Member Info for MSG4GO

EL SP the last six months has been 20% up while THG is 60% down... I don't know what bad news are not priced in at the current THG SP level.

Did anyone notice AO... almost 20% up for reporting loss! Well, this is what it happens when too much negativity piles on a share... I am looking forward to the day where the notification is going to land on my phone that it says THG up 25% :)

Everyone that has taken a long position the last 12 months has been in a loss. Is it the only share though, no, but it doesn't make any easier to swallow. Unfortunately, I am getting a massive hit with this one and others in my portfolio like Boo, Asos.

The funny thing is that they say about the volatility in Crypto, they should take a look at THG and it is more than 90% decline or Asos, Boo 80%... A decline in SP like there are businesses ready to file for insolvency, which isn't the case. Actually many of them are trading currently below their net asset value. They worry about earnings, fair enough, probably the earning will not grow massively, but with lower admin / marketing cost the overall picture can be improved.

What I really think is happening, many withdrew their money from e-commerce and they put in other sectors like oil, tobacco, mining etc, we just caught on the wrong side of the cycle, insisting that we are right, missing the point that investing isn't about being right, it's about making money.

Yes it is really depressing, it would be great actually if Matt was out there as any other CEO of a growth company trying to find investors to support THG growth instead of being Matt and moaning. Anyway, at least he spent some money recently to buy some shares.

Thanks Cantona. Let's see.

Did he really made a post about TED on his Instagram and he deleted it or are you joking? I am asking seriously, because I think the TED take over is a really sad story for retail investors like us, especially LTH that invested some years ago and hold.

Unfortunately there is nothing positive here, CEO left a year ago and before the announcement he sold at £51, unfortunately I held... All the way down buying the Dip... What a mistake was this. More than a year now the SP keeps falling.

Now CFO, COO out after only 3 years with Asos, this is only bad news. I think Matt had unloaded when the SP was around £24 many months ago.

Anyway, I suspect that the 900 million inventory hasn't sold well so far or/and Topshop does not perform that well. Let's see.

It is really depressing thinking that to break even the SP has to jump more than 250%! Who knows how many years will take (if ever recover)

Let's hope here that we are not going to see similar manipulation as with TED Baker. Few months ago 160p offer and today accepted an offer of 110p!

I am not saying TED and THG is the same, completely different businesses, but the SP manipulation has similarities.

From where I stand, even if Jupiter is in distress and sells, why no other investor is willing to buy a piece of THG? The only people see value on THG, on the planet, are the few of us in this blog. This is worry. We are in a constant downturn, we also missed the bear market rally the last weeks.

Frustration, disappointment and on top of the CEO talks the talk, but doesn't walk the walk. One year now, he has only brought value distraction.

The problem is with Matt, as a CEO he is the face of the company and part of the role, maybe the most important is to try to find investors... Matt with his bull****!ng has lost credibility. Instead of investors coming, investors are leaving... The man is incompatible with the responsibility running a public company.

I'm invested here, but it seems a bit desperate to try to interpret anything that happens as a positive push for the SP. Jupiter reduce their position clearly because they don't think the SP is going to move up. Even if we assume they are in need of money, they wouldn't cut good money for bad money.

We are stuck here on all time low and it seems we are going to stay at this levels (or lower) for some time.

This is more an observation from other shares like for example Revb or trustpilot etc there was a short rally before the results, and unfortunately a big drop on the result day.

Let's see.

The performance of THG SP is abysmal! Many of us focused on being right rather than making money... And personally I am in an uncomfortable large unrealised loss.

In my crystal ball I see a rally up to £1 some days before next results (or at least this is what I am hoping) , I will then sell half of my position and depending on the results will decide further money allocation.

I don't think the fall today is because of Revb, the whole market is down. For me the most frustrating thing is that we missed the bull market of the last 2 weeks... That would have brought a sheet term relief and would have set new support / resistant levels. But no, we have stuck around at the bottom of the 52 week...

Thanks for sharing, it's seems to me more an article "I have to right an article about THG" rather than any worth mentioning news/information.

With that said, let's see if further speculation on media about MM taking THG private can push the SP again up. I hope only the City source isn't the tweets from CitySpy...

I have to admit this is sad, because even if I have no relation with Matt, he didn't offer to give me any of these shares... I had pay all for my 30k shares from my own pocket...

Joking aside, I don't understand some media, they try to hard to find conspiracies, shadows, something to blame... For me CEO buys is a confidence vote. I wanted and expecting it to happen the day before yesterday, it came a day later, I'm totally fine.

It is. Earlier I thought it would turn to green, because of potential director buys. When you except the news to be received negatively by the market and you want to show trust on your plan, you buy... Like what they have done in Fevertree.

Anyway, it is difficult to say the impact on the SP because the whole market tanked (of course it had a good run last week in contrast with THG)..

Let's see where this is going to lead... Maybe we will see a run like in Hims and Hers that after a bad decline, since May's results the SP has risen 90%

I will make a prediction and this we are going to close positive today.

Softbank is news from yesterday... Everyone new that the option would not be exercised. THG isn't in need of money, plenty of cash. Business progressing with their strategic plan.

Let's see

@Hereshopin thank you

@Boom I am not tax advisor, but why you trade with CFDs? SB is the most tax efficient way for trading (all the benefits of CFDs plus no capital gain tax apply), even if you hold long term view, you can take a SB trade for a forward and avoid the overnight charges.

Peter Lynch was telling that SP go down for a reason and there isn't a bottom and the truth of the matter is that 90% down is the definition of a bubble that burst... With that said I believe (or I want to believe) that THG has a sound business especially the beauty and nutrition. Also the current valuation is below net assets value, they have enough cash and this is a growth stock!

May only concern is, if my analysis is right, which is based to publicly available information, why not more institutional investors take position... How the few of us here can see the great opportunity in THG and not the II... I hope we are right.