Member Info for ryanf

You'll be fine in the medium term stockbrokerbelt.

Yea fair point about asos HH. I like both at these levels, but THG more at 55p!

Remember everyone, THG market cap is less than ASOS. Tell yourself, what has the greater upside? Easy trade.

LTH for me stockbrokerbelt. Moulding said himself that cosy pressures easing, along with cost cutting.

Easy to forget that when the price is down 20%.

All getting a little ridiculous now. Waiting for the oversold bounce back to 60p minimum.

Same, 60.5p paid.

Institutions trying their best to hold this down. Hold strong.

Interesting that THG has almost completely recovered, yet ocado is still 9% down.

What a ridiculously manipulated market this is. 10% down to 1.5% down in 10 minutes.

The board have done exactly what they need to do. In this environment, cut costs and focus on profit making divisions. No reason why we shouldn't rerate above 100p and to continue climbing after!

He's gone quiet today... strange...

For the short term SP, capex needs to be cut to Ingenuity, especially given it hasn't delivered with all of the previous capex.

Another quarter of disappointing Ingenuity results and high capex will make me nervous, likely will make others nervous too. The best delivery to the market will be they are still pursuing Ingenuity but with reduced capex. I don't know how realistic it is though.

I'm still not totally sure about Ingenuity, happy to be proved wrong but the longer it goes on with disappointing results, the more questions we all will have about how Moulding is running this company.

Either way, fingers crossed for tomorrow. I did my bit in spending plenty on Myprotein last quarter.

All of this green in my portfolio is getting me excited.

There are some fund managers absolutely poopin their pants. That includes simple Simon.

Last I saw he was short ASOS and long Halfords. Painful morning

"Asos update doesn’t look too yummy"

Can always rely on Ste2k to make a wrong prediction.

OK Oxford, why come out with:

"I love how people just come out with any old nonsense and the board runs with it."

You know full well how this SP behaved on the last buyout rumour.

If Alibaba are truly interested in THG, the deal is much more likely to go through because they'll probably buy with cash. It would probably cost Alibaba a few weeks free cashflow to buyout THG completely. MM said the in the last call that the previous deals would've been debt driven and not beneficial to shareholders hence why it didn't go through (plus they undervalued it anyway).

Looking at Oxfords posting history, he sold on 5th January at around 49p. He's absolutely desperate to get back in.

Softbank are only an early investor in Alibaba. They don't run the company.

Alibaba is looking to penetrate Europe, they've said so on their investor calls. THG is perfect for them but I didn't think they would even know who THG are.