RE: Advent Calendars14 Jan 2026 09:51
Starfighter,
A lot of merit in what you say, but watching comments yesterday many think it was more down to the CEO's performance rather than numbers which were actually quite good, as was the accompanying press commentary, and so much so Jeffries raised their price target to 60p.
One thing that MM did say yesterday, when you are comparing with competitors, is that there is £55M sat in THG paid VAT to date for reclaim which other competitors haven't been paying, and by inference are enhancing their present margins by.
Volatility @ key event dates @THG around results happens routinely and it's all a good market making jolly for a day or two of fun and redistribution of shares, and the drop bringing out all the negativity and about 200 posts registered for the day. 22million shares or thereabouts traded yesterday against a normal 0.75M to 2m daily and then add the many CFD's and spreadbets opened and closed. Same effort again today on opening. But then like clockwork the trades and comments tails off. 3 day rule generally is what people allude to, but can be shorter, it can be longer. Personally think its already tailing off but just my own opinion.
Spent months prior really steady and without any real volatility in the 43p to 47p channel hence making it doubly hard to believe such one day volatility off a set of what were essentially good numbers and a 20% downward swing from 52p to 41p on a FTSE250 listed company. Aim you expect it, but not the Premium Indexes.
I now have a few courtesy of the falls and can add and am not in any rush. Sum of Parts back into focus and the Claremont sale tells you THG is worth way above todays market cap and I suspect they will get more offers for parts or the whole of the group. Bentley Labs sold or partnered, ESPA floated just to name a few.
All plays very nicely into the JPM event @ a near 15% discount and where hopefully the CEO can refine, hone and improve his performance.
GL all and back into the shadows.
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