Member Info for Mando_

it starts with a t.
ends with a me

lol

wow, LSE blocked a normal part seen in those chat links on my last message.

hope this doesn't get me locked out, otherwise I will have to create a 2nd account lol

put the usual world wide web bit
Then put ****
Then put /
Then write the +vivoKPlEi81jOTg0

Now gone under the radar

Hahaha hello Kando, nice to meet you.
I can confirm, we are not the same person.
And for the few saying I'm a ramper, no. I'm just a private investor who started averaging down on THG from over £3 and wished I'd got out at 2.30 in good profit in the Xmas rally after the linkedin posts showed us strong xmas sales, but I held and held and im still holding with strong conviction all will come good in time.
GLA

Personally I don't think MM would put out an insta post talking about paying over 500 employees £36m in shares as rewards for good performance, only to screw them taking the company private at a low price or selling off cheap.

Also it could have been some of those employees selling some of those free shares which pulled the price down today. They could have been offered out last month at 80p for all we know.

I have a strong feeling about MM looking after his people. Loads of his staff were paid out at IPO in shares and he wants his team looked after. He doesn't want disgruntled employees, and I think that insta post was a message for them that they will be looked after in the share price.

Holding on for dear life through this madness.

GLA

@joteller - I doubt there will be many sellers when we know the business is valued far higher than 170p and there are multiple bidders. Based on the Morningstar data, most selling institutional investors have now sold off most their stock. All private investors now need to do is hold.

https://www.morningstar.com/stocks/xlon/thg/ownership

Hey Kando, agree with you in the most part. However, in the last update MM talked about the Ingenuity £14bn revenue capacity going through their current logistics, based on their estimates of current pipeline, and that this logistics capacity will be filled in 3-4 years.

Considering THG Ingenuity don't take any profit share in the first year of trade with Ingenuity partners, just setup, admin and logisitics fees; then say THG take 1% revenue share in year 4 of £14bn, that's £140m/year additional profit.

However, considering the likes of Amazon take at least 12% in my experience, say THG take a profit share of 6% that's an additional £840m/year profit...

Multi-bagger in 4 years, hence my LTH position

lol so pleased.
Aparently I'm the #3 ramper here and the first time I post here in a long time we get this news tonight. What a surprise ;-)

I need a fair amount more than 170p to break even, so hope the board stick with their "significantly more" stance.

Remember Numis? They had to clarify their position when they found they were in trouble for dirty tricks against THG. They made a statement that they saw "significant upside" in the share price, and that was on a day when the price range was 205p-210p...

Holding through this like always. For me this was always a multi-year, multi-bag play. When in 3 to 4 years THG have filled their £14bn warehouse/logistics capacity, this will be worth £10/share+

GLA

Personally I think an II has been loading up over the last week or so and has now probably either hit their volume target, or is using this negative sentiment in the markets to take a break and start buying again at a lower price to maintain their buy price range.

LOLS
I'm still here. Just gave group chats a rest.
Still holding a load.
Deeply underwater but just holding until we get back to at least £4.
I believe all it will take for markets to turn is a change of direction in China's lockdown policy, which I think will happen within the next couple of months. Just guessing.
GLA

Not sure what happened. Vinnie has created a new group - THG The Hut Group

Lol @dpws500. Thanks for the compliment. Sorry not been very vocal lately. Just been building my position in THG and holding for a nice bull run at some point. I'll be honest, I didn't truely appreciate the risl/threat of Putin actually invading, and the following impact on inflation, so basically I got caught with my pants down like many others. So I just switched off from watching THG every day for a bit until we get a nice rise over £2.30 at least. Fully expecting a huge rise following the next update which I expect to be massive considering all the companies house updates we've been seeing lately. GLA.

https://www.linkedin.com/posts/thgplc_we-have-been-shocked-and-deeply-saddened-activity-6906988420888166400-ObR5

"We have been shocked and deeply saddened by the events in Ukraine.
As a global team of more than 100 nationalities, we embrace diversity and recognise the incredible strength in unity and collaboration.
Our team includes 200 Ukrainian colleagues, who are facing impossibly challenging circumstances. We have adapted and escalated our support in recent weeks to meet the rapidly evolving situation.
We are carrying out constant safety and welfare checks with our colleagues who remain in Ukraine and the surrounding areas, and we have relocated the colleagues who have made the difficult decision to leave their homes in Ukraine. We are also continuing to support our Ukrainian colleagues here in the UK, including assisting those who are making arrangements for their loved ones to join them as soon as they are able.
While the protection and safety of our colleagues has been our top priority, we know that urgent support is needed beyond our immediate network. We have been liaising with national and international partners to determine what we can do to best provide practical support.
Today, we have confirmed that £1.2 million in product donations will be made available from our warehouse in Poland to support those affected by the crisis, and we are working with our local partners to distribute essential items to the areas in greatest need.
THG stands in solidarity with those affected by the conflict in Ukraine and we will continue to evolve our measures as the situation develops. We strongly hope for a peaceful and swift end to the conflict.
We stand together."

Hi @Alh01,

It's a 60 day closed period before the full year update so he's legally obliged to keep quiet. Unfortunately it's been an easy 6 months for the shorts, considering the small float and tough market conditions, and some major funds clearly selling out of their pre-IPO positions for continued profits at our expense shorting on the way down, so they get the stock into a position to make money on the way back up (price volatility makes money).

We need patience for the update and a strong turn-around where ideally 14th April we should get updates on:
- £2.2bn sales, ahead of pre-IPO forecasts and good margin management considering rising inflationary costs
- the scheduled separation of THG Beauty by the end of H1 2022
- making the premium listing of the London Stock Exchange by H1 2022
- the separation of THG Ingenuity with Softbank
- the new Chairman (hopefully Sir Terry Leahy considering he's also personally lost millions in THG like many of us here).

I'm still just patiently waiting for a multi-bagger over the next couple of years.
Cheers
GL

De-rampers and shorts are out in force. Diamond handing for a rapid reversal at some point soon that I don't want to miss. Not hedged so I can wait this out and continue to top up. Full faith in MM and the THG team despite market uncertainty and current share price position, especially with the current company valuation only just above THGs current cash in the bank plus inventory levels. Ridiculously undervalued. Good luck to fellow LTHs

SP28 thanks for the update, but could you please double check the EBITDA?
If I'm not mistaken John Gallemore at the last investor update said they were working on an EBITDA of about 7.3% which is more like £200m+

No worries IK.
It's hard to know when the bottom price is in.
That's why personally I believe it's good to go in at an all time low and then add more if the price drops further.
Clearly THG is now very much undervalued. It was pushed down when pre-IPO investors started selling off to take profits, then sustained short selling by the money makers and media getting involved in trashing the company has really hurt THG, Boo and Asos, some major UK online resellers. But now they're all at crazy low valuations. It won't be long before those profiting on shorting these businesses on the way down reverse their positions to profit from these companies on the way back up.
Personally, I wish I'd started building my position at THG at this price. Never thought it would get this low, but I continue to build my position in THG today to improve my average price position.
So personally I think good luck to new investors entering THG today. If it's not for you, that's fine also.
GL

@KimJongUn
Nice quotes. I like them.

Hi Willy263
Personally I see THG as a 5x from here over the next 5 years or so.
MM has strong growth plans, hence the massive investment in global infrastructure over the last year.
Many people don't understand his published plans. Separate (not sell off) THG Beauty by end H1 2022 to raise capital. Invest capital in buying some more new brands. Utilise THG ingenuity to take the newly bought brand global to drive revenue and growth and increased profits. Rinse and repeat.