Member Info for Mando_

Well done Goldy.
I think you have made more waiting to this afternoon or later this week, but congrats on taking profits and averaging down.

Discounts have reduced on the lookfantastic site today which I see as a good sign.
Last week they were advertising "cyber month" with an up-to 40% off message, which means legally they have to have at least 10% of their products at 40% off.
Now the main message is 20% off 24 hour sale, and there is now only a 40% off message on "seasonal lines", which is much less of a promotion vs last week's.
Combining this with the lookfantastic googletrends data, I expect black friday performed lower than last year (November 2020 GoogleTrends data 100% index, with this year at 80% index), however I think last week performed much better than last year, with December google trends index currently showing at 90 vs last year's index at 71.
Having worked for over 25 years in in retail head office trading departments, extending promotions at Xmas depending on the phasing of demand is very normal. Retailers try to pull demand forward as much as possible to "flatten the curve" of demand in order to be able to cope with the logistics, but if demand isn't in line with expecations early on, the next step is to extent the promotion, and then if demand still doesn't come, promotions are made bigger. So Lookfantastic reducing the promotion to just 20% off this week is a good sign.
With this thinking and no RNS today, for me means sales are likely on forecast but maybe slightly lower than Q4 last year, which to be fair is to be expected I think considering the increased high street retail now vs last year.

Be patient goldy7!

Anyone who thought this price level would not be tested again following the overall market dip of 26th November is naïve.
Beware the bear trap and potential fast upswing.

Last year the RNS was Monday 7th December, so maybe Monday 6th December this year if they give an update.

Last year's RNS
https://www.lse.co.uk/rns/THG/trading-update-d0eb5ngpp1rx373.html

@nobody - me too, but you never know when it will just continue to rise. There were probably a load of people just now who sold at 179p just now thinking it was heading to 176p again. But we may never see that price again (hopefully).

My advice (writing this to remind myself and give myself confidence also) to as much as anyone who may listen here, is to own your conviction if you believe this to be a great company with great potential, and in time you will be rewarded.

There were 3.2m shares traded below this price from yesterday afternoon to this morning around 10:45am. That sell off just now was only for 500k shares. Companies have got very rich over the last day, but note not all that stock traded has been sold off. Someone is buying up stock, and that quick sell off is designed to get normal humans to panic sell, so the bots can buy more stock back. I see the trading in this range as a good thing.

Hi all, without trying to spam this site, I was wondering if people knows of where I can find or would like to help compile a list of THG major managed websites so new investors can more easily learn about THG & Ingenuity. If people would like to contribute this would be very helpful, please copy and paste in the list below a few to this list below pull a list together rather than spamming this message board with sites one-by-one so we can compile a nice list together. If people don't like the idea, please say. I've started here:

----------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/

---------THG HOSTING------------
https://restream.io/
https://www.mixcloud.com/
https://www.honda.co.uk/

lol
I've told you lot that story, but I haven't told my wife lol ;-)

We're currently a tiny tiny bit green as I type. I count 10 green days and 12 red days in the last month. This compares to 10 green days and 12 red days of the FTSE100. I'm not being facetious, but we need to put things in perspective.

Clearly over the last few months however, THG has been under a short attack because experienced investors knew a pre-IPO lockup period was ending and major investors would be selling off their shares after that period, so it was an opportunity for shorts to make a lot of money.

The problem is during lockdown many more new retail traders entered the markets due to lack of social activity and high liquidity in the system, and apps like etoro making it easy for people to start investing. This pumped up the markets like a pyramid scheme, especially in the US, and the markets are now capitalising on a higher number of inexperience retail investors.

It's very hard to know the top price of a share, but it's more nerve-racking and also hard to know the bottom price of a share when your invested.

Is the business sound? Is the business model good? Is revenue good? Are growth plans good? Is the culture good? Are institutions investing in the company? Personally I believe yes to all those questions with regard to THG.

I believe the shorts will stop pressing soon and then we will see nice steady growth.

Just my opinion. I could be wrong.
GLA

haha RyanF
I wasn't going to mention this but now I will. I had a dream 2 nights ago I was at a party at MM house and was in business with THG, and his wife was complaining to me about being neglected and MM putting all his time and attention into the business and not her, and I was being her shoulder to lean on. I don't know what MM's wife is like in real life but she was fit in my dream lol. I'll leave it there!
Completely true. Mental lol :-)

To be fair, not long ago everyone was shouting at management to just be quiet and deliver a good Q4...
That's what we're waiting for now.
Shorts have started reducing positions. We know Institutional Investors have increased their positions.
I think we just need some patience. Everyone knows this stock is currently worth much more, absolute minimum of 2.20.

Really hoping the shorts start to ramp up buying back their short positions soon today, considering there could be a Q4 trading update from THG next week if they do like they did last year.
This afternoon could be very interesting with this and the non-farm payroll data later.
GLA

(posted on wrong thread last time)

Really hoping the shorts start to ramp up buying back their short positions soon today, considering there could be a Q4 trading update from THG next week if they do like they did last year.
This afternoon could be very interesting with this and the non-farm payroll data later.
GLA

Yep, a good sign PSquared Asset Management AG reduced their position slightly 1st December. Hopefully more closing to be reported tomorrow :-)

https://shorttracker.co.uk/company/GB00BMTV7393/

@Kallu - Are you actually trying to slate THG for using an efficient, specialist logistics installation company to install Autostore's system??
Maybe the accountants that run the company worked out it was better to hire a specialist company than get some of their accountants or software designers to install the system...

I'm hoping Sofina's (or another II) is buying up more shares again. Would love another RNS pump like before.

lol fordm
Agree. Boris needs to stop all mandates and force companies to stop using proof of vaccination to enter venues.
Went to see Ricky Gervais the other week. Couldn't get in without a vax pass, which luckily me and my wife both had on our phones, but I think that's well out of order to push a 2 tier society if people don't want to be vaxed. They should have their personal choice. I'll be well angry if my 16 year old daughter can't go to events or has to pay loads more for testing if she chooses not to get vaxed.

Yep. Biden update on the US covid plan seems likely to be boosting markets.
https://www.youtube.com/watch?v=iLxmT-_A7rA

Fingers crossed a very green day tomorrow.

@fordm
Completely agree with you.
I had covid march 2020 quite badly. I got the AZ vax and got bad side affects of tendonitis in my forearms/inside of elbows area, achillies heels, had really painful feet and swelling in my lower legs. My brother got exactly the same symptoms. Had the 2nd AZ vax in July. Only now the effects are starting to reduce. No way I'm getting a booster and I'm not pushing my kids to get a shot considering I'm 100% sure they've both already had it a couple of times already too.

This guy, Dr. John Campbell gives loads of well researched info:
https://www.youtube.com/watch?v=Sy54I6fGFEA