Member Info for ProxLDM

THG have made redundancies.... So except one-off's to reduce OPEX.

'26/27 will be the big re-rate. So April'27

- Expiry Jun'27 Strike Price £1.50 -

Very very smart decision.....

SK CAGR looks attractive + partnership with a controlling family pretty much guarantees success in SK.

Well done THG - You've handled this incredibly well, you've been informed it seems.

THG is a guaranteed success now in South Korea. Good business + decreasing tensions with their neighbour to the north - SK is attractive.

4:35.....

Let's see if the treasury putting pressure on the courts will have made a difference. Fall out could potentially be massively.

Big day.

No PI is dropping a 500K single trade..... Says it all really

Results will tell all - Whey reduction should deliver a very nice H2

I think we'll finish up around £75M FCF if whey continues as is

September the SP normally crashes FYI Stan......

Think of it like this..

What's going to impact the price more?

1,000,000 lump sale or 20,000 x 50? (0.07% of THG) - You don't slam a sell into these kind of conditions to exit with the largest amount of profit you possibly can, You need volume to successfully exit into - THG does not have the volume so you ladder it and extend the time in the trade. Not ideal but it's THG.

Funds won't have the fees we have. Better borrowing rates etc...

However if news is imminent... You'll soon see them slamming the large buys in to close positions ASAP - But again FUNDS will exit before YOU! YOU/US will never out trade a firm. They can execute a lot faster than we can

You hear it from Stan daily, yes.

It's trading pattern based - DCA, laddered normally highlights a large position closing.

Trade type based on execution - think of it also like a shares psychology.

But again I'm just a random guy on the internet :)

GLA

Looks to me like shorts are closing - That's how it's trading today in my eyes.

Rachael Reeves needs to make investing in the UK attractive... Good Luck!

Maybe she'll breakdown and have a little cry as she raises another 40B in taxes - Incompetent.

Marginal tax rate based on profit.

Make it so funds holding UK stocks get favourable tax benefits on gains.

All funds have to hold the top 500 companies in the UK - If you short, you lose your tax benefit. Simple. Making shorting unattractive within funds for UK stocks.

But there's no balls in the gov. No-one will upset the city as well the political donations will stop.

Thanks gov for destroying our stock market for a few £M in political donations with the promise of paid speaking gigs/dinners once retired. Appreciate it

THG has just been priced at £1.40 a share min in my book going off that M&A

No more silly one-offs in the P&L and we’re back to unicorn by end of the year.

What I'm hinting as is possible data sharing? That's a partnership.

THG will be a powerhouse. That's why I'm balls deep.... I vent through frustration as I'd love to shake the management. But it appears someone else has done it for us.

I'll even name the Villa after you - Moulding Villa. I want this beauty sitting at £3 by 2027/28.

Capital day is not 1 store, It's a report saying we're going to launch 20+ stores by Dec'26.

Frasers store closed in Bristol which you'd know if you looked, so no. The closest one is Worcester....

So yes, there is a void....

That's why Insolvencies/CVAs are above the moving average for the last 37 years + 2% growth in retail v 16-17% YoY growth online.

So yes, I am questioning the move into Brick and Mortar.

No need too... Although quietly observe locations to see if they're even remotely linked with Frasers that's what I'm looking for here...

Please correct me if I'm wrong here but there's no possible way for MA to have a beauty only store, it'll be done via House of Frasers etc.... If the next location launched is a location Frasers previously was too then we're looking at a completely different partnership here.

Eyes on Job Boards. Any agreements with councils etc...

Crazy to think we're getting into Brick and Mortar in 2025 but I think this helps recover Beauty margin IF they're run correct. Although THG's FP&A team needs some work it seems.

GLA

Books looking better, shorts are closing quietly.

70-100M FCF THG will NOT be valued at this price...... Which personally I have as the goal for FY'26

Nice little 40-70K loss on that short there GLG - Good work

What’s in your coffee RR?

500p?

£7 close. GLA

That's declared shorts...... Much higher than 3.4% prob 5-6x that easily

It wants to hit 34....

As posted last week ;

I think a 26.4 close is very possible. But what matters is the next few days after that

The more we gain up-to AGM the easier AGM becomes suddenly....

FTSE250 demotion - MA picks up the additional stock, THG then re-enters on the next review of which even less shares are available and THG should in theory hold a much higher MCAP solidifying its' position in FTSE250 whilst swallowing available stock.

THG is my largest single holding. I've got CFD's & stock in THG.

I have always believed THG would be one of the biggest trades I ever make profit wise and I still believe it

We are all just frustrated. THG is worth £2-3 all day long.... Deny it all you want and throw ridiculous number around but THG is a company very very close to showing the numbers the city wants.... It's just IF it'll finally get the valuation