Member Info for PI_Winner

Disagree......clearly not close to trading operations Pearl and 1pencil.

https://www.economist.com/briefing/2019/10/05/the-stockmarket-is-now-run-by-computers-algorithms-and-passive-managers

Trading performance has been resilient across the second half of the year to date and Moonpig recorded its largest ever week of sales in the UK ahead of Mother's Day. Accordingly, we confirm that our expectations for Group annual revenue for the financial year ending 30 April 2023 remain unchanged at around £320 million. Expectations for full year Adjusted EBITDA also remain unchanged, reflecting our disciplined approach to indirect cost management and our flexible business model.

We remain confident in the structural growth opportunity in our markets and in the fundamental strength, resilience and agility of our business. Our investments in technology and data over recent years mean that we are well-positioned to capture this opportunity, and with re-platforming now complete, our teams are focused on the development of customer-facing functionality to drive revenue growth.

Nickyl Raithatha, CEO, commented:

"Today's update is testament to the resilience of our business model, as demonstrated by a record UK Mother's Day. Moonpig Group's leading market positions, strong customer retention, high profitability and robust cash generation equip us to navigate all stages of the economic cycle.

We are excited to return to revenue growth in the year ahead, underpinned by continued investments in our technology, marketing and operational capabilities. As the clear online leader in greetings cards, Moonpig Group is well positioned to benefit from the long-term structural market shift to online."

Pi's should never get bogged down on analysing individual trades.....ultimately they tell you nothing....its bots estimating whether it is a buy or a sell.....but ultimately every buy has a sell and vice versa.

What tells PI's everything is the movement of the SP.....that is the true indicator or buying or selling pressure.

Good posts Jemgee......the SP is down circa 75% from 2021 IPO....the SP needs a complete re-rate, it is far too low. I believe this is a bargain share to be snapped up by investors.

Also expect an agreement soon on Royal Mail re pay/conditions which would mean no strikes in 2023 or beyond.

Expect good updates on Moonpigs discount line of goods and subscription service platform next Thursday. They have great market presence and it is a staple in the UK and Netherlands to purchase cards for all types of events regardless of the economic backdrop.

The fundamentals of THG do not align to the current MCAP it is as simple as that. The MCAP should be at least £2billion aligned to the fundamentals below. Also with activist investor news, reports of US private equity preparing a takeover bid and golden share expiry imminent these are all material flags that highlight the SP needs a huge re-rate in the weeks ahead.

In its latest trading statement from January 2023, THG reported record sales of GBP2.25bn in FY22, with 9.4% growth in THG Beauty and THG Nutrition primary territories.
The company also manages its costs well making GBP100m of saving last year and targeting GBP30m more of cost saving this year.
It has curated a loyal following – 80% of its sales came from repeat custom.
But the company doesn’t just sell lipgloss, eyeliner and vitamin pills; it’s a tech company in its own right, having developed THG’s Ingenuity, an end-to-end tech platform for online retailers, which it has licenced out.
Although the software-as-a-service product still is a modest contributor to THG’s revenues, contributing GBP208m to overall group revenues of GBP2.2bn, at the close of the year, it has seen a growth in revenue of 51.6% over the past two years.
With a strong cash-in-hand position, some GBP470m at the year’s end, and a GBP170, newly negotiated revolver to draw on, whilst at the same time cutting group net debt from GBP200m to GBP160m, THG is in a more than comfortable position for 2023.

Remember shorts always hedge.....they will have a long position as well as a short. Any short top ups last week would have been based on betting that the UK banks and markets would go onto meltdown this week and for the forseeable future. Their bet from last week dramatically failed as what they forecast is not going to happen. If you look at for instance Marshall Wace they topped up on a number of short positions on companies last week. Shorts win some and lose some and their bet failed from last week......but they always hedge with a long position. Good luck all, we should see an upturn in the SP in the coming days and weeks.

The shorts know only what is in the public domain. Moonpig has been dragged down by the economic climate caused by the recent banking turmoil that is the one and only reason for the recent fall. This is NOT 2008 all over again, Credit Suisse has been a basket case for a number of years. Stability will return to the markets this week.

The fundamentals of Moonpig are too strong versus the MCAP which does not align. The SP will significantly re-rate in the coming weeks......looking forward to results on March 30th.

THG has been dragged down by the economic climate caused by the recent banking turmoil that is the one and only reason for the recent fall. This is NOT 2008 all over again, Credit Suisse has been a basket case for a number of years. Stability will return to the markets this week.

The fundamentals of THG are too strong versus the MCAP which does not align. Sparta is a very good indicator to back up investors who believe that the SP is significantly undervalued. The SP will significantly re-rate in the coming weeks. GLA and DYOR investors....do not listen to the nonsense on here.

In its latest trading statement from January 2023, THG reported record sales of GBP2.25bn in FY22, with 9.4% growth in THG Beauty and THG Nutrition primary territories.
The company also manages its costs well making GBP100m of saving last year and targeting GBP30m more of cost saving this year.
It has curated a loyal following – 80% of its sales came from repeat custom.
But the company doesn’t just sell lipgloss, eyeliner and vitamin pills; it’s a tech company in its own right, having developed THG’s Ingenuity, an end-to-end tech platform for online retailers, which it has licenced out.
Although the software-as-a-service product still is a modest contributor to THG’s revenues, contributing GBP208m to overall group revenues of GBP2.2bn, at the close of the year, it has seen a growth in revenue of 51.6% over the past two years.
With a strong cash-in-hand position, some GBP470m at the year’s end, and a GBP170, newly negotiated revolver to draw on, whilst at the same time cutting group net debt from GBP200m to GBP160m, THG is in a more than comfortable position for 2023.

Sooo many material positives in the last 2 years......why is the SP/MCAP so low?
Given the key fundamentals as per above I do not understand why this MCAP is not at least 2billion?
Is it literally a case of the market fell out of love with THG post IPO and poor management of the bad press stories and it is slow burner to win the mass investors back?

QLD4017.....Why did Diaceutics suspend their shares this morning because of their exposure to SVB, if there is no issue??? Liquidity is not resolved in a nano second....there is a transition period!

QLD4017......first post!! CR888 is not head of comms at DT you MUPPET!! This forum reaches a handful of investors, the market needs to be updated. If you do not understand that.....you clearly know nothing!

A lot of FTSE's in the tech space felt compelled to update their investors at 7.00am this morning, regardless if no exposure or minimal etc.....WAKE UP DT!

Thanks CR888, good post. Why they are not informing the market of that position is beyond me, as opposed to a couple of investors on here knowing the position via your due diligence.

We know DT bank with SVB. They should either state no material exposure regarding deposits and loans etc or state what the exposure is.

There have been some extreme cases this morning i.e Diaceutics, technology and solutions provider to the pharmaceutical industry, asked for its shares to be suspended on the London AIM market today as it was unable to access funds in recent days.

DT need to release a statement that their liquidity has not been impacted to calm investors.

Trawling through all the RNS's this morning on the London stock exchange re SVB I do not understand why DT have not released a statement. The unknown is causing panic from investors. In order to stabilise things they need to release a statement on any exposure.

Good news for investors.....looks like we have broken though from the existing baseline 265pish and a new one will be established further North if we can hold the position tomorrow. GLA

Far too many righteous bible bashers on here for my liking!

CR888 your posts are much more entertaining than the $hite a lot of the self appointed 'know it alls' post. You continue to post whatever you want to post, they all have agendas as failed investors - FACT.

Big brother is watching.....

Results are positive, not ground breaking but as base camp has been 265pish for the last week or so, this will move upwards in the months ahead. GLA.

Remember shorts only make a material difference aligned to $hit RNS updates etc. If the RNS updates are positive their short is crushed.

I.e Asos had a significant short position and the SP rose by 100% in a month recently.

Also all shorts hedge.....they take out a significant long position against the short to cover themselves....dark arts!

All PI's need to focus on is the key fundamentals and RNS updates and that drives the SP ultimately.