Member Info for Monty888

I think / hope we should see some good numbers, a step forward to improved credibility and lessons learned from MM regarding investor relations (presentations). The demographics with COVID should favour THG’s continuing growth. The key that they stop bleeding cash and we see an enourmous step forward on both top line but also bottom line that would the disprove the naysayers that the business model is puffed up. I note in Q3 update:

Matthew Moulding, CEO commented:
"We have delivered a strong trading performance in Q3 and enter our peak trading period with confidence. The recent successful migration of Cult Beauty onto the Ingenuity platform is testament to the resilience of the infrastructure and the expertise of our digital talent. In under 10 weeks we have seamlessly migrated Cult Beauty, whilst delivering significant website and customer user-experience improvements at the same time.

THG looks way better value as on all comparisons. Not to Boo isn’t potentially great value at these prices. I think THG will generate a superior return in 2022.

I’m hoping we will get a trading update last week of this month same as last year. Do we know if Novacyt issue a diary and if we have an update set for this year folks?

Do think per the Investopdia vid. Candlesticks are great indicators if you stick to the obvious ones that double confirm more pent up buying than selling etc. Need to be careful though because quite correctly SP manipulation has been reported formally. If false information and shorters have colluded they could be in serious hot water. We will see them closing and going away now IMHO as they have done their dirty work of tree shaking and driving out impatient investors. If the next trading update is just OK we will see a good SP upside. If it’s better than the very low expectations we will see a very large uplift. I am long and hope it’s the latter.

Very quiet on BB and very low market volumes. Big capital raise at 8p a few months ago. If Covid isn’t hurting much we should be on edge of a turnaround.
Are the BOD staying mum so they can top up or we be on the verge of a take out. This seems like the worlds most forgotten share.

So many postings, so little patience. The next results will send the SP lower and the shorters will be vindicated or higher. All shares normally find their true / fair value. This is too hard to value without the results and hate say it but the usual investor presentation. I’m in deep and long and loosing but won’t be selling without clear data. I do think they had good Christmas numbers and with all the Covid around and their product types they are a perfect on line futuristic business (Remember they are globally expanding all the while as well which is easy to do as their network is all established). My only big regret is not piling in now in the 180’s (Sorry didn’t mean to sound like Snakebite Wright there).

News just out on CNN 5 mins ago, we should see some big rises very quickly soon. GLA

News now, US cannot buy enough tests, Biden just announced they have $3 billion dollars and will be announcing new Federal testing sites later today. Do we know any company that could help with the US PCR test supply shortages

Well the data of this being 800p and a fundraising to expand fully subscribed at 600p does make one think that even in these troubled times and yes lack of clarity and track record, we are looking at revenue estimates not far shy of £2Billion / year. This sort of scale allows for a lot of synergies to increase margins and create substantial net profits and cash generation. OK the city is calling that into question and it’s probably fair to say 800p is on the frothy side. But THG is all about internet shopping it’s global and scaled already. If the latest update shows revenue and margins off a little bit close to expectations then 400p around Feb or maybe even a little earlier (when an update comes out) should not be too much of a stretch. My sense is from the news they are having a good Black Friday and Christmas so fingers crossed my sense is not out of kilter. GLA.

Maybe it is looking bad after all.

Not a lot of point worrying or looking daily, it’s a long term investment and the only thing that matters over time is revenue, margin and retained profit after tax (cash). If these are all steady we will jump next year, if they are really great and become consistent the north of 10 quid for sure.

Recent updates and trends from Vertu and Pendragon are very positive, I think the inventory challenges are easing steadily. With the free holds and profitability now returning must be north of 80p NAVPS. Very vulnerable to a takeover if a re rating doesn’t happen soon (Tick all of Buffets reasons to buy a share right now). I’m very optimistic and looking forward to our next update.

Chart not looking so terrible suddenly ??

Amazing results and solid maiden dividend, growing cash and very well run. It’s a total shock to me on a market update and these results we are not through 200p and off. I bet we are after the investors briefing tomorrow - Great well run company, ticks all the boxes for me.

Looks like we all in the same ballpark perspectives wise. Agree the UK is likely lower revenue, enormous International opportunities that could / should offset UK revenue. The DHSC bigger picture can only get better (it’s all kitchen sinked). Maybe we send some replacements in out of court settlement on the understanding we would again be a preferred supplier would be where I would take this as a new CEO. [We’d be fine and dandy then folks]. Time will out, meanwhile I’ll buy the dips and keep believing.

We should remember that whilst we might / are probably loosing enourmous market share in UK. The world is PCR / LFT testing more and more. If our International Sales team do well especially in the US we could be looking at a return to growth + DHSC settlement hopefully before next results (Feb 22?) will definitely return confidence and be SP transformational. GLA - Let’s see eh [My holistic view is bullish, we have cash, high gross margins and an ever permanent and growing market place]. I think flights and many other close proximity arenas will need testing to differentiate between Covid types vs Flue types vs All clear to travel (& be allowed into destinations etc). New boss onboard, write off’s very fully provisioned (End result should enable some provision cancellations which will add to our bottom line).

Thanks BYP - Very kind of you to reply with a link as well. Much appreciated Sir.

If Novacyt is listed on both markets, I think (but not sure) there are price equalization needs. Saw a note on the BB that Vourse price was around 510p.

Not had a chance to check the data, anyone with experience know how these things work, aware quite a few companies have dual or more listings. Never been sure how they achieve price parity.

I would think the tests should compliment each other in a practical world. LFT test I. Schools, travel, community sports and shows 24 hours ahead and if the LFT is positive immediate quarantine and a PCR test. If the PCR is positive there are 2 validations. This is what they do in China, although they block entries and have harsh quarantining as well. UK is only really doing the vaccination and put everyone at risk approach which is very dangerous and irresponsible in reality.

Well we have been past 1200p twice on the charts, no dilutions or anything, back in with DHSS again. I’m sure a sensible conclusion will happen in both parties interests and that eventually the provision will be released on a much reduced basis adding back into our revenue and profits. So are we now going to hot 1200p again over the next 6-8 months with our new leader onboard? GLA all LTH’s