Member Info for Matty20

We will all be millionaires by the Corra Norra
Hopefully haha

Get him filtered.
This board is getting unreadable !
I did have a laugh this aft though looking at Liberium broker rating swings over the last year or so. Let’s hope 15th time lucky with their 220p current rating

Hey,
If you are a young investor just consider at what point you might want to take some off the table if you are over weight.
Just to rebalance your portfolio.
I’m holding for around 1.50 myself so should take my own advice haha

Picked up on proactive https://www.proactiveinvestors.co.uk/companies/news/1010705/thg-activist-investor-offers-helpful-advice-to-boost-shares-1010705.html

See you in Lake Constance hahaha

You have to think of it in terms of the customer.
If boots sells a face cream for £20 what is their margin on it 50% before overheads etc ?
Platform fee for ingenuity what 3 % max ?
Even if profit margin is 33% that leave effectively 1% of the GMV as net profit / contribution / whatever

Sounds about right to me

I always ignore all the manipulation stuff on here but I have to agree with you.
All this computer trading must catch people out. A particularly susceptible stock… would have happen with BP hehe
Positive from here hopefully

The cash runway looks nice and secure so that gives me peace of mind.
Good news about the cost savings but thought profit guidance might be a bit higher… maybe under promise and over deliver for 2023 which would be welcome for a change.

But if soon in there but hopefully all seen as positive.

One of the comparisons is to q4 2020 instead of 2021 ?
Let’s see what the analysts make of it

Fingers crossed

Needs to have some FCF first and that depends on profitability, capital spend and acquisitions.

Feels like a growth stock that is consolidating all its previous acquisitions to me still though. Let’s see what he has to say tomorrow but dividend years off imo

I agree
The thing with boots numbers is that you can actually click and collect from a store, so at Xmas you were guaranteed to get your gifts.
I wonder how much delivery issues will play on our numbers.
Hopefully a good set and the above prob just affecting beauty ?
Fingers crossed

A whole £500 of profit lol.
Some recovery though from the 30p lows
Hope everyone is on their way back to profit too.
Was doubting myself on the continual average downs but it worked in the end. First bought at 700p ish ouch!
Good luck all

Not for me but if anyone one did get in at 31p well done.

Still ticking up to my 76p av
Thoughts and prayers

Maybe it’s the sold out £35 yoga classes at king street townhouse driving us up heheheh

Beauty retailer THG is suddenly more attractive

“ THG’s shares rose 13 per cent this morning after a trio of banks backed the online retailer as it delivered sales growth despite the worsening economic environment.”

Yeah I agree it doesn’t need to be knock out at these depressed prices. Anything not negative is good I would say !

It’s not a knockout update but for me pleased to hear that we aren’t going backwards. Decent growth on the mature income streams. Change of strategy on ingenuity which sounds good but how long will it take, could be more jam tomorrow.

Increase in banking facilities and unwind of working cap with reiteration of £500m cash at the end of the year is the biggest positive for me as it gives that time. Cash is king etc plus getting a new facility shows some market confidence ?

Fingers crossed

Was 250k down now I’ve calculated it lol darent look at the time. 100k to go onwards and upwards
I Feel a lot better this week !!

Actually made me lol!
I’d be straight on the jet hehe

Only need another 150% now lol

Dividend tax rates are actually 33.75% and 39.35%
I get your drift though and agree