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Tosh...far better to track analysts views, that be swayed by the drivel on this board.
Oscillating between its gonna be £5 by next friday and discussion regarding nocturnal toys.
Not seen one cogent articulation of ingenuity, or the difficulties of being agile across multiple customer segments and brand. I would dearly love to understand how well they are doing, beyond number of websites. For example marginal sales growth per brand attributable to ingenuity. By the way any advantages in ingenuity are likely heavily skewed towards people, so Just a teams breakdown / utilisation rate per squad would be huge. How many squads do they have?? servicing how many websites / products?
Nah far too hard...let go back to talking rubber appendages
Thanks for the update on realistic and revised broker targets.
Very helpful. I had 30% gain in december and then idiotically left my self exposed. Had to average down. Will not let a very respectful win slip me by again. No more unrealistic expectations again
Who cares whether it goes down today. I rather hoped it would kick on and it look like it was this morning. Market makers could simply be playing games to pick up a few cheaply.
I only got into this 6 months ago, but first time i have felt good for a while. Patience my friend
Stevein hull i tripled down on this. From my initial punt before xmas. That did not work out as I hoped and i was emotional (its called disappointment).
I looked at the long term and despite this falling and falling. I went long.
At 72p it felt really horrible.
That said I don’t see how today should be anything but great news.
Two things to NOT worry about today
A) any short term price moves
B) comments you have seen. Ignore them
Good luck.
See jojo maman bebe.
Next partnering with investor
Founder leaves with deal
Next believe value to be unlocked by reusing their infrastructure and global fulfilment capability
Let see what the update brings here particularly for new client win regarding ingenuity.
The digital resources they hired should have feet under table by now too
Just watching from the sidelines, but wonder what thoughts are on bids possibility given twitter situation and pending results.
I was quite anti the the speculative frenzy sometime back. Still thinks odds are against, but I think the context is becoming fertile
Nice background info. The macro picture dominates. At the last update they said clearly we are not buying whey, to enable us to respond to falling prices. That was when the city believed inflation would be more transitory. We are where we are.
Best bit of advice i have seen on here is to get ISA maximised for long term. Softbank letting option expire is priced in.
This is long term. No quick /easy buck to made here.
Clearly if you bought in at IPO it is painful.
I am relaxed. We are being re-rated due to inflation, political uncertainty. Whey prices are ridiculous. Talk to any farmer and they will tell you how much cost pressures they are under.
You have to factor in that this ukraine thing is looking like a medium term thing at the moment
So the optimist in me says it will work out, inflation will subside.
If it does not then you’ll understand painful.
My final observation is months ago people were talking about free cashflow and EBITDA and getting dismissed by experts!!!
There were some wise words here if you were prepared to hear them.
Ha...irony is this likely just good governance by THG, ermmm the very thing that they are supposed to be bad at??
I don’t read anything other than wishful thinking into idea house is being got in order. This is just BAU
Patience my friend.
Its still a business. It generates good revenues. Its got cash in bank.
Calmer times will come.
Keeping looking for THG facts good or bad and try not to be swayed too much by the uncontrollable and sentiment
I got in when i thought the bottom was £1.87
89p well it is what it is.
Global politics and a sector sentiment shift + profit pressures. Way too much kudos being given to shorters.
Markets hate uncertainty.
There would have been a rebound had things played out differently, but uncertainty is what we have.
My advice is go with what YOU think at this stage. I was asked why i felt 80p was important. For me its where i set my line as to when i would consider putting more money into this. 80p is my line not at a penny more in this till its below 80p.
Then my thought process is to double down on my investment. Risky strategy? Sure.
Happy to listen to what others think is best
I don’t understand. This company already has £600m odd goodwill on books, is facing serious pressures on margins, needs to invest in its e-commerce pipeline, and people think the way forward is to splurge more capital on acquisitions.
Anyone help me out here??
Can i check what people think
1) goes to 80p = massive top up opportunity
2) goes to 80p = the Wheels have come off in a major way.
In other words does 80p represent irrational fear or a strong signal to save what can be saved???
You have no way of knowing this is the bottom. Anyone investing £10k today would be feeling uncomfortable having listened to exhortations to buy at this price if it tanks to 50p
Theres no news, so tread carefully is what you should be saying