Member Info for ProxLDM

Someone's just DCA'd £200K - best be a director

200p? lol

How's tower resources going?

I have made a lot of money in THG and I'm still up about 5.5p per share still - How about you?

I'm still bullish on THG which is why I still hold and if it dips to 33 you'll see a 100K buy go through (Mine) - Run along....

I was actually just looking at Director Buys....

THG are NOT in a closed period!! - Directors can buy (Unless they have inside information that something material is going to change)

The only person that actually buys stock in this company is CEO & Chairman - The remaining are all gifted shares to the board

I can't see how this stops...

There'll be radio silence until April, 0 support on the chart at current levels - I think we'll see the 33's again

Thanks all.

No my worry now is the SP will NOT support ANY bad news come Q1 update/FY'25...

Whey commodity prices have hit new highs - make of that what you will.

https://mymarketnews.ams.usda.gov/filerepo/sites/default/files/1598/2026-01-19/1299614/ams_1598_00358.pdf

He HAS to be FCF breakeven + ahead of target (Adjusted EBITDA)

What's his post say and what was the reply that was deleted say?

I don't appreciate his lack of effort/defence - Just plays the little bish rolls around and accepts it then cries, that's what bothers me.

I'm still in the blue by roughly 8p a share now given but once THG starts falling it's like a knife.

MM still can defend a THG takeover....

Insider shares - Buys a few more % off big Mike and is then forced to make an offer

I actually believe the SP is down 50/60% since Mr Useless Chairman was appointed.

No idea what he's doing for £500K a year.

The only worry I have is why are we holding cash and not paying down debt?

As the cash certainly isn't generating 4% return given the company barely generates that.....

Best not be another company buyout.

Ingenuity will be paying multiple fees - more than likely a monthly service fee + % or fixed price of which you've then got to stack shipping on top of that

THG is leaking probably 100M a year minimum through poor management/awful overheads control

Net Debt/Cash will be 2029 (Right around renewal time of the Term B)

£77M cash burn in H1 2025 - More than likely very similar this H1 possible reduction to £40/50M out the door cash H1 given us £20-30M FCF FY'26

I just had a look at the websites for comparison and it's just annoyed me - Absolute clown show.

MyProtein (2.5KG Protein) = £51.99 (Subscribe to save APPARENTLY!!!) =£52.27

Why would you offer one off purchases cheaper than SUBSCRIBE TO SAVE! Sideshow Bob gang.

APN (2KG Protein) = £54.95

The problem is pricing!!! THG are heavily discounting in order to try gain market share all whilst APN at 8% of the sales in making substantially more cash YoY than THG.

No profit generated on retail sales - I actually believe clothing is subsidising growth...

It's pricing.

So as you've just said below we have 2 companies selling the same product in the same location BUT they aren't competitors?

How does that work exactly? I'm actually interested to see your thought process to how the 2 companies aren't competitors

You're seriously telling me MyProtein and APN are not competitors..... Jesus

Food for thought.....

Are THG price cutting trying to aggressively grow market share to drown out APN's surging run?

Manufacturing capacity increased to aid £200M rev target

24.2% YoY Rev growth > Operating Profit up 18.6% on the back of that

CEO/COO own the properties and are leasing them back to APN...

Avoids the headaches of D2C

It's worth thinking about - APN will be generating cash and will be looking to take market share from THG/Others.

Sometimes Stan you can be a funny man......

Think of it like this - MM;s are used to trade sizes around 50K max say, day-to-day?

We're trending up 8-9% demand is high, book is all over the place as is anyway....

1M share Sell straight into the market (without a Buyer/Demand) - simply Supply/Demand, it eats up the order book so the price has to drop to find new buyers, do that a few times and you're down 5-6% then everyone else jumps on board to sell because price is dropping.

Algo's are picking up on the heavy book movements and now selling too.

They basically flooded the market with say 6+M shares without immediate buyers and tanked the price.

To me it was hook-line text book play, the way it's trading today tells me that too.

Where did you hear of the 16th? The only thing JP Morgan have scheduled is a conference which ends on the 15th - Is it a podcast style interview or?

Look at the order book, level 2.....

You're telling me that this wasn't a short attack?

Volume is ridiculous, they're closing.

Message is well and truly sent through to MM - I understand the emotions but we were here at 28p, hold your nerve and you will be rewarded.

End of 2026 you'll be sat on over £100K

Congrats - THG is worth £2+

Buys outweigh sells by £1M yet we're 5% down?

Okay, okay then.....

Look at the volume, is it normal? No. It won't be as IF it was a short attack they'll now be trading their way out of it (Buys) and they can just clip away 50K shares all day long without having such a big impact on the book.

Joe - It played out like a short attack. It all fell waaaay too fast for normal selling.

It took about £3M to do what THG done yesterday, I wouldn't be surprised if it was Alex Ham giving MM the middle finger.

THG is in a much better position heading into 2026 - Results didn't warrant the fall, people mention falling margins (They're forgetting revenue/EBITDA is in-line with expectations as we had a weaker margin H1) I believe the margin was increasing as H2 ended actually...