The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
I can't believe the FT are publishing something which is 'balanced' and not 100% bashing!
Maybe the editor picked up a few cheap shares ;)
More good news to come I hope
Any theories how this is shaping up?
There must be a substantial short position here, there must, which needs to close at some point. They may have the funds to keep shorting, but at some point, this is too cheap and some big boys swoop in. Strange this is happening to all UK tech/retail, or maybe not, maybe the LSE is seen as a place to short as UK press are sooo miserable they support the downfall and put fear into the small investment community vs. the USA?
This will come back, and faster than some think, I just hope it's not too long before we see it as I'm getting bored of red.
I'll hold and accumulate as much as I can as I can't see a better opportunity than this, each segment alone is worth the current market cap. In 2018 THG turned down bid of £4b.... that's before they became the largest online beauty / nutrition company in the UK.
BUY IT and hold - 3-5 years this will be a beast.
Revenue of £10B - not market cap
That's why I'm asking for target price, to determine potential market cap in blue skies
Lets assume no splits, separate IPOs etc etc
In 3-5 years revenue could (could) be in the region of £10b at which point the Ingenuity business is charging ahead and they secure their spots as leading Beauty / Nutrition brands in the EU if not globally. Am I crazy to think that this could be one of the UKs top FTSE 100 listings?
We need to break 225 first obviously, but long long haul that's why I invested.
Appreciate views on what could (could) be possible if everything aligned and the UK / world doesn't go into melt down.
*Lets be positive on a Friday
Sofina added 3m shares or there abouts - they see the opportunity here!
Just a few more large ones to tip the scales I think
Haha Harry & Lloyd - TBF they've built a £2B biz so I won't be calling them that!
I would imagine, if they are getting any advice, it would be sit back, every time they do something the sharks come in hard.
Quite a few director buys for a few 100k last last
Sofina Capital must have heard me - now up to 8% - latest RNS
A few more would help
Someone throw £1m in and end this madness!
It really doesn't matter if it goes down 5-10% from here, you hold this for a year (or until retirement) you'll be happy you did.
This will be Going Up - just a matter of time until these cretins run out of steam
You've answered your own point there - they're not in their right mind
This is shorting at its finest
At these levels, you have to think, I cannot lose!
Keep buying as much as you can, get your family to buy. They may be maybe to short it down to some crazy level, but unless the world really is ending tomorrow we're in a good place owning this.
They have some crazy fire power to keep selling these block trades, at some point though it just must stop.
Guys, what close price do you have? I'm seeing two different amounts where I'm checking?
Fear, negativity, bash success, hope for others failure, thats the UK isn't it TrojanHorse?
Also, algo bots and short sellers laughing at the UK markets.
BUY AND HOLD $THG
Yes, unbelievable oppo, no sell limits required on this but if you do fancy one, try 1,000
This is probably all part of Sunak's leveling up the country - where if you don' live in, are mates with, bend to; London.....they will try and crush you
Beamer 21 absolutely right - my cousins buy all their beauty products and it's driven through social media in an unbelievable way.
Buy them, hold them, this is a long term beast getting put through the ringer by some ill-advised announcements
The falling knife is a little bit of a problem - but no institution will sell this - this is shorting
This manipulation is quite unbelievable - the biz is growing incredibly well and will prosper.
Buy as much as you can and hold.
You can't sell borrowed shares forever!
Yes, I was also looking for a bounce just for some light relief... but rest assured it will come.
- THG Beauty +57% yoy (vs. +34% in Q2)
- THG Nutrition +10% yoy (vs. +24% in Q2)
- THG Ingenuity +44% yoy (vs. +54% in Q2)
- Ingenuity Commerce revenue of £11.7m
- THG OnDemand +25% yoy (vs. +6% in Q2)
- Others +26% yoy (vs. +47% in Q2)
Lets not forget we're living through a pandemic and THG did this with no gov't handouts.
This is pure manipulation
This manipulation continues, never would any of these analysts or their capital markets teams ever, ever structure a deal to sell this company at less than 2 x revenues on a business growing at c. 50% P.A.
This is a tough one, but buy as much as you can and have a happy retirement.
Good post.
Numis are a joke - they have (or maybe had) a target of 500 on Moonpig valuing them not much below THG on their latest guess....