Member Info for Okehurst1

Lecturing to THG staff

Same theme but now it’s on his ‘ post ‘ - no idea why?

Follow on from his last one

He’s at the THG campus speaking to staff

Just posted …

Know Matt likes cryptic messages any views ?

HH
If we could add music to a post we could play Stan by Eminem
to your script below to get the point across

… for every day traded

£6.50 to 50p

We did ok today really :- )

Tbh one of the factors that made me accumulate around the 50p mark was the Chairman dropping £1.1M less than 8 weeks ago at 85p

If he can’t get it right then am doomed with this stock

Quietly confident for the morning but a wee bit nervous as well

The Chairman buying £1.1M 8 weeks ago ?

Can’t be drastic ?

Soon find out

Something afoot ?
What reason would they have for no Investor call ?

An agreed buy out ?

Exceptionals
£Capex

That’s the 2 lines that worry me, no detail and we have no idea what they chuck in there

The former needs to go and the latter more detail

It’s £200M plus just dumped into the accounts and we have no idea where it’s getting spent - no breakdown

Golden any chance you could direct me to the updated guidance from April’s RNS , I must have missed something

I thought it was as below and the EBITA margin was effectively down to 6.5% - had to work the margin out as they didn’t come out and say the exact figure

So I’ve worked on the £2.2B plus 22% @ 6.5%, if there had been another update off the Company since then that I’ve missed ?

I dropped to 6.5% EBITA on full year guidance holding - what we were told just 5 months ago

Granted it may have changed but no indication when they knocked back the so called £1.70p bid

We find out tomorrow one way or other

£2.2B plus 22% @ even 6.5% EBITA - keeping it what we know and been told

£2.7B full year , that’s £200M EBITA

In between date and now the Good Lord bought 1.1M shares at 85p

‘Whilst market commentary cautions continued pressure on consumer spending due to macro-economic factors, at this stage of the year the revenue guidance outlined on 18 January 2022 remains unchanged at +22.0% to +25.0% CCY (before the c.1.0% revenue impact of Russia / Ukraine). The high repeat nature of the Group's D2C businesses supports this outlook, along with a high quality pipeline for THG Ingenuity Commerce, where we reiterate previous revenue guidance of £108.0m to £112.0m’

I’ve been accumulating the last few days - Including today

We will find out tomorrow how ‘leaky ‘ THG actually is?

Wee bit spooked by the fall this week but genuinely believe this is a good opportunity at these levels

One day to go …

I’m in very very deep - for me

51.38 .. £20k top up with tax

With ELF being valued at $2B in USA on $400M revenue, could THG de merge Beauty to USA ? Move into a SPAC, plenty out there looking for a home for their $

What would $1.2B revenue be valued at?

Leave Nutrition with U.K. quote / no Golden Share

List Ingenuity via a SPAC in USA again tap into their $

That would generate serious shareholder value and at same time allow each division to flourish / grow

Go through the Form 8’s Steve, info all there

Wonder how many insiders have continued their shorting running a book alongside their Long?

Making sure they close and reopen to stay under the .5% ?

Was an eye opener to me seeing Iain Mc a BoD director put a Bid in to buy THG and at the same time was shorting THG through a ltd co he controls ?

Quite remarkable this was actually legal?

Point being, hitting ATL today indicates Moulding may not be for turning, could be wrong and we get pleasantly surprised but the way a BoD director have traded through wholly owned entities doesn’t give us encouragement there are strong Chinese walls in place

Thursday can’t come fast enough

Ste/ Golden

Spot on posts