Member Info for Mando_

Agreed Willy263
But THG going for a premium listing on the LSE soon as per their published plans will entice new institutional investors into the company in 2022. Hence why THG have been pushing through so many governance reports filed at companies house over the last week. Getting a premium listing enables Funds/Institutions the ability to buy in, whereby their policies currently block them due to THG's standard listing.
Of course, this is if they are not taken private as the rumours suggest.#
But either way, potential for very strong SP growth in 2022.

Good luck @APH01 !

No better time to buy than all time lows and max fear!!!

@stockbrokerbelt
Me too, I added another small amount to my holdings this morning.
Good luck!

I must admit @InsiderKnowledge, you do come across as a bit of a de-ramper or shorter.
And I'm sure I come across as a ramper to some.

Hi @Alh01
For me it's more about the £1bn investment they made in 2021 into improvements in their international logistics like with the autostore system they installed in Manchester.
Its about the £850m investment they made in 2020 into their IT infrastructure and Ingenuity platform.
It's about their organic growth in Australia and China this year.
2022 will be a great year I believe.

I think when they announce a new chairman, the results, splitting off THG Beauty in a few weeks this is a multi bagger over the next year. They're in a 60 day closed period so he can't do much currently. People just need patience. The majority of sells currently are fearful PIs.

@APH01
I like MM's instragram posts. If anything they give me more confidence. Especially the comments he liked about burning the shorts.
GL

No worries sirtreeman.
I'm adding to my positions at this level.
ATB

Not at all. They say the rating is "Stable B+". Previously it was a "Positive B+" because of the IPO and in a cash generation period, but now they recognize the cash flow and profit and cash in the business to keep them operating well.

https://www.fitchratings.com/research/corporate-finance/fitch-revises-outlook-on-thg-holdings-plc-to-stable-affirms-idr-at-b-03-03-2022

@licker
Not much he can say currently in a closed period leading up to the results I'm afraid. Many other companies in exactly the same boat. Spotify currently down 6.31% today, AMD -4.38%. When major companies like these are down due to market conditions, smaller cap businesses don't have much chance. II shareholdings in small caps are nothing compared to the large caps which are also suffering, so people have a choice here, either sell out and hope to be able to buy back cheaper later, or hold their stocks and continue to ride it out and buy daily dips if they have the capital.
For me, we're potentially at a double bottom today so my strategy is to hold and buy more if the price drops further. It's not always the best strategy, but when a stock feels very undervalued and has good long term future potential I prefer to add to my position if possible to be able to catch a potential rocket, which LTHs know THG has a potential for based on previous moves.

Actually, good point. I was going off the TradingView data which is probably updated daily... Cheers

Dear LTHs
We all see the de-ramper short sellers here, so it's more important than ever to give new investors factual information about THG to combat the fud published here at an all time low. I'm not talking about ramping or giving investment advise, but trying to give positive facts about the company is really important at this stage if you want to help protect your investment.

I look at THG and it's current market cap of about £1.2b and see a business which is way undervalued in a time of uncertainty in the markets. But it's a business which has been growing consistently since before 2014 between 30-80% per year, and a revenue forecast for 2021 of £2.2bn. It has about £500m in cash and it's constantly sitting on inventory of around £350m. So the market cap is now just £350m above the cash and goods currently in the business, never mind other assets in the business which have taken years to cultivate. THG is at a crazy low valuation currently. Sure the price may go down a little from here in these difficult times, but if you're entering at this price you're at bargain pricing. Many major institutional investors such as Jupiter went in when the share price was over £5.00 and they still hold those 70m shares... Patience will be rewarded. GLA

@1pencil, it's good to see the stock on loan reducing. What's also important for people to note I think is how long it takes the short to get out of their position.

e.g. when in July 21 there were 1.92m stock on loan, averaged daily volumes of trading was around 500k to 1m shares per day, so it would have taken shorts about 2 days+ to close their positions.

Today, the stock on loan is 7.61m shares, with average daily shares traded of about 6m to 15m, so it would take the shorts just 1 day to clear their positions. This is one of the reasons why they are taking the risk

Just to clarify, THG have not been talking about "disposing" of any divisions, however they have been discussing separating businesses to raise capital for future growth plans. i.e. it may be that THG remains a major shareholder in the newly separated THG Beauty business if they separate as planned at the end of H1 2022 as they have previously advised their intentions, and they would likely retain contracts for the distribution and management of the websites via Ingenuity.

T. Rowe Accounts with holdings in THG:

T. Rowe Price Associates, Inc.
- 32.6m shares, increased 6.4m shares in the last year.

T. Rowe Price
- 28.14m shares, increased 2.7m shares in the last year.

T. Rowe Price International Limited
- 1.7m shares, increased 958k shares in the last year.

The reduction in T Rowes holding of just over 300k shares was from the 3rd, small account. T Rowe could have been using this account as a trading account, used to algo down their average holding price...

Account information as of the end of Jan here: Click Buying and Institutions buttons.
https://www.morningstar.com/stocks/xlon/thg/ownership

THG Websites

----------THG OWN BRAND or OWN WEBSITES---------
www.christopherobin.co.uk/
www.coggles.com/
www.cultbeauty.com/
www.espaskincare.com/
www.growgorgeous.co.uk/
www.lookfantastic.com/
www.myprotein.com/
www.myvitamins.com/
www.perriconemd.co.uk/
www.popinabox.co.uk/
www.THG.com/
www.thghosting.com/
www.uk2.net/
www.Zavvi.com

-------THG MANAGING (INGENUITY)---------
www.11degrees.com/
www.allbeauty.com/
www.allsole.com/ 
www.arrowfilms.com
www.arrowvideo.com
www.beautyexpert.com/
www.bonrawfoods.com/
www.burtsbees.co.uk
www.byterry.com/
www.direct.purina.co.uk/
www.feelunique.com/
www.gardenoflife.co.uk/
www.gillette.co.uk/
www.gillette.com/ (I think)
www.homebase.co.uk/
www.hotelchocolat.com/
www.hqhair.com/
www.iwantoneofthose.com
www.jackwills.com/
www.kleanathlete.com/
www.lesgirlslesboys.com/
www.lyleandscott.com/
www.mankind.co.uk/
www.matalan.co.uk/
www.minamihealth.co.uk/
www.mybag.com/
www.nuxe.com/
www.optibiotix.online/collections/all
www.optifast.co.uk/
www.oralb.co.uk/en-gb
www.popinabox.co.uk/
www.revolutionbeauty.com/
www.shop.oralb.co.uk/
www.speedo.com/
www.sukinnaturals.co.uk/
www.theouai.com/
www.tmlewin.co.uk/
www.toblerone.co.uk/en
www.uk.sttropeztan.com/
www.yourcoca-cola.co.uk/

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

Very few trades this morning, although similar volumes of shares compared to the last few days as private investors panic sell against the news.
Opportunity to add I believe. This will blow over. Heading to the Winchester.

https://app.ortex.com/s/LSE/THG/short-interest
% Free float on loan: 0.71% vs 0.85% 7 days ago -16.47%
Shares on loan: 5.55m vs 6.63m 7 days ago -16.3%
Days to cover (on loan): 0.54 days vs 0.65 days -17.43%
Cost to borrow 0.64% vs 0.63% +2.03%

Normally a good indicator of shorts reducing.

@danl90 noted sukin

Cheers