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Look at $BABA today - that could be THG any day now - shorts cannot stop it.
Easy $BUY I just added a few more - we saw 235 on NO good news - just wait until people who haven't tracked this by the hour get a view on the beast below the water.
Enjoy the 2022 uplift
Sound advice.... however, this is a BARGAIN stock, it still will be at £3 or £4 IMO
The trouble would be if you needed the liquidity and couldn't handle a price swing
I think it's clear to see shorts closing and the more PIs that buy into the upward trend forces them to act fast = price increases.
This is a booming business, just buy and hold and you will be rewarded
Merry Xmas
Guys talking about the split up of companies..
Yes, that went down like a lead balloon, it's probably why we're here and it needs more transparency.... BUT what isn't being considered here is that today you BUY 100% of THG, if they sell 20% of Ingenuity or 20% of Beauty, they will be selling it for £$BILLIONS£$ in CASH, that cash WE benefit from as existing shareholders.
It is unclear how, when, if splits will happen, but these guys aren't stupid (despite capital markets days to prove me otherwise) they are all shareholders and wouldn't dilute themselves with no benefit.
I have no fear about the split, I just hope if, when, it happens the SP is back to £7+ and the individual businesses get the valuation they deserve.
This is still to me the best opportunity on the LSE - time will tell DYOR (don't listen to fear without some supporting evidence)
Looking at the SP is like looking at a very attractive female with horrendously ugly bloke - you just can't understand it - but what you should see is the amazing opportunity it represents!
Buy as much as you can - you might get lucky and catch another dip - but she'll still be good looking at 200p, 300p, 400p IMO
What UK retailers are smashing it right now? ECOM
What company leads beauty ECOM and Nutrition - THG
Which company also has their own ECOM platform....
I really think this is a Golden buy here - RNS is due and we all know it will be good - FTSE next year maybe NASDAQ - BUY THG.L and set very HIGH sell limits
FT kid - bullies every kid in their private London school ..... "every kid in my school is soo weak"
But it is very relevant and I think the US are buying up UK stocks after manipulating them down and laughing whilst doing it.
Indy0105 / Mando_
Some good posts there, and agree with a lot of what is written.
One other factor to consider is that 'the market' (especially the old FTSE crew) don't understand the core business of Beauty / Nutrition. Their wives might have gone to Boots/Debenhams/The Body Shop to by lipstick and perfume, they won't consider men buying makeup and they prefer meat and two veg vs. a protein shake. THG are dominating this market in the new era of social shopping / ecom. That trend is growing and they are smashing it as far as I can tell.
Let me guess - you're selling again now?
HAHA - fair play Mando_ now keep it in if you can
There really can't be many shares around, so if no-one sells, it could rocket!!!!
Also team - I have occasionally shopped at ASDA for the essentials as I'm sure you have as well....... I really don't see many yummy mummies picking up £145 Perricone MD Cold Plasma creams
They are creating high margin, luxury brands in beauty, you don't want to tarnish that by placing it on a shelf next to bag of ASDA pasties for 99p.
Maybe, maybe you could sell MyProtein in store, but again I think its better placed online where you build the brand around it.
Mando_ are you in again, or out, I find it hard to follow your strategy, trust me my friend, buy it hold it and you'll be better off in a few months.
Must agree with danl90 that the model is online and whilst store fronts would give you some sales growth that shouldn't be how this business grows.
However, disagree with you shouldn't be invested here, everyone bl**dy should be at this price, you hold it for any decent amount of time you at least double your money....
Either way, the growth will come and this is a steal - BUY and HOLD $THG.L - I think Sofina understand the model in more detail than we do and they keep buying - so shall I.
With THG, BOO, ASOS, DARK, WISE all tanking in correlation - you must question WTF is going on?
It looks to me all UK *tech co's have been shot down massively in recent months with large purchases from US investors (T. ROWE etc). I am now thinking they see that the UK market is weak and they can manipulate the price short term for their gain? Most of the UK tech see the USA as an aspirational place to list once they gain critical mass, at which point 75% would already be owned by large US institutional investors who reap the rewards.
The Telegraph is running a piece on how cheap the UK market is, it wasn't that cheap 4 months ago but it's becoming cheaper and majority owned by US money.
Just some thoughts as UK PIs don't seem to influence things too much.
Anyone who uses their products i.e. not the large percentage of the UK market investors (old men - sorry) will know what a unique proposition they have and how powerful their brands are. People just don't seem to be getting that (aside from the few here) people don't look elsewhere, they buy from LF, Cult, MP etc etc week in week out. That's the brand side which is worth 3-4x the current market cap.
You then have the tech in ingenuity which is the amazing oppo that could do 10x in 10 years.
Buy and Hold THG $THG.L £THG - thats the message from the start and will continue to be true, don't sell it unless you're a fancy day trader, the UK doesn't have many global businesses.
I hope part of whats driving this is people are starting to see the fraud, manipulation and shorting that has taken place in the city amplified by the like of the FT/Times - really been trying to push this on Twitter (please help).
Also, they are about to sell hundreds of millions of pounds of product this weekend/next week - this is E-Comm!
Lets hope we blow through 200-250-300-350-500... and beyond in the next couple of months, I think its possible. The noise will pass and I think journalists will be less willing to support agendas when there is public knowledge of #NUMISFRAUD
Lets also not forget the good news is about to come, SMASHING black Friday/cyber, New Chair, etc etc.
Lets hope we keep the momentum.
June 2020: THG, formerly The Hut Group, publicly shares details of its financial performance ahead of an upcoming stock market float. Sales rose by 24% in 2019 to hit £1.1 billion and gross profits rose 22% to £511 million.
September 2020: THG is valued at £5.4 billion as it lists on the London Stock Exchange at 500p per share. Brokers at Numis who worked on the IPO take their share of an estimated £50m in fees. People familiar with the situation say that Numis did not receive a proportion of the additional discretionary fees awarded to bankers in relation to the IPO, which one source said was because THG executives were unhappy with the work undertaken by the bank. THG subsequently appointed Barclays, Citi Jefferies as its corporate brokers. One source said Numis executives and THG's management had "fallen out" over the float.
January 2021: Shares peak at 837p, more than 60% above the float price.
13 October 2021: Numis, which had been bearish about the stock, slashed their price target of 230p with a ‘reduce’ recommendation, down from 520p in September.
26 October 2021: THG posts a 38% rise in revenues to £507.8 million (surpassing their ambitious targets) in the three months to September and increases growth expectations for Ingenuity. Simon Bowler at Numis flags the “worsening momentum and worsening cash profile of the core businesses.”
11 November 2021: Numis issue a memo to hundreds of institutional clients alleging “accounting irregularities” and accused THG of “a lack of clarity”. The memo in question also implied the group’s shares were worth 21 per cent less than their trading price at the time it was written and recommended that those in receipt of the memo reduced their stakes in the group.
ASSUMPTION HERE IS THAT SOMEONE IN RECEIPT OF THE MEMO BLOWS THE WHISTLE AND FLAGS POTENTIAL FOUL PLAY.
12 November 2021: Within 24 hours of the original private note to clients on 11 November, the broker sent a follow-up memo that suggested “misrepresentations of some of the commentary made by the team” and removed the mention of “irregularities in accounting”.
15 November 2021: Numis sent its clients an additional note that apologised for “some inaccuracies, which we attempted to clarify in a revised email to this same distribution group on 12 November at 12.37pm”. “The first email said with regard [to] THG that ‘there are some irregularities in accounting,’ a phrase which was removed from the second email,” the note said. “This terminology does not represent the views of Numis’ Research or the views of our Research analysts, and we would like to set the record straight that Numis has not identified, and does not believe, THG to have any accounting irregularities.”
TODAY: THG share price sits at a near all time low despite exceeding all IPO forecasts. The share price has dropped c. 79% from all time highs and THG are now entering their busiest season. The misleading defamatory statements by Numis are not accidental - in
If tweeting about the crooks at NUMIS please use #NUMISFRAUD
Also - I've started a new thread on their LSE board as I was soo p*ssed to see the shoddy coverage this morning - please feel free to add to that.
Bl**dy Crooks!
They employ c. 240 people globally - you bet in their small London office they all know each other, anyone who is worked in the financial industry knows those so say Chinese Walls are paper thin especially in small firms. Also make me question why anyone cared what #NUMISFRAUD thought in the first place, we have the largest US investment banks investing in THG and somehow the likes of the FT only care what those crooks put out as estimates.
Every city paper should be reporting #NUMISFRAUD - They send out fraudulent memo's accusing accounting irregularities at THG why? Because they have an agenda, its calculated manipulation and they should be rigorously investigated. Shameful trying to destroy confidence in a growing British Company. NUMIS is a small 'investment' bank, you bet they all know each other and makes me wonder what they say behind closed doors let alone in client emails! Truly a disgusting set of events which shows the lack of transparency and trust within the firm. I would never trust anything they put out and would certainly never touch their stock.
#NUMISFRAUD #NUMISFRAUD #NUMISFRAUD #NUMISFRAUD #NUMISFRAUD #NUMISFRAUD #NUMISFRAUD
THG Fellows
#NUMISFRAUD / #NUMISFRAUD / #NUMISFRAUD / #NUMISFRAUD
Leave a comment somewhere else other than this forum please
#NUMISFRAUD on anything you see relating to THG share price in the social world
This is bullsh*t - and has been from the start - I really hope someone gets pummeled no matter what happens to the shareprice
Advice taken Mr. Chips - but I would recommend everyone here to PUMP this Fraud on social media. Sadly that is the only voice to get eyes on this as I'm sure The Times will instead focus on Matt's newest leather jacket rather than look into the massive Fraud that has taken place.
To issue those price targets, to make those statements, to drive investors away / out through fear - this is Fraud / manipulation and its f******* BS