Ingenuity Commerce revenues annualise at £270m in FY23 vs £4.5bn option price."

https://uk.advfn.com/p.php?pid=trades&dt_select=1641369600&trade_set=122&symbol=LSE%3ATHG

Multiple multiple AT trades 16:08 to 16:30
No major ordinary share sells/purchases. 99.9% bot traded to create the spike so to me it really does feel like an II trying to reduce a short position or a heavy investor buying up stock through a major trader like GS.

Not sure what today's candlestick would be called.

Crazy volatility at the moment on THG for the last 2 weeks. Like a 7%-11% variation in highs/lows almost every day. Someone's clearly getting rich from this.

lol finished at 206.2p, exactly as we started, and some people don't think this stock is being manipulated...?

Over 1.4m shares just bought up after 4pm on the open market within a just 10 minutes!!!???
Looks like a good sign to me!

Hi CharlieSays,
Sorry, yes, I wrote it quickly. I did mean buying back between 200 and 210.. I guess I meant offloading their short positions.
Cheers

Programmed manipulation at 13:29
You don't need much more evidence of manipulation than this. Hundreds of buys set off with small volumes and small increases in price very quickly to trigger sells.
Shorts want your stocks...

"By last Wednesday, the number of short positions had doubled in just 16 days to 4 per cent of the stock, according to data from research firm IHS Markit for The Mail on Sunday."

That would suggest most increased short positions would have been taken following the share price increase off the back of good news, so in a range of 211p to 235p, so I'd expect the shorts to be happy offloading slowly between 200 to 210 range before the Q4 update.
GLA

Cineworld up +14% today off the back of news of a reduction in shorts...
Similar will happen soon for THG for sure.

God I hope we never see 195p ever again!!!!
Time to be positive :-)

Yeah, I had a line drawn expecting a pull back to 211 this week. I thought it was possible to drop to 195 ish but didn't expect it. The increased shorts and article in the Mail really did it's job I think.

Another "feel good" good thought for us all, Matt Moulding lost £300m in the last 2 days. He won't be liking that either.
But watch him and his team in interviews. They are laid back and confident in their products, but unlike Holmes/Theranos, he actually has good products in THG Ingenuity, THG Studios, THG Hosting etc which are currently live in the market and is being signed by good brands such as Homebase, Matalan, Honda, Nestle, and many more to come.
GLA

Also, I think we need to remember, good news can come at any time. What's the next "Matalan" sign-up to be announced?
THG have in the pipeline 400 new companies signed up for Ingenuity roll out in 2022, that's like 8 per week!!!

I don't think it's really possible to keep a good company down long term.
With 4% stock on loan, or likely shorted, it means 96% of stock is long. That's not insignificant.

Just to add, looking at the weekly charts, I wouldn't be surprised if we are at the bottom for this week.
I could be wrong. Let's face it, I just lost £45k on paper in 2 days lol. So don't listen to me lol
GLA

For me, we're too near the middle ground for me to make a move now for sure.
Having on paper gained £65k on the rise and lost £45k in the last 2 days, and now sitting on a £30k loss, I should have been trading this stock with hindsight, but here we are and I like the company so now I plan to just holding until we go up again.
I firmly believe we are on an upward tick for 2022 now, and to me it just looks like based on the volumes the shorts are playing with, there will be continued wild swings ongoing whilst we move upwards towards £4.00 during 2022.
The shorts most likely aren't just selling, they're probably swing trading. I think for PI's, 2022 with THG day traders could be about recognising the new higher highs and higher lows.
GLA

Retail investor's shares getting sucked up whilst Institutional Investors (and some decent day traders - not me) profit on large swings.
With hindsight, I wish I sold at 229p considering my average holding at 220p, but that's hindsight.
Good luck to all PI's making money from these swings.

Loads of AT buys going in now on advfn