Member Info for Okehurst1

Thinking that Canary
Ingenuity though does so little business - yes we get 6% that division

Throw in the balance £95M to £100M

That’s £801M Rev for Q4 total ?

2phevs , £710M Q4based on recent average sale prices and divisional split

Just the 2 main divisions ex the balance

Assuming the COO has his volumes right we just got a snapshot of sales

Top find SP

IF … that’s the case we have a bumper Q4
and stacks to them confirming 2 weeks ago £100M to £130M EBITA

Out and about so knocked those $$ up so needs fact checking

7.44M @ £61. £463M
4.56. @ £48. £218M

@ 44% GP

Need a critical review of that folks

SP, ballpark ex other divisions

Q3 4.27M orders @ £61
3.33M orders @ £48

Beauty is 62% of retail sales
Nutrition 38%.

Work in Q4 12 million orders at above ratios

Ballpark stuff but don’t think far away or am i missing something ?

What do we think ? Then run the 44% GP

Another good post Sp :-)

Lord ‘Lucan ‘ Allen

We only hear from him via TR1’s when he’s buying shares in the open market

He must be close to breakeven now on his £2M of trades?

Buys out stripping sells

This is Institutions playing this out at the moment, let them do their stuff and the MM’s can pick up stock to reload

Whoever has the handle ‘ City Spy ‘ only popped up just before the £1.70p offer earlier this year
Maybe he does have a contact on the inside? Either way ..

THG confirm £100M to £130M EBITA and we hit £1.20 and £165M for 2023 we head to £1.45? Shorts are toast at that point

Or

Mouldy makes his move, just after holiday season but lines up his ducks in advance

Shorts need to close though, chunk of profit getting lost for many, it’s hurting, end of year bonus’s going up in smoke ,not enough free stock available to close with Softbanks 80M and Jupiter Shares out of the game not helping them

Mouldy played a master stroke on the Shorts taking out the 80M from SoftBank - with Qatar

As Licker says City Spy called the £1.70p ‘ bid ‘ so maybe he does have a contact on the inside ?Maybe?

Mouldy would have to be talking to II THG holders about £price and rumours then start circling

We may have a mixture of City insiders trying to pick up stock alongside the II Shorts - who are now in deep water and starting to feel the pain

All along THG rerates to £1 to £1.20 due to the £100M to £130M EBITA 2022 forecast from 2 weeks ago

HH, well done with the bag for little hh

Not sure s/belt

It could be stuff behind the curtain that’s being discussed

Mouldy has approached II’s or something operationally

Message crossed Blinky - only just picked your up

Feels that way

We know THG is leaky - insider info
Pure speculation on my part but when IG stop longs but allows shorts and the spread tightens in spasms during the day some bit of news generally always pops up

IG sees both sides of the trade and just as importantly who is trading

Could change but feels like an orderly retreat for the shorts
No one breaking for cover, their brokers with MM’s to pick up as much stock in nibbles off us little PI’s

Move it down like they did around 10.30/11.15 squeeze a few out, sell to II’s make the margin

Mark down first thing in morning

Rinse / repeat as we head to £1

Nice one Crowman, good to see you in profit, nowt wrong changing a trade to run with the momentum

70p soon then onto the £quid

Crow man post

‘RE: 25p10 Oct 2022 08:15
In my view this will go below 25p. I fear it will end V badly for all except MM and a few of his insider pals.
Zero confidence this will recover and no intention of adding. I for one have written this off as a tax loss’

Tbf to Crowman the poster has turned into a Bull in just 4 weeks as we have jumped 100%!

Good luck Crowman with your Long